First Citizens BancShares, Inc. (FCNCA)
Raleigh, NC, US
First Citizens BancShares, Inc. (FCNCA) functions as the parent company for First-Citizens Bank & Trust Company, offering a comprehensive suite of retail and commercial banking services to individuals, businesses, and professionals. Its deposit offerings encompass various account types, including checking, savings, money market, and certificates of deposit (time deposit accounts). The company's loan portfolio is extensive, featuring commercial credits for construction and land development, commercial mortgages, commercial and industrial (C&I) financing, and lease financing. It also provided Small Business Administration (SBA) Paycheck Protection Program (PPP) loans. For consumers, loan options span residential and revolving mortgages, construction and land development loans, auto financing, and various other personal lending products. Beyond core banking, First Citizens provides treasury management solutions, cardholder and merchant services, and comprehensive wealth management offerings. Its investment product suite encompasses annuities, discount brokerage, and access to third-party mutual funds, complemented by investment management and advisory services. Specialized services further extend to defined benefit and defined contribution plans, insurance, private banking, trust and fiduciary services, philanthropic advisement, and special asset management. Customers can access these diverse products and services through a robust branch network, alongside modern digital banking platforms, telephone banking, and extensive ATM networks. As of December 31, 2021, First Citizens maintained a physical presence with 529 branches spread across 19 states: Arizona, California, Colorado, Florida, Georgia, Kansas, Maryland, Missouri, North Carolina, New Mexico, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, and West Virginia. Founded in 1898, the company's corporate headquarters are situated in Raleigh, North Carolina.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.92% | -0.17% | +0.34% | +4.87% | +6.00% | -7.25% | +7.66% | +56.84% | +129.59% | +668.36% | +5,587.17% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | -1 |
| Buy | 2 | -3 |
| Hold | 8 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
2,050.00
-2.7%
|
| Last Year | 14 |
2,224.07
+5.6%
|
| All Time | 22 |
2,131.23
+1.2%
|
-
Revenue growth-3.0% Q1'26: -1.3% (vs Q1'25)
-
EPS growth-12.5% Q1'26: +23.7% (vs Q1'25)
-
FCF margin— Q1'26: -0.6% (vs Q1'25)
-
EBIT margin— Q1'26: +20.3% (vs Q1'25)
-
ROIC— Q1'26: +6.8% (vs Q1'25)
-
Share dilution-13.8% Q1'26: -12.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 10.37× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2010 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 8 EPS Ana. |
Dec 2027 5 Rev. Ana. 8 EPS Ana. |
Dec 2028 1 Rev. Ana. 7 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.24B
est: 1.12B (+10.4%)
|
1.90B
est: 1.82B (+4.2%)
|
5.10B
est: 4.11B (+24.1%)
|
12.64B
est: 8.44B (+49.8%)
|
14.94B
est: 9.30B (+60.6%)
|
14.50B
est: 8.81B (+64.5%)
|
8.76B
8.75B – 8.78B
-0.6% YoY
|
9.19B
9.07B – 9.47B
+4.9% YoY
|
9.97B
9.86B – 10.12B
+8.4% YoY
|
| EBITDA |
366.32M
est: 500.51M (-26.8%)
|
844.00M
est: 766.84M (+10.1%)
|
1.90B
est: 1.22B (+55.2%)
|
12.02B
est: 1.34B (+795.0%)
|
3.72B
est: 4.19B (-11.1%)
|
3.40B
est: 3.97B (-14.4%)
|
3.94B
3.94B – 3.95B
-0.6% YoY
|
4.14B
4.08B – 4.26B
+4.9% YoY
|
4.49B
4.44B – 4.56B
+8.4% YoY
|
| EBIT |
303.56M
est: 483.71M (-37.2%)
|
701.00M
est: 785.36M (-10.7%)
|
1.36B
est: 352.05M (+286.9%)
|
12.08B
est: 387.25M (+3,018.7%)
|
3.59B
est: 3.79B (-5.2%)
|
2.97B
est: 3.59B (-17.3%)
|
3.57B
3.57B – 3.58B
-0.6% YoY
|
3.74B
3.70B – 3.86B
+4.9% YoY
|
4.06B
4.02B – 4.12B
+8.4% YoY
|
| Net Income |
193.04M
est: 162.34M (+18.9%)
|
547.00M
est: 469.14M (+16.6%)
|
1.10B
est: 685.15M (+60.3%)
|
11.47B
est: 753.67M (+1,421.4%)
|
2.78B
est: 2.31B (+20.3%)
|
2.21B
est: 2.09B (+5.6%)
|
2.19B
2.18B – 2.21B
+5.0% YoY
|
2.45B
2.40B – 2.55B
+11.7% YoY
|
2.68B
2.64B – 2.73B
+9.4% YoY
|
| SGA |
385.80M
est: 332.60M (+16.0%)
|
783.00M
est: 667.02M (+17.4%)
|
1.68B
est: 446.40M (+276.6%)
|
3.12B
est: 491.04M (+535.0%)
|
3.51B
est: 2.82B (+24.4%)
|
4.25B
est: 2.67B (+58.9%)
|
2.66B
2.66B – 2.66B
-0.6% YoY
|
2.79B
2.75B – 2.87B
+4.9% YoY
|
3.02B
2.99B – 3.07B
+8.4% YoY
|
| EPS |
18.50
est: 10.16 (+82.1%)
|
53.88
est: 50.05 (+7.6%)
|
67.47
est: 71.65 (-5.8%)
|
785.18
est: 173.58 (+352.4%)
|
189.42
est: 186.69 (+1.5%)
|
165.76
est: 169.04 (-1.9%)
|
177.45
176.38 – 178.82
+5.0% YoY
|
198.25
194.10 – 205.93
+11.7% YoY
|
216.81
213.89 – 221.09
+9.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | TD Cowen | Buy | Buy | Maintain |
| 2026-04-24 | JP Morgan | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 1.65M | 11.00% | 1.58M | — | 1.65M | — | HC | Delaware | 2022-06-09 | ↗ |
| 2 | Abigail P. Johnson | 1.62M | 14.68% | — | — | 1.62M | — | IN | United States of America | 2016-02-12 | ↗ |
| 3 | Edward C. Johnson 3d | 1.53M | 13.68% | — | — | 1.53M | — | IN | United States of America | 2015-02-13 | ↗ |
| 4 | Smith Barney Holdings Inc. | 977.8K | 5.60% | 9.5K | 2.1K | 594.4K | 11.2K | CO | Pennsylvania | 2017-02-24 | ↗ |
| 5 | 04-2683227 | 835.9K | 9.74% | — | 832.4K | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
| 6 | Fidelity Small Cap Discovery Fund | 591.0K | 5.37% | 591.0K | — | — | — | IV | Massachusetts | 2016-02-12 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 536.6K | 6.09% | — | 3.4K | 527.7K | 8.9K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 8 | Wellington Management Company LLP | 460.8K | 5.23% | — | 411.6K | — | — | IA | Massachusetts | 2021-02-03 | ↗ |
| 9 | Wellington Group Holdings LLP | 453.9K | 5.15% | — | 399.2K | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 10 | Wellington Investment Advisors Holdings LLP | 453.9K | 5.15% | — | 399.2K | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 11 | Wellington Management Group LLP | 453.9K | 5.15% | — | 399.2K | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 12 | FMR LLC | 265.6K | 3.01% | 105.00 | — | 265.6K | — | HC | Delaware | 2020-11-10 | ↗ |
