FIRST CITIZENS ASSET MANAGEMENT, INC
CRD #140777 SEC #801-79917 RALEIGH, NC 800-229-0205
SEC Registered
Total AUM
$167M
Discretionary
$167M
Employees
53
Clients
0
Accounts
409
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 22
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BOGACZYK, STEVEN, FRED | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| BRYANT, SHARON, WALTERS | I | DIRECTOR OF WEALTH ADVISORY GROUP | NA | Control |
| Biggs, Ian, Andrew | I | CORPORATE SECRETARY | NA | Control |
| Biggs, Ian, Andrew | I | CORPORATE SECRETARY | NA | Control |
| Biggs, Ian, Andrew | I | CORPORATE SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CECE, MARY | I | DIRECTOR, SECRETARY | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| CILIANO, BRENT | I | DIRECTOR | NA | Control |
| HARPS, THOMAS, BITTENBENDER | I | DIRECTOR, INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| HARPS, THOMAS, BITTENBENDER | I | DIRECTOR, INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| HARPS, THOMAS, BITTENBENDER | I | DIRECTOR, INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, BARRY, PALMER | I | DIRECTOR | NA | Control |
| HARRIS, BARRY, PALMER | I | DIRECTOR | NA | Control |
| HARRIS, BARRY, PALMER | I | DIRECTOR | NA | Control |
| HARRIS, BARRY, PALMER | I | DIRECTOR | NA | Control |
| HARRIS, BARRY, PALMER | I | DIRECTOR | NA | Control |
| HARRIS, BARRY, PALMER | I | DIRECTOR | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| Kattel, Ajay, Manan | I | SECRETARY | NA | Control |
| Kattel, Ajay, Manan | I | SECRETARY | NA | Control |
| Kattel, Ajay, Manan | I | SECRETARY | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| LEHMAN, PAUL, ANDREW | I | DIRECTOR OF INVESTMENT SALES | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| Longest, Michael, Lee | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| MARRONE, MARK, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARRONE, MARK, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| MCCALLUM, CORY, MICHAEL | I | DIRECTOR | NA | Control |
| McCallum, Charles, Falconer | I | DIRECTOR | NA | Control |
| McCallum, Charles, Falconer | I | DIRECTOR | NA | Control |
| McCallum, Charles, Falconer | I | DIRECTOR | NA | Control |
| McCallum, Charles, Falconer | I | DIRECTOR | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| NOLAN, PATRICK, FRANCIS | I | INVESTMENT OFFICER | NA | Control |
| Ostendorf, Elizabeth | I | CORPORATE SECRETARY | NA | Control |
| PARKER, ERAINE, JOHNSON | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| Rupp, Lorie, King | I | DIRECTOR | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| SPIRES, ROBERT, EDWARD | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| SUGER, JOHN, GERARD | I | DIRECTOR OF SALES | NA | Control |
| Schaaf, Robert, Gwinn | I | CORPORATE SECRETARY | NA | Control |
| Schaaf, Robert, Gwinn | I | CORPORATE SECRETARY | NA | Control |
| Schaaf, Robert, Gwinn | I | CORPORATE SECRETARY | NA | Control |
| Storey, Brian, Patrick | I | INVESTMENT OFFICER | NA | Control |
| Storey, Brian, Patrick | I | INVESTMENT OFFICER | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WALSH, WILLIAM, JAMES | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILLINGHAM, EDWARD, LEE | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| WILSON, MICHAEL, CHRISTOPHER | I | DIRECTOR, PRESIDENT | NA | Control |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| Yasunaga, Thaddeus, William | I | CHIEF INVESTMENT OFFICER | NA | |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST CITIZENS BANK & TRUST CO., INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
| FIRST-CITIZENS BANK AND TRUST COMPANY, INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCORPORATION | DE | FIRST CITIZENS BANK & TRUST CO., INC. | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
| FIRST CITIZENS BANCSHARES, INC | DE | FIRST CITIZENS BANK AND TRUST COMPANY, INC | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (24)
AK AL AR CA CO CT FL GA HI IN KS KY MA MD MO NC OH OR PA RI SC TN TX VA
Address
8540 COLONNADE CENTER DRIVERALEIGH, NC 27615
United States
Phone: 800-229-0205