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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
August 28, 2024 Filed Aug 28, 2024 20:07 UTC
BROOKS RENEE RChief Operating Officer
Tax withholdingCommon Stock 3,403 $95.91 $326,381.73
Disclosure

SEC source: 0001562180-24-006538 · primarydocument.xml · nonDerivative · entry 2

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,269

F2 · kind: Withholding of securities to cover the exercise of incentive stock options.

Read SEC document
August 28, 2024 Filed Aug 28, 2024 20:07 UTC
BROOKS RENEE RChief Operating Officer
Exercise / conversionCommon Stock 4,965 $62.46 $310,113.90
Disclosure

SEC source: 0001562180-24-006538 · primarydocument.xml · nonDerivative · entry 1

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,672

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: Exercise incentive stock option.

Read SEC document
August 26, 2024 Filed Aug 26, 2024 21:47 UTC
YOUNG STEPHEN DEANChief Strategy Officer
GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006510 · primarydocument.xml · nonDerivative · entry 1

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,658

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

Read SEC document
August 26, 2024 Filed Aug 26, 2024 21:11 UTC
Corbett John CDirector · CEO
GiftCommon Stock 3,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006509 · primarydocument.xml · nonDerivative · entry 1

Corbett John C · CIK 0001362150 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,578

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

Read SEC document
August 23, 2024 Filed Aug 26, 2024 21:11 UTC GiftCommon Stock 2,065 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006508 · primarydocument.xml · nonDerivative · entry 1

ROQUEMORE JAMES W · CIK 0001226904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,775

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

Read SEC document
August 19, 2024 Filed Aug 20, 2024 21:51 UTC
Corbett John CDirector · CEO
GiftCommon Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006403 · primarydocument.xml · nonDerivative · entry 1

Corbett John C · CIK 0001362150 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,078

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

Read SEC document
August 19, 2024 Filed Aug 20, 2024 21:36 UTC
YOUNG STEPHEN DEANChief Strategy Officer
GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006402 · primarydocument.xml · nonDerivative · entry 1

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,158

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

Read SEC document
August 12, 2024 Filed Aug 13, 2024 21:32 UTC GrantCommon Stock 287 $87.13 $25,006.31
Disclosure

SEC source: 0001562180-24-006236 · primarydocument.xml · nonDerivative · entry 1

PAGE G RUFFNER JR · CIK 0001199872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,469

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

Read SEC document
August 12, 2024 Filed Aug 13, 2024 21:32 UTC GrantCommon Stock 273 $87.13 $23,786.49
Disclosure

SEC source: 0001562180-24-006235 · primarydocument.xml · nonDerivative · entry 1

Cooper Shantella E. · CIK 0001698291 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,083

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

Read SEC document
August 12, 2024 Filed Aug 13, 2024 21:32 UTC GrantCommon Stock 503 $87.13 $43,826.39
Disclosure

SEC source: 0001562180-24-006234 · primarydocument.xml · nonDerivative · entry 1

Hertz Douglas J. · CIK 0001656206 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,391

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

Read SEC document
June 12, 2024 Filed Jun 13, 2024 13:53 UTC GiftCommon Stock 405 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-005026 · primarydocument.xml · nonDerivative · entry 1

SNIVELY JOSHUA A · CIK 0001548622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,542

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

Read SEC document
May 07, 2024 Filed May 8, 2024 17:08 UTC GrantCommon Stock 543 $80.65 $43,792.95
Disclosure

SEC source: 0001562180-24-003903 · primarydocument.xml · nonDerivative · entry 1

Hertz Douglas J. · CIK 0001656206 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,888

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

Read SEC document
May 07, 2024 Filed May 8, 2024 17:08 UTC GrantCommon Stock 310 $80.65 $25,001.50
Disclosure

SEC source: 0001562180-24-003904 · primarydocument.xml · nonDerivative · entry 1

PAGE G RUFFNER JR · CIK 0001199872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,182

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

Read SEC document
May 07, 2024 Filed May 8, 2024 17:07 UTC GrantCommon Stock 295 $80.65 $23,791.75
Disclosure

SEC source: 0001562180-24-003902 · primarydocument.xml · nonDerivative · entry 1

Cooper Shantella E. · CIK 0001698291 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,810

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

Read SEC document
May 01, 2024 Filed May 2, 2024 19:24 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003702 · primarydocument.xml · derivative · entry 1

SNIVELY JOSHUA A · CIK 0001548622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:23 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003701 · primarydocument.xml · derivative · entry 1

SALYERS DAVID G · CIK 0001715287 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:23 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003700 · primarydocument.xml · derivative · entry 1

ROQUEMORE JAMES W · CIK 0001226904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:22 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003699 · primarydocument.xml · derivative · entry 1

POU WILLIAM K JR · CIK 0001548623 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:22 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003698 · primarydocument.xml · derivative · entry 1

PAGE G RUFFNER JR · CIK 0001199872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:21 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003697 · primarydocument.xml · derivative · entry 1

Hertz Douglas J. · CIK 0001656206 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:21 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003696 · primarydocument.xml · derivative · entry 1

DAVIS MARTIN BERNARD · CIK 0001674959 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:21 UTC
DAVIS JEAN EDirector
GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003695 · primarydocument.xml · derivative · entry 1

DAVIS JEAN E · CIK 0001232068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:20 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003694 · primarydocument.xml · derivative · entry 1

Cooper Shantella E. · CIK 0001698291 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
May 01, 2024 Filed May 2, 2024 19:20 UTC GrantRestricted Share Units · Derivative 1,063 $77.28 Strike: $77.28 $82,148.64
Disclosure

SEC source: 0001562180-24-003693 · primarydocument.xml · derivative · entry 1

Cofield Ronald M. · CIK 0001915495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,063

Underlying: Common Stock · 1,063 shares

Expires 2024-11-01

F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date.