| 13 | AMES | 95.0K | 5.70% | 95.0K | — | 1.0K | 62.4K | IN | United States | 2009-09-23 | ↗ |
| 14 | Calamos Market Neutral Income Fund, a series of Calamos Investment Trust | 7.00 | 6.90% | 3.9K | 2.2K | 563.8K | 5.3K | IV | Pennsylvania | 2019-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 1.14M -26.5K (-2.3%) | 2.45B +360.2M (+17.2%) | 9.23% +0.410 pp | 0.04% +0.005 pp | USD1,840.95 +16.6% | 6 qtrs — |
| 2 | HARRIS ASSOCIATES L P | 928.9K +191.6K (+26.0%) | 1.99B +674.5M (+51.1%) | 7.51% +1.944 pp | 2.52% +0.405 pp | USD1,434.47 +49.6% | 20 qtrs — |
| 3 | VANGUARD GROUP INC | 839.4K -45.1K (-5.1%) | 1.80B +219.1M (+13.8%) | 6.79% +0.108 pp | 0.03% +0.002 pp | USD621.21 +245.5% | 84 qtrs — |
| 4 | JPMORGAN CHASE & CO | 354.2K -81.1K (-18.6%) | 760.24M -18.5M (-2.4%) | 2.87% -0.423 pp | 0.05% +0.001 pp | USD1,267.56 +69.3% | 51 qtrs — |
| 5 | STATE STREET CORP | 222.6K -8.0K (-3.5%) | 477.80M +65.2M (+15.8%) | 1.80% +0.059 pp | 0.02% +0.002 pp | USD722.44 +197.1% | 51 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 181.5K -7.0K (-3.7%) | 388.53M +52.1M (+15.5%) | 1.47% +0.044 pp | 0.02% +0.003 pp | USD798.64 +168.7% | 78 qtrs — |
| 7 | COATUE MANAGEMENT LLC | 139.5K -62.8K (-31.0%) | 299.39M -62.5M (-17.3%) | 1.13% -0.400 pp | 0.75% -0.138 pp | USD1,319.70 +62.6% | 12 qtrs — |
| 8 | FMR LLC | 134.6K -9.8K (-6.8%) | 288.97M +30.5M (+11.8%) | 1.09% -0.002 pp | 0.01% +0.001 pp | USD1,120.36 +91.6% | 65 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 124.1K +492.0 (+0.4%) | 266.27M +45.2M (+20.4%) | 1.00% +0.070 pp | 0.06% +0.008 pp | USD494.79 +333.8% | 51 qtrs — |
| 10 | MORGAN STANLEY | 123.0K +29.7K (+31.8%) | 264.09M +97.0M (+58.1%) | 1.00% +0.290 pp | 0.02% +0.006 pp | USD1,565.42 +37.1% | 51 qtrs — |
| 11 | UBS ASSET MANAGEMENT AMERICAS INC | 122.3K +12.3K (+11.2%) | 262.51M +65.7M (+33.4%) | 0.99% +0.158 pp | 0.06% +0.013 pp | USD1,705.46 +25.8% | 50 qtrs — |
| 12 | CAPITAL RESEARCH GLOBAL INVESTORS | 112.1K -7.5K (-6.3%) | 240.68M +26.6M (+12.4%) | 0.91% +0.003 pp | 0.04% +0.004 pp | USD1,767.06 +21.5% | 8 qtrs — |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 96.2K +445.0 (+0.5%) | 206.36M +35.1M (+20.5%) | 0.78% +0.055 pp | 0.62% +0.087 pp | USD1,417.92 +51.4% | 16 qtrs — |
| 14 | BROWN ADVISORY INC | 93.6K -6.1K (-6.1%) | 200.92M +22.6M (+12.7%) | 0.76% +0.004 pp | 0.28% +0.048 pp | USD762.78 +181.4% | 62 qtrs — |
| 15 | ALLIANCEBERNSTEIN L.P. | 80.7K +2.4K (+3.1%) | 173.30M +33.2M (+23.7%) | 0.65% +0.062 pp | 0.05% +0.011 pp | USD774.57 +177.1% | 61 qtrs — |
| 16 | FIRST CITIZENS BANK & TRUST CO | 78.5K -171.0 (-0.2%) | 168.39M +27.7M (+19.7%) | 0.63% +0.041 pp | 3.52% +0.482 pp | USD479.26 +347.8% | 51 qtrs — |
| 17 | REINHART PARTNERS, INC. | 77.8K +7.6K (+10.8%) | 167.04M +41.3M (+32.9%) | 0.63% +0.099 pp | 5.00% +0.915 pp | USD1,014.95 +111.5% | 49 qtrs — |
| 18 | BANK OF AMERICA CORP /DE/ | 76.6K +16.3K (+27.0%) | 164.33M +56.5M (+52.3%) | 0.62% +0.164 pp | 0.01% +0.005 pp | USD1,194.59 +79.7% | 52 qtrs — |
| 19 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 76.1K +27.8K (+57.5%) | 164.25M +79.3M (+93.2%) | 0.62% +0.251 pp | 0.27% +0.130 pp | USD1,881.88 +14.0% | 11 qtrs — |
| 20 | D. E. SHAW & CO., INC. | 75.1K -9.6K (-11.4%) | 161.15M +9.6M (+6.3%) | 0.61% -0.033 pp | 0.09% +0.003 pp | USD1,620.91 +32.4% | 12 qtrs — |
| 21 | UBS GROUP AG | 69.6K +34.2K (+96.7%) | 149.27M +86.0M (+135.9%) | 0.56% +0.295 pp | 0.02% +0.014 pp | USD1,974.64 +8.7% | 45 qtrs — |
| 22 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 64.2K -2.1K (-3.1%) | 137.79M +19.2M (+16.2%) | 0.52% +0.019 pp | 0.08% +0.013 pp | USD1,596.39 +34.4% | 16 qtrs — |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 61.5K -11.5K (-15.7%) | 132.09M +1.4M (+1.1%) | 0.50% -0.054 pp | 0.02% +0.000 pp | USD818.32 +162.3% | 81 qtrs — |
| 24 | NORTHERN TRUST CORP | 60.4K -1.8K (-2.9%) | 129.56M +18.3M (+16.5%) | 0.49% +0.019 pp | 0.02% +0.002 pp | USD897.83 +139.0% | 51 qtrs — |
| 25 | RIVER ROAD ASSET MANAGEMENT, LLC | 55.4K +47.2K (+574.0%) | 118.90M +104.2M (+708.5%) | 0.45% +0.386 pp | 1.30% +1.139 pp | USD2,110.02 +1.7% | 3 qtrs — |
| 26 | NORGES BANK | 54.3K +54.3K (+100.0%) | 116.57M +116.6M (+100.0%) | 0.44% +0.439 pp | 0.01% +0.013 pp | USD2,146.18 +0.0% | 1 qtrs NEW |
| 27 | BANK OF NEW YORK MELLON CORP | 53.0K +18.7K (+54.6%) | 113.79M +52.4M (+85.4%) | 0.43% +0.170 pp | 0.02% +0.008 pp | USD1,140.34 +88.2% | 66 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 51.2K +85.0 (+0.2%) | 109.98M +18.4M (+20.2%) | 0.41% +0.028 pp | 0.02% +0.003 pp | USD738.59 +190.6% | 100 qtrs — |
| 29 | THRIVENT FINANCIAL FOR LUTHERANS | 44.0K +243.0 (+0.6%) | 94.50M +16.2M (+20.6%) | 0.36% +0.025 pp | 0.17% +0.013 pp | USD1,839.84 +16.7% | 11 qtrs — |
| 30 | CHECK CAPITAL MANAGEMENT INC/CA | 42.8K +7.4K (+21.0%) | 91.83M +28.6M (+45.1%) | 0.35% +0.079 pp | 2.67% +0.587 pp | USD1,615.90 +32.8% | 11 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 42.5K +3.9K (+10.1%) | 91.29M +22.2M (+32.0%) | 0.34% +0.052 pp | 0.01% +0.003 pp | USD1,531.45 +40.1% | 73 qtrs — |
| 32 | THOMPSON SIEGEL & WALMSLEY LLC | 36.2K -1.3K (-3.5%) | 77.67M +10.5M (+15.7%) | 0.29% +0.009 pp | 1.30% +0.219 pp | USD957.64 +124.1% | 16 qtrs — |
| 33 | ALBERTA INVESTMENT MANAGEMENT CORP | 36.2K +3.7K (+11.4%) | 77.64M +19.5M (+33.6%) | 0.29% +0.047 pp | 0.46% +0.046 pp | USD1,020.10 +110.4% | 16 qtrs — |
| 34 | SCULPTOR CAPITAL LP | 36.0K +— (+0.0%) | 77.35M +12.9M (+20.0%) | 0.29% +0.019 pp | 0.80% +0.035 pp | USD1,368.76 +56.8% | 12 qtrs — |
| 35 | LEGAL & GENERAL GROUP PLC | 34.1K -1.6K (-4.6%) | 73.15M +9.3M (+14.5%) | 0.28% +0.006 pp | 0.02% +0.002 pp | USD963.66 +122.7% | 46 qtrs — |
| 36 | MILLENNIUM MANAGEMENT LLC | 33.0K -14.3K (-30.3%) | 70.76M -13.8M (-16.4%) | 0.27% -0.091 pp | 0.03% -0.006 pp | USD1,880.90 +14.1% | 16 qtrs — |
