Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director | December 07, 2022 | December 08, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRST CITIZENS BANCSHARES INC /DE/
Report date December 07, 2022 · Filed December 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 613 |
Reported balance
After 2022-12-07 transaction · row 1
1 source rowRow 1 · 2022-12-07 · Sale · Disposed 27 · Balance 613 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 07, 2022 Filed Dec 8, 2022 16:07 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common Stock | 27 | $781.12 | $21,090.24 |
DisclosureSEC source: 0001209191-22-060289 · doc4.xml · nonDerivative · entry 1 Heavner Daniel L · CIK 0001397705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Read SEC document |
| December 20, 2018 Filed Jan 29, 2019 19:27 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common Stock | 25 | $366.28 | $9,157.00 |
DisclosureSEC source: 0001209191-19-005718 · doc4.xml · nonDerivative · entry 1 Heavner Daniel L · CIK 0001397705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 19:49 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common Stock | 230 | $427.27 | $98,272.10 |
DisclosureSEC source: 0001209191-18-057100 · doc4.xml · nonDerivative · entry 1 Heavner Daniel L · CIK 0001397705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.