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 |
|---|---|---|---|---|---|---|
| October 21, 2020 Filed Nov 24, 2020 20:23 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060175 · 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: 15,060 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 |
| July 08, 2020 Filed Aug 14, 2020 18:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046753 · 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: 257,675 Read SEC document |
| April 07, 2020 Filed Aug 14, 2020 18:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | PurchaseDepositary Shares | 1,285 | $21.60 | $27,756.00 |
DisclosureSEC source: 0001209191-20-046753 · doc4.xml · nonDerivative · entry 24 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: 41,285 F3 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. Read SEC document |
| March 27, 2020 Filed Aug 14, 2020 18:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046753 · doc4.xml · nonDerivative · entry 17 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Claire H. Bristow 2020 GRAT Disclosed balance after: 50,000 F1 · shares: Reflects a contribution of shares by the reporting person from indirect ownership in a revocable trust to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 27, 2020 Filed Aug 14, 2020 18:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046753 · doc4.xml · nonDerivative · entry 16 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: 33,950 F1 · shares: Reflects a contribution of shares by the reporting person from indirect ownership in a revocable trust to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 27, 2020 Filed Aug 14, 2020 18:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046753 · 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: 100,000 F1 · shares: Reflects a contribution of shares by the reporting person from indirect ownership in a revocable trust to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 27, 2020 Filed Aug 14, 2020 18:48 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046753 · 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: 251,675 F1 · shares: Reflects a contribution of shares by the reporting person from indirect ownership in a revocable trust to a grantor retained annuity trust. The reporting person is the trustee and sole annuitant of the GRAT, and the contribution results in an exempt change in form of beneficial ownership. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | OtherDepositary Shares | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0001209191-20-018727 · doc4.xml · nonDerivative · entry 24 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: 40,000 F2 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 5.375% Non-Cumulative Perpetual Preferred Stock, Series A. F3 · kind: Purchased in an underwritten public offering. Read SEC document |
| February 28, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · 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: 12,560 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 28, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · doc4.xml · nonDerivative · entry 6 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 Restate Trust Agreement Disclosed balance after: 8,963 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 28, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · 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: 351,675 Read SEC document |
| February 25, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · doc4.xml · nonDerivative · entry 23 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Ella Bristow Disclosed balance after: 2,163 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 25, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · doc4.xml · nonDerivative · entry 19 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Ella Bristow Disclosed balance after: 0 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 25, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 12,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · 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: 12,494 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 25, 2020 Filed Mar 13, 2020 16:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 12,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018727 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Ella Bristow Disclosed balance after: 0 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 16, 2020 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · 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: 351,774 Read SEC document |
| January 09, 2020 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · doc4.xml · nonDerivative · entry 20 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: 83,950 Read SEC document |
| January 08, 2020 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · doc4.xml · nonDerivative · entry 13 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Ella Bristow Disclosed balance after: 12,494 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 08, 2020 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · doc4.xml · nonDerivative · entry 11 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Charlotte Bristow Disclosed balance after: 12,650 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 08, 2020 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · 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 Restate Trust Agreement Disclosed balance after: 9,062 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 31, 2019 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · doc4.xml · nonDerivative · entry 9 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 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 30, 2019 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · doc4.xml · nonDerivative · entry 12 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Ella Bristow Disclosed balance after: 12,466 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 30, 2019 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · doc4.xml · nonDerivative · entry 10 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Charlotte Bristow Disclosed balance after: 12,622 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 30, 2019 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · 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 Restate Trust Agreement Disclosed balance after: 9,034 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 30, 2019 Filed Feb 13, 2020 21:43 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009258 · 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: 341,774 Read SEC document |
| September 24, 2019 Filed Oct 25, 2019 14:13 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054041 · doc4.xml · nonDerivative · entry 18 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: 83,866 Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 19:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 9,545 | $472.00 | $4,505,240.00 |
DisclosureSEC source: 0001209191-19-049448 · 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: 341,858 Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 19:12 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 455 | $472.05 | $214,782.75 |
DisclosureSEC source: 0001209191-19-049448 · 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: 351,403 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $472.00 to $472.14, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Report Read SEC document |