| 37 | DODGE & COX | 31.6K +31.6K (+100.0%) | 67.75M +67.7M (+100.0%) | 0.26% +0.255 pp | 0.04% +0.037 pp | USD2,146.18 +0.0% | 1 qtrs NEW |
| 38 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 30.9K -6.7K (-17.8%) | 66.41M -936.2K (-1.4%) | 0.25% -0.034 pp | 0.10% +0.004 pp | USD728.45 +194.6% | 15 qtrs — |
| 39 | FIRST TRUST ADVISORS LP | 29.9K +10.4K (+53.6%) | 64.13M +29.3M (+84.2%) | 0.24% +0.095 pp | 0.05% +0.021 pp | USD1,690.46 +27.0% | 51 qtrs — |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.7K -1.3K (-4.2%) | 63.74M +8.3M (+14.9%) | 0.24% +0.006 pp | 0.01% +0.001 pp | USD1,715.56 +25.1% | 16 qtrs — |
| 41 | CORTLAND ASSOCIATES INC/MO | 27.4K -464.0 (-1.7%) | 58.89M +9.0M (+18.0%) | 0.22% +0.011 pp | 7.43% +1.537 pp | USD677.57 +216.7% | 16 qtrs — |
| 42 | NATIXIS ADVISORS, L.P. | 27.2K +1.7K (+6.6%) | 58.42M +12.8M (+27.9%) | 0.22% +0.027 pp | 0.08% +0.016 pp | USD1,511.77 +42.0% | 14 qtrs — |
| 43 | WORLDQUANT MILLENNIUM ADVISORS LLC | 26.5K +13.2K (+99.4%) | 56.79M +33.1M (+139.2%) | 0.21% +0.114 pp | 0.22% +0.118 pp | USD2,027.73 +5.8% | 3 qtrs — |
| 44 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23.6K -1.5K (-6.0%) | 50.74M +5.7M (+12.7%) | 0.19% +0.001 pp | 0.03% +0.001 pp | USD1,823.87 +17.7% | 14 qtrs — |
| 45 | INVESCO LTD. | 23.5K +3.8K (+19.4%) | 50.43M +15.2M (+43.2%) | 0.19% +0.041 pp | 0.01% +0.002 pp | USD1,686.44 +27.3% | 57 qtrs — |
| 46 | RAYMOND JAMES FINANCIAL INC | 23.3K +2.3K (+11.0%) | 50.06M +12.5M (+33.2%) | 0.19% +0.030 pp | 0.02% +0.004 pp | USD2,095.03 +2.4% | 5 qtrs — |
| 47 | ALUA CAPITAL MANAGEMENT LP | 23.2K +— (+0.0%) | 49.70M +8.3M (+20.0%) | 0.19% +0.012 pp | 3.68% +0.823 pp | USD648.22 +231.1% | 21 qtrs — |
| 48 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 23.1K +— (+0.0%) | 49.48M +8.2M (+20.0%) | 0.19% +0.012 pp | 2.00% +0.312 pp | USD633.79 +238.6% | 45 qtrs — |
| 49 | WELLS FARGO & COMPANY/MN | 21.9K +777.0 (+3.7%) | 47.03M +9.2M (+24.4%) | 0.18% +0.018 pp | 0.01% +0.001 pp | USD1,295.70 +65.6% | 57 qtrs — |
| 50 | FULLER & THALER ASSET MANAGEMENT, INC. | 20.7K +4.1K (+24.6%) | 44.40M +14.7M (+49.5%) | 0.17% +0.042 pp | 0.15% +0.049 pp | USD1,191.90 +80.1% | 31 qtrs — |
| 51 | BRIDGEWATER ASSOCIATES, LP | 20.5K +5.4K (+35.7%) | 44.08M +17.0M (+62.8%) | 0.17% +0.052 pp | 0.16% +0.055 pp | USD1,883.14 +14.0% | 7 qtrs — |
| 52 | CITIGROUP INC | 18.7K +1.7K (+10.3%) | 40.11M +9.8M (+32.3%) | 0.15% +0.023 pp | 0.02% +0.004 pp | USD1,646.38 +30.4% | 56 qtrs — |
| 53 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18.1K -444.0 (-2.4%) | 38.82M +5.7M (+17.1%) | 0.15% +0.006 pp | 0.02% +0.002 pp | USD587.16 +265.5% | 58 qtrs — |
| 54 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 17.6K -2.9K (-14.2%) | 37.73M +1.1M (+2.9%) | 0.14% -0.013 pp | 0.89% -0.002 pp | USD425.24 +404.7% | 51 qtrs — |
| 55 | ENVESTNET ASSET MANAGEMENT INC | 17.4K +451.0 (+2.7%) | 37.33M +7.0M (+23.1%) | 0.14% +0.013 pp | 0.01% +0.002 pp | USD1,445.07 +48.5% | 21 qtrs — |
| 56 | BRONTE CAPITAL MANAGEMENT PTY LTD. | 17.1K -3.5K (-17.2%) | 36.64M -4.6M (-11.1%) | 0.14% -0.018 pp | 3.65% -0.037 pp | USD1,149.39 +86.7% | 12 qtrs — |
| 57 | COMMERCE BANK | 15.8K -192.0 (-1.2%) | 33.96M +5.3M (+18.5%) | 0.13% +0.007 pp | 0.19% +0.028 pp | USD1,843.52 +16.4% | 10 qtrs — |
| 58 | VIDENT ADVISORY, LLC | 15.2K -404.0 (-2.6%) | 32.53M +4.7M (+16.8%) | 0.12% +0.005 pp | 0.30% +0.030 pp | USD2,042.79 +5.1% | 9 qtrs — |
| 59 | BANK OF MONTREAL /CAN/ | 14.6K -2.0K (-12.0%) | 31.32M +1.6M (+5.5%) | 0.12% -0.007 pp | 0.01% -0.001 pp | USD1,524.18 +40.8% | 16 qtrs — |
| 60 | BARCLAYS PLC | 14.5K +7.3K (+101.4%) | 31.10M +17.9M (+134.8%) | 0.12% +0.063 pp | 0.01% +0.004 pp | USD1,961.06 +9.4% | 51 qtrs — |
| 61 | KBC GROUP NV | 13.7K +228.0 (+1.7%) | 29.46M +5.3M (+22.0%) | 0.11% +0.009 pp | 0.07% +0.009 pp | USD1,769.29 +21.3% | 16 qtrs — |
| 62 | DEUTSCHE BANK AG\ | 13.6K +583.0 (+4.5%) | 29.24M +5.9M (+25.3%) | 0.11% +0.012 pp | 0.01% +0.002 pp | USD1,243.20 +72.6% | 50 qtrs — |
| 63 | ANCHOR INVESTMENT MANAGEMENT, LLC | 13.2K +184.0 (+1.4%) | 28.36M +5.0M (+21.6%) | 0.11% +0.008 pp | 2.30% +0.373 pp | USD976.48 +119.8% | 40 qtrs — |
| 64 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13.2K -419.0 (-3.1%) | 28.26M +4.0M (+16.3%) | 0.11% +0.004 pp | 0.03% +0.003 pp | USD565.83 +279.3% | 52 qtrs — |
| 65 | AMERICAN CENTURY COMPANIES INC | 12.9K +271.0 (+2.1%) | 27.79M +5.1M (+22.5%) | 0.10% +0.009 pp | 0.01% +0.002 pp | USD1,665.58 +28.9% | 34 qtrs — |
| 66 | E. OHMAN J:OR ASSET MANAGEMENT AB | 12.9K +222.0 (+1.7%) | 27.74M +5.0M (+22.1%) | 0.10% +0.009 pp | 0.65% +0.111 pp | USD1,634.41 +31.3% | 8 qtrs — |
| 67 | JANE STREET GROUP, LLC | 12.6K +5.3K (+72.6%) | 27.04M +14.0M (+107.0%) | 0.10% +0.047 pp | 0.00% +0.002 pp | USD1,983.39 +8.2% | 6 qtrs — |
| 68 | NUVEEN, LLC | 12.5K -12.2K (-49.6%) | 26.73M -17.5M (-39.5%) | 0.10% -0.086 pp | 0.01% -0.005 pp | USD1,854.12 +15.8% | 4 qtrs — |
| 69 | RHUMBLINE ADVISERS | 11.8K -753.0 (-6.0%) | 25.32M +2.9M (+12.8%) | 0.10% +0.001 pp | 0.02% +0.002 pp | USD604.99 +254.7% | 51 qtrs — |
| 70 | AMUNDI | 11.7K +3.2K (+37.9%) | 25.11M +10.2M (+68.2%) | 0.09% +0.031 pp | 0.01% +0.002 pp | USD1,638.48 +31.0% | 16 qtrs — |
| 71 | SPEARS ABACUS ADVISORS LLC | 11.3K -3.7K (-24.9%) | 24.22M -2.7M (-9.9%) | 0.09% -0.022 pp | 0.45% -0.054 pp | USD1,834.76 +17.0% | 8 qtrs — |
| 72 | BROWN BROTHERS HARRIMAN & CO | 10.7K +38.0 (+0.4%) | 22.87M +3.9M (+20.4%) | 0.09% +0.006 pp | 0.12% +0.009 pp | USD1,855.16 +15.7% | 7 qtrs — |
| 73 | DANSKE BANK A/S | 10.6K -178.0 (-1.7%) | 22.76M +3.5M (+18.0%) | 0.09% +0.004 pp | 0.05% +0.005 pp | USD1,810.44 +18.5% | 8 qtrs — |
| 74 | AQR CAPITAL MANAGEMENT LLC | 10.3K +3.2K (+45.3%) | 22.15M +9.4M (+74.3%) | 0.08% +0.030 pp | 0.01% +0.004 pp | USD1,788.90 +20.0% | 63 qtrs — |
| 75 | TRUIST FINANCIAL CORP | 9.9K +123.0 (+1.3%) | 21.15M +3.7M (+21.5%) | 0.08% +0.006 pp | 0.03% +0.005 pp | USD550.28 +290.0% | 45 qtrs — |
