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Nasdaq · USD

FCNCA

FIRST CITIZENS BANCSHARES INC /DE/

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Tapewire entity
3195
SEC CIK
0000798941
Parsed reports
370

Last 12 months

Inside the activity.

62 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202530
Dec 202500
Jan 202600
Feb 202600
Mar 202660
Apr 202600
May 202611
Jun 2026508
Jul 202600
Aug 202620
Sep 202602
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 09, 2024 Filed Feb 13, 2024 22:23 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014667 · ownership.xml · nonDerivative · entry 1

Bristow Claire H · CIK 0001563815 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,729

Read SEC document
February 09, 2024 Filed Feb 13, 2024 22:00 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014641 · ownership.xml · nonDerivative · entry 6

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 214

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 22:00 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014641 · ownership.xml · nonDerivative · entry 4

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Royall Holding Bailey

Disclosed balance after: 1,488

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 22:00 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014641 · ownership.xml · nonDerivative · entry 2

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 3,316

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 20:16 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014491 · ownership.xml · nonDerivative · entry 5

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Brice Trust fbo Cordelia A. Brice

Disclosed balance after: 29,420

F2 · ownership.direct: The listed shares are held by a trust for the benefit of the Reporting Person's child. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 20:16 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014491 · ownership.xml · nonDerivative · entry 3

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Brice Trust fbo Stephen B. Brice

Disclosed balance after: 28,819

F2 · ownership.direct: The listed shares are held by a trust for the benefit of the Reporting Person's child. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 20:16 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014491 · ownership.xml · nonDerivative · entry 2

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 430

F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 20:16 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014491 · ownership.xml · nonDerivative · entry 1

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Carson Holding Brice Revocable Trust

Disclosed balance after: 131,015

Read SEC document
February 09, 2024 Filed Feb 13, 2024 20:10 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014482 · ownership.xml · nonDerivative · entry 1

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust for Hope H. Bryant

Disclosed balance after: 34,191

Read SEC document
February 09, 2024 Filed Feb 13, 2024 20:04 UTC GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014474 · ownership.xml · nonDerivative · entry 1

Holding Olivia Britton · CIK 0001563717 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Olivia B. Holding Revocable Trust

Disclosed balance after: 537,459

Read SEC document
February 05, 2024 Filed Feb 7, 2024 21:31 UTC PurchaseClass B Common 11 $1,315.00 $14,465.00
Disclosure

SEC source: 0000950170-24-012250 · ownership.xml · nonDerivative · entry 1

Holding Olivia Britton · CIK 0001563717 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Olivia B. Holding Revocable Trust

Disclosed balance after: 121,228

Read SEC document
January 03, 2024 Filed Jan 4, 2024 21:27 UTC Tax withholdingClass A Common 2,670 $1,401.31 $3,741,497.70
Disclosure

SEC source: 0000950170-24-001898 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,427

Read SEC document
December 19, 2023 Filed Dec 21, 2023 21:20 UTC SaleClass A Common 524 $1,451.13 $760,392.12
Disclosure

SEC source: 0000950170-23-072234 · ownership.xml · nonDerivative · entry 2

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,097

Read SEC document
December 19, 2023 Filed Dec 21, 2023 21:20 UTC SaleClass A Common 1,756 $1,450.15 $2,546,463.40
Disclosure

SEC source: 0000950170-23-072234 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,621

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,450.00 to $1,450.62, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 17:01 UTC
BRISTOW PETER MDirector · President · 10% owner
GiftClass A Common 36 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071806 · ownership.xml · nonDerivative · entry 2

BRISTOW PETER M · CIK 0001065417 · Director · President · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,695

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 17:01 UTC
BRISTOW PETER MDirector · President · 10% owner
GiftClass A Common 33 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071806 · ownership.xml · nonDerivative · entry 1

BRISTOW PETER M · CIK 0001065417 · Director · President · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As Trustee for Peter M. Bristow 2nd Amdended and Restated Trust

Disclosed balance after: 8,748

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:48 UTC GiftClass A Common 33 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071800 · ownership.xml · nonDerivative · entry 2

Bristow Claire H · CIK 0001563815 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement

