Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director | June 04, 2026 | June 08, 2026 |
| WEX Inc.WEX · Entity 2285 | Director | May 14, 2026 | May 18, 2026 |
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 June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 1,142 |
Reported balance
After 2026-06-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-04 · Sale · Disposed 183 · Balance 1,142 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.32 to $2,033.51, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) through (5). |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 538 |
Reported balance
After 2026-06-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-04 · Sale · Disposed 604 · Balance 538 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.49, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 82 |
Reported balance
After 2026-06-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-06-04 · Sale · Disposed 456 · Balance 82 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,050.36 to $2,051.24, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 45 |
Reported balance
After 2026-06-04 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-06-04 · Sale · Disposed 37 · Balance 45 |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 4,623 |
Reported balance
After 2026-06-04 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-06-04 · Sale · Disposed 93 · Balance 4,623 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.38 to $2,033.70, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 3,487 |
Reported balance
After 2026-06-04 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-06-04 · Sale · Disposed 1,136 · Balance 3,487 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.52, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 3,477 |
Reported balance
After 2026-06-04 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-06-04 · Sale · Disposed 10 · Balance 3,477 |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 3,476 |
Reported balance
After 2026-06-04 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-06-04 · Sale · Disposed 1 · Balance 3,476 |
| Class A CommonSEC Table I · non-derivative | Direct | 1,985 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,985 |
| Class A CommonSEC Table I · non-derivative | IndirectFamily GST Exempt Trust | 4,559 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 4,559 |
| Class A CommonSEC Table I · non-derivative | IndirectFamily Non-GST Exempt Trust | 4,660 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 4,660 |
| Class C Preferred StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 30,000 |
| Depositary SharesSEC Table I · non-derivative | Direct | 300 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 300 F6: Each Depositary Share represents a 1/100th interest in a share of the Issuer's 7% Non-Cumulative Perpetual Preferred Stock, Series D. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.32 to $2,033.51, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) through (5).
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.49, inclusive.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,050.36 to $2,051.24, inclusive.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.38 to $2,033.70, inclusive.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.52, inclusive.
F6: Each Depositary Share represents a 1/100th interest in a share of the Issuer's 7% Non-Cumulative Perpetual Preferred Stock, Series D.
WEX Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,352 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 2,352 · Balance 2,352 F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIT GROUP INC
Report date January 03, 2022 · Filed January 05, 2022
Section 16 reporting ended · disclosed 2022-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,475.559 |
Reported balance
After 2022-01-03 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 49,475.559 · Balance 49,475.559 F1: For Ms. Alemany, pursuant to the Merger Agreement, the unvested performance-based restricted stock units in respect of shares of CIT Common Stock (the "CIT PBRSUs") were converted into 3,068 restricted stock units in respect of shares of BancShares Class A Common Stock, equal to the number of shares subject to the CIT PBRSUs determined based on target level performance as of immediately prior to the effective time multiplied by the Exchange Ratio, with the result rounded up to the nearest whole share. F2: Each CIT PBRSU had the economic equivalent of one share of CIT Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-03 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-01-03 · Disposition to issuer · Disposed 49,475.559 · Balance 0 F1: For Ms. Alemany, pursuant to the Merger Agreement, the unvested performance-based restricted stock units in respect of shares of CIT Common Stock (the "CIT PBRSUs") were converted into 3,068 restricted stock units in respect of shares of BancShares Class A Common Stock, equal to the number of shares subject to the CIT PBRSUs determined based on target level performance as of immediately prior to the effective time multiplied by the Exchange Ratio, with the result rounded up to the nearest whole share. F2: Each CIT PBRSU had the economic equivalent of one share of CIT Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 274,351.917 |
