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 | March 02, 2026 | March 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRST CITIZENS BANCSHARES INC /DE/
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectCarson Holding Brice Revocable Trust | 235,863 |
Reported balance
After 2026-03-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-02 · Gift · Acquired 10 · Balance 235,863 |
| Class A CommonSEC Table I · non-derivative | IndirectBy Spouse | 900 |
Reported balance
After 2026-03-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-03-02 · Gift · Acquired 10 · Balance 900 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class A CommonSEC Table I · non-derivative | IndirectBrice Trust fbo Stephen B. Brice | 99,187 |
Last balance in matching sequence
After 2026-03-03 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 3 · 2026-03-02 · Gift · Acquired 10 · Balance 99,157 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Row 4 · 2026-03-02 · Gift · Acquired 10 · Balance 99,167 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Row 5 · 2026-03-03 · Gift · Acquired 20 · Balance 99,187 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class A CommonSEC Table I · non-derivative | IndirectBrice Trust fbo Elizabeth M. Brice | 99,786 |
Last balance in matching sequence
After 2026-03-03 transaction · row 8
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 6 · 2026-03-02 · Gift · Acquired 10 · Balance 99,756 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Row 7 · 2026-03-02 · Gift · Acquired 10 · Balance 99,766 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Row 8 · 2026-03-03 · Gift · Acquired 20 · Balance 99,786 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class A CommonSEC Table I · non-derivative | IndirectBrice Trust fbo Cordelia A. Brice | 99,786 |
Last balance in matching sequence
After 2026-03-03 transaction · row 11
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 9 · 2026-03-02 · Gift · Acquired 10 · Balance 99,756 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Row 10 · 2026-03-02 · Gift · Acquired 10 · Balance 99,766 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Row 11 · 2026-03-03 · Gift · Acquired 20 · Balance 99,786 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectCarson Holding Brice Revocable Trust | 54,803 |
Reported balance
After 2026-03-02 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2026-03-02 · Gift · Acquired 168 · Balance 54,803 |
| Class A CommonSEC Table I · non-derivative | IndirectAs custodian for Stephen Brice | 16,890 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 16,890 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class A CommonSEC Table I · non-derivative | IndirectAs custodian for Cordelia Brice | 16,289 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 16,289 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class A CommonSEC Table I · non-derivative | IndirectAs custodian for Elizabeth Brice | 16,289 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 16,289 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class A CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 10,652 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 10,652 |
| Class B CommonSEC Table I · non-derivative | IndirectBy Spouse | 563 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 563 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectAs custodian for Stephen Brice | 2,347 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 2,347 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectAs custodian for Elizabeth Brice | 2,348 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 2,348 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectAs cusodian for Cordelia Brice | 2,348 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 2,348 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 1,250 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 1,250 |
| Class B CommonSEC Table I · non-derivative | IndirectBrice Trust fbo Stephen B. Brice | 4,409 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 4,409 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectBrice Trust fbo Elizabeth M. Brice | 4,491 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 23
Holding and transaction disclosures are not merged.
1 source rowRow 23 · Balance 4,491 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectBrice Trust fbo Cordelia A. Brice | 4,491 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 24
Holding and transaction disclosures are not merged.
1 source rowRow 24 · Balance 4,491 F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. |
| Class B CommonSEC Table I · non-derivative | IndirectCarson Holding Brice 2025 GRAT | 44,940 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 25
Holding and transaction disclosures are not merged.
1 source rowRow 25 · Balance 44,940 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose.