| August 07, 2019 Filed Sep 13, 2019 18:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049435 · 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: 351,858 Read SEC document |
| August 06, 2019 Filed Sep 13, 2019 18:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 12,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049435 · doc4.xml · nonDerivative · entry 6 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 Restate Trust Agreement Disclosed balance after: 2,381 F1 · shares: On August 6, 2019, the reporting person's spouse transferred 12,152 to a family trust of which the reporting person is co-trustee. The reporting person and members of her immediate family are the sole beneficiaries of the trust. 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 |
| August 06, 2019 Filed Sep 13, 2019 18:15 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 12,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049435 · doc4.xml · nonDerivative · entry 3 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Peter McDonald Bristow 2019 Irrevocable Family Trust Disclosed balance after: 12,152 F1 · shares: On August 6, 2019, the reporting person's spouse transferred 12,152 to a family trust of which the reporting person is co-trustee. The reporting person and members of her immediate family are the sole beneficiaries of the trust. Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 18:53 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 5,000 | $455.02 | $2,275,100.00 |
DisclosureSEC source: 0001209191-19-041395 · 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: 231,858 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $455.00 to $455.77, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Report Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 18:53 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 5,000 | $457.99 | $2,289,950.00 |
DisclosureSEC source: 0001209191-19-041395 · 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: 236,858 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $457.99 to $458.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Report. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 15:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 10,000 | $454.00 | $4,540,000.00 |
DisclosureSEC source: 0001209191-19-039982 · 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: 241,858 Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 15:54 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 10,000 | $449.00 | $4,490,000.00 |
DisclosureSEC source: 0001209191-19-039982 · 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: 251,858 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at pieces ranging from $449 to $449.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Report. Read SEC document |
| May 22, 2019 Filed May 23, 2019 19:51 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 9,900 | $448.00 | $4,435,200.00 |
DisclosureSEC source: 0001209191-19-032267 · 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: 261,858 Read SEC document |
| May 22, 2019 Filed May 23, 2019 19:51 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | SaleClass A Common | 100 | $448.02 | $44,802.00 |
DisclosureSEC source: 0001209191-19-032267 · 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: 271,758 Read SEC document |
| March 08, 2019 Filed Feb 13, 2020 21:40 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009243 · doc4.xml · nonDerivative · entry 19 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 Restate Trust Agreement Disclosed balance after: 538 Read SEC document |
| March 08, 2019 Filed Feb 13, 2020 21:40 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass B Common | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009243 · doc4.xml · nonDerivative · entry 18 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 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 |
| March 08, 2019 Filed Feb 13, 2020 21:40 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009243 · doc4.xml · nonDerivative · entry 7 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 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 |
| March 08, 2019 Filed Feb 13, 2020 21:40 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 6,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009243 · doc4.xml · nonDerivative · entry 6 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 Restate Trust Agreement Disclosed balance after: 9,118 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 |
| March 04, 2019 Filed May 9, 2019 13:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028384 · doc4.xml · nonDerivative · entry 11 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Ella Bristow Disclosed balance after: 12,410 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 04, 2019 Filed May 9, 2019 13:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028384 · doc4.xml · nonDerivative · entry 10 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as custodian for Charlotte Bristow Disclosed balance after: 12,566 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 04, 2019 Filed May 9, 2019 13:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028384 · doc4.xml · nonDerivative · entry 8 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Son, Peter M. Bristow, Jr. Disclosed balance after: 1,808 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 04, 2019 Filed May 9, 2019 13:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028384 · doc4.xml · nonDerivative · entry 6 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 Restate Trust Agreement Disclosed balance after: 14,533 Read SEC document |
| March 04, 2019 Filed May 9, 2019 13:52 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028384 · 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: 271,858 Read SEC document |
| December 17, 2018 Filed Dec 28, 2018 16:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-064255 · doc4.xml · nonDerivative · entry 4 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 Restate Trust Agreement Disclosed balance after: 14,500 Read SEC document |
| December 17, 2018 Filed Dec 28, 2018 16:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-064255 · doc4.xml · nonDerivative · entry 3 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as Trustee for Claire Holding Bristow 2018 Irrevocable Family Trust Disclosed balance after: 14,500 Read SEC document |
| December 17, 2018 Filed Dec 28, 2018 16:31 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 29,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-064255 · doc4.xml · nonDerivative · entry 1 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,825 F1 · balance_after: Reflects distribution from Ella Ann L. Holding 2016 grantor retained annuity trust. Read SEC document |
| August 15, 2018 Filed Aug 28, 2018 19:35 UTC | FIRST CITIZENS BANCSHARES INC /DE/ FCNCA · Entity 3195 | GiftClass A Common | 25,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048646 · doc4.xml · nonDerivative · entry 2 Bristow Claire H · CIK 0001563815 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,825 F1 · balance_after: Reflects distribution from Ella Ann L. Holding 2016 grantor retained annuity trust. 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.