Disclosed balance after: 8,748

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:48 UTC GiftClass A Common 36 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071800 · ownership.xml · nonDerivative · entry 1

Bristow Claire H · CIK 0001563815 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust

Disclosed balance after: 321,695

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:38 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 12 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071796 · ownership.xml · nonDerivative · entry 6

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 183

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:38 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071796 · ownership.xml · nonDerivative · entry 5

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 171

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:38 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 12 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071796 · ownership.xml · nonDerivative · entry 4

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian for Royall Holding Bailey

Disclosed balance after: 1,457

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:38 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071796 · ownership.xml · nonDerivative · entry 3

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian for Royall Holding Bailey

Disclosed balance after: 1,445

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:38 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 12 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071796 · ownership.xml · nonDerivative · entry 2

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 3,285

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 18, 2023 Filed Dec 20, 2023 16:38 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass A Common 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-071796 · ownership.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 3,273

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 19:12 UTC SaleClass A Common 46 $1,458.52 $67,091.69
Disclosure

SEC source: 0000950170-23-071376 · ownership.xml · nonDerivative · entry 4

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,377

Read SEC document
December 15, 2023 Filed Dec 19, 2023 19:12 UTC SaleClass A Common 125 $1,452.93 $181,615.75
Disclosure

SEC source: 0000950170-23-071376 · ownership.xml · nonDerivative · entry 3

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,423

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,452.92 to $1,452.95, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 19:12 UTC SaleClass A Common 416 $1,451.40 $603,784.06
Disclosure

SEC source: 0000950170-23-071376 · ownership.xml · nonDerivative · entry 2

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,548

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,451.15 to $1,451.49, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 19:12 UTC SaleClass A Common 133 $1,450.28 $192,886.97
Disclosure

SEC source: 0000950170-23-071376 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,964

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,450.00 to $1,450.90, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:28 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 28 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-070414 · ownership.xml · nonDerivative · entry 3

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 4,899

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:28 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 28 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-070414 · ownership.xml · nonDerivative · entry 2

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Royall Holding Bailey

Disclosed balance after: 4,541

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 13, 2023 Filed Dec 14, 2023 21:28 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 28 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-070414 · ownership.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 4,713

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:20 UTC GiftClass B Common 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069611 · ownership.xml · nonDerivative · entry 3

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Brice Trust fbo Cordelia A. Brice

Disclosed balance after: 1,488

F1 · ownership.direct: The listed shares are held by a trust for the benefit of the Reporting Person's child. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:20 UTC GiftClass B Common 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069611 · ownership.xml · nonDerivative · entry 2

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Brice Trust fbo Elizabeth M. Brice

Disclosed balance after: 1,488

F1 · ownership.direct: The listed shares are held by a trust for the benefit of the Reporting Person's child. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:20 UTC GiftClass B Common 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069611 · ownership.xml · nonDerivative · entry 1

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Brice Trust fbo Stephen B. Brice

Disclosed balance after: 1,406

F1 · ownership.direct: The listed shares are held by a trust for the benefit of the Reporting Person's child. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:15 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069607 · ownership.xml · nonDerivative · entry 4

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 4,871

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:15 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069607 · ownership.xml · nonDerivative · entry 3

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Royall Holding Bailey

Disclosed balance after: 4,513

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:15 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069607 · ownership.xml · nonDerivative · entry 2

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for James Freeman Bailey, Jr.

Disclosed balance after: 4,685

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 19:15 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
GiftClass B Common 475 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-069607 · ownership.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,967

Read SEC document
December 05, 2023 Filed Dec 6, 2023 21:48 UTC
BRYANT HOPE HOLDINGDirector · Vice Chairwoman · 10% owner
GiftClass A Common 69 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-068583 · ownership.xml · nonDerivative · entry 1

BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairwoman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust for Hope H. Bryant

Disclosed balance after: 34,180

F1 · balance_after: On December 5, 2023, the reporting person contributed 129,348 shares of Class A Common and 7,442 shares of Class B Common held by her revocable trust (of which she is the trustee and sole beneficiary) to a new grantor retained annuity trust (the "2023 GRAT") of which she serves as trustee and which shares are reported in this Form 4 as indirectly owned.

