Lewis R Holding - Net Worth and Insider Trading
Lewis R Holding Net Worth
The estimated net worth of Lewis R Holding is at least $1.2 Billion dollars as of 2024-12-01. Lewis R Holding is the 10% Owner of First Citizens BancShares Inc and owns about 541,232 shares of First Citizens BancShares Inc (FCNCA) stock worth over $1.2 Billion. Details can be seen in Lewis R Holding's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Lewis R Holding has not made any transactions after 2009-05-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Lewis R Holding
Lewis R Holding Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lewis R Holding owns 3 companies in total, including First Citizens BancShares Inc (FCNCA) , First Citizens Bancorporation Inc (FBCNP.PFD) , and Southern Bancshares NC Inc (SBNC) .
Click here to see the complete history of Lewis R Holding’s form 4 insider trades.
Insider Ownership Summary of Lewis R Holding
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FCNCA | First Citizens BancShares Inc | 2009-05-28 | director & 10 percent owner & Chairman of the Board |
| FBCNP.PFD | First Citizens Bancorporation Inc | 2006-01-03 | 10 percent owner |
| SBNC | Southern Bancshares NC Inc | 2003-08-20 | 10 percent owner |
Lewis R Holding Latest Holdings Summary
Lewis R Holding currently owns a total of 1 stock. Lewis R Holding owns 541,232 shares of First Citizens BancShares Inc (FCNCA) as of May 28, 2009, with a value of $1.2 Billion.
Latest Holdings of Lewis R Holding
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FCNCA | First Citizens BancShares Inc | 2009-05-28 | 541,232 | 2,295.00 | 1,242,127,440 |
Holding Weightings of Lewis R Holding
Lewis R Holding Form 4 Trading Tracker
According to the SEC Form 4 filings, Lewis R Holding has made a total of 0 transactions in First Citizens BancShares Inc (FCNCA) over the past 5 years. The most-recent trade in First Citizens BancShares Inc is the sale of 2,670 shares on May 28, 2009, which brought Lewis R Holding around $331,214.
Insider Trading History of Lewis R Holding
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Lewis R Holding Trading Performance
GuruFocus tracks the stock performance after each of Lewis R Holding's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lewis R Holding is 1.22%. GuruFocus also compares Lewis R Holding's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lewis R Holding within 3 months outperforms 29 times out of 56 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lewis R Holding's insider trading performs compared to the benchmark.
Performance of Lewis R Holding
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.23 | | | | | |
| Relative Return to S&P 500(%) | 0.66 | | | | | |
Lewis R Holding Ownership Network
Lewis R Holding Owned Company Details
What does First Citizens BancShares Inc do?
Who are the key executives at First Citizens BancShares Inc?
Lewis R Holding is the director & 10 percent owner & Chairman of the Board of First Citizens BancShares Inc. Other key executives at First Citizens BancShares Inc include director & Vice Chairwoman Ellen R Alemany , 10 percent owner Olivia Britton Holding , and Executive Vice President Hope Holding Connell .
First Citizens BancShares Inc (FCNCA) Insider Trades Summary
Over the past 18 months, Lewis R Holding made no insider transaction in First Citizens BancShares Inc (FCNCA). Other recent insider transactions involving First Citizens BancShares Inc (FCNCA) include a net sale of 12,500 shares made by Ellen R Alemany , a net purchase of 897 shares made by Holding Frank B Jr , and a net purchase of 643 shares made by Olivia Britton Holding .
In summary, during the past 3 months, insiders sold 0 shares of First Citizens BancShares Inc (FCNCA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 12,500 shares of First Citizens BancShares Inc (FCNCA) were sold and 2,311 shares were bought by its insiders, resulting in a net sale of 10,189 shares.
First Citizens BancShares Inc (FCNCA)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Citizens BancShares Inc Insider Transactions
Lewis R Holding Mailing Address
Above is the net worth, insider trading, and ownership report for Lewis R Holding. You might contact Lewis R Holding via mailing address: Po Box 151, Raleigh Nc 27602.
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