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 |
|---|---|---|---|---|---|---|
| January 19, 2017 Filed Feb 13, 2017 20:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009940 · doc4.xml · nonDerivative · entry 5 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Elliot Disclosed balance after: 17,005 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 19, 2017 Filed Feb 13, 2017 20:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009940 · doc4.xml · nonDerivative · entry 4 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: 16,368 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 19, 2017 Filed Feb 13, 2017 20:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009940 · doc4.xml · nonDerivative · entry 3 BRYANT HOPE HOLDING · CIK 0001065415 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Hewlette Disclosed balance after: 18,869 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 19, 2017 Filed Feb 13, 2017 20:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009940 · 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: 272,572 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.