F2 · balance_after: On August 11, 2023, 26,932 shares of Class A Common Stock were distributed from the reporting person's 2022 GRAT (of which she serves as a trustee) to the reporting person's revocable trust (of which she serves as a trustee) and continue to be reported in this Form 4 as indirectly owned, and the remaining 92,547 shares held by the 2022 GRAT continue to be reported in the Form 4 as indirectly owned.

Read SEC document
November 28, 2023 Filed Nov 29, 2023 20:00 UTC GiftClass A Common 9 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-066688 · ownership.xml · nonDerivative · entry 1

Holding Olivia Britton · CIK 0001563717 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Olivia B. Holding Revocable Trust

Disclosed balance after: 537,448

Read SEC document
November 14, 2023 Filed Nov 16, 2023 18:28 UTC SaleClass A Common 476 $1,445.46 $688,038.96
Disclosure

SEC source: 0000950170-23-064411 · ownership.xml · nonDerivative · entry 6

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,097

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,445.74 to $1,445.76, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

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November 14, 2023 Filed Nov 16, 2023 18:28 UTC SaleClass A Common 144 $1,447.81 $208,484.64
Disclosure

SEC source: 0000950170-23-064411 · ownership.xml · nonDerivative · entry 5

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,573

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November 14, 2023 Filed Nov 16, 2023 18:28 UTC SaleClass A Common 240 $1,450.02 $348,004.80
Disclosure

SEC source: 0000950170-23-064411 · ownership.xml · nonDerivative · entry 4

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,717

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,450.00 to $1,450.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

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November 14, 2023 Filed Nov 16, 2023 18:28 UTC SaleClass A Common 280 $1,452.77 $406,775.60
Disclosure

SEC source: 0000950170-23-064411 · ownership.xml · nonDerivative · entry 3

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,957

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,452.50 to $1,452.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range.

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November 14, 2023 Filed Nov 16, 2023 18:28 UTC SaleClass A Common 60 $1,455.73 $87,343.80
Disclosure

SEC source: 0000950170-23-064411 · ownership.xml · nonDerivative · entry 2

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,237

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November 14, 2023 Filed Nov 16, 2023 18:28 UTC SaleClass A Common 800 $1,461.58 $1,169,264.00
Disclosure

SEC source: 0000950170-23-064411 · ownership.xml · nonDerivative · entry 1

Alemany Ellen R · CIK 0001537972 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,297

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November 03, 2023 Filed Nov 6, 2023 16:51 UTC GiftClass A Common 16 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-059145 · ownership.xml · nonDerivative · entry 2

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 419

F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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November 03, 2023 Filed Nov 6, 2023 16:51 UTC GiftClass A Common 16 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-059145 · ownership.xml · nonDerivative · entry 1

Brice Carson H · CIK 0001564431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Carson Holding Brice Revocable Trust

Disclosed balance after: 131,004

F1 · balance_after: On October 30, 2023, 131,000 shares of Class A Common stock were distributed from the reporting person's 2022 GRAT (of which she serves as trustee) to the reporting person's revocable trust (of which she serves as trustee) and continue to be reported in this Form 4 as indirectly owned, and the remaining 316,078 shares of Class A Common stock held by the 2022 GRAT continue to be so held and to be reported in this Form 4 as indirectly owned.

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September 19, 2023 Filed Sep 20, 2023 20:14 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
PurchaseClass B Common Stock 45 $1,150.00 $51,750.00
Disclosure

SEC source: 0001209191-23-050145 · doc4.xml · nonDerivative · entry 14

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Jones Powell Bailey

Disclosed balance after: 4,846

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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September 19, 2023 Filed Sep 20, 2023 20:14 UTC
HOLDING FRANK B JRDirector · Chairman and CEO · 10% owner
PurchaseClass B Common Stock 45 $1,150.00 $51,750.00
Disclosure

SEC source: 0001209191-23-050145 · doc4.xml · nonDerivative · entry 13

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · As custodian for Royall Holding Bailey

Disclosed balance after: 4,488

F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.