F2: The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares 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 |
|---|---|---|---|---|---|---|
| November 24, 2020 Filed Feb 11, 2021 16:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009540 · doc4.xml · nonDerivative · entry 4 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 343 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for puroses of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| November 24, 2020 Filed Feb 11, 2021 16:50 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009540 · doc4.xml · nonDerivative · entry 2 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 13,235 Read SEC document |
| October 21, 2020 Filed Nov 24, 2020 20:09 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060163 · doc4.xml · nonDerivative · entry 8 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 84,508 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| July 08, 2020 Filed Aug 14, 2020 18:44 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046751 · doc4.xml · nonDerivative · entry 2 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 13,835 Read SEC document |
| July 08, 2020 Filed Nov 24, 2020 20:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060161 · doc4a.xml · nonDerivative · entry 3 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 13,265 Read SEC document |
| April 22, 2020 Filed Aug 14, 2020 18:44 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046751 · doc4.xml · nonDerivative · entry 16 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 4,061 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 22, 2020 Filed Aug 14, 2020 18:44 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046751 · doc4.xml · nonDerivative · entry 9 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,959 Read SEC document |
| April 22, 2020 Filed Aug 14, 2020 18:44 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046751 · doc4.xml · nonDerivative · entry 8 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 79,508 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 22, 2020 Filed Aug 14, 2020 18:44 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046751 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,453 Read SEC document |
| April 22, 2020 Filed Nov 24, 2020 20:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060161 · doc4a.xml · nonDerivative · entry 17 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 4,061 F3 · balance_after: The listed shares are hold by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 22, 2020 Filed Nov 24, 2020 20:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060161 · doc4a.xml · nonDerivative · entry 11 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 369 F1 · shares: The reporting person's previous report inadvertently reflected that gifts of 570 shares of Class A Common and 1,256 shares of Class B Common were made from shares held directly by her when the gifts actually were made from shares held indirectly by her revocable trust. The amendment reflects the correction of those errors. Read SEC document |
| April 22, 2020 Filed Nov 24, 2020 20:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060161 · doc4a.xml · nonDerivative · entry 9 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 79,508 F3 · balance_after: The listed shares are hold by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 22, 2020 Filed Nov 24, 2020 20:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060161 · doc4a.xml · nonDerivative · entry 2 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 7,265 F1 · shares: The reporting person's previous report inadvertently reflected that gifts of 570 shares of Class A Common and 1,256 shares of Class B Common were made from shares held directly by her when the gifts actually were made from shares held indirectly by her revocable trust. The amendment reflects the correction of those errors. Read SEC document |
| January 21, 2020 Filed Feb 12, 2020 21:05 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008690 · doc4.xml · nonDerivative · entry 18 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 2,805 F2 · ownership.direct: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 21, 2020 Filed Feb 12, 2020 21:05 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008690 · doc4.xml · nonDerivative · entry 10 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 78,938 Read SEC document |
| January 14, 2020 Filed Feb 12, 2020 21:05 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008690 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,023 Read SEC document |
| January 09, 2020 Filed Feb 12, 2020 21:05 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008690 · doc4.xml · nonDerivative · entry 12 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 1,625 Read SEC document |
| January 09, 2020 Filed Feb 12, 2020 21:05 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008690 · doc4.xml · nonDerivative · entry 9 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 78,368 Read SEC document |
| January 08, 2020 Filed Feb 12, 2020 21:05 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008690 · doc4.xml · nonDerivative · entry 8 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 78,365 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| September 24, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 13 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 1,541 Read SEC document |
| August 07, 2019 Filed Sep 13, 2019 19:40 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049455 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,858 Read SEC document |
| July 22, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 12 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 541 Read SEC document |
| July 22, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 10 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,215 Read SEC document |
| July 22, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 7,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 2 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 7,835 Read SEC document |
| July 22, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 7,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,023 Read SEC document |
| March 04, 2019 Filed May 9, 2019 18:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028427 · doc4.xml · nonDerivative · entry 5 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for Elizabeth Brice Disclosed balance after: 16,289 Read SEC document |
| March 04, 2019 Filed May 9, 2019 18:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028427 · doc4.xml · nonDerivative · entry 4 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for Cordelia Brice Disclosed balance after: 16,289 Read SEC document |
| March 04, 2019 Filed May 9, 2019 18:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028427 · doc4.xml · nonDerivative · entry 3 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Stephen Brice Disclosed balance after: 16,890 Read SEC document |
