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 05, 2022 | May 09, 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 05, 2022 · Filed May 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
After 2022-05-05 transaction · row 1
1 source rowRow 1 · 2022-05-05 · Purchase · Acquired 750 · Balance 1,000 |
| Depositary SharesSEC Table I · non-derivative | IndirectRobert T. Newcomb Rev Trust | 6,000 |
Reported balance
Holding disclosure · report date 2022-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,000 F1: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A.
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 05, 2022 Filed May 9, 2022 17:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass A Common Stock | 750 | $669.55 | $502,159.50 |
DisclosureSEC source: 0001209191-22-027775 · doc4.xml · nonDerivative · entry 1 NEWCOMB ROBERT T · CIK 0001188006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| December 07, 2021 Filed Dec 16, 2021 15:35 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069882 · doc4.xml · nonDerivative · entry 1 NEWCOMB ROBERT T · CIK 0001188006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:04 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 6,000 | $25.00 | $150,000.00 |
DisclosureSEC source: 0001209191-20-018722 · doc4.xml · nonDerivative · entry 2 NEWCOMB ROBERT T · CIK 0001188006 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert T. Newcomb Rev Trust Disclosed balance after: 6,000 F1 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F2 · kind: Purchased in an underwritten public offering. 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.