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 |
|---|---|---|---|---|---|---|
| January 13, 2020 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · doc4.xml · nonDerivative · entry 14 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,244 Read SEC document |
| January 09, 2020 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · doc4.xml · nonDerivative · entry 16 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 116,973 Read SEC document |
| December 31, 2019 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · 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: 80 Read SEC document |
| December 31, 2019 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,020 Read SEC document |
| November 01, 2019 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 5 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 506,502 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 |
| November 01, 2019 Filed Dec 17, 2021 20:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070219 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,951 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 |
| October 29, 2019 Filed Feb 12, 2020 21:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008719 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,100 Read SEC document |
| September 24, 2019 Filed Oct 25, 2019 14:32 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054051 · doc4.xml · nonDerivative · entry 11 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,219 Read SEC document |
| August 07, 2019 Filed Sep 13, 2019 19:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049458 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,130 Read SEC document |
| August 06, 2019 Filed Sep 13, 2019 19:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 12,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049458 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Peter McDonald Bristow 2019 Irrevocable Family Trust Disclosed balance after: 12,152 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 18:51 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 2,250 | $375.00 | $843,750.00 |
DisclosureSEC source: 0001209191-19-037969 · doc4.xml · nonDerivative · entry 17 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Yadkin Valley Company and subsidiary Disclosed balance after: 4,150 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 04, 2019 Filed May 9, 2019 18:56 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028439 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,130 Read SEC document |
| November 30, 2018 Filed Dec 3, 2018 22:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,000 | $427.00 | $427,000.00 |
DisclosureSEC source: 0001209191-18-060636 · doc4.xml · nonDerivative · entry 12 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 192,063 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 |
| November 30, 2018 Filed Dec 3, 2018 22:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,308 | $429.10 | $561,261.75 |
DisclosureSEC source: 0001209191-18-060636 · doc4.xml · nonDerivative · entry 11 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 193,063 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $429.02 to $429.48, inclusive. 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 |
| November 30, 2018 Filed Dec 3, 2018 22:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 192 | $432.25 | $82,992.50 |
DisclosureSEC source: 0001209191-18-060636 · doc4.xml · nonDerivative · entry 10 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 194,371 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $432.00 to $432.485, inclusive. 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 |
| November 29, 2018 Filed Dec 3, 2018 22:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,469 | $425.55 | $625,130.75 |
DisclosureSEC source: 0001209191-18-060636 · doc4.xml · nonDerivative · entry 9 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 194,563 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $425.336 to $426.25, inclusive. 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 |
| November 29, 2018 Filed Dec 3, 2018 22:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,000 | $427.06 | $854,117.40 |
DisclosureSEC source: 0001209191-18-060636 · doc4.xml · nonDerivative · entry 8 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 196,032 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $427.00 to $427.1173, inclusive. 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 |
| November 29, 2018 Filed Dec 3, 2018 22:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,000 | $428.13 | $856,263.00 |
DisclosureSEC source: 0001209191-18-060636 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 198,032 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $428.00 to $428.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) through (6) to this Report. 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 |
| November 26, 2018 Filed Nov 28, 2018 22:28 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 531 | $432.00 | $229,392.00 |
DisclosureSEC source: 0001209191-18-060135 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 200,032 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 |
| November 21, 2018 Filed Dec 21, 2018 19:23 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063835 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,097 Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 22:02 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,000 | $435.00 | $870,000.00 |
DisclosureSEC source: 0001209191-18-059770 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 200,563 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 |
| November 16, 2018 Filed Nov 16, 2018 23:01 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,000 | $438.00 | $438,000.00 |
DisclosureSEC source: 0001209191-18-059048 · doc4.xml · nonDerivative · entry 8 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 202,563 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 |
| November 15, 2018 Filed Nov 16, 2018 23:01 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,000 | $435.00 | $435,000.00 |
DisclosureSEC source: 0001209191-18-059048 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 203,563 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 |
