Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | 10% owner | September 15, 2026 | September 17, 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 September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Depositary SharesSEC Table I · non-derivative | IndirectBy Holding Properties, LLC | 15,000 |
Last balance in matching sequence
After 2026-09-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-15 · Sale · Disposed 2,000 · Balance 20,000 F1: 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: 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. Row 2 · 2026-09-15 · Sale · Disposed 5,000 · Balance 15,000 F1: 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: 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 Olivia B. Holding Revocable Trust | 537,541 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 537,541 |
| Class A CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 10,544 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,544 |
| Class A CommonSEC Table I · non-derivative | IndirectCoTrustee of P. M. Bristow 2019 Irr Family Trust | 12,152 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,152 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Holding Properties, LLC | 2,675 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,675 F2: 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 E&F Properties, Inc. | 827 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 827 F2: 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 2026-09-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 12,530 F2: 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 2026-09-15 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 192,063 F2: 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 YVC Holdings, Inc. | 174,469 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 174,469 F2: 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 2026-09-15 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 100,000 F2: 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 Olivia B. Holding Revocable Trust | 122,094 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 122,094 |
| Class B CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 1,225 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 1,225 |
| Class B CommonSEC Table I · non-derivative | IndirectBy Holding Properties, LLC | 2,156 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 2,156 F2: 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 E&F Properties, Inc. | 200 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 200 F2: 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 2026-09-15 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 1,764 F2: 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 2026-09-15 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 22,619 F2: 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 YVC Holdings, Inc. | 4,480 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 4,480 F2: 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 Southern BancShares (N.C.), Inc. | 198,945 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 198,945 F1: 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: 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 2026-09-15 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 200,000 F1: 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: 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: 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: 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.
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 21:07 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleDepositary Shares | 5,000 | $19.50 | $97,500.00 |
DisclosureSEC source: 0001563717-26-000004 · ownership.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Holding Properties, LLC Disclosed balance after: 15,000 F1 · 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, 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. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 21:07 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleDepositary Shares | 2,000 | $19.60 | $39,200.00 |
DisclosureSEC source: 0001563717-26-000004 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Holding Properties, LLC Disclosed balance after: 20,000 F1 · 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, 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. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001563717-26-000002 · ownership.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 122,094 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001563717-26-000002 · ownership.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,541 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001563717-26-000002 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,671 Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 20:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-324472 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,661 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 19:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 409 | $1,630.00 | $666,670.00 |
DisclosureSEC source: 0000950170-25-106497 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Twin States Farming, Inc. Disclosed balance after: 1,764 F1 · ownership.direct: 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. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 18:45 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 66 | $1,735.00 | $114,510.00 |
DisclosureSEC source: 0000950170-25-100823 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 121,926 Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 21:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042175 · ownership.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,667 Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 21:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042175 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,797 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 19:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-133185 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,787 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 19:40 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-027833 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 538,234 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 21:49 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 166 | $1,315.00 | $218,290.00 |
DisclosureSEC source: 0000950170-24-018863 · ownership.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 121,860 Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:49 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 466 | $1,315.00 | $612,790.00 |
DisclosureSEC source: 0000950170-24-018863 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 121,694 Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 20:04 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014474 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,459 Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 21:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 11 | $1,315.00 | $14,465.00 |
DisclosureSEC source: 0000950170-24-012250 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 121,228 Read SEC document |
| November 28, 2023 Filed Nov 29, 2023 20:00 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066688 · ownership.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Olivia B. Holding Revocable Trust Disclosed balance after: 537,448 Read SEC document |
| January 24, 2023 Filed Feb 9, 2023 21:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008026 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 537,457 Read SEC document |
| November 09, 2022 Filed Jan 4, 2023 18:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000608 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 537,437 Read SEC document |
