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SSB

SouthState Bank Corp

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Tapewire entity
3523
SEC CIK
0000764038
Parsed reports
899

Last 12 months

Inside the activity.

0 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202601
Mar 202600
Apr 202604
May 202600
Jun 202600
Jul 202600
Aug 202606
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 20, 2026 Filed Feb 23, 2026 22:07 UTC
BROOKS RENEE RChief Operating Officer
Exercise / conversionCommon Stock 5,945 $0.00 $0.00
Disclosure

SEC source: 0001511998-26-000004 · primarydocument.xml · nonDerivative · entry 1

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,770

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/24/23; PSUs vested after the 3-year performance period ending December 31, 2025.

Read SEC document
February 20, 2026 Filed Feb 23, 2026 22:07 UTC
BOCKHORST DANIEL EChief Credit Officer
Tax withholdingCommon Stock 42 $105.44 $4,428.48
Disclosure

SEC source: 0001509975-26-000004 · primarydocument.xml · nonDerivative · entry 2

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,530

F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
February 20, 2026 Filed Feb 23, 2026 22:07 UTC
BOCKHORST DANIEL EChief Credit Officer
Exercise / conversionCommon Stock 2,834 $0.00 $0.00
Disclosure

SEC source: 0001509975-26-000004 · primarydocument.xml · nonDerivative · entry 1

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,572

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/24/23; PSUs vested after the 3-year performance period ending December 31, 2025.

Read SEC document
February 18, 2026 Filed Feb 18, 2026 21:16 UTC SaleCommon Stock 10,156 $104.76 $1,063,942.56
Disclosure

SEC source: 0001192982-26-000006 · primarydocument.xml · nonDerivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,972

Read SEC document
February 05, 2026 Filed Feb 5, 2026 21:50 UTC GiftCommon Stock 40 $0.00 $0.00
Disclosure

SEC source: 0001192982-26-000004 · primarydocument.xml · nonDerivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,128

F1 · kind: Bona fide gift to a charitable organization.

Read SEC document
February 04, 2026 Filed Feb 5, 2026 21:49 UTC
ARANA SARAChief Accounting Officer
Tax withholdingCommon Stock 122 $106.24 $12,961.28
Disclosure

SEC source: 0001814956-26-000003 · primarydocument.xml · nonDerivative · entry 2

ARANA SARA · CIK 0001814956 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,158

F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
February 04, 2026 Filed Feb 5, 2026 21:49 UTC
ARANA SARAChief Accounting Officer
Exercise / conversionCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001814956-26-000003 · primarydocument.xml · nonDerivative · entry 1

ARANA SARA · CIK 0001814956 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,280

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Issued pursuant to Restricted Stock Units awarded on 3/5/2024, after 2-year performance vesting period ending December 31, 2025.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 22:43 UTC GrantCommon Stock 243 $102.97 $25,021.71
Disclosure

SEC source: 0001199872-26-000001 · primarydocument.xml · nonDerivative · entry 1

PAGE G RUFFNER JR · CIK 0001199872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,410

F1 · kind: Common stock issued to the reporting Director in lieu of quarterly cash retainer payment.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 22:44 UTC GrantCommon Stock 243 $102.97 $25,021.71
Disclosure

SEC source: 0001548623-26-000001 · primarydocument.xml · nonDerivative · entry 1

POU WILLIAM K JR · CIK 0001548623 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,083

F1 · kind: Common stock issued to the reporting Director in lieu of quarterly cash retainer payment.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 22:43 UTC GrantCommon Stock 474 $102.97 $48,807.78
Disclosure

SEC source: 0001656206-26-000001 · primarydocument.xml · nonDerivative · entry 1

Hertz Douglas J. · CIK 0001656206 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,502

F1 · kind: Common stock issued to the reporting Director in lieu of quarterly cash retainer payment.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 22:42 UTC GrantCommon Stock 292 $102.97 $30,067.24
Disclosure

SEC source: 0001698291-26-000001 · primarydocument.xml · nonDerivative · entry 1

Cooper Shantella E. · CIK 0001698291 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,013

F1 · kind: Common stock issued to the reporting Director in lieu of quarterly cash retainer payment.

Read SEC document
January 24, 2026 Filed Jan 26, 2026 22:02 UTC Tax withholdingCommon Stock 916 $100.19 $91,774.04
Disclosure

SEC source: 0001192982-26-000003 · primarydocument.xml · nonDerivative · entry 2

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,168

F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
January 24, 2026 Filed Jan 26, 2026 22:02 UTC Exercise / conversionCommon Stock 2,057 $0.00 $0.00
Disclosure

SEC source: 0001192982-26-000003 · primarydocument.xml · nonDerivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,084

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") vested on 1/24/2026; RSUs were awarded on 1/24/23, vesting at a rate of one third on each anniversary date of the grant in 2024, 2025 and 2026.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:01 UTC
ARANA SARAChief Accounting Officer
GrantRestricted Share Units · Derivative 282 $96.88 Strike: $96.88 $27,320.16
Disclosure

