First Carolina Financial officer reports 19,000 shares
First Carolina Financial Services, Inc. reported the initial equity holdings of Chief Rev. & Strategy Officer Douglas Andrew Mathieson.
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Form Type
3
Rhea-AI Filing Summary
First Carolina Financial Services, Inc. reported the initial equity holdings of Chief Rev. & Strategy Officer Douglas Andrew Mathieson. He holds 19,000 shares of common stock directly, including 15,000 restricted stock awards granted on February 1, 2026 that vest in five equal installments starting January 1, 2027 and on each anniversary thereafter.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
MATHIESON DOUGLAS ANDREW
Role
Chief Rev. & Strategy Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock F1 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 19,000 shares (Direct)
Footnotes (1)
- F1. Includes 15,000 restricted stock awards granted on February 1, 2026 that vest in five equal installments beginning on January 1, 2027 and each anniversary thereafter.
Key Figures
Total common shares owned: 19,000 shares
Restricted stock awards: 15,000 shares
Grant date of restricted stock: February 1, 2026
+2 more
5 metrics
Total common shares owned
19,000 shares
Total shares of common stock beneficially owned following the reported holdings
Restricted stock awards
15,000 shares
Restricted stock awards granted to Douglas Mathieson included within the 19,000 total shares
Grant date of restricted stock
February 1, 2026
Date the 15,000 restricted stock awards were granted
Number of vesting installments
5 installments
Restricted stock awards vest in five equal installments
Vesting start date
January 1, 2027
First vesting date for restricted stock awards, with remaining installments on each anniversary
Key Terms
restricted stock awards, vest, installments, Chief Rev. & Strategy Officer
4 terms
restricted stock awards financial
"Includes 15,000 restricted stock awards granted on February 1, 2026"
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.
vest financial
"that vest in five equal installments beginning on January 1, 2027"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
installments financial
"vest in five equal installments beginning on January 1, 2027"
Installments are a series of scheduled partial payments that together cover a larger amount owed or due, like paying for a purchase or loan in weekly or monthly pieces rather than all at once. For investors, installments matter because they change when cash moves between parties, affect a company’s or counterparty’s short-term cash flow and risk of missed payments, and can influence valuation or perceived financial stability much like spreading the cost of a car over monthly payments.
Chief Rev. & Strategy Officer other
"Officer title listed as Chief Rev. & Strategy Officer"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 filing reveal about FCBM executive Douglas Mathieson’s holdings?
The Form 3 shows Douglas Andrew Mathieson beneficially owns 19,000 shares of First Carolina Financial common stock. This total includes 15,000 restricted stock awards subject to a multi-year vesting schedule beginning in 2027.
How many restricted stock awards in FCBM does Douglas Mathieson hold?
Douglas Mathieson holds 15,000 restricted stock awards of First Carolina Financial Services, Inc. These awards were granted on February 1, 2026 and are part of his total reported ownership of 19,000 common shares.
When will Douglas Mathieson’s FCBM restricted stock awards vest?
The 15,000 restricted stock awards granted to Douglas Mathieson vest in five equal installments. Vesting begins on January 1, 2027, with additional installments vesting on each anniversary date thereafter until fully vested.
Does the FCBM Form 3 for Douglas Mathieson indicate any recent stock purchases or sales?
No specific buy or sell transactions are reported in this Form 3. The filing serves as an initial statement of beneficial ownership, listing Mathieson’s 19,000 common shares, including 15,000 restricted stock awards.
How much First Carolina Financial (FCBM) common stock does Douglas Mathieson own?
Douglas Andrew Mathieson beneficially owns 19,000 shares of First Carolina Financial common stock. This figure includes 15,000 restricted stock awards that are scheduled to vest over five years starting January 1, 2027.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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