Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director · Vice Chairwoman | March 17, 2026 | March 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRST CITIZENS BANCSHARES INC /DE/
Report date March 17, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectRevocable Trust for Hope H. Bryant | 156,615 |
Reported balance
After 2026-03-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-17 · Gift · Disposed 357 · Balance 156,615 |
| Class A CommonSEC Table I · non-derivative | Direct | 108,725 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 108,725 |
| Class A CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 10,772 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,772 |
| Class A CommonSEC Table I · non-derivative | IndirectBy E&F Properties, Inc. | 827 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 827 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 | IndirectBy Twin States Farming, Inc. | 12,530 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,530 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 | IndirectBy Southern BancShares (N.C.), Inc. and subsidiary | 192,063 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 192,063 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 | IndirectBy Fidelity BancShares (N.C.), Inc. | 100,000 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 100,000 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 | Direct | 17 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 17 |
| Class B CommonSEC Table I · non-derivative | IndirectBy Hope H. Bryant Revocable Trust | 2,147 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 2,147 |
| Class B CommonSEC Table I · non-derivative | IndirectAs beneficiary of trust | 1,225 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,225 |
| Class B CommonSEC Table I · non-derivative | IndirectBy Spouse | 46 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 46 F2: 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 | IndirectBy E&F Properties, Inc. | 200 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 200 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 | IndirectBy Twin States Farming, Inc. | 1,764 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 1,764 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 | IndirectBy Southern BancShares (N.C.), Inc. | 22,619 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 22,619 F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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. |
| Depositary SharesSEC Table I · non-derivative | IndirectRevocable Trust for Hope H. Bryant | 12,000 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 12,000 F3: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. |
| Depositary SharesSEC Table I · non-derivative | IndirectBy Southern BancShares (N.C.), Inc. | 198,945 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 198,945 F3: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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. |
| Depositary SharesSEC Table I · non-derivative | IndirectBy Fidelity BancShares (N.C.), Inc. | 200,000 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 200,000 F3: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F1: The reporting person is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 is a director, officer, manager and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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: 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.
F3: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 31, 2021 Filed Jul 23, 2021 18:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 60,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047943 · doc4.xml · nonDerivative · entry 4 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Hope H. Bryant 2020 GRAT Disclosed balance after: 154,132 F2 · shares: Reflects distribution from Hope H. Bryant 2020 grantor retained annuity trust. Read SEC document |
| March 31, 2021 Filed Jul 23, 2021 18:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 21,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047943 · doc4.xml · nonDerivative · entry 3 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Hope H. Bryant 2019 GRAT Disclosed balance after: 0 F1 · shares: Reflects distribution from Hope H. Bryant 2019 grantor retained annuity trust. Read SEC document |
| February 10, 2021 Filed Mar 10, 2021 16:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019358 · doc4.xml · nonDerivative · entry 5 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 14,200 Read SEC document |
| January 26, 2021 Filed Feb 11, 2021 16:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009547 · doc4.xml · nonDerivative · entry 8 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 29,684 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 26, 2021 Filed Jul 23, 2021 18:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047943 · doc4.xml · nonDerivative · entry 20 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 1,747 Read SEC document |
| January 26, 2021 Filed Jul 23, 2021 18:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047943 · doc4.xml · nonDerivative · entry 18 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17 Read SEC document |
| January 26, 2021 Filed Jul 23, 2021 18:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 40,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047943 · doc4.xml · nonDerivative · entry 6 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 54,892 Read SEC document |
| January 26, 2021 Filed Jul 23, 2021 18:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 40,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047943 · doc4.xml · nonDerivative · entry 1 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,725 Read SEC document |
| December 22, 2020 Filed Feb 11, 2021 16:59 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009547 · doc4.xml · nonDerivative · entry 17 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 49 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| October 21, 2020 Filed Nov 24, 2020 20:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060168 · doc4.xml · nonDerivative · entry 8 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 29,660 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| July 27, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 21 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 8,351 F3 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| July 27, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 20 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Elliot Disclosed balance after: 0 F3 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| July 08, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 1 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,417 Read SEC document |
| April 29, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 10 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 27,160 F3 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 29, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 9 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Elliot Disclosed balance after: 0 F3 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 27, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 50,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 6 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 10,000 F2 · shares: Reflects a contribution of shares by the reporting person from indirect ownership in a revocable trust to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 27, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 50,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 4 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Hope H. Bryant 2020 GRAT #2 Disclosed balance after: 50,247 F2 · shares: Reflects a contribution of shares by the reporting person from indirect ownership in a revocable trust to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 23, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 50,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 5 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 60,247 F1 · shares: Reflects distribution from Hope H. Bryant 2019 grantor retained annuity trust. Read SEC document |
