Family trust transfers reported by First Citizens (NASDAQ: FCNCA) insider
Rhea-AI Filing Summary
First Citizens BancShares insider Carson H. Brice, identified as a 10% owner, reported several indirect movements of Class A common shares involving family-related trusts and accounts. Reported transfers on January 9 and 12, 2026 at a stated price of $0 per share include 267 and 68 Class A shares attributed to the Carson Holding Brice Revocable Trust, 250 Class A shares held "By Spouse," and 17 Class A shares each for separate Brice family trusts for Stephen, Elizabeth, and Cordelia Brice.
The filing also lists indirect holdings of both Class A and Class B common shares across revocable trusts, children’s trusts, custodial accounts, and the Carson Holding Brice 2025 GRAT. Footnotes explain that certain shares are held in trusts for the benefit of the reporting person’s children, that the reporting person does not have investment control over those trusts, and that she disclaims beneficial ownership of those securities.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common | 68 | $0.00 | -- |
| Gift | Class A Common | 17 | $0.00 | -- |
| Gift | Class A Common | 17 | $0.00 | -- |
| Gift | Class A Common | 17 | $0.00 | -- |
| Gift | Class A Common | 267 | $0.00 | -- |
| Gift | Class A Common | 250 | $0.00 | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
Footnotes (1)
- 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. The listed shares are held by a trust for the benefit of the Reporting Person's children. The Reporting person does not serve as trustee of or have or share investment control over the Issuer's shares held by the trust, she disclaims beneficial ownership of the shares held by the trust, and this report shall not be deemed an admission that the Reporting Perrson is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934 or for any other purpose. On October 28, 2025, the reporting person contributed 44,940 shares of Class B Common held by her revocable trust (of which she is the trustee) to a new grantor retained annuity trust (the "Carson Holding Brice 2025 GRAT") of which she serves as trustee and which shares are reported in this Form 4 as indirectly owned.