SEC source: 0001814956-26-000002 · primarydocument.xml · derivative · entry 2

ARANA SARA · CIK 0001814956 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 448

Underlying: Common Stock · 282 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:01 UTC
ARANA SARAChief Accounting Officer
GrantPerformance Share Units · Derivative 423 $96.88 Strike: $96.88 $40,980.24
Disclosure

SEC source: 0001814956-26-000002 · primarydocument.xml · derivative · entry 1

ARANA SARA · CIK 0001814956 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,592

Underlying: Common Stock · 423 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:01 UTC
Idell JenniferChief Administrative Officer
GrantRestricted Share Units · Derivative 1,485 $96.88 Strike: $96.88 $143,866.80
Disclosure

SEC source: 0001674790-26-000002 · primarydocument.xml · derivative · entry 2

Idell Jennifer · CIK 0001674790 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,702

Underlying: Common Stock · 1,485 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:01 UTC
Idell JenniferChief Administrative Officer
GrantPerformance Share Units · Derivative 2,227 $96.88 Strike: $96.88 $215,751.76
Disclosure

SEC source: 0001674790-26-000002 · primarydocument.xml · derivative · entry 1

Idell Jennifer · CIK 0001674790 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,468

Underlying: Common Stock · 2,227 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:00 UTC
BOCKHORST DANIEL EChief Credit Officer
GrantRestricted Share Units · Derivative 1,680 $96.88 Strike: $96.88 $162,758.40
Disclosure

SEC source: 0001509975-26-000002 · primarydocument.xml · derivative · entry 2

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,607

Underlying: Common Stock · 1,680 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:00 UTC
BOCKHORST DANIEL EChief Credit Officer
GrantPerformance Share Units · Derivative 2,519 $96.88 Strike: $96.88 $244,040.72
Disclosure

SEC source: 0001509975-26-000002 · primarydocument.xml · derivative · entry 1

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,734

Underlying: Common Stock · 2,519 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:00 UTC
DeSimone Beth SCRO, General Counsel
GrantRestricted Share Units · Derivative 1,944 $96.88 Strike: $96.88 $188,334.72
Disclosure

SEC source: 0001565692-26-000002 · primarydocument.xml · derivative · entry 2

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,583

Underlying: Common Stock · 1,944 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:00 UTC
DeSimone Beth SCRO, General Counsel
GrantPerformance Share Units · Derivative 2,915 $96.88 Strike: $96.88 $282,405.20
Disclosure

SEC source: 0001565692-26-000002 · primarydocument.xml · derivative · entry 1

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,153

Underlying: Common Stock · 2,915 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:00 UTC
BROOKS RENEE RChief Operating Officer
GrantRestricted Share Units · Derivative 3,211 $96.88 Strike: $96.88 $311,081.68
Disclosure

SEC source: 0001511998-26-000002 · primarydocument.xml · derivative · entry 2

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,989

Underlying: Common Stock · 3,211 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 22:00 UTC
BROOKS RENEE RChief Operating Officer
GrantPerformance Share Units · Derivative 4,817 $96.88 Strike: $96.88 $466,670.96
Disclosure

SEC source: 0001511998-26-000002 · primarydocument.xml · derivative · entry 1

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,198

Underlying: Common Stock · 4,817 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:59 UTC
MATTHEWS WILLIAM E VChief Financial Officer
GrantRestricted Share Units · Derivative 4,047 $96.88 Strike: $96.88 $392,073.36
Disclosure

SEC source: 0001190221-26-000002 · primarydocument.xml · derivative · entry 2

MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,587

Underlying: Common Stock · 4,047 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:59 UTC
MATTHEWS WILLIAM E VChief Financial Officer
GrantPerformance Share Units · Derivative 6,071 $96.88 Strike: $96.88 $588,158.48
Disclosure

SEC source: 0001190221-26-000002 · primarydocument.xml · derivative · entry 1

MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,061

Underlying: Common Stock · 6,071 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:58 UTC GrantRestricted Share Units · Derivative 4,119 $96.88 Strike: $96.88 $399,048.72
Disclosure

SEC source: 0001192982-26-000002 · primarydocument.xml · derivative · entry 2

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,954

Underlying: Common Stock · 4,119 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:58 UTC GrantPerformance Share Units · Derivative 6,178 $96.88 Strike: $96.88 $598,524.64
Disclosure

SEC source: 0001192982-26-000002 · primarydocument.xml · derivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,559

Underlying: Common Stock · 6,178 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:57 UTC
YOUNG STEPHEN DEANChief Strategy Officer
GrantRestricted Share Units · Derivative 5,257 $96.88 Strike: $96.88 $509,298.16
Disclosure

SEC source: 0001492765-26-000002 · primarydocument.xml · derivative · entry 2

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,893

Underlying: Common Stock · 5,257 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:57 UTC
YOUNG STEPHEN DEANChief Strategy Officer
GrantPerformance Share Units · Derivative 7,886 $96.88 Strike: $96.88 $763,995.68
Disclosure