| November 06, 2018 Filed Nov 8, 2018 15:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057703 · doc4.xml · nonDerivative · entry 4 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: 365 Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 15:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 34,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057703 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 0 Read SEC document |
| August 15, 2018 Filed Aug 28, 2018 19:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 25,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048661 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,127 F1 · shares: Reflects distribution from Ella Ann L. Holding 2016 grantor retained annuity trust. Read SEC document |
| July 18, 2018 Filed Aug 28, 2018 19:57 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048661 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,908 Read SEC document |
| June 29, 2018 Filed Jun 27, 2018 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 540,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039641 · doc4.xml · nonDerivative · entry 6 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 0 Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 34,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039641 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 34,265 F1 · kind: Liquidating pro-rata distribution of shares held by ECHB, LLC, of which the reporting person is a non-member manager. Read SEC document |
| June 11, 2018 Filed Jun 27, 2018 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 114,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039641 · doc4.xml · nonDerivative · entry 5 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 540,000 Read SEC document |
| June 08, 2018 Filed Jun 27, 2018 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039641 · doc4.xml · nonDerivative · entry 4 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 654,774 Read SEC document |
| June 07, 2018 Filed Jun 27, 2018 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039641 · doc4.xml · nonDerivative · entry 17 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 0 Read SEC document |
| June 07, 2018 Filed Jun 27, 2018 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039641 · doc4.xml · nonDerivative · entry 3 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 655,338 Read SEC document |
| May 30, 2018 Filed May 31, 2018 19:11 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 195 | $390.00 | $76,050.00 |
DisclosureSEC source: 0001209191-18-034322 · doc4.xml · nonDerivative · entry 13 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 395 Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:24 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseClass B Common | 200 | $390.00 | $78,000.00 |
DisclosureSEC source: 0001209191-18-033083 · doc4.xml · nonDerivative · entry 13 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 200 Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 17 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 116,914 F3 · shares: A gift of 120 shares of Class B common stock previously reported as received by Reporting Person directly should have been reported as received by her revocable trust. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 13 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,219 F3 · shares: A gift of 120 shares of Class B common stock previously reported as received by Reporting Person directly should have been reported as received by her revocable trust. Read SEC document |
| February 21, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,908 Read SEC document |
| February 20, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 5 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 656,538 Read SEC document |
| February 05, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 16 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 116,794 Read SEC document |
| February 05, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 12 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,339 Read SEC document |
| January 29, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 11 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Fidelity BancShares (N.C.), Inc. Disclosed balance after: 100,000 F2 · shares: The Reporting Person has been elected as a director of the entity that owns these shares. 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 |
| January 22, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 15 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By: Olivia B. Holding Revocable Trust Disclosed balance after: 116,784 Read SEC document |
| January 17, 2018 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 4 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Frank B. Holding Revocable Trust Disclosed balance after: 682,038 Read SEC document |
| December 05, 2017 Filed Mar 21, 2018 13:46 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021021 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,808 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 19:39 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,255 | $339.85 | $766,361.75 |
DisclosureSEC source: 0001209191-17-051244 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 204,563 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 |
| August 22, 2017 Filed Aug 24, 2017 21:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,500 | $345.00 | $862,500.00 |
DisclosureSEC source: 0001209191-17-050163 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 206,818 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 |
| August 21, 2017 Filed Aug 22, 2017 15:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 750 | $340.00 | $255,000.00 |
DisclosureSEC source: 0001209191-17-049784 · doc4.xml · nonDerivative · entry 8 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 209,318 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 |
| August 18, 2017 Filed Aug 22, 2017 15:16 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 1,750 | $340.00 | $595,000.00 |
DisclosureSEC source: 0001209191-17-049784 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 210,068 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 |
| August 09, 2017 Filed Aug 11, 2017 18:22 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 5 | $365.00 | $1,825.00 |
DisclosureSEC source: 0001209191-17-048558 · doc4.xml · nonDerivative · entry 7 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Southern BancShares (N.C.), Inc. and subsidiary Disclosed balance after: 211,818 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.