| 76 | SEI INVESTMENTS CO | 9.8K +3.8K (+63.5%) | 21.12M +10.4M (+96.1%) | 0.08% +0.034 pp | 0.02% +0.009 pp | USD1,898.05 +13.1% | 19 qtrs — |
| 77 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9.3K +1.6K (+20.7%) | 20.05M +6.2M (+44.7%) | 0.08% +0.017 pp | 0.15% +0.045 pp | USD1,997.50 +7.4% | 6 qtrs — |
| 78 | ARROWMARK COLORADO HOLDINGS LLC | 9.3K +179.0 (+2.0%) | 20.04M +3.7M (+22.3%) | 0.08% +0.006 pp | 0.44% +0.137 pp | USD685.81 +212.9% | 16 qtrs — |
| 79 | SABER CAPITAL MANAGMENT, LLC | 9.2K +9.2K (+100.0%) | 19.84M +19.8M (+100.0%) | 0.07% +0.075 pp | 16.56% +16.555 pp | USD2,146.18 +0.0% | 1 qtrs NEW |
| 80 | GATOR CAPITAL MANAGEMENT, LLC | 9.2K -306.0 (-3.2%) | 19.72M +2.7M (+16.1%) | 0.07% +0.003 pp | 4.00% -0.310 pp | USD974.71 +120.2% | 16 qtrs — |
| 81 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 8.9K +8.0 (+0.1%) | 19.19M +3.3M (+20.8%) | 0.07% +0.005 pp | 0.01% +0.002 pp | USD1,258.44 +70.5% | 16 qtrs — |
| 82 | CITIZENS FINANCIAL GROUP INC/RI | 8.9K -23.0 (-0.3%) | 19.16M +3.1M (+19.6%) | 0.07% +0.005 pp | 0.26% +0.038 pp | USD1,789.16 +20.0% | 2 qtrs — |
| 83 | KLP KAPITALFORVALTNING AS | 8.7K -30.0 (-0.3%) | 18.61M +3.0M (+19.5%) | 0.07% +0.004 pp | 0.07% +0.010 pp | USD2,082.78 +3.0% | 5 qtrs — |
| 84 | HSBC HOLDINGS PLC | 8.6K -2.0K (-18.6%) | 18.37M -373.2K (-2.0%) | 0.07% -0.010 pp | 0.01% -0.001 pp | USD1,572.66 +36.5% | 38 qtrs — |
| 85 | CITADEL ADVISORS LLC | 8.4K -4.4K (-34.4%) | 18.03M -4.9M (-21.3%) | 0.07% -0.029 pp | 0.00% -0.001 pp | USD1,634.07 +31.3% | 16 qtrs — |
| 86 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.1K -3.0 (0.0%) | 17.42M +2.9M (+19.9%) | 0.07% +0.004 pp | 0.00% +0.000 pp | USD964.65 +122.5% | 55 qtrs — |
| 87 | ROYAL LONDON ASSET MANAGEMENT LTD | 8.1K -203.0 (-2.4%) | 17.36M +2.5M (+17.0%) | 0.07% +0.003 pp | 0.04% +0.005 pp | USD1,400.05 +53.3% | 12 qtrs — |
| 88 | RUSSELL INVESTMENTS GROUP, LTD. | 8.1K -875.0 (-9.8%) | 17.34M +1.3M (+8.3%) | 0.07% -0.002 pp | 0.02% +0.001 pp | USD1,578.44 +36.0% | 37 qtrs — |
| 89 | MIZUHO MARKETS CAYMAN LP | 8.0K +8.0K (+100.0%) | 17.19M +17.2M (+100.0%) | 0.06% +0.065 pp | 0.87% +0.867 pp | USD2,146.18 +0.0% | 1 qtrs NEW |
| 90 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7.9K -969.0 (-10.9%) | 17.06M +1.1M (+6.9%) | 0.06% -0.003 pp | 0.03% +0.002 pp | USD1,074.61 +99.7% | 31 qtrs — |
| 91 | WHITTIER TRUST CO | 7.7K +341.0 (+4.7%) | 16.79M +3.9M (+30.0%) | 0.06% +0.007 pp | 0.18% +0.035 pp | USD1,874.31 +14.5% | 15 qtrs — |
| 92 | KOREA INVESTMENT CORP | 7.7K -362.0 (-4.5%) | 16.44M +2.1M (+14.5%) | 0.06% +0.001 pp | 0.03% +0.003 pp | USD1,728.52 +24.2% | 16 qtrs — |
| 93 | BNP PARIBAS ARBITRAGE, SNC | 7.3K -1.5K (-17.0%) | 15.63M -61.4K (-0.4%) | 0.06% -0.007 pp | 0.01% -0.001 pp | USD1,919.36 +11.8% | 49 qtrs — |
| 94 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.3K +138.0 (+1.9%) | 15.59M +2.8M (+22.3%) | 0.06% +0.005 pp | 0.01% +0.002 pp | USD1,663.25 +29.0% | 16 qtrs — |
| 95 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7.1K +5.1K (+242.1%) | 15.32M +11.6M (+310.4%) | 0.06% +0.042 pp | 0.52% +0.376 pp | USD2,045.59 +4.9% | 4 qtrs — |
| 96 | AMERIPRISE FINANCIAL INC | 6.9K -113.0 (-1.6%) | 14.81M +2.3M (+18.0%) | 0.06% +0.003 pp | 0.00% +0.001 pp | USD1,207.05 +77.8% | 56 qtrs — |
| 97 | ZURICH INSURANCE GROUP LTD/FI | 6.9K +6.9K (+100.0%) | 14.73M +14.7M (+100.0%) | 0.06% +0.056 pp | 0.10% +0.102 pp | USD2,146.18 +0.0% | 1 qtrs NEW |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2030-12-21 | Mason Robert E IV | Director | J-Other | D | Class B Common | 200 | 0.00 | — | 0 | — | ↗ |
| 2026-05-12 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 5,940 | 1,726.82 | 10.26M | 38,111 | I | ↗ |
| 2026-04-14 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 33 | 0.00 | — | 5,158 | I | ↗ |
| 2026-04-10 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 33 | 0.00 | — | 5,125 | I | ↗ |
| 2026-03-19 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 92 | 1,550.00 | 142.6K | 2,841 | D | ↗ |
| 2026-03-17 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 2 | 1,550.00 | 3.1K | 32,167 | I | ↗ |
| 2026-03-17 | BRYANT HOPE HOLDING | Director / Officer | G-Gift | D | Class A Common | 357 | 0.00 | — | 156,615 | I | ↗ |
| 2026-03-13 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 15 | 1,550.00 | 23.3K | 32,165 | I | ↗ |
| 2026-03-13 | Alemany Ellen R | Director | G-Gift | A | Class A Common | 310 | 0.00 | — | 4,660 | I | ↗ |
| 2026-03-05 | Snow Ralph Mattox III | Director | P-Purchase | A | Class A Common | 11 | 1,944.22 | 21.4K | 121 | D | ↗ |
| 2026-03-03 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | D | Class B Common | 312 | 0.00 | — | 2,615 | D | ↗ |
| 2026-03-03 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 20 | 0.00 | — | 99,786 | I | ↗ |
| 2026-03-02 | Holding Olivia Britton | 10% Owner | G-Gift | A | Class B Common | 168 | 0.00 | — | 122,094 | I | ↗ |
| 2026-03-02 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 296 | I | ↗ |
| 2026-03-02 | Bristow Claire H | 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 121,740 | I | ↗ |
| 2026-03-02 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 900 | I | ↗ |
| 2026-03-02 | BRYANT HOPE HOLDING | Director / Officer | G-Gift | A | Class B Common | 169 | 0.00 | — | 2,147 | I | ↗ |
| 2026-03-02 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 168 | 0.00 | — | 43,817 | I | ↗ |
| 2026-01-12 | Brice Carson H | 10% Owner | G-Gift | D | Class A Common | 68 | 0.00 | — | 235,853 | I | ↗ |
| 2026-01-09 | Brice Carson H | 10% Owner | G-Gift | D | Class A Common | 267 | 0.00 | — | 235,921 | I | ↗ |
| 2025-12-22 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 18 | 0.00 | — | 1,560 | I | ↗ |
| 2025-12-22 | BRYANT HOPE HOLDING | Director / Officer | G-Gift | D | Class B Common | 7,442 | 0.00 | — | 0 | I | ↗ |
| 2025-12-17 | Holding Olivia Britton | 10% Owner | G-Gift | D | Class A Common | 6 | 0.00 | — | 537,661 | I | ↗ |
