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 12, 2020 | March 13, 2020 |
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 12, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Depositary SharesSEC Table I · non-derivative | Direct | 600 |
Reported balance
After 2020-03-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-03-12 · Other · Acquired 600 · Balance 600 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. F2: Purchased in an underwritten public offering. |
| Class A Common StockSEC Table I · non-derivative | Direct | 112 |
Reported balance
Holding disclosure · report date 2020-03-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 112 |
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.
F2: Purchased in an underwritten public offering.
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 12, 2020 Filed Mar 13, 2020 15:51 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 600 | $25.00 | $15,000.00 |
DisclosureSEC source: 0001209191-20-018717 · doc4.xml · nonDerivative · entry 2 Keels Floyd L · CIK 0001620308 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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.