Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director · Chairman and CEO · 10% owner | June 05, 2026 | June 08, 2026 |
| FLYEXCLUSIVE INC.FLYX · Entity 6386 | Director | May 13, 2026 | May 15, 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 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B CommonSEC Table I · non-derivative | Direct | 64,572 |
Ending reported balance
After 2026-06-05 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-06-05 · Purchase · Acquired 2 · Balance 64,437 Row 2 · 2026-06-05 · Purchase · Acquired 8 · Balance 64,445 Row 3 · 2026-06-05 · Purchase · Acquired 23 · Balance 64,468 Row 4 · 2026-06-05 · Purchase · Acquired 47 · Balance 64,515 Row 5 · 2026-06-05 · Purchase · Acquired 2 · Balance 64,517 Row 6 · 2026-06-05 · Purchase · Acquired 34 · Balance 64,551 Row 7 · 2026-06-05 · Purchase · Acquired 1 · Balance 64,552 Row 8 · 2026-06-05 · Purchase · Acquired 5 · Balance 64,557 Row 9 · 2026-06-05 · Purchase · Acquired 15 · Balance 64,572 |
| Class A CommonSEC Table I · non-derivative | Direct | 206,942 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 206,942 |
| Class A CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 11,140 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 11,140 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Spouse | 3,728 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 3,728 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 A CommonSEC Table I · non-derivative | IndirectAs custodian for James Freeman Bailey, Jr. | 3,416 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 3,416 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 A CommonSEC Table I · non-derivative | IndirectAs custodian for Royall Holding Bailey | 1,591 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 1,591 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 A CommonSEC Table I · non-derivative | IndirectAs custodian for Jones Powell Bailey | 317 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 317 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 A CommonSEC Table I · non-derivative | IndirectFrank B. Holding Jr. 2025 #1 GRAT | 95,829 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 95,829 |
| Class A CommonSEC Table I · non-derivative | IndirectFrank B. Holding Jr. 2025 #2 GRAT | 106,000 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 106,000 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Spouse as Trustee for the Ruth P. Holding 2025 GRAT | 115,000 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 115,000 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 CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 2,527 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 2,527 |
| Class B CommonSEC Table I · non-derivative | IndirectBy Spouse | 9,160 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 9,160 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 CommonSEC Table I · non-derivative | IndirectAs custodian for James Freeman Bailey, Jr. | 4,957 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 4,957 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 CommonSEC Table I · non-derivative | IndirectAs custodian for Royall Holding Bailey | 4,800 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 4,800 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 CommonSEC Table I · non-derivative | IndirectAs custodian for Jones Powell Bailey | 5,158 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 23
Holding and transaction disclosures are not merged.
1 source rowRow 23 · Balance 5,158 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 CommonSEC Table I · non-derivative | IndirectFrank B. Holding Jr. 2025 #2 GRAT | 9,780 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 24
Holding and transaction disclosures are not merged.
1 source rowRow 24 · Balance 9,780 |
| Class B CommonSEC Table I · non-derivative | IndirectBy Spouse as Trustee for the Ruth P. Holding 2025 GRAT | 24,300 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 25
Holding and transaction disclosures are not merged.
1 source rowRow 25 · Balance 24,300 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. |
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.
FLYEXCLUSIVE INC.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 46,296 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 46,296 · Balance 46,296 F1: The restricted stock units were granted on May 13, 2026. Each restricted stock unit represents a contingent right to receive one share of flyExclusive, Inc. Class A common stock. The restricted stock units vested immediately upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted on May 13, 2026. Each restricted stock unit represents a contingent right to receive one share of flyExclusive, Inc. Class A common stock. The restricted stock units vested immediately upon grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PIEDMONT NATURAL GAS CO INC
Report date October 03, 2016 · Filed October 05, 2016
Section 16 reporting ended · disclosed 2016-10-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 1
1 source rowRow 1 · 2016-10-03 · Disposition to issuer · Disposed 48,563.626 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated as of October 24, 2015 by and among Duke Energy Corporation ("Duke Energy"), Forest Subsidiary, Inc. and Piedmont Natural Gas Company, Inc. ("Piedmont") in exchange for $60.00 in cash for each share of Piedmont common stock held immediately prior to the Effective Time (as defined in the Merger Agreement) of the merger.