| 2025-11-26 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 10 | 1,629.55 | 16.3K | 2,527 | I | ↗ |
| 2025-11-21 | Bristow Claire H | 10% Owner | G-Gift | D | Class A Common | 60 | 0.00 | — | 8,645 | I | ↗ |
| 2025-11-21 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | D | Class A Common | 60 | 0.00 | — | 8,645 | I | ↗ |
| 2025-11-13 | Alemany Ellen R | Director | P-Purchase | A | Depositary Shares | 300 | 1,000.00 | 300.0K | 300 | D | ↗ |
| 2025-09-26 | Brice Carson H | 10% Owner | G-Gift | D | Class A Common | 125 | 0.00 | — | 236,188 | I | ↗ |
| 2025-08-07 | Holding Olivia Britton | 10% Owner | P-Purchase | A | Class B Common | 409 | 1,630.00 | 666.7K | 1,764 | I | ↗ |
| 2025-08-07 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 300 | 1,697.50 | 509.3K | 32,300 | I | ↗ |
| 2025-08-07 | BRYANT HOPE HOLDING | Director / Officer | P-Purchase | A | Class B Common | 409 | 1,630.00 | 666.7K | 1,764 | I | ↗ |
| 2025-08-05 | Snow Ralph Mattox III | Director | P-Purchase | A | Class A Common | 10 | 1,888.60 | 18.9K | 110 | D | ↗ |
| 2025-08-04 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common | 6 | 1,958.74 | 11.8K | 1,147 | D | ↗ |
| 2025-07-29 | Holding Olivia Britton | 10% Owner | P-Purchase | A | Class B Common | 66 | 1,735.00 | 114.5K | 121,926 | I | ↗ |
| 2025-07-01 | Morais Diane E. | Director | — | — | Class A Common | 0 | 0.00 | — | 50 | D | ↗ |
| 2025-05-22 | Brice Carson H | 10% Owner | G-Gift | A | Class B Common | 20 | 0.00 | — | 4,491 | I | ↗ |
| 2025-05-02 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 100 | 1,610.00 | 161.0K | 1,160 | I | ↗ |
| 2025-03-21 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 25 | 0.00 | — | 4,710 | I | ↗ |
| 2025-03-21 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 22 | 0.00 | — | 99,130 | I | ↗ |
| 2025-03-18 | Holding Olivia Britton | 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 537,797 | I | ↗ |
| 2025-03-18 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 268 | I | ↗ |
| 2025-03-18 | Bristow Claire H | 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 8,705 | I | ↗ |
| 2025-03-18 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 10 | 10.00 | 100.00 | 440 | I | ↗ |
| 2025-03-18 | BRYANT HOPE HOLDING | Director / Officer | G-Gift | A | Class A Common | 10 | 0.00 | — | 101,818 | I | ↗ |
| 2025-03-18 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 8,705 | I | ↗ |
| 2025-03-11 | BELL VICTOR E III | Director | G-Gift | D | Class A Common | 10 | 0.00 | — | 407 | D | ↗ |
| 2025-03-10 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 18 | 1,499.53 | 27.0K | 4,817 | I | ↗ |
| 2025-03-07 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common | 17 | 1,881.13 | 32.0K | 1,141 | D | ↗ |
| 2025-02-21 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 9 | 0.00 | — | 258 | I | ↗ |
| 2025-02-11 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | D | Class A Common | 110,142 | 0.00 | — | 414,741 | D | ↗ |
| 2025-02-11 | BRYANT HOPE HOLDING | Director / Officer | G-Gift | D | Class A Common | 113 | 0.00 | — | 101,808 | I | ↗ |
| 2025-01-02 | Snow Ralph Mattox III | Director | — | — | Class A Common | 0 | 0.00 | — | 100 | D | ↗ |
| 2024-12-20 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 20 | 0.00 | — | 4,777 | I | ↗ |
| 2024-12-20 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 18 | 0.00 | — | 99,687 | I | ↗ |
| 2024-12-13 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 16 | 0.00 | — | 249 | I | ↗ |
| 2024-12-13 | Bristow Claire H | 10% Owner | G-Gift | D | Class A Common | 64 | 0.00 | — | 8,695 | I | ↗ |
| 2024-12-13 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | D | Class A Common | 64 | 0.00 | — | 8,695 | I | ↗ |
| 2024-12-13 | BELL VICTOR E III | Director | G-Gift | D | Class A Common | 10 | 0.00 | — | 417 | D | ↗ |
| 2024-12-11 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 9 | 0.00 | — | 4,958 | I | ↗ |
| 2024-12-03 | Holding Olivia Britton | 10% Owner | G-Gift | D | Class A Common | 447 | 0.00 | — | 537,787 | I | ↗ |
| 2024-12-03 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 40 | 0.00 | — | 99,070 | I | ↗ |
| 2024-10-17 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 70,194 | 0.00 | — | 99,030 | I | ↗ |
| 2024-09-04 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 17 | 0.00 | — | 28,836 | — | ↗ |
| 2024-08-16 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | D | Class B Common | 7,040 | 0.00 | — | 0 | — | ↗ |
| 2024-07-05 | Alemany Ellen R | Director | F-InKind | D | Class A Common | 2,233 | 1,692.55 | 3.78M | 4,351 | — | ↗ |
| 2024-06-10 | Alemany Ellen R | Director | G-Gift | A | Class A Common | 4,015 | 0.00 | — | 4,350 | — | ↗ |
| 2024-06-03 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 10 | 0.00 | — | 1,498 | — | ↗ |
| 2024-05-09 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 484 | 1,750.12 | 847.1K | 335 | — | ↗ |
| 2024-05-03 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 516 | 1,750.00 | 903.0K | 819 | — | ↗ |
| 2024-04-29 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 711 | 1,756.48 | 1.25M | 1,474 | — | ↗ |
| 2024-04-26 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 341 | 1,769.26 | 603.3K | 2,335 | — | ↗ |
| 2024-03-20 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 385 | 1,559.16 | 600.3K | 4,559 | — | ↗ |
| 2024-03-08 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 75 | 0.00 | — | 321,804 | — | ↗ |
| 2024-03-06 | Holding Olivia Britton | 10% Owner | G-Gift | A | Class A Common | 775 | 0.00 | — | 538,234 | — | ↗ |
| 2024-03-06 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 75 | 0.00 | — | 525,063 | — | ↗ |
| 2024-03-06 | Bristow Claire H | 10% Owner | G-Gift | A | Class A Common | 75 | 0.00 | — | 321,804 | — | ↗ |
| 2024-03-06 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 75 | 0.00 | — | 131,090 | — | ↗ |
| 2024-03-06 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 75 | 0.00 | — | 34,121 | — | ↗ |
| 2024-03-06 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 75 | 0.00 | — | 321,804 | — | ↗ |
