FCNCA trusts report small insider stock gifts
First Citizens BancShares insider-related trusts reported small gift transfers of company stock.
Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
First Citizens BancShares insider-related trusts reported small gift transfers of company stock. On March 2, 2026, the Peter M. Bristow 2nd Amended and Restated Trust and the Claire Holding Bristow 2nd Amended and Restated Trust each made bona fide gifts of 10 shares of Class A Common, and the Claire Holding Bristow 2nd Amended and Restated Trust made a bona fide gift of 168 shares of Class B Common. All transactions were reported as indirect holdings, and a footnote states that Peter M. Bristow disclaims beneficial ownership of these securities for Section 16 and other purposes.
Insider Trade Summary
188 shares gifted
Gift
22 txns
Insider
BRISTOW PETER M
Role
President
| 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 — 8,655 shares (Indirect, As Trustee for Peter M. Bristow 2nd Amended and Restated Trust);
Class A Common — 121,740 shares (Indirect, Claire Holding Bristow 2nd Amended and Restated Trust);
Class B Common — 43,817 shares (Indirect, Claire Holding Bristow 2nd Amended and Restated Trust);
Class A Common — 30,000 shares (Indirect, By Spouse);
Class A Common — 14,500 shares (Indirect, As Trustee for Claire Holding Bristow 2018 Irrevocable Family Trust);
Class A Common — 42,078 shares (Indirect, As Trustee for Claire H. Bristow 2020 GRAT Family Trust);
Class A Common — 12,152 shares (Indirect, Spouse as co-trustee for Peter McDonald Bristow 2019 Irrevocble Family Trust);
Class A Common — 10,858 shares (Indirect, Spouse as beneficiary of 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, As trustee for PMB Trust 2011);
Class A Common — 19,041 shares (Indirect, As trustee for CRB Trust 2011);
Class A Common — 19,041 shares (Indirect, As trustee for EHB Trust 2011);
Class B Common — 538 shares (Indirect, As Trustee for Peter M. Bristow 2nd Amended and Restated Trust);
Class B Common — 40,014 shares (Indirect, As Trustee for Claire H. Bristow 2020 GRAT Family Trust);
Class B Common — 1,250 shares (Indirect, Spouse as beneficiary of 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, By Spouse as Trustee of 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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did FCNCA disclose for Peter M. Bristow on March 2, 2026?
Trusts associated with Peter M. Bristow reported small stock gifts. Two trusts each gifted 10 shares of Class A Common, and one trust gifted 168 shares of Class B Common, all classified as bona fide gifts and reported as indirect ownership.
Were the recent FCNCA insider transactions by Peter M. Bristow open-market sales or gifts?
The reported FCNCA insider transactions were bona fide gifts, not market sales. Trusts associated with Peter M. Bristow transferred small amounts of Class A and Class B Common stock at a stated price of $0.00 per share as charitable-style gifts.
What types of FCNCA securities are referenced in Peter M. Bristow’s latest Form 4?
The Form 4 references Class A Common, Class B Common, and Depositary Shares. Each Depositary Share represents a 1/40th interest in the company’s 5.375% Non-Cumulative Perpetual Preferred Stock, Series A, held indirectly through a Claire Holding Bristow trust.
How are Peter M. Bristow’s FCNCA holdings structured according to the Form 4?
The filing shows indirect holdings through multiple entities, including personal trusts, family trusts, LLCs, and a spouse’s accounts. Many positions are identified as held as trustee or by spouse, reflecting a complex family and estate-planning structure around FCNCA securities.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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