SEC source: 0001492765-26-000002 · primarydocument.xml · derivative · entry 1

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,018

Underlying: Common Stock · 7,886 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:57 UTC
Corbett John CDirector · CEO
GrantRestricted Share Units · Derivative 14,275 $96.88 Strike: $96.88 $1,382,962.00
Disclosure

SEC source: 0001362150-26-000002 · primarydocument.xml · derivative · entry 2

Corbett John C · CIK 0001362150 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,351

Underlying: Common Stock · 14,275 shares

Expires 2029-01-01

F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 20, 2026 Filed Jan 26, 2026 21:57 UTC
Corbett John CDirector · CEO
GrantPerformance Share Units · Derivative 21,412 $96.88 Strike: $96.88 $2,074,394.56
Disclosure

SEC source: 0001362150-26-000002 · primarydocument.xml · derivative · entry 1

Corbett John C · CIK 0001362150 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,743

Underlying: Common Stock · 21,412 shares

Expires 2028-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:15 UTC
YOUNG STEPHEN DEANChief Strategy Officer
Tax withholdingCommon Stock 1,856 $94.11 $174,668.16
Disclosure

SEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 4

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,624

F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

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January 01, 2026 Filed Jan 2, 2026 21:15 UTC
YOUNG STEPHEN DEANChief Strategy Officer
Exercise / conversionCommon Stock 1,486 $0.00 $0.00
Disclosure

SEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 3

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,480

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028.

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January 01, 2026 Filed Jan 2, 2026 21:15 UTC
YOUNG STEPHEN DEANChief Strategy Officer
Exercise / conversionCommon Stock 1,665 $0.00 $0.00
Disclosure

SEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 2

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,994

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:15 UTC
YOUNG STEPHEN DEANChief Strategy Officer
Exercise / conversionCommon Stock 1,545 $0.00 $0.00
Disclosure

SEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 1

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,329

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:13 UTC Tax withholdingCommon Stock 1,352 $94.11 $127,236.72
Disclosure

SEC source: 0001192982-26-000001 · primarydocument.xml · nonDerivative · entry 4

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,027

F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:13 UTC Exercise / conversionCommon Stock 907 $0.00 $0.00
Disclosure

SEC source: 0001192982-26-000001 · primarydocument.xml · nonDerivative · entry 3

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,379

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:13 UTC Exercise / conversionCommon Stock 964 $0.00 $0.00
Disclosure

SEC source: 0001192982-26-000001 · primarydocument.xml · nonDerivative · entry 2

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,472

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:13 UTC Exercise / conversionCommon Stock 880 $0.00 $0.00
Disclosure

SEC source: 0001192982-26-000001 · primarydocument.xml · nonDerivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,508

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:12 UTC
MATTHEWS WILLIAM E VChief Financial Officer
Tax withholdingCommon Stock 1,787 $94.11 $168,174.57
Disclosure

SEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 4

MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,442

F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:12 UTC
MATTHEWS WILLIAM E VChief Financial Officer
Exercise / conversionCommon Stock 1,144 $0.00 $0.00
Disclosure

SEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 3

MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,229

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:12 UTC
MATTHEWS WILLIAM E VChief Financial Officer
Exercise / conversionCommon Stock 1,254 $0.00 $0.00
Disclosure

SEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 2

MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,085

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:12 UTC
MATTHEWS WILLIAM E VChief Financial Officer
Exercise / conversionCommon Stock 1,156 $0.00 $0.00
Disclosure

SEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 1

MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,831

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
Idell JenniferChief Administrative Officer
Tax withholdingCommon Stock 382 $94.11 $35,950.02
Disclosure

SEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 4

Idell Jennifer · CIK 0001674790 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,242

F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
Idell JenniferChief Administrative Officer
Exercise / conversionCommon Stock 420 $0.00 $0.00
Disclosure

SEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 3

Idell Jennifer · CIK 0001674790 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,624

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
Idell JenniferChief Administrative Officer
Exercise / conversionCommon Stock 379 $0.00 $0.00
Disclosure

SEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 2

Idell Jennifer · CIK 0001674790 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,204

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
Idell JenniferChief Administrative Officer
Exercise / conversionCommon Stock 366 $0.00 $0.00
Disclosure

SEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 1

Idell Jennifer · CIK 0001674790 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,825

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
DeSimone Beth SCRO, General Counsel
Tax withholdingCommon Stock 687 $94.11 $64,653.57
Disclosure

SEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 4

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,981

F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
DeSimone Beth SCRO, General Counsel
Exercise / conversionCommon Stock 550 $0.00 $0.00
Disclosure

SEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 3

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,668

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028.

Read SEC document
January 01, 2026 Filed Jan 2, 2026 21:11 UTC
DeSimone Beth SCRO, General Counsel
Exercise / conversionCommon Stock 541 $0.00 $0.00
Disclosure

SEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 2

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,118

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.