Reported balance
After 2022-01-03 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2022-01-03 · Disposition to issuer · Disposed 37,965.72 · Balance 274,351.917 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. F4: Each CIT RSU had the economic equivalent of one share of CIT Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-03 transaction · row 9
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 9 · 2022-01-03 · Disposition to issuer · Disposed 274,351.917 · Balance 0 F5: For Ms. Alemany, pursuant to the Merger Agreement, a transaction exempt under Rule 16b-3, the unvested restricted stock units in respect of shares of CIT Common Stock (the "CIT RSUs") (not subject to deferral) automatically vested upon the effective time and were converted into 17,012 shares of BancShares Class A Common Stock multiplied by the Exchange Ratio less fractional shares paid in cash. |
| Common StockSEC Table I · non-derivative | IndirectSchwab March 2020 GRAT #1 (CIT) u/a/d 3/31/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-01-03 · Disposition to issuer · Disposed 122,000 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab June 2020 GRAT #1 (CIT) u/a/d 6/18/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-01-03 · Disposition to issuer · Disposed 31,050 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab July 2020 GRAT #1 u/a/d 7/29/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2022-01-03 · Disposition to issuer · Disposed 12,655 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab September 2020 GRAT #2 (CIT) u/a/d 9/25/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2022-01-03 · Disposition to issuer · Disposed 50,700 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab March 2021 GRAT | 0 |
Reported balance
After 2022-01-03 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2022-01-03 · Disposition to issuer · Disposed 49,000 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Series B PreferredSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-03 transaction · row 10
1 source rowRow 10 · 2022-01-03 · Disposition to issuer · Disposed 30,000 · Balance 0 F6: For Ms. Alemany, pursuant to the Merger Agreement, each issued and outstanding share of 5.625% Non-Cumulative Perpetual Preferred Stock, Series B, par value $0.01 per share, of CIT ("CIT Series B Preferred Stock") was converted into a newly created series of preferred stock of BancShares ("BancShares Series C Preferred Stock"). |
Filing footnotes · ownership attribution and instrument terms
F1: For Ms. Alemany, pursuant to the Merger Agreement, the unvested performance-based restricted stock units in respect of shares of CIT Common Stock (the "CIT PBRSUs") were converted into 3,068 restricted stock units in respect of shares of BancShares Class A Common Stock, equal to the number of shares subject to the CIT PBRSUs determined based on target level performance as of immediately prior to the effective time multiplied by the Exchange Ratio, with the result rounded up to the nearest whole share.
F2: Each CIT PBRSU had the economic equivalent of one share of CIT Common Stock.
F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34.
F4: Each CIT RSU had the economic equivalent of one share of CIT Common Stock.
F5: For Ms. Alemany, pursuant to the Merger Agreement, a transaction exempt under Rule 16b-3, the unvested restricted stock units in respect of shares of CIT Common Stock (the "CIT RSUs") (not subject to deferral) automatically vested upon the effective time and were converted into 17,012 shares of BancShares Class A Common Stock multiplied by the Exchange Ratio less fractional shares paid in cash.
F6: For Ms. Alemany, pursuant to the Merger Agreement, each issued and outstanding share of 5.625% Non-Cumulative Perpetual Preferred Stock, Series B, par value $0.01 per share, of CIT ("CIT Series B Preferred Stock") was converted into a newly created series of preferred stock of BancShares ("BancShares Series C Preferred Stock").
Dun & Bradstreet Holdings, Inc.
Report date August 26, 2025 · Filed August 26, 2025
Section 16 reporting ended · disclosed 2025-08-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-26 transaction · row 1
1 source rowRow 1 · 2025-08-26 · Disposition to issuer · Disposed 64,359 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings. F3: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares. |
| Common StockSEC Table I · non-derivative | IndirectAlemany March 2024 GRAT No 3 | 0 |
Reported balance
After 2025-08-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-08-26 · Disposition to issuer · Disposed 5,790 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings. F3: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F2: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings.
F3: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares.
Fidelity National Information Services, Inc.
Report date June 05, 2024 · Filed June 07, 2024
Section 16 reporting ended · disclosed 2024-06-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,993 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Exercise / conversion · Acquired 2,139 · Balance 5,993 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-05 · Exercise / conversion · Disposed 2,139 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock.
F2: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full.