| January 19, 2022 Filed Feb 3, 2022 15:08 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006670 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 537,454 Read SEC document |
| December 24, 2021 Filed Feb 3, 2022 15:08 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass B Common | 4,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006670 · doc4.xml · nonDerivative · entry 14 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 121,217 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| December 24, 2021 Filed Feb 3, 2022 15:08 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass B Common | 4,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006670 · doc4.xml · nonDerivative · entry 12 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| December 24, 2021 Filed Feb 3, 2022 15:08 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 3,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006670 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 537,438 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| December 24, 2021 Filed Feb 3, 2022 15:08 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 3,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006670 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| December 14, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 10 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 533,487 Read SEC document |
| November 29, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 9 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 533,502 Read SEC document |
| September 14, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 8 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 531,502 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| September 14, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 4 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,951 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| August 30, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 526,502 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| August 30, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,951 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| August 25, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 6 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 516,502 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| August 25, 2021 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,951 F1 · kind: Reflects a change in form of ownership resulting from transfers of shares directly owned by the reporting person to indirect ownership as trustee of her revocable trust. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:02 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 330 | $735.00 | $242,550.00 |
DisclosureSEC source: 0001209191-21-019366 · doc4.xml · nonDerivative · entry 19 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Yadkin Valley Company and subsidiary Disclosed balance after: 4,480 F1 · ownership.direct: 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. Read SEC document |
| February 23, 2021 Filed Mar 10, 2021 17:02 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019366 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 386,502 Read SEC document |
| February 10, 2021 Filed Mar 10, 2021 17:02 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019366 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 388,102 Read SEC document |
| January 26, 2021 Filed Feb 11, 2021 17:07 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009553 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 386,102 Read SEC document |
| December 22, 2020 Filed Feb 11, 2021 17:07 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009553 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 386,125 Read SEC document |
| October 21, 2020 Filed Nov 24, 2020 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 22,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060180 · doc4.xml · nonDerivative · entry 4 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 386,149 Read SEC document |
| October 21, 2020 Filed Nov 24, 2020 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060180 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,951 Read SEC document |
| September 09, 2020 Filed Nov 24, 2020 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 402,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060180 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 408,649 Read SEC document |
| September 09, 2020 Filed Nov 24, 2020 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 402,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060180 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,451 Read SEC document |
| July 08, 2020 Filed Aug 14, 2020 19:03 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046761 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 6,080 Read SEC document |
| March 19, 2020 Filed Nov 24, 2020 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 78,945 | $18.88 | $1,490,481.60 |
DisclosureSEC source: 0001209191-20-060180 · doc4.xml · nonDerivative · entry 23 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. Disclosed balance after: 198,945 F2 · 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. F3 · 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. Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 20:27 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 2,000 | $21.52 | $43,040.00 |
DisclosureSEC source: 0001209191-20-019999 · doc4.xml · nonDerivative · entry 19 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Holding Properties, LLC Disclosed balance after: 22,000 F2 · 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. F1 · ownership.direct: 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. Read SEC document |
| March 13, 2020 Filed Nov 24, 2020 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 40,000 | $24.65 | $986,000.00 |
DisclosureSEC source: 0001209191-20-060180 · doc4.xml · nonDerivative · entry 22 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. Disclosed balance after: 120,000 F2 · 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. F1 · ownership.direct: 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. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 200,000 | $25.00 | $5,000,000.00 |
DisclosureSEC source: 0001209191-20-018732 · doc4.xml · nonDerivative · entry 21 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Fidelity BancShares (N.C.), Inc. Disclosed balance after: 200,000 F2 · 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. F3 · kind: Purchased in an underwritten public offering. F1 · ownership.direct: 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. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 80,000 | $25.00 | $2,000,000.00 |
DisclosureSEC source: 0001209191-20-018732 · doc4.xml · nonDerivative · entry 20 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. Disclosed balance after: 80,000 F2 · 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. F3 · kind: Purchased in an underwritten public offering. F1 · ownership.direct: 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. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 20,000 | $25.00 | $500,000.00 |
DisclosureSEC source: 0001209191-20-018732 · doc4.xml · nonDerivative · entry 19 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Holding Properties, LLC Disclosed balance after: 20,000 F2 · 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. F3 · kind: Purchased in an underwritten public offering. F1 · ownership.direct: 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. Read SEC document |
| February 12, 2020 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee for Frank B. Holding Marital GST Trust Disclosed balance after: 0 Read SEC document |
| January 14, 2020 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,100 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.