| March 23, 2020 Filed Aug 14, 2020 18:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 50,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046757 · doc4.xml · nonDerivative · entry 2 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Hope H. Bryant 2019 GRAT Disclosed balance after: 21,353 F1 · shares: Reflects distribution from Hope H. Bryant 2019 grantor retained annuity trust. Read SEC document |
| March 19, 2020 Filed Nov 24, 2020 20:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 78,945 | $18.88 | $1,490,481.60 |
DisclosureSEC source: 0001209191-20-060168 · doc4.xml · nonDerivative · entry 24 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. Disclosed balance after: 198,945 F3 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.54 to $19.00 inclusive. The reporting person undertakes to provide First Citizens BancShares, Inc., and security holders of First Citizens BancShares, Inc., or the staff of the Securities and Exchange Commission, upon request full information regarding the number of shares purchased at each separate price within the above range. F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 13, 2020 Filed Nov 24, 2020 20:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 40,000 | $24.65 | $986,000.00 |
DisclosureSEC source: 0001209191-20-060168 · doc4.xml · nonDerivative · entry 23 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. Disclosed balance after: 120,000 F3 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F2 · ownership.direct: The reporting person is a director, officer and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 12, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 200,000 | $25.00 | $5,000,000.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 28 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Fidelity BancShares (N.C.), Inc. Disclosed balance after: 200,000 F4 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F5 · kind: Purchased in an underwritten public offering. F3 · ownership.direct: The reporting person is a director, officer and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 12, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 80,000 | $25.00 | $2,000,000.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 27 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. Disclosed balance after: 80,000 F4 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F5 · kind: Purchased in an underwritten public offering. F3 · ownership.direct: The reporting person is a director, officer and/or shareholder of the companies that own these shares, but she disclaims beneficial ownership of the listed shares except to the extent of her pecuniary interest therein, if any, 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 12, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 12,000 | $25.00 | $300,000.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 26 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 12,000 F4 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F5 · kind: Purchased in an underwritten public offering. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 90,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 16 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Hope H. Bryant 2020 GRAT Disclosed balance after: 90,682 F1 · shares: Reflects a contribution of shares by the reporting person from direct ownership to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 90,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 15 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,680 Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 214,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 4 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Hope H. Bryant 2020 GRAT Disclosed balance after: 214,343 F1 · shares: Reflects a contribution of shares by the reporting person from direct ownership to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 214,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 2 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,417 Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 22 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 5,001 F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 20 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 194 F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 14 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,362 Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 1,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 9 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 25,252 F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 02, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 2,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 1 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,760 Read SEC document |
| February 26, 2020 Filed Mar 13, 2020 16:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018730 · doc4.xml · nonDerivative · entry 19 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 16, 2020 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 26 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 3,720 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 16, 2020 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 24 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Elliot Disclosed balance after: 3,350 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 14, 2020 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 3 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 10,000 Read SEC document |
| January 09, 2020 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 18 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust for Hope H. Bryant Disclosed balance after: 84 Read SEC document |
| January 08, 2020 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 9 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 23,872 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 30, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 25 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 1,873 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 30, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 23 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Elliot Disclosed balance after: 5,197 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 30, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 7,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 8 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 23,844 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 30, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 16,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 7 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust fbo of Elliot B. Connell Disclosed balance after: 16,014 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 30, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 16,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 6 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Elliot Disclosed balance after: 1,908 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 12, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 22 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for John Patrick Disclosed balance after: 0 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 12, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 21 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Hewlette Disclosed balance after: 0 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 12, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 18,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 11 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for John Patrick Disclosed balance after: 0 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 12, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 20,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 10 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Hewlette Disclosed balance after: 0 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| November 27, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 20 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 7,000 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| November 27, 2019 Filed Feb 12, 2020 21:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008705 · doc4.xml · nonDerivative · entry 17 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,269 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.