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person · Reporting owner

HOLDING FRANK B JR

Disclosed activity across 3 companies

Tapewire entity
40723
SEC CIK
0001065416

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195Director · Chairman and CEO · 10% ownerJune 05, 2026June 08, 2026
FLYEXCLUSIVE INC.FLYX · Entity 6386DirectorMay 13, 2026May 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B CommonSEC Table I · non-derivativeDirect64,572 Ending reported balance After 2026-06-05 transaction · row 9
9 source rows · reconciled sequence

Row 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-derivativeDirect206,942 Reported balance Holding disclosure · report date 2026-06-05 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 10 · Balance 206,942

Class A CommonSEC Table I · non-derivativeIndirectAs beneficiary of a trust11,140 Reported balance Holding disclosure · report date 2026-06-05 · row 11 Holding and transaction disclosures are not merged.
1 source row

Row 11 · Balance 11,140

Class A CommonSEC Table I · non-derivativeIndirectBy Spouse3,728 Reported balance Holding disclosure · report date 2026-06-05 · row 12 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectAs 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 row

Row 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-derivativeIndirectAs custodian for Royall Holding Bailey1,591 Reported balance Holding disclosure · report date 2026-06-05 · row 14 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectAs custodian for Jones Powell Bailey317 Reported balance Holding disclosure · report date 2026-06-05 · row 15 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectFrank B. Holding Jr. 2025 #1 GRAT95,829 Reported balance Holding disclosure · report date 2026-06-05 · row 16 Holding and transaction disclosures are not merged.
1 source row

Row 16 · Balance 95,829

Class A CommonSEC Table I · non-derivativeIndirectFrank B. Holding Jr. 2025 #2 GRAT106,000 Reported balance Holding disclosure · report date 2026-06-05 · row 17 Holding and transaction disclosures are not merged.
1 source row

Row 17 · Balance 106,000

Class A CommonSEC Table I · non-derivativeIndirectBy Spouse as Trustee for the Ruth P. Holding 2025 GRAT115,000 Reported balance Holding disclosure · report date 2026-06-05 · row 18 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectAs beneficiary of a trust2,527 Reported balance Holding disclosure · report date 2026-06-05 · row 19 Holding and transaction disclosures are not merged.
1 source row

Row 19 · Balance 2,527

Class B CommonSEC Table I · non-derivativeIndirectBy Spouse9,160 Reported balance Holding disclosure · report date 2026-06-05 · row 20 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectAs 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 row

Row 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-derivativeIndirectAs custodian for Royall Holding Bailey4,800 Reported balance Holding disclosure · report date 2026-06-05 · row 22 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectAs custodian for Jones Powell Bailey5,158 Reported balance Holding disclosure · report date 2026-06-05 · row 23 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectFrank B. Holding Jr. 2025 #2 GRAT9,780 Reported balance Holding disclosure · report date 2026-06-05 · row 24 Holding and transaction disclosures are not merged.
1 source row

Row 24 · Balance 9,780

Class B CommonSEC Table I · non-derivativeIndirectBy Spouse as Trustee for the Ruth P. Holding 2025 GRAT24,300 Reported balance Holding disclosure · report date 2026-06-05 · row 25 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect46,296 Reported balance After 2026-05-13 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2016-10-03 transaction · row 1
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC source: 0001209191-22-026691 · 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: 1,352

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 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
Disclosure

SEC source: 0001209191-22-026691 · 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: 3,180

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 19, 2022 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 16 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 custodian for Jones Powell Bailey

Disclosed balance after: 35

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 19, 2022 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 16 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 7

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: 1,309

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 19, 2022 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 16 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 James Freeman Bailey, Jr.

Disclosed balance after: 3,137

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 21 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 29

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: 4,696

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 35 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 28

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: 4,675

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 27

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: 4,640

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 2,600 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 26

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: 2,640

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 35 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 23

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: 4,260

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 22

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: 4,225

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 35 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 James Freeman Bailey, Jr.

Disclosed balance after: 4,395

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 40 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 James Freeman Bailey, Jr.

Disclosed balance after: 4,360

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 27, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 8,160 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 12

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,559

Read SEC document
December 21, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 37 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 11

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,719

Read SEC document
December 20, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 40 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 25

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: 40

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 20, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 40 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 21

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: 2,225

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 20, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 40 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 James Freeman Bailey, Jr.

