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 |
|---|---|---|---|---|---|---|
| August 09, 2017 Filed Aug 11, 2017 18:22 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 240 | $362.00 | $86,880.00 |
DisclosureSEC source: 0001209191-17-048558 · doc4.xml · nonDerivative · entry 6 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: 211,823 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 08, 2017 Filed Aug 9, 2017 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,500 | $366.52 | $916,299.50 |
DisclosureSEC source: 0001209191-17-048236 · 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: 212,063 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 |
| August 07, 2017 Filed Aug 9, 2017 19:47 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 2,500 | $366.00 | $915,000.00 |
DisclosureSEC source: 0001209191-17-048236 · doc4.xml · nonDerivative · entry 6 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: 214,563 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 |
| January 19, 2017 Filed Feb 13, 2017 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009932 · 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: 683,163 Read SEC document |
| January 19, 2017 Filed Feb 13, 2017 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009932 · doc4.xml · nonDerivative · entry 2 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,898 Read SEC document |
| November 28, 2016 Filed Feb 13, 2017 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009932 · doc4.xml · nonDerivative · entry 1 Holding Olivia Britton · CIK 0001563717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,818 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.