Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director | March 24, 2021 | May 04, 2021 |
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 March 24, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,027 |
Reported balance
After 2021-03-24 transaction · row 1
1 source rowRow 1 · 2021-03-24 · Gift · Disposed 200 · Balance 1,027 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy spouse | 200 |
Reported balance
After 2021-03-24 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-03-24 · Gift · Acquired 200 · Balance 200 F1: 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. |
| Class B Common StockSEC Table I · non-derivative | Direct | 68 |
Reported balance
Holding disclosure · report date 2021-03-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 68 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| March 24, 2021 Filed May 4, 2021 20:45 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029920 · doc4.xml · nonDerivative · entry 2 ALEXANDER JOHN M · CIK 0001188009 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 200 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 |
| March 24, 2021 Filed May 4, 2021 20:45 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029920 · doc4.xml · nonDerivative · entry 1 ALEXANDER JOHN M · CIK 0001188009 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027 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.