| 2024-03-01 | Giangrave Andrew | Officer | F-InKind | D | Class A Common | 36 | 1,567.65 | 56.4K | 297 | — | ↗ |
| 2024-02-21 | Holding Olivia Britton | 10% Owner | P-Purchase | A | Class B Common | 166 | 1,315.00 | 218.3K | 121,860 | — | ↗ |
| 2024-02-21 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 300 | 1,315.00 | 394.5K | 1,978 | — | ↗ |
| 2024-02-20 | Holding Olivia Britton | 10% Owner | P-Purchase | A | Class B Common | 466 | 1,315.00 | 612.8K | 121,694 | — | ↗ |
| 2024-02-20 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 622 | 1,315.00 | 817.9K | 97,609 | — | ↗ |
| 2024-02-20 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | P-Purchase | A | Class B Common | 466 | 1,314.95 | 612.8K | 1,723 | — | ↗ |
| 2024-02-09 | Holding Olivia Britton | 10% Owner | G-Gift | A | Class A Common | 11 | 0.00 | — | 537,459 | — | ↗ |
| 2024-02-09 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 11 | 0.00 | — | 214 | — | ↗ |
| 2024-02-09 | Bristow Claire H | 10% Owner | G-Gift | A | Class A Common | 11 | 0.00 | — | 321,729 | — | ↗ |
| 2024-02-09 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 11 | 0.00 | — | 29,420 | — | ↗ |
| 2024-02-09 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 11 | 0.00 | — | 34,191 | — | ↗ |
| 2024-02-09 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 11 | 0.00 | — | 321,729 | — | ↗ |
| 2024-02-05 | Holding Olivia Britton | 10% Owner | P-Purchase | A | Class B Common | 11 | 1,315.00 | 14.5K | 121,228 | — | ↗ |
| 2024-01-08 | Smith Gregory Lewis | Officer | — | D | No securities are benefically owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-03 | Alemany Ellen R | Director | F-InKind | D | Class A Common | 2,670 | 1,401.31 | 3.74M | 9,427 | — | ↗ |
| 2024-01-01 | Leitch David G | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 100 | — | ↗ |
| 2023-12-19 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 1,756 | 1,450.15 | 2.55M | 12,621 | — | ↗ |
| 2023-12-18 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 12 | 0.00 | — | 183 | — | ↗ |
| 2023-12-18 | Bristow Claire H | 10% Owner | G-Gift | D | Class A Common | 33 | 0.00 | — | 8,748 | — | ↗ |
| 2023-12-18 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | D | Class A Common | 33 | 0.00 | — | 8,748 | — | ↗ |
| 2023-12-15 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 133 | 1,450.28 | 192.9K | 14,964 | — | ↗ |
| 2023-12-13 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 28 | 0.00 | — | 4,899 | — | ↗ |
| 2023-12-08 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | D | Class B Common | 475 | 0.00 | — | 96,967 | — | ↗ |
| 2023-12-08 | Brice Carson H | 10% Owner | G-Gift | A | Class B Common | 25 | 0.00 | — | 1,488 | — | ↗ |
| 2023-12-05 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | D | Class A Common | 69 | 0.00 | — | 34,180 | — | ↗ |
| 2023-11-28 | Holding Olivia Britton | 10% Owner | G-Gift | D | Class A Common | 9 | 0.00 | — | 537,448 | — | ↗ |
| 2023-11-14 | Alemany Ellen R | Director | S-Sale | D | Class A Common | 476 | 1,445.46 | 688.0K | 15,097 | — | ↗ |
| 2023-11-03 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 16 | 0.00 | — | 419 | — | ↗ |
| 2023-09-19 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 110 | 1,150.00 | 126.5K | 97,442 | — | ↗ |
| 2023-09-08 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common Stock | 5 | 1,324.12 | 6.6K | 1,124 | — | ↗ |
| 2023-08-07 | Alemany Ellen R | Director / Officer | S-Sale | D | Class A Common | 1,500 | 1,500.28 | 2.25M | 17,097 | — | ↗ |
| 2023-06-16 | HOLDING FRANK B JR | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 3,515 | 1,298.03 | 4.56M | 524,988 | — | ↗ |
| 2023-06-15 | Alemany Ellen R | Director / Officer | G-Gift | A | Class A Common | 188 | 0.00 | — | 10,294 | — | ↗ |
| 2023-06-12 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | D | Class A Common Stock | 10,920 | 0.00 | — | 0 | — | ↗ |
| 2023-06-01 | Martin Randolph R | Officer | — | D | No securities are beneficially owned. | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-09 | NIX CRAIG L | Officer | P-Purchase | A | Series C Preferred Stock | 9,228 | 21.75 | 200.7K | 9,265 | — | ↗ |
| 2023-03-09 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 165 | 650.00 | 107.3K | 93,632 | — | ↗ |
| 2023-03-08 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common Stock | 73 | 678.80 | 49.6K | 1,119 | — | ↗ |
| 2023-03-07 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 235 | 650.00 | 152.8K | 93,467 | — | ↗ |
| 2023-03-02 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common Stock | 70 | 710.04 | 49.7K | 1,046 | — | ↗ |
| 2023-03-01 | HARNEY MARISA | Officer | F-InKind | D | Class A Common | 351 | 723.74 | 254.0K | 490 | — | ↗ |
| 2023-03-01 | Giangrave Andrew | Officer | — | D | Class A Common | 0 | 0.00 | — | 393 | — | ↗ |
| 2023-03-01 | Alemany Ellen R | Director / Officer | F-InKind | D | Class A Common | 1,080 | 723.74 | 781.6K | 15,658 | — | ↗ |
| 2023-02-24 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common Stock | 42 | 0.00 | — | 3,262 | — | ↗ |
| 2023-02-24 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | D | Class A Common Stock | 402 | 0.00 | — | 107,168 | — | ↗ |
| 2023-02-22 | FLOOD EUGENE JR | Director | P-Purchase | A | Class A Common Stock | 20 | 729.18 | 14.6K | 20 | — | ↗ |
| 2023-02-22 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 2 | 0.00 | — | 96 | — | ↗ |
| 2023-02-15 | Bristow Claire H | 10% Owner | G-Gift | D | Class A Common | 23 | 0.00 | — | 321,731 | — | ↗ |
| 2023-02-15 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | D | Class B Common | 92 | 0.00 | — | 43,694 | — | ↗ |
| 2023-02-03 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 1,020 | 722.51 | 737.0K | 93,232 | — | ↗ |
| 2023-01-24 | Holding Olivia Britton | 10% Owner | G-Gift | A | Class A Common | 20 | 0.00 | — | 537,457 | — | ↗ |
| 2023-01-24 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common Stock | 20 | 0.00 | — | 1,392 | — | ↗ |
