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 |
|---|---|---|---|---|---|---|
| December 18, 2023 Filed Dec 20, 2023 16:38 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071796 · 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: 3,273 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:28 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-070414 · 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: 4,899 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:28 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-070414 · 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: 4,541 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:28 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-070414 · 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: 4,713 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 19:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-069607 · 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: 4,871 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 19:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-069607 · 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: 4,513 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 19:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-069607 · 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: 4,685 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 19:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-069607 · 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: 96,967 Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 20:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 45 | $1,150.00 | $51,750.00 |
DisclosureSEC source: 0001209191-23-050145 · doc4.xml · nonDerivative · entry 14 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: 4,846 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 20:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 45 | $1,150.00 | $51,750.00 |
DisclosureSEC source: 0001209191-23-050145 · doc4.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 Royall Holding Bailey Disclosed balance after: 4,488 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 20:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 55 | $1,150.00 | $63,250.00 |
DisclosureSEC source: 0001209191-23-050145 · doc4.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 James Freeman Bailey, Jr. Disclosed balance after: 4,660 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 20:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 20 | $1,150.00 | $23,000.00 |
DisclosureSEC source: 0001209191-23-050145 · doc4.xml · nonDerivative · entry 9 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: 1,709 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 20:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 110 | $1,150.00 | $126,500.00 |
DisclosureSEC source: 0001209191-23-050145 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,442 Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 17:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 3,700 | $1,233.13 | $4,562,575.45 |
DisclosureSEC source: 0001209191-23-038293 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,332 Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 17:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common Stock | 3,515 | $1,298.03 | $4,562,575.45 |
DisclosureSEC source: 0001209191-23-038293 · doc4.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: 524,988 Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 19:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 165 | $650.00 | $107,250.00 |
DisclosureSEC source: 0001209191-23-018151 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,632 Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 19:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 235 | $650.00 | $152,750.00 |
DisclosureSEC source: 0001209191-23-017090 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,467 Read SEC document |
| February 24, 2023 Filed Feb 24, 2023 21:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012678 · doc4.xml · nonDerivative · entry 6 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 160 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 24, 2023 Filed Feb 24, 2023 21:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012678 · doc4.xml · nonDerivative · entry 5 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,434 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 24, 2023 Filed Feb 24, 2023 21:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012678 · doc4.xml · nonDerivative · entry 4 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,262 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 03, 2023 Filed Feb 3, 2023 19:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 1,020 | $722.51 | $736,960.20 |
DisclosureSEC source: 0001209191-23-006640 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,232 Read SEC document |
| January 24, 2023 Filed Feb 3, 2023 19:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006640 · doc4.xml · nonDerivative · entry 6 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 118 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 24, 2023 Filed Feb 3, 2023 19:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006640 · doc4.xml · nonDerivative · entry 5 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,392 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 24, 2023 Filed Feb 3, 2023 19:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006640 · doc4.xml · nonDerivative · entry 4 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,220 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 29, 2022 Filed Feb 13, 2024 22:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014641 · 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: 4,938 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 29, 2022 Filed Feb 13, 2024 22:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014641 · ownership.xml · nonDerivative · entry 10 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: 4,580 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 29, 2022 Filed Feb 13, 2024 22:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014641 · 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 James Freeman Bailey, Jr. Disclosed balance after: 4,737 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 29, 2022 Filed Feb 13, 2024 22:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014641 · 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 Jones Powell Bailey Disclosed balance after: 203 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 29, 2022 Filed Feb 13, 2024 22:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014641 · 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: 1,477 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 29, 2022 Filed Feb 13, 2024 22:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014641 · 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: 3,305 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 01, 2022 Filed Jan 4, 2023 18:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000610 · doc4.xml · nonDerivative · entry 6 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 98 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 01, 2022 Filed Jan 4, 2023 18:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000610 · doc4.xml · nonDerivative · entry 5 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 1,372 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 01, 2022 Filed Jan 4, 2023 18:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000610 · doc4.xml · nonDerivative · entry 4 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for James Freeman Bailey, Jr. Disclosed balance after: 3,200 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 18:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 155 | $631.50 | $97,882.50 |
DisclosureSEC source: 0001209191-22-036617 · doc4.xml · nonDerivative · entry 10 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 1,689 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 18:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 70 | $626.00 | $43,820.00 |
DisclosureSEC source: 0001209191-22-036617 · doc4.xml · nonDerivative · entry 9 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As beneficiary of Trust Disclosed balance after: 2,392 Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 18:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 254 | $630.00 | $160,020.00 |
DisclosureSEC source: 0001209191-22-036617 · doc4.xml · nonDerivative · entry 8 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,212 Read SEC document |
| June 03, 2022 Filed Jun 14, 2022 18:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass B Common Stock | 9 | $630.00 | $5,670.00 |
DisclosureSEC source: 0001209191-22-036617 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,958 Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:03 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 30 | $630.00 | $18,900.00 |
DisclosureSEC source: 0001209191-22-032798 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,949 Read SEC document |
| May 02, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 15 | $630.00 | $9,450.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 20 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 4,801 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| May 02, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 117 | $630.00 | $73,710.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 17 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,443 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| May 02, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 138 | $630.00 | $86,940.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 15 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,605 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| May 02, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 135 | $630.00 | $85,050.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 10 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 1,534 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| May 02, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 215 | $630.00 | $135,450.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 8 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,919 Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 45 | $630.00 | $28,350.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 19 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 4,786 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common Stock | 6 | $630.00 | $3,780.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 14 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,467 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 29, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 18 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 4,741 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 29, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 16 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Royall Holding Bailey Disclosed balance after: 4,326 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 29, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 13 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for James Freeman Bailey, Jr. Disclosed balance after: 4,461 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 29, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 855 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 7 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,704 Read SEC document |
| March 28, 2022 Filed May 3, 2022 20:17 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026691 · doc4.xml · nonDerivative · entry 6 HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Jones Powell Bailey Disclosed balance after: 78 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.