Disclosed balance after: 4,320

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 16, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 21 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 24

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: 4,281

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 16, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 21 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 James Freeman Bailey, Jr.

Disclosed balance after: 4,416

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 16, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 19 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 8

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: 19

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 16, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 19 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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 Royall Holding Bailey

Disclosed balance after: 1,293

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 16, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 19 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · 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: 3,121

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 02, 2021 Filed Feb 13, 2024 22:00 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common 15 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014641 · 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 Jones Powell Bailey

Disclosed balance after: 4,914

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 02, 2021 Filed Feb 13, 2024 22:00 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common 15 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-014641 · 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 Royall Holding Bailey

Disclosed balance after: 4,556

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
November 29, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 528,503

Read SEC document
November 24, 2021 Filed Feb 3, 2022 15:14 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 370 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-006675 · doc4.xml · nonDerivative · entry 10

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,756

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March 09, 2021 Filed Mar 10, 2021 16:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 PurchaseClass B Common Stock 200 $735.00 $147,000.00
Disclosure

SEC source: 0001209191-21-019364 · doc4.xml · nonDerivative · entry 7

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: 2,322

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March 08, 2021 Filed Mar 10, 2021 16:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 PurchaseClass B Common Stock 225 $735.00 $165,375.00
Disclosure

SEC source: 0001209191-21-019364 · doc4.xml · nonDerivative · entry 12

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: 2,185

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.

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March 08, 2021 Filed Mar 10, 2021 16:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 PurchaseClass B Common Stock 225 $735.00 $165,375.00
Disclosure

SEC source: 0001209191-21-019364 · doc4.xml · nonDerivative · entry 11

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: 4,280

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.

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February 10, 2021 Filed Mar 10, 2021 16:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 4,200 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-019364 · doc4.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 526,503

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January 26, 2021 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 24 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 1,274

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.

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January 26, 2021 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 24 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 3,102

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.

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December 24, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 1,060 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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 Royall Holding Bailey

Disclosed balance after: 1,165

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.

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December 24, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 55 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 105

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.

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December 24, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 60 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 3,275

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.

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December 24, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 55 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · doc4.xml · nonDerivative · entry 12

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: 3,215

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.

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December 21, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 745 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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 Royall Holding Bailey

Disclosed balance after: 1,960

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.

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December 21, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 55 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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 James Freeman Bailey, Jr.

Disclosed balance after: 4,055

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.

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December 21, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 1,725 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 101,126

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October 21, 2020 Filed Nov 24, 2020 20:20 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-060172 · 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: 1,250

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October 21, 2020 Filed Nov 24, 2020 20:20 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-060172 · 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: 3,078

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.

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October 09, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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 Royall Holding Bailey

Disclosed balance after: 1,215

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.

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October 09, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 3,325

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.

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July 08, 2020 Filed Aug 14, 2020 18:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass A Common Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-046759 · doc4.xml · nonDerivative · entry 1

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 522,303

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May 26, 2020 Filed Aug 14, 2020 18:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-046759 · doc4.xml · nonDerivative · entry 11

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: 50

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.

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May 26, 2020 Filed Aug 14, 2020 18:59 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-046759 · doc4.xml · nonDerivative · entry 10

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: 3,160

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.

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March 09, 2020 Filed Feb 13, 2024 22:00 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 PurchaseClass B Common 100 $370.00 $37,000.00
Disclosure

SEC source: 0000950170-24-014641 · 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 · By Spouse

Disclosed balance after: 1,759

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.

F2 · balance_after: The number of shares beneficially owned has been reduced by 50 shares to correct an inadvertent error in the number of shares listed in a previous report filed to report a purchase.

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March 04, 2020 Filed Mar 6, 2020 19:34 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 PurchaseClass B Common Stock 1,542 $410.00 $632,220.00
Disclosure

SEC source: 0001209191-20-016876 · doc4.xml · nonDerivative · entry 6

HOLDING FRANK B JR · CIK 0001065416 · Director · Chairman and CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,275

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March 03, 2020 Filed Feb 11, 2021 17:02 UTC FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 GiftClass B Common Stock 675 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009551 · 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: 4,000

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.