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 | IndirectClaire Holding Bristow 2nd Amended and Restated Trust | 121,740 |
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 121,740 |
| Class A CommonSEC Table I · non-derivative | IndirectBy spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement | 8,655 |
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 8,655 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 | IndirectClaire Holding Bristow 2nd Amended and Restated Trust | 43,817 |
Reported balance
After 2026-03-02 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-03-02 · Gift · Acquired 168 · Balance 43,817 |
| Class A CommonSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 30,000 |
| Class A CommonSEC Table I · non-derivative | IndirectBy spouse as Trustee for Claire H. Bristow 2020 GRAT Family Trust | 42,078 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 42,078 |
| Class A CommonSEC Table I · non-derivative | IndirectAs Co-Trustee for Peter McDonald Bristow 2019 Irrevocable Family Trust | 12,152 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 12,152 |
| Class A CommonSEC Table I · non-derivative | IndirectAs beneficiary of a trust | 10,858 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 10,858 |
| Class A CommonSEC Table I · non-derivative | IndirectBy spouse as Trustee for Claire Holding Bristow 2018 Irrevocable Family Trust | 14,500 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 14,500 |
| Class A CommonSEC Table I · non-derivative | IndirectPMB Investments, LLC | 6,106 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 6,106 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 | IndirectCRB Investments, LLC | 2,154 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 2,154 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 | IndirectEHB Investments, LLC | 2,045 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 2,045 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 | IndirectBy spouse as trustee for PMB Trust 2011 | 19,041 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 19,041 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 | IndirectBy spouse as trustee for CRB Trust 2011 | 19,041 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 19,041 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 | IndirectBy spouse as trustee for EHB Trust 2011 | 19,041 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 19,041 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 | IndirectBy spouse as Trustee for Claire H. Bristow 2020 GRAT Family Trust | 40,014 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 40,014 |
| Class B CommonSEC Table I · non-derivative | IndirectAs beneficiary of trust | 1,250 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 1,250 |
| Class B CommonSEC Table I · non-derivative | IndirectBy spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust | 538 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 538 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 | IndirectPMB Investments, LLC | 8,350 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 8,350 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 | IndirectCRB Investments, LLC | 8,850 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 8,850 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 | IndirectEHB Investments, LLC | 8,710 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 8,710 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. |
| Depositary SharesSEC Table I · non-derivative | IndirectClaire Holding Bristow 2nd Amended and Restated Trust | 41,285 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 41,285 F2: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. |
| Class A CommonSEC Table I · non-derivative | IndirectClaire Holding Bristow 2025 Qualified GRAT | 200,000 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 200,000 |
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: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001563815-26-000002 · ownership.xml · nonDerivative · entry 3 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 43,817 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001563815-26-000002 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,655 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:14 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001563815-26-000002 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 121,740 Read SEC document |
| November 21, 2025 Filed Dec 22, 2025 21:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328895 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,645 F1 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| November 21, 2025 Filed Dec 22, 2025 21:55 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328895 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 121,730 Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 14:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042368 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,705 F2 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 14:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-042368 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 121,790 F1 · balance_after: On March 17, 2025, the reporting person contributed 200,000 shares of Class A Common Stock held indirectly by her as trustee of her 2nd Amended and Restated Trust to a new grantor retained annuity trust (the "Claire Holding Bristow 2025 Qualified GRAT," of which she serves as trustee), which shares continue to be reported in this Form 4 as indirectly owned. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 20:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137121 · ownership.xml · nonDerivative · entry 3 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 43,649 Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 20:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137121 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,695 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 20:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137121 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,780 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 19:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-027822 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,804 Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 22:23 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014667 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,759 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 22:23 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014667 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,729 Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071800 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,748 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071800 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,695 Read SEC document |
| February 15, 2023 Filed Feb 24, 2023 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012644 · doc4.xml · nonDerivative · entry 14 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 43,717 Read SEC document |
| February 15, 2023 Filed Feb 24, 2023 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012644 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,781 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 15, 2023 Filed Feb 24, 2023 20:29 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012644 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,731 Read SEC document |
| February 15, 2023 Filed Feb 13, 2024 21:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014543 · ownership.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restateded Trust Disclosed balance after: 43,694 F1 · shares: On February 15, 2023, the Reporting Person disposed of 92 shares of Class B Common from her 2nd Amended and Restated Trust. However, her report filed on February 24, 2023, inadvertently reported the disposition by her Trust by gift of 23 shares of Class A Common and 69 shares of Class B Common. This amendment is being filed to correct the number and class of shares that were disposed of by the Trust in that gift. F1 · balance_after: On February 15, 2023, the Reporting Person disposed of 92 shares of Class B Common from her 2nd Amended and Restated Trust. However, her report filed on February 24, 2023, inadvertently reported the disposition by her Trust by gift of 23 shares of Class A Common and 69 shares of Class B Common. This amendment is being filed to correct the number and class of shares that were disposed of by the Trust in that gift. Read SEC document |
| February 15, 2023 Filed Feb 13, 2024 21:05 UTC Amendment | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014543 · ownership.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,781 Read SEC document |