| March 04, 2019 Filed May 9, 2019 18:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028427 · doc4.xml · nonDerivative · entry 2 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 313 Read SEC document |
| March 04, 2019 Filed May 9, 2019 18:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028427 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,858 Read SEC document |
| January 15, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 11 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Carson Holding Brice Revocable Trust Disclosed balance after: 100 Read SEC document |
| January 15, 2019 Filed Oct 25, 2019 14:18 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054044 · doc4.xml · nonDerivative · entry 9 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,656 Read SEC document |
| January 07, 2019 Filed Feb 6, 2019 17:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A common | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007662 · doc4.xml · nonDerivative · entry 5 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for Elizabeth Brice Disclosed balance after: 16,256 Read SEC document |
| January 07, 2019 Filed Feb 6, 2019 17:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007662 · doc4.xml · nonDerivative · entry 4 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for Cordelia Brice Disclosed balance after: 16,256 Read SEC document |
| January 07, 2019 Filed Feb 6, 2019 17:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007662 · doc4.xml · nonDerivative · entry 3 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Stephen Brice Disclosed balance after: 16,857 Read SEC document |
| January 07, 2019 Filed Feb 6, 2019 17:36 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007662 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,825 Read SEC document |
| August 15, 2018 Filed Aug 28, 2018 19:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 25,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048657 · doc4.xml · nonDerivative · entry 2 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,053 F1 · shares: Reflects distribution from Ella Ann L. Holding 2016 grantor retained annuity trust. Read SEC document |
| July 18, 2018 Filed Aug 28, 2018 19:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048657 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,834 Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 20:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039675 · doc4.xml · nonDerivative · entry 8 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 78,284 F1 · kind: Pro-rata distribution of shares from ECHB, LLC, of which the reporting person is not a member and has no interest. F4 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 20:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 72,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039675 · doc4.xml · nonDerivative · entry 7 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By ECHB, LLC Disclosed balance after: 0 F2 · kind: Liquidating distribution of shares of ECHB, LLC, of which the reporting person is not a member and has no interest. F3 · balance_after: The listed shares are held by a limited liability company in which 100% of the voting interests are held by a trust for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of the trust or have any interest in the limited liability company, she disclaims beneficial ownership of the shares held by the limited liability company, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 20:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A common | 12,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039675 · doc4.xml · nonDerivative · entry 5 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for Elizabeth Brice Disclosed balance after: 16,180 F1 · kind: Pro-rata distribution of shares from ECHB, LLC, of which the reporting person is not a member and has no interest. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 20:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 12,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039675 · doc4.xml · nonDerivative · entry 4 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian for Cordelia Brice Disclosed balance after: 16,180 F1 · kind: Pro-rata distribution of shares from ECHB, LLC, of which the reporting person is not a member and has no interest. Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 20:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherClass A Common | 12,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039675 · doc4.xml · nonDerivative · entry 3 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for Stephen Brice Disclosed balance after: 16,781 F1 · kind: Pro-rata distribution of shares from ECHB, LLC, of which the reporting person is not a member and has no interest. Read SEC document |
| April 18, 2018 Filed May 31, 2018 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034332 · doc4.xml · nonDerivative · entry 16 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 2,525 F2 · ownership.direct: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 18, 2018 Filed May 31, 2018 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034332 · doc4.xml · nonDerivative · entry 9 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 77,556 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 17, 2018 Filed May 31, 2018 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 22,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034332 · doc4.xml · nonDerivative · entry 8 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 76,986 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| April 17, 2018 Filed May 31, 2018 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 22,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034332 · doc4.xml · nonDerivative · entry 1 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,834 Read SEC document |
| February 20, 2018 Filed Mar 21, 2018 13:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021007 · doc4.xml · nonDerivative · entry 19 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts f/b/o children Disclosed balance after: 54,786 F2 · balance_after: The listed shares are held by three trusts for the benefit of the Reporting Person's children. The Reporting Person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trusts, she disclaims beneficial ownership of the shares held by the trusts, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 05, 2018 Filed Mar 21, 2018 13:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021007 · doc4.xml · nonDerivative · entry 21 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,756 Read SEC document |
| January 22, 2018 Filed Mar 21, 2018 13:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021007 · doc4.xml · nonDerivative · entry 20 Brice Carson H · CIK 0001564431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,640 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.