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 |
|---|---|---|---|---|---|---|
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1 | $2,051.11 | $2,051.11 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 8 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany September 2025 GRAT Disclosed balance after: 3,476 Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 10 | $2,050.60 | $20,506.00 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 7 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany September 2025 GRAT Disclosed balance after: 3,477 Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,136 | $2,048.20 | $2,326,755.20 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 6 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany September 2025 GRAT Disclosed balance after: 3,487 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.52, inclusive. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 93 | $2,033.52 | $189,117.36 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 5 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany September 2025 GRAT Disclosed balance after: 4,623 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.38 to $2,033.70, inclusive. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 37 | $2,052.43 | $75,939.91 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany August 2024 GRAT Disclosed balance after: 45 Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 456 | $2,050.78 | $935,155.68 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany August 2024 GRAT Disclosed balance after: 82 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,050.36 to $2,051.24, inclusive. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 604 | $2,048.21 | $1,237,118.84 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany August 2024 GRAT Disclosed balance after: 538 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.49, inclusive. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 19:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 183 | $2,033.33 | $372,099.39 |
DisclosureSEC source: 0001193125-26-261630 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany August 2024 GRAT Disclosed balance after: 1,142 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.32 to $2,033.51, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) through (5). Read SEC document |
| May 14, 2026 Filed May 18, 2026 22:03 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 2,352 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001537972-26-000008 · wk-form4_1779141815.xml · derivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,352 Underlying: Common Stock · 2,352 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 19:26 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001537972-26-000002 · ownership.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · March 2024 GRAT #1 Disclosed balance after: 0 F1 · balance_after: In connection with the termination of the March 2024 GRAT #1 ( the "GRAT") on March 13, 2026, 310 shares of Class A Common Stock were distributed to the Alemany Family Non-GST Exempt Trust and continue to be reported on this Form 4 as indirectly owned. F2 · balance_after: On March 12, 2026, 1,985 shares of indirectly owned Class A Common Stock were distributed from the March 2024 GRAT (the "GRAT") to the reporting person and are reported in this Form 4 as directly owned. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 19:26 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001537972-26-000002 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 4,660 F1 · balance_after: In connection with the termination of the March 2024 GRAT #1 ( the "GRAT") on March 13, 2026, 310 shares of Class A Common Stock were distributed to the Alemany Family Non-GST Exempt Trust and continue to be reported on this Form 4 as indirectly owned. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:28 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 300 | $1,000.00 | $300,000.00 |
DisclosureSEC source: 0001193125-25-284842 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300 F1 · security: Each Depositary Share represents a 1/100th interest in a share of the Issuer's 7% Non-Cumulative Perpetual Preferred Stock, Series D. Read SEC document |
| August 26, 2025 Filed Aug 26, 2025 16:02 UTC | Dun & Bradstreet Holdings, Inc. DNB · Entity 76079 | Disposition to issuerCommon Stock | 5,790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-083063 · tm2524251-3_4seq1.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Alemany March 2024 GRAT No 3 Disclosed balance after: 0 F1 · kind: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2 · shares: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings. F3 · price: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares. Read SEC document |
| August 26, 2025 Filed Aug 26, 2025 16:02 UTC | Dun & Bradstreet Holdings, Inc. DNB · Entity 76079 | Disposition to issuerCommon Stock | 64,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-083063 · tm2524251-3_4seq1.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2 · shares: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings. F3 · price: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 17:07 UTC | Dun & Bradstreet Holdings, Inc. DNB · Entity 76079 | GrantCommon Stock | 23,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003310 · doc4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,909 F1 · shares: Grant of restricted common stock vesting 100% on the first anniversary of the date of grant. F2 · balance_after: Amount adjusted to reflect transfers to the reporting person's grantor retained annuity trusts. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 20:02 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | Tax withholdingClass A Common | 2,233 | $1,692.55 | $3,779,464.15 |
DisclosureSEC source: 0000950170-24-082084 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,351 Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 15:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 4,015 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-072290 · ownership.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 4,350 F1 · shares: In connection with the termination of the 2022 GRAT (the "GRAT") on June 10, 2024, 4,015 shares of Class A Common Stock were distributed to the Alemany Family Non-GST Exempt Trust and continue to be reported on this Form 4 as indirectly owned. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 15:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 4,015 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-072290 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · May 2022 GRAT Disclosed balance after: 0 F1 · shares: In connection with the termination of the 2022 GRAT (the "GRAT") on June 10, 2024, 4,015 shares of Class A Common Stock were distributed to the Alemany Family Non-GST Exempt Trust and continue to be reported on this Form 4 as indirectly owned. F2 · shares: On June 7, 2024, 1,742 shares of indirectly owned Class A Common Stock were distributed from the May 2022 GRAT (the "GRAT") to the reporting person and are reported in this Form 4 as directly owned. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:22 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 2,139 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000101 · wk-form4_1717791731.xml · derivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,139 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.exercise_date: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. F2 · derivative.expiration_date: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:22 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 2,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000101 · wk-form4_1717791731.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,993 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:31 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000079 · wk-form4_1717101068.xml · derivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,854 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: These restricted stock units vested and distributed in full on May 28, 2024. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:31 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000079 · wk-form4_1717101068.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,854 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2024 Filed May 10, 2024 16:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 484 | $1,750.12 | $847,057.02 |