| January 24, 2023 Filed Feb 9, 2023 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008036 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,869 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 24, 2023 Filed Feb 9, 2023 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008036 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,754 Read SEC document |
| December 01, 2022 Filed Jan 4, 2023 18:41 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000622 · doc4.xml · nonDerivative · entry 3 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,734 Read SEC document |
| November 16, 2022 Filed Jan 4, 2023 18:41 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000622 · doc4.xml · nonDerivative · entry 8 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,849 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| November 16, 2022 Filed Jan 4, 2023 18:41 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000622 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 321,794 Read SEC document |
| May 26, 2022 Filed Jul 29, 2022 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 40,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043470 · doc4.xml · nonDerivative · entry 19 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Claire H. Bristow 2020 GRAT Family Trust Disclosed balance after: 40,014 F3 · balance_after: In connection with the termination of the Claire H. Bristow 2020 grantor retained annuity trust (the "GRAT"), on May 26, 2022, 40,014 shares of Class B Common Stock were distributed by gift to Peter M. Bristow as Trustee of the Claire H. Bristow 2020 GRAT Family Trust. Read SEC document |
| May 26, 2022 Filed Jul 29, 2022 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 40,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043470 · doc4.xml · nonDerivative · entry 18 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire H. Bristow 2020 GRAT Disclosed balance after: 0 F3 · balance_after: In connection with the termination of the Claire H. Bristow 2020 grantor retained annuity trust (the "GRAT"), on May 26, 2022, 40,014 shares of Class B Common Stock were distributed by gift to Peter M. Bristow as Trustee of the Claire H. Bristow 2020 GRAT Family Trust. Read SEC document |
| May 26, 2022 Filed Jul 29, 2022 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 42,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043470 · doc4.xml · nonDerivative · entry 5 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Claire H. Bristow 2020 GRAT Family Trust Disclosed balance after: 42,078 F1 · balance_after: In connection with the termination of the Claire H. Bristow 2020 grantor retained annuity trust (the "GRAT") on May 24, 2022, 39,668 shares of Class A Common Stock were distributed to the reporting person's revocable trust and continue to be reported on this Form 4 as indirectly owned, and on May 26, 2022, the remaining 42,078 shares of Class A Common Stock previously held by the GRAT were distributed by gift to Peter M. Bristow as Trustee of the Claire H. Bristow 2020 GRAT Family Trust. Read SEC document |
| May 26, 2022 Filed Jul 29, 2022 19:42 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 42,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043470 · doc4.xml · nonDerivative · entry 4 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire H. Bristow 2020 GRAT Disclosed balance after: 0 F1 · balance_after: In connection with the termination of the Claire H. Bristow 2020 grantor retained annuity trust (the "GRAT") on May 24, 2022, 39,668 shares of Class A Common Stock were distributed to the reporting person's revocable trust and continue to be reported on this Form 4 as indirectly owned, and on May 26, 2022, the remaining 42,078 shares of Class A Common Stock previously held by the GRAT were distributed by gift to Peter M. Bristow as Trustee of the Claire H. Bristow 2020 GRAT Family Trust. Read SEC document |
| March 29, 2022 Filed Jun 7, 2022 17:53 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034774 · doc4.xml · nonDerivative · entry 22 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 2,295 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 28, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 25 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 2,250 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 28, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 17 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 43,786 Read SEC document |
| January 28, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 10 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 15,145 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 28, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 8 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,868 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 19, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 9 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 15,124 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 19, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,931 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 19, 2022 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 282,145 Read SEC document |
| November 29, 2021 Filed Dec 16, 2021 15:44 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069888 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 282,129 Read SEC document |
| November 24, 2021 Filed Feb 3, 2022 15:20 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006682 · doc4.xml · nonDerivative · entry 24 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 2,227 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| October 07, 2021 Filed Nov 8, 2021 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 9,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063349 · doc4.xml · nonDerivative · entry 16 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire H. Bristow 2020 GRAT Disclosed balance after: 40,014 F1 · kind: Reflects distribution from Claire Holding Bristow 2020 grantor retained annuity trust. Read SEC document |
| October 07, 2021 Filed Nov 8, 2021 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 9,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063349 · doc4.xml · nonDerivative · entry 15 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 43,855 Read SEC document |
| October 07, 2021 Filed Nov 8, 2021 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 18,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063349 · doc4.xml · nonDerivative · entry 3 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire H. Bristow 2020 GRAT Disclosed balance after: 81,746 F1 · kind: Reflects distribution from Claire Holding Bristow 2020 grantor retained annuity trust. Read SEC document |
| October 07, 2021 Filed Nov 8, 2021 19:21 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 18,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063349 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 280,129 Read SEC document |
| February 10, 2021 Filed Mar 10, 2021 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019360 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 261,875 Read SEC document |
| February 09, 2021 Filed Mar 10, 2021 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019360 · doc4.xml · nonDerivative · entry 22 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 2,190 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 09, 2021 Filed Mar 10, 2021 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019360 · doc4.xml · nonDerivative · entry 15 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire Holding Bristow 2nd Amended and Restated Trust Disclosed balance after: 33,869 Read SEC document |
| February 09, 2021 Filed Mar 10, 2021 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019360 · doc4.xml · nonDerivative · entry 8 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 15,108 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| February 09, 2021 Filed Mar 10, 2021 16:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-019360 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,915 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 26, 2021 Filed Feb 11, 2021 16:53 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009543 · doc4.xml · nonDerivative · entry 8 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 15,084 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
| January 26, 2021 Filed Feb 11, 2021 16:53 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009543 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement Disclosed balance after: 8,987 F1 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.