| 2023-01-24 | Bristow Claire H | 10% Owner | G-Gift | A | Class A Common | 20 | 0.00 | — | 8,869 | — | ↗ |
| 2023-01-24 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 20 | 0.00 | — | 20 | — | ↗ |
| 2023-01-24 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | A | Class A Common Stock | 20 | 0.00 | — | 107,570 | — | ↗ |
| 2023-01-24 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 20 | 0.00 | — | 8,869 | — | ↗ |
| 2023-01-01 | FLOOD EUGENE JR | Director | — | D | No Securities Are Beneficially Owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | HARNEY MARISA | Officer | F-InKind | D | Class A Common | 170 | 758.36 | 128.9K | 841 | — | ↗ |
| 2022-12-31 | Alemany Ellen R | Officer | F-InKind | D | Class A Common | 1,481 | 758.36 | 1.12M | 16,738 | — | ↗ |
| 2022-12-29 | WARD JEFFERY L | Officer | G-Gift | D | Depositary Shares | 5,600 | 0.00 | — | 0 | — | ↗ |
| 2022-12-29 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common | 24 | 0.00 | — | 4,737 | — | ↗ |
| 2022-12-13 | WARD JEFFERY L | Officer | P-Purchase | A | Depositary Shares | 1,600 | 19.93 | 31.9K | 5,600 | — | ↗ |
| 2022-12-07 | Heavner Daniel L | Director | S-Sale | D | Class A Common Stock | 27 | 781.12 | 21.1K | 613 | — | ↗ |
| 2022-12-01 | HOLDING FRANK B JR | Officer | G-Gift | A | Class A Common Stock | 20 | 0.00 | — | 1,372 | — | ↗ |
| 2022-12-01 | Bristow Claire H | Director | G-Gift | D | Class A Common | 60 | 0.00 | — | 321,734 | — | ↗ |
| 2022-12-01 | BRISTOW PETER M | Officer | G-Gift | D | Class A Common | 60 | 0.00 | — | 321,734 | — | ↗ |
| 2022-11-30 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common | 67 | 791.98 | 53.1K | 872 | — | ↗ |
| 2022-11-16 | Bristow Claire H | Director | G-Gift | D | Class A Common | 19 | 0.00 | — | 321,794 | — | ↗ |
| 2022-11-16 | BRISTOW PETER M | Officer | G-Gift | D | Class A Common | 19 | 0.00 | — | 8,849 | — | ↗ |
| 2022-11-09 | Holding Olivia Britton | Director | G-Gift | D | Class A Common | 17 | 0.00 | — | 537,437 | — | ↗ |
| 2022-11-01 | Alemany Ellen R | Officer | G-Gift | A | Class A Common | 2,543 | 0.00 | — | 10,106 | — | ↗ |
| 2022-10-31 | Alemany Ellen R | Officer | G-Gift | D | Class A Common | 2,543 | 0.00 | — | 0 | — | ↗ |
| 2022-08-19 | HARNEY MARISA | Officer | S-Sale | D | Class A Common | 200 | 841.66 | 168.3K | 1,468 | — | ↗ |
| 2022-08-08 | Alemany Ellen R | Director / Officer | G-Gift | A | Class A Common | 1,295 | 0.00 | — | 6,959 | — | ↗ |
| 2022-06-28 | BRYANT HOPE HOLDING | Officer | G-Gift | D | Class A Common Stock | 28,200 | 0.00 | — | 0 | — | ↗ |
| 2022-06-22 | BRYANT HOPE HOLDING | Officer | G-Gift | A | Class B Common Stock | 25,400 | 0.00 | — | 33,833 | — | ↗ |
| 2022-06-03 | HOLDING FRANK B JR | Officer | L-Small | A | Class B Common Stock | 9 | 630.00 | 5.7K | 91,958 | — | ↗ |
| 2022-05-26 | HOLDING FRANK B JR | Officer | P-Purchase | A | Class B Common Stock | 30 | 630.00 | 18.9K | 91,949 | — | ↗ |
| 2022-05-26 | Bristow Claire H | 10% Owner | G-Gift | D | Class A Common | 42,078 | 0.00 | — | 0 | — | ↗ |
| 2022-05-26 | Alemany Ellen R | Officer | G-Gift | A | Class A Common | 1,295 | 0.00 | — | 6,959 | — | ↗ |
| 2022-05-24 | Bristow Claire H | Director | G-Gift | D | Class B Common | 40,014 | 0.00 | — | 0 | — | ↗ |
| 2022-05-24 | BRISTOW PETER M | Officer | G-Gift | A | Class A Common | 42,078 | 0.00 | — | 42,078 | — | ↗ |
| 2022-05-16 | Hoppe Robert R | Director | P-Purchase | A | Class A Common | 14 | 637.66 | 8.9K | 314 | — | ↗ |
| 2022-05-12 | Alemany Ellen R | Director / Officer | G-Gift | A | Class A Common | 5,664 | 0.00 | — | 5,664 | — | ↗ |
| 2022-05-06 | Alemany Ellen R | Officer | G-Gift | D | Class A Common | 5,664 | 0.00 | — | 0 | — | ↗ |
| 2022-05-05 | NEWCOMB ROBERT T | Director | P-Purchase | A | Class A Common Stock | 750 | 669.55 | 502.2K | 1,000 | — | ↗ |
| 2022-05-02 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 138 | 630.00 | 86.9K | 4,605 | — | ↗ |
| 2022-05-02 | DURHAM HAROLD LEE JR | Director | P-Purchase | A | 5.625% Non-Cumulative Perpetual Preferred Stock, Series C | 1,000 | 22.65 | 22.7K | 3,000 | — | ↗ |
| 2022-04-29 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common | 300 | 658.96 | 197.7K | 805 | — | ↗ |
| 2022-04-29 | HOLDING FRANK B JR | Director / Officer / 10% Owner | P-Purchase | A | Class B Common Stock | 45 | 630.00 | 28.4K | 4,786 | — | ↗ |
| 2022-03-29 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 855 | 0.00 | — | 91,704 | — | ↗ |
| 2022-03-29 | Bristow Claire H | Director | G-Gift | A | Class B Common | 45 | 0.00 | — | 2,295 | — | ↗ |
| 2022-03-29 | Brice Carson H | Director | G-Gift | A | Class B Common | 135 | 0.00 | — | 4,307 | — | ↗ |
| 2022-03-29 | BRISTOW PETER M | Officer | G-Gift | A | Class B Common | 45 | 0.00 | — | 2,295 | — | ↗ |
| 2022-03-28 | HOLDING FRANK B JR | Officer | P-Purchase | A | Class B Common Stock | 15 | 630.00 | 9.5K | 4,801 | — | ↗ |
| 2022-03-28 | BRYANT HOPE HOLDING | Officer | G-Gift | A | Class A Common Stock | 88 | 0.00 | — | 103 | — | ↗ |
| 2022-03-01 | HARNEY MARISA | Officer | F-InKind | D | Class A Common | 148 | 756.55 | 112.0K | 1,668 | — | ↗ |
| 2022-03-01 | Alemany Ellen R | Director / Officer | F-InKind | D | Class A Common | 1,678 | 756.55 | 1.27M | 20,755 | — | ↗ |
| 2022-02-24 | Ludwig West | Officer | P-Purchase | A | Class A Common Stock | 150 | 725.86 | 108.9K | 150 | — | ↗ |
| 2022-02-24 | Brice Carson H | 10% Owner | G-Gift | D | Class A Common | 168 | 0.00 | — | 64,083 | — | ↗ |
| 2022-02-23 | DURHAM HAROLD LEE JR | Director | P-Purchase | A | 5.625% Non-Cumulative Perpetual Preferred Stock Series C | 2,000 | 24.60 | 49.2K | 2,000 | — | ↗ |
| 2022-02-01 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common Stock | 104 | 777.45 | 80.9K | 976 | — | ↗ |
| 2022-01-31 | WARD JEFFERY L | Officer | P-Purchase | A | Class A Common | 172 | 749.66 | 128.9K | 550 | — | ↗ |
| 2022-01-31 | Brice Carson H | 10% Owner | G-Gift | D | Class A Common | 25 | 0.00 | — | 64,251 | — | ↗ |
