Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director | May 16, 2022 | May 18, 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 May 16, 2022 · Filed May 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 314 |
Reported balance
After 2022-05-16 transaction · row 1
1 source rowRow 1 · 2022-05-16 · Purchase · Acquired 14 · Balance 314 |
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 |
|---|---|---|---|---|---|---|
| May 16, 2022 Filed May 18, 2022 14:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common | 14 | $637.66 | $8,927.30 |
DisclosureSEC source: 0001209191-22-029919 · doc4.xml · nonDerivative · entry 1 Hoppe Robert R · CIK 0001620312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314 Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 20:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common | 20 | $785.43 | $15,708.60 |
DisclosureSEC source: 0001209191-22-005348 · doc4.xml · nonDerivative · entry 1 Hoppe Robert R · CIK 0001620312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| August 28, 2019 Filed Aug 28, 2019 18:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common Stock | 80 | $427.00 | $34,160.00 |
DisclosureSEC source: 0001209191-19-047590 · doc4.xml · nonDerivative · entry 1 Hoppe Robert R · CIK 0001620312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280 Read SEC document |
| May 08, 2018 Filed May 8, 2018 18:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common Stock | 11 | $437.63 | $4,813.93 |
DisclosureSEC source: 0001209191-18-028517 · doc4.xml · nonDerivative · entry 1 Hoppe Robert R · CIK 0001620312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| May 15, 2017 Filed May 16, 2017 18:35 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common Stock | 19 | $343.38 | $6,524.22 |
DisclosureSEC source: 0001209191-17-032573 · doc4.xml · nonDerivative · entry 1 Hoppe Robert R · CIK 0001620312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189 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.