DisclosureSEC source: 0000950170-24-057562 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 335 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,750.00 to $1,750.545, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| May 03, 2024 Filed May 7, 2024 19:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 516 | $1,750.00 | $903,000.00 |
DisclosureSEC source: 0000950170-24-054424 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 819 Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 67 | $1,769.58 | $118,561.86 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 11 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 1,335 Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 70 | $1,765.70 | $123,599.00 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 10 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 1,402 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,765.69 to $1,766.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2 | $1,759.76 | $3,519.52 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 9 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 1,472 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,759.54 to $1,759.97, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 711 | $1,756.48 | $1,248,857.28 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 8 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 1,474 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,756.28 to $1,756.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 50 | $1,754.74 | $87,737.00 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 7 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 2,185 Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 100 | $1,750.00 | $175,000.00 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 6 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 2,235 Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 341 | $1,769.26 | $603,317.66 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 5 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 2,335 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,768.83 to $1,769.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 75 | $1,768.28 | $132,621.00 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 2,676 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,767.79 to $1,768.39, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 4 | $1,766.18 | $7,064.72 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 2,751 Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 359 | $1,764.81 | $633,566.79 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 2,755 Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 221 | $1,763.20 | $389,667.20 |
DisclosureSEC source: 0000950170-24-050573 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family Non-GST Exempt Trust Disclosed balance after: 3,114 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,762.74 to $1,763.72, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 385 | $1,559.16 | $600,275.02 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 7 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family GST Exempt Trust Disclosed balance after: 4,559 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,558.90 to $1,559.37, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 106 | $1,557.85 | $165,132.25 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 6 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family GST Exempt Trust Disclosed balance after: 4,944 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,557.81 to $1,558.16, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 770 | $1,555.66 | $1,197,857.51 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 5 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family GST Exempt Trust Disclosed balance after: 5,050 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,555.25 to $1,556.21 inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 100 | $1,552.40 | $155,240.00 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family GST Exempt Trust Disclosed balance after: 5,820 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 60 | $1,551.06 | $93,063.80 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family GST Exempt Trust Disclosed balance after: 5,920 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,551.04 to $1,151.13, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 979 | $1,550.55 | $1,517,983.75 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Family GST Exempt Trust Disclosed balance after: 5,980 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,550.00 to $1,550.93, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 600 | $1,559.09 | $935,454.00 |
DisclosureSEC source: 0000950170-24-035295 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,842 F1 · balance_after: On March 8, 2024, the reporting person contributed 3,985 shares of Class A Common Stock held directly by her to a new grantor retained annuity trust (the "March 2024 GRAT #1," of which she serves as trustee), which shares continue to be reported in this Form 4 as indirectly owned. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 20:09 UTC | Dun & Bradstreet Holdings, Inc. DNB · Entity 76079 | GrantCommon Stock | 19,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004169 · doc4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,192 F1 · shares: Grant of restricted common stock vesting 100% on the first anniversary of the date of grant. F2 · balance_after: Amount adjusted to reflect transfers to the reporting person's grantor retained annuity trusts. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | OtherCommon Stock | 35,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000034 · wk-form4_1710274284.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · GRAT 2024 Disclosed balance after: 35,333 F1 · shares: Establishment of Grantor Retained Annuity Trust (GRAT) for estate planning purposes. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | OtherCommon Stock | 35,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000034 · wk-form4_1710274284.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Establishment of Grantor Retained Annuity Trust (GRAT) for estate planning purposes. Read SEC document |
| January 17, 2024 Filed Jan 18, 2024 21:29 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | PurchaseCommon Stock | 735 | $60.32 | $44,335.20 |
DisclosureSEC source: 0001136893-24-000004 · wk-form4_1705613341.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,333 F1 · shares: 1. Reporting person elected to purchase FIS stock in lieu of the quarterly cash retainer paid to members of the Board of Directors. This purchase was transacted under a 10b5-1 plan. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:27 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | Tax withholdingClass A Common | 2,670 | $1,401.31 | $3,741,497.70 |
DisclosureSEC source: 0000950170-24-001898 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,427 Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 21:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 524 | $1,451.13 | $760,392.12 |
DisclosureSEC source: 0000950170-23-072234 · ownership.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,097 Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 21:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,756 | $1,450.15 | $2,546,463.40 |
DisclosureSEC source: 0000950170-23-072234 · ownership.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,621 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $1,450.00 to $1,450.62, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the above range. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 19:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 46 | $1,458.52 | $67,091.69 |
DisclosureSEC source: 0000950170-23-071376 · ownership.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,377 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.