Bristow family trusts report First Citizens share gifts
First Citizens BancShares insider reporting shows family-related entities tied to Claire H. Bristow making bona fide share gifts.
Rhea-AI Filing Summary
First Citizens BancShares insider reporting shows family-related entities tied to Claire H. Bristow making bona fide share gifts. On March 2, 2026, the Claire Holding Bristow 2nd Amended and Restated Trust and a spouse‑trustee account each reported gifting 10 Class A Common shares, and the Claire trust reported gifting 168 Class B Common shares.
The filing also updates indirect and direct holdings across multiple Bristow family trusts and LLCs, such as 121,740 Class A Common shares and 43,817 Class B Common shares held by the Claire Holding Bristow 2nd Amended and Restated Trust after these gifts. A footnote states that Claire H. Bristow disclaims beneficial ownership of these securities.
Positive
- None.
Negative
- None.
Insider Trade Summary
188 shares gifted
Gift
22 txns
Insider
Bristow Claire H
Role
10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common | 10 | $0.00 | $0.00 |
| Gift | Class A Common | 10 | $0.00 | $0.00 |
| Gift | Class B Common | 168 | $0.00 | $0.00 |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| 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 | Depositary Shares | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
Holdings After Transaction:
Class A Common — 121,740 shares (Indirect, Claire Holding Bristow 2nd Amended and Restated Trust);
Class A Common — 8,655 shares (Indirect, By spouse as Trustee for Peter M. Bristow 2nd Amended and Restated Trust Agreement);
Class B Common — 43,817 shares (Indirect, Claire Holding Bristow 2nd Amended and Restated Trust);
Class A Common — 30,000 shares (Direct);
Class A Common — 42,078 shares (Indirect, By spouse as Trustee for Claire H. Bristow 2020 GRAT Family Trust);
Class A Common — 12,152 shares (Indirect, As Co-Trustee for Peter McDonald Bristow 2019 Irrevocable Family Trust);
Class A Common — 10,858 shares (Indirect, As beneficiary of a trust);
Class A Common — 14,500 shares (Indirect, By spouse as Trustee for Claire Holding Bristow 2018 Irrevocable Family Trust);
Class A Common — 6,106 shares (Indirect, PMB Investments, LLC);
Class A Common — 2,154 shares (Indirect, CRB Investments, LLC);
Class A Common — 2,045 shares (Indirect, EHB Investments, LLC);
Class A Common — 19,041 shares (Indirect, By spouse as trustee for PMB Trust 2011);
Class A Common — 19,041 shares (Indirect, By spouse as trustee for CRB Trust 2011);
Class A Common — 19,041 shares (Indirect, By spouse as trustee for EHB Trust 2011);
Class B Common — 40,014 shares (Indirect, By spouse as Trustee for Claire H. Bristow 2020 GRAT Family Trust);
Class B Common — 1,250 shares (Indirect, As beneficiary of trust);
Class B Common — 538 shares (Indirect, By spouse as trustee for Peter M. Bristow 2nd Amended and Restated Trust);
Class B Common — 8,350 shares (Indirect, PMB Investments, LLC);
Class B Common — 8,850 shares (Indirect, CRB Investments, LLC);
Class B Common — 8,710 shares (Indirect, EHB Investments, LLC);
Depositary Shares — 41,285 shares (Indirect, Claire Holding Bristow 2nd Amended and Restated Trust);
Class A Common — 200,000 shares (Indirect, Claire Holding Bristow 2025 Qualified GRAT)
Footnotes (2)
- 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.
FAQ
Which types of First Citizens securities are involved in the Bristow Form 4?
The Form 4 covers Class A Common, Class B Common, and Depositary Shares of First Citizens BancShares. The reported bona fide gifts involve Class A and Class B Common, while Depositary Shares are reported as indirect holdings, representing interests in Series A preferred stock.
How are Bristow’s indirect First Citizens (FCNCA) holdings structured?
Indirect holdings are reported through multiple entities, including family trusts and LLCs. Examples include the Claire Holding Bristow 2nd Amended and Restated Trust and PMB, CRB, and EHB Investments LLCs, each showing specific post‑transaction share balances in Class A and Class B Common and Depositary Shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
