FIRST CITIZENS BANCSHARES INC /DE/·4

Apr 16, 3:48 PM ET

HOLDING FRANK B JR 4

4 · FIRST CITIZENS BANCSHARES INC /DE/ · Filed Apr 16, 2026

Research Summary

AI-generated summary of this filing

Updated

First Citizens (FCNCA) 10% Owner Frank B. Holding Jr Receives Gift

What Happened
Frank B. Holding Jr., a reported 10% owner of First Citizens Bancshares Inc. (FCNCA), received three gifts of company stock on 2026-04-14 — 33 shares each, for a total of 99 shares. Each gift was reported at $0.00 per share (transaction code G), so the reported acquisition value is $0.

Key Details

  • Transaction date: 2026-04-14; Form 4 filed 2026-04-16 (appears timely).
  • Trades: three gift acquisitions of 33 shares each (total 99 shares) at $0.00 per share.
  • Reported value: $0 (gifts).
  • Shares owned after transaction: not specified in the filing.
  • Footnote: F1 states the reporting person disclaims beneficial ownership of these securities; this filing is not an admission of beneficial ownership for Section 16 purposes.

Context
Gifts (code G) are transfers for no consideration and do not necessarily reflect the giver’s view of the company’s prospects. As a 10% owner (not an executive trade), these transactions may relate to personal, estate, or family planning rather than trading on company performance.

Insider Transaction Report

Form 4
Period: 2026-04-14
HOLDING FRANK B JR
DirectorChairman and CEO10% Owner
Transactions
  • Gift

    Class B Common

    [F1]
    2026-04-14+334,957 total(indirect: As custodian for James Freeman Bailey, Jr.)
  • Gift

    Class B Common

    [F1]
    2026-04-14+334,800 total(indirect: As custodian for Royall Holding Bailey)
  • Gift

    Class B Common

    [F1]
    2026-04-14+335,158 total(indirect: As custodian for Jones Powell Bailey)
Holdings
  • Class A Common

    202,117
  • Class A Common

    (indirect: By Trust)
    11,140
  • Class A Common

    [F1]
    (indirect: By Spouse)
    3,728
  • Class A Common

    [F1]
    (indirect: As custodian for James Freeman Bailey, Jr.)
    3,416
  • Class A Common

    [F1]
    (indirect: As custodian for Royall Holding Bailey)
    1,591
  • Class A Common

    [F1]
    (indirect: As custodian for Jones Powell Bailey)
    317
  • Class A Common

    (indirect: Frank B. Holding Jr. 2025 #1 GRAT)
    106,000
  • Class A Common

    (indirect: Frank B. Holding Jr. 2025 #2 GRAT)
    106,000
  • Class A Common

    [F1]
    (indirect: By Trust)
    115,000
  • Class B Common

    2,841
  • Class B Common

    (indirect: By Trust)
    2,527
  • Class B Common

    [F1]
    (indirect: By Spouse)
    1,160
  • Class B Common

    (indirect: Frank B. Holding Jr. 2025 #1 GRAT)
    32,171
  • Class B Common

    (indirect: Frank B. Holding Jr. 2025 #2 GRAT)
    32,150
  • Class B Common

    [F1]
    (indirect: By Trust)
    32,300
Footnotes (1)
  • [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.
Signature
Frank B. Holding, Jr., By: E. Knox Proctor V, Attorney-in-fact|2026-04-16

Documents

1 file
  • 4
    ownership.xmlPrimary

    4