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  4. [Form 3] First Carolina Financial Services, Inc. Initial Statement of Beneficial Ownership

First Carolina (FCBM) director Everette details common stock holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

First Carolina Financial Services, Inc. director Floyd Gregory Everette filed an initial Form 3 reporting his ownership of the company’s common stock. The filing shows 134,240 shares held directly, plus additional indirect holdings through S&F Family Office, a Dexter E. Floyd ILIT, and as custodian for children.

A footnote explains that his direct holdings include 3,806 restricted stock awards granted on January 1, 2024, 5,314 granted on January 1, 2025, and two 2026 grants of 4,228 and 4,272 shares that vest over time in scheduled annual installments.

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Insider Floyd Gregory Everette
Role null
Type Security Shares Price Value
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 134,240 shares (Direct, null); Common Stock — 40,000 shares (Indirect, As custodian for children)
Footnotes (1)
  1. [object Object]
Direct common stock holdings 134,240 shares Total shares held directly following reporting
Indirect via S&F Family Office 35,600 shares Common stock held indirectly by S&F Family Office, Inc.
Indirect via Dexter E. Floyd ILIT 62,632 shares Common stock held indirectly by Dexter E. Floyd ILIT
Indirect as custodian for children 40,000 shares Common stock held indirectly as custodian for children
2024 restricted stock awards 3,806 RSAs Granted January 1, 2024; vest over five annual installments
2025 restricted stock awards 5,314 RSAs Granted January 1, 2025; vest over five annual installments
2026 one-year RSAs 4,228 RSAs Granted January 1, 2026; vest on first anniversary
2026 five-year RSAs 4,272 RSAs Granted January 1, 2026; vest over five annual installments
restricted stock awards financial
"Includes (i) 3,806 restricted stock awards ("RSAs") granted on January 1, 2024..."
Restricted stock awards are company shares given to employees or executives that cannot be sold or transferred until certain conditions — like staying with the company for a set time or meeting performance targets — are met, like a gift that is locked in a safe until rules are satisfied. Investors care because these awards tie management’s pay to company performance, can increase the number of shares outstanding when they become tradable (dilution), and may signal expected future selling pressure or commitment to long-term growth.
RSAs financial
"3,806 restricted stock awards ("RSAs") granted on January 1, 2024..."
indirect financial
""ownership_type": "indirect", "ownership_code": "I""
custodian for children financial
""nature_of_ownership": "As custodian for children""
ILIT financial
""nature_of_ownership": "By Dexter E. Floyd ILIT""
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SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Floyd Gregory Everette
(Last)(First)(Middle)
C/O FIRST CAROLINA FINANCIAL SERVICES
2626 GLENWOOD AVENUE SUITE 200
(Street)
RALEIGH NORTH CAROLINA 27608
(City)(State)(Zip)
UNITED STATES
(Country)		2. Date of Event Requiring Statement (Month/Day/Year)
06/17/2026		3. Issuer Name and Ticker or Trading Symbol
First Carolina Financial Services, Inc. [ FCBM ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock134,240(1)D
Common Stock40,000IAs custodian for children
Common Stock62,632IBy Dexter E. Floyd ILIT
Common Stock35,600IBy S&F Family Office, Inc.
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Includes (i) 3,806 restricted stock awards ("RSAs") granted on January 1, 2024 that vest in five substantially equal annual installments on the first five anniversaries of the grant date; (ii) 5,314 RSAs granted on January 1, 2025 that vest in five substantially equal annual installments on the first five anniversaries of the grant date; (iii) 4,228 RSAs granted on January 1, 2026 that vest on the first anniversary of the grant date; and (iv) 4,272 RSAs granted on January 1, 2026 that vest in five substantially equal annual installments on the first five anniversaries of the grant date.
Remarks:
Exhibit 24.1 - Power of Attorney
/s/ Kristen Brabble, as attorney-in-fact06/17/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What does the Form 3 filed by Floyd Gregory Everette for FCBM show?

The Form 3 shows Floyd Gregory Everette’s existing ownership in First Carolina Financial Services common stock. It lists 134,240 shares held directly plus several indirect positions through a family office, an ILIT, and custodial accounts for children.

How many FCBM shares does Floyd Gregory Everette hold directly according to the Form 3?

The Form 3 reports that Everette directly holds 134,240 shares of First Carolina Financial Services common stock. This direct position is in addition to indirect holdings through related entities and accounts disclosed separately in the filing.

What indirect FCBM shareholdings are reported for Floyd Gregory Everette?

The filing lists indirect ownership of FCBM common stock via S&F Family Office, a Dexter E. Floyd ILIT, and as custodian for children. Each relationship is labeled as indirect ownership, separate from his directly held 134,240 shares.

What restricted stock awards are included in Floyd Gregory Everette’s FCBM holdings?

The Form 3 footnote states that his direct holdings include several restricted stock awards. These cover 3,806 RSAs granted in 2024, 5,314 in 2025, and two 2026 grants of 4,228 and 4,272 shares that vest over scheduled anniversaries.

Does Floyd Gregory Everette’s Form 3 for FCBM show any recent share purchases or sales?

The Form 3 presents Everette’s holdings but does not show specific buy or sell transactions. All entries are coded as holdings with unknown transaction codes, reflecting ownership positions rather than newly reported trades in FCBM stock.