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 13, 2026 Filed May 15, 2026 22:03 UTC | FLYEXCLUSIVE INC. FLYX · Entity 6386 | GrantClass A Common Stock | 46,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-227330 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,296 F1 · shares: The restricted stock units were granted on May 13, 2026. Each restricted stock unit represents a contingent right to receive one share of flyExclusive, Inc. Class A common stock. The restricted stock units vested immediately upon grant. Read SEC document |
| May 12, 2026 Filed May 13, 2026 00:32 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 5,940 | $1,726.82 | $10,257,310.80 |
DisclosureSEC source: 0001193125-26-220236 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #1 GRAT Disclosed balance after: 38,111 Read SEC document |
| May 12, 2026 Filed May 13, 2026 00:32 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 5,346 | $1,918.69 | $10,257,316.74 |
DisclosureSEC source: 0001193125-26-220236 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #1 GRAT Disclosed balance after: 100,654 Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 19:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-158894 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,158 F1 · ownership.direct: 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 |
| April 14, 2026 Filed Apr 16, 2026 19:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-158894 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,800 F1 · ownership.direct: 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 |
| April 14, 2026 Filed Apr 16, 2026 19:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-158894 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,957 F1 · ownership.direct: 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 |
| April 10, 2026 Filed Apr 14, 2026 16:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-154413 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,125 F1 · ownership.direct: 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 |
| April 10, 2026 Filed Apr 14, 2026 16:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-154413 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,767 F1 · ownership.direct: 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 |
| April 10, 2026 Filed Apr 14, 2026 16:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-154413 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,924 F1 · ownership.direct: 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 19, 2026 Filed Mar 19, 2026 21:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 4 | $1,550.00 | $6,200.00 |
DisclosureSEC source: 0001065416-26-000006 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #1 GRAT Disclosed balance after: 32,171 Read SEC document |
| March 19, 2026 Filed Mar 19, 2026 21:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 92 | $1,550.00 | $142,600.00 |
DisclosureSEC source: 0001065416-26-000006 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,841 Read SEC document |
| March 17, 2026 Filed Mar 17, 2026 20:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000004 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 317 F1 · ownership.direct: 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 17, 2026 Filed Mar 17, 2026 20:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000004 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,591 F1 · ownership.direct: 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 17, 2026 Filed Mar 17, 2026 20:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000004 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,416 F1 · ownership.direct: 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 17, 2026 Filed Mar 19, 2026 21:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 2 | $1,550.00 | $3,100.00 |
DisclosureSEC source: 0001065416-26-000006 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #1 GRAT Disclosed balance after: 32,167 Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 15 | $1,550.00 | $23,250.00 |
DisclosureSEC source: 0001065416-26-000004 · ownership.xml · nonDerivative · entry 5 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #1 GRAT Disclosed balance after: 32,165 Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 134 | $1,550.00 | $207,700.00 |
DisclosureSEC source: 0001065416-26-000004 · ownership.xml · nonDerivative · entry 4 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,749 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 9 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,092 F1 · ownership.direct: 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 03, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 8 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,734 F1 · ownership.direct: 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 03, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,891 F1 · ownership.direct: 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 03, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 6 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,615 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,117 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 5 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,927 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 4 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 296 F1 · ownership.direct: 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 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,570 F1 · ownership.direct: 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 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001065416-26-000002 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,395 F1 · ownership.direct: 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 |
| December 22, 2025 Filed Dec 22, 2025 19:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328459 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 286 F1 · ownership.direct: 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 |
| December 22, 2025 Filed Dec 22, 2025 19:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328459 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,560 F1 · ownership.direct: 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 |
| December 22, 2025 Filed Dec 22, 2025 19:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328459 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,385 F1 · ownership.direct: 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 |
| November 26, 2025 Filed Dec 1, 2025 21:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 10 | $1,629.55 | $16,295.50 |
DisclosureSEC source: 0001193125-25-303990 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As beneficiary of a trust Disclosed balance after: 2,527 Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 125 | $1,629.68 | $203,710.00 |
DisclosureSEC source: 0001193125-25-303990 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As beneficiary of a trust Disclosed balance after: 2,517 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 18:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 300 | $1,697.50 | $509,250.00 |
DisclosureSEC source: 0000950170-25-106431 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse as Trustee for the Ruth P. Holding 2025 GRAT Disclosed balance after: 32,300 F1 · ownership.direct: 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 |
| August 07, 2025 Filed Aug 11, 2025 18:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 150 | $1,700.00 | $255,000.00 |
DisclosureSEC source: 0000950170-25-106431 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #2 GRAT Disclosed balance after: 32,150 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 18:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 150 | $1,700.00 | $255,000.00 |
DisclosureSEC source: 0000950170-25-106431 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Frank B. Holding Jr. 2025 #1 GRAT Disclosed balance after: 32,150 Read SEC document |
| May 02, 2025 Filed May 6, 2025 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 100 | $1,610.00 | $161,000.00 |
DisclosureSEC source: 0000950170-25-064336 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,160 F1 · ownership.direct: 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 |
| May 02, 2025 Filed May 6, 2025 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 350 | $1,610.00 | $563,500.00 |
DisclosureSEC source: 0000950170-25-064336 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,758 Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 8 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,068 F1 · ownership.direct: 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 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,043 F1 · ownership.direct: 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 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 6 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,710 F1 · ownership.direct: 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 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 5 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,685 F1 · ownership.direct: 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 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 4 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,867 F1 · ownership.direct: 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 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,842 F1 · ownership.direct: 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 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,408 Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044502 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,477 Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 21:35 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042185 · ownership.xml · nonDerivative · entry 3 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 268 F1 · ownership.direct: 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 18, 2025 Filed Mar 19, 2025 21:35 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042185 · ownership.xml · nonDerivative · entry 2 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,542 F1 · ownership.direct: 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 18, 2025 Filed Mar 19, 2025 21:35 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042185 · ownership.xml · nonDerivative · entry 1 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,367 F1 · ownership.direct: 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 10, 2025 Filed Mar 12, 2025 20:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 7 | $1,480.00 | $10,360.00 |
DisclosureSEC source: 0000950170-25-038011 · ownership.xml · nonDerivative · entry 13 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,018 F7 · ownership.direct: 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 10, 2025 Filed Mar 12, 2025 20:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 23 | $1,485.00 | $34,155.00 |
DisclosureSEC source: 0000950170-25-038011 · ownership.xml · nonDerivative · entry 12 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 5,011 F7 · ownership.direct: 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 10, 2025 Filed Mar 12, 2025 20:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 8 | $1,480.00 | $11,840.00 |
DisclosureSEC source: 0000950170-25-038011 · ownership.xml · nonDerivative · entry 11 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,660 F7 · ownership.direct: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.