| 2022-01-28 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | D | Class B Common | 69 | 0.00 | — | 43,786 | — | ↗ |
| 2022-01-27 | NIX CRAIG L | Officer | P-Purchase | A | Class A Common | 29 | 770.26 | 22.3K | 505 | — | ↗ |
| 2022-01-27 | Hoppe Robert R | Director | P-Purchase | A | Class A Common | 20 | 785.43 | 15.7K | 300 | — | ↗ |
| 2022-01-19 | Holding Olivia Britton | 10% Owner | G-Gift | A | Class A Common | 16 | 0.00 | — | 537,454 | — | ↗ |
| 2022-01-19 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class A Common Stock | 16 | 0.00 | — | 3,137 | — | ↗ |
| 2022-01-19 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 16 | 0.00 | — | 383 | — | ↗ |
| 2022-01-19 | BRYANT HOPE HOLDING | Director / Officer / 10% Owner | G-Gift | A | Class A Common Stock | 16 | 0.00 | — | 94,005 | — | ↗ |
| 2022-01-19 | BRISTOW PETER M | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 16 | 0.00 | — | 282,145 | — | ↗ |
| 2022-01-18 | Brice Carson H | Director | G-Gift | A | Class A Common | 250 | 0.00 | — | 87,230 | — | ↗ |
| 2022-01-03 | RYAN JOHN R | Director | A-Award | A | Class A Common | 1,871 | 53.50 | 100.1K | 1,871 | — | ↗ |
| 2022-01-03 | Martin Matthew G. T. | Officer | — | D | No securities are beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-03 | HARNEY MARISA | Officer | A-Award | A | Class A Common | 1,816 | 53.50 | 97.2K | 1,816 | — | ↗ |
| 2022-01-03 | CARPENTER MICHAEL A | Director | A-Award | A | Class A Common | 2,215 | 53.50 | 118.5K | 2,215 | — | ↗ |
| 2022-01-03 | Alemany Ellen R | Director / Officer | — | D | No securities are beneficially owned. | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-27 | HOLDING FRANK B JR | Director / Officer / 10% Owner | G-Gift | A | Class B Common Stock | 35 | 0.00 | — | 4,675 | — | ↗ |
| 2021-12-27 | Brice Carson H | 10% Owner | G-Gift | A | Class A Common | 650 | 0.00 | — | 86,980 | — | ↗ |
| 2021-12-24 | Holding Olivia Britton | 10% Owner | J-Other | D | Class B Common | 4,244 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2009 | Lewis R. Holding Chairman | 395.5K | — | — | — | — | 1.48M | 1.75M | 0.00% | ↗ |
| 2 | 2009 | Frank B. Holding Executive Vice Chairman | 995.1K | — | — | — | — | 701.0K | 1.70M | 0.00% | ↗ |
| 3 | 2009 | Frank B. Holding, Jr. Chairman and Chief Executive Officer | 749.0K | — | — | — | — | 86.5K | 835.5K | 0.00% | ↗ |
| 4 | 2009 | Joseph A. Cooper Executive Vice President | 201.1K | — | — | — | — | 465.4K | 666.4K | 0.00% | ↗ |
| 5 | 2009 | Carol B. Yochem Executive Vice President and Wealth Management Manager | 542.4K | — | — | — | — | 62.3K | 604.7K | 0.00% | ↗ |
| 6 | 2009 | Edward L. Willingham IV President | 483.3K | — | — | — | — | 98.7K | 582.1K | 0.00% | ↗ |
| 7 | 2009 | Kenneth A. Black Executive Vice President and Chief Financial Officer | 369.2K | — | — | — | — | 118.7K | 487.9K | 0.00% | ↗ |
| 8 | 2008 | Lewis R. Holding Chairman | 971.4K | — | — | — | — | 923.4K | 1.89M | 0.00% | ↗ |
| 9 | 2008 | Frank B. Holding Executive Vice Chairman | 971.4K | — | — | — | — | 884.9K | 1.86M | 0.00% | ↗ |
| 10 | 2008 | Frank B. Holding, Jr. Chairman and Chief Executive Officer | 513.1K | — | — | — | — | 120.6K | 633.8K | 0.00% | ↗ |
| 11 | 2008 | Carol B. Yochem Executive Vice President and Wealth Management Manager | 527.0K | — | — | — | — | 77.3K | 604.3K | 0.00% | ↗ |
| 12 | 2008 | Kenneth A. Black Executive Vice President and Chief Financial Officer | 365.6K | — | — | — | — | 135.2K | 500.8K | 0.00% | ↗ |
| 13 | 2007 | Lewis R. Holding Chairman | 933.9K | — | — | — | — | 624.9K | 1.56M | 0.00% | ↗ |
| 14 | 2007 | Frank B. Holding Executive Vice Chairman | 933.9K | — | — | — | — | 559.0K | 1.49M | 0.00% | ↗ |
| 15 | 2007 | Carol B. Yochem Executive Vice President and Wealth Management Manager | 499.5K | — | — | — | — | 44.5K | 544.0K | 0.00% | ↗ |
| 16 | 2007 | Frank B. Holding, Jr. Chairman and Chief Executive Officer | 459.7K | — | — | — | — | 10.8K | 470.5K | 0.00% | ↗ |
| 17 | 2007 | Kenneth A. Black Executive Vice President and Chief Financial Officer | 344.9K | — | — | — | — | 73.3K | 418.2K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Frank Brown Holding Jr. | Chairman & Chief Executive Officer | 10M | male |
| Hope Holding Bryant | Vice Chairwoman | 6M | female |
| Peter McDonald Bristow | President & Director | 6M | male |
| Craig Lockwood Nix | Chief Financial Officer | 5M | male |
| Lorie King Rupp | Chief Risk Officer | 3M | female |
| Jeffery L. Ward | Chief Strategy Officer | 1M | male |
| Andrew Giangrave | Chief Credit Officer | — | male |
| West Ludwig | Chief Human Resources Officer | — | male |
| Barbara Thompson | Director of Corporate Communications & Brand Marketing | — | female |
| Deanna W. Hart | Senior Vice President of Investor Relations | — | female |
| Gregory L. Smith | Chief Information & Operations Officer | — | male |
| Matthew G. T. Martin | General Counsel & Corporate Secretary | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-04-14 | 2026-05-25 | Thomas H. Kean | NJ07 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-03-26 | 2026-04-14 | Thomas H. Kean | NJ07 | — | Sale | $1,001 - $15,000 | ↗ |
| 2026-02-05 | 2026-03-18 | Thomas H. Kean | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-11 | 2025-05-15 | Thomas H. Kean | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-10 | 2025-05-15 | Thomas H. Kean | NJ07 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-20 | 2025-04-15 | Byron Donalds | FL19 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-01-21 | 2025-02-10 | Byron Donalds | FL19 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-01-16 | 2025-02-10 | Byron Donalds | FL19 | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Purchase | $15,001 - $50,000 | ↗ |
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Community Opinion for FCNCA
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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