Read SEC document
March 20, 2024 Filed Mar 20, 2024 20:49 UTC
BOCKHORST DANIEL EChief Credit Officer
SaleCommon Stock 3,000 $81.00 $243,000.00
Disclosure

SEC source: 0001562180-24-002884 · primarydocument.xml · nonDerivative · entry 1

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,828

Read SEC document
March 20, 2024 Filed Mar 21, 2024 20:51 UTC SaleCommon Stock 4,900 $81.85 $401,065.00
Disclosure

SEC source: 0001562180-24-002903 · primarydocument.xml · nonDerivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,968

Read SEC document
March 19, 2024 Filed Mar 19, 2024 21:11 UTC
BROOKS RENEE RChief Operating Officer
GiftCommon Stock 905 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002816 · primarydocument.xml · nonDerivative · entry 2

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,707

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

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:11 UTC
BROOKS RENEE RChief Operating Officer
GiftCommon Stock 605 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002816 · primarydocument.xml · nonDerivative · entry 1

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,612

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

Read SEC document
March 05, 2024 Filed Mar 5, 2024 22:27 UTC
Lapointe Greg AChief Banking Officer
SaleCommon Stock 3,000 $82.70 $248,100.00
Disclosure

SEC source: 0001562180-24-002304 · primarydocument.xml · nonDerivative · entry 1

Lapointe Greg A · CIK 0001769689 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,487

Read SEC document
March 05, 2024 Filed Mar 6, 2024 21:03 UTC
ARANA SARAChief Accounting Officer
GrantPerformance Share Units · Derivative 409 $84.97 Strike: $84.97 $34,752.73
Disclosure

SEC source: 0001562180-24-002364 · primarydocument.xml · derivative · entry 1

ARANA SARA · CIK 0001814956 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 690

Underlying: Common Stock · 409 shares

Expires 2025-12-31

F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 3/5/24. The awards will vest following the 2-year performance period ending December 31, 2025. 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 3/5/24. The awards will vest following the 2-year performance period ending December 31, 2025. 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
March 01, 2024 Filed Mar 4, 2024 21:41 UTC
Williams Douglas LloydPresident, Atlanta Banking Grp
Tax withholdingCommon Stock 1,035 $82.31 $85,190.85
Disclosure

SEC source: 0001562180-24-002086 · primarydocument.xml · nonDerivative · entry 2

Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,936

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

Read SEC document
March 01, 2024 Filed Mar 4, 2024 21:41 UTC
Williams Douglas LloydPresident, Atlanta Banking Grp
Exercise / conversionCommon Stock 2,307 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002086 · primarydocument.xml · nonDerivative · entry 1

Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,971

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: The number of common shares issued pursuant to the time-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a SouthState Restricted Stock Unit awards, vesting 1/3 on each anniversary date of the grant date, subject to the reporting person's continued employment with SouthState through such date.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:37 UTC
BOCKHORST DANIEL EChief Credit Officer
Tax withholdingCommon Stock 87 $84.04 $7,311.48
Disclosure

SEC source: 0001562180-24-002083 · primarydocument.xml · nonDerivative · entry 2

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,828

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:37 UTC
BOCKHORST DANIEL EChief Credit Officer
Exercise / conversionCommon Stock 3,687 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002083 · primarydocument.xml · nonDerivative · entry 1

BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,915

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:33 UTC
Lapointe Greg AChief Banking Officer
Tax withholdingCommon Stock 1,834 $84.04 $154,129.36
Disclosure

SEC source: 0001562180-24-002080 · primarydocument.xml · nonDerivative · entry 2

Lapointe Greg A · CIK 0001769689 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,487

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:33 UTC
Lapointe Greg AChief Banking Officer
Exercise / conversionCommon Stock 7,680 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002080 · primarydocument.xml · nonDerivative · entry 1

Lapointe Greg A · CIK 0001769689 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,321

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:30 UTC
DeSimone Beth SCRO, General Counsel
Tax withholdingCommon Stock 1,479 $84.04 $124,295.16
Disclosure

SEC source: 0001562180-24-002078 · primarydocument.xml · nonDerivative · entry 2

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,394

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:30 UTC
DeSimone Beth SCRO, General Counsel
Exercise / conversionCommon Stock 4,570 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002078 · primarydocument.xml · nonDerivative · entry 1

DeSimone Beth S · CIK 0001565692 · CRO, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,873

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:27 UTC
BROOKS RENEE RChief Operating Officer
Tax withholdingCommon Stock 3,523 $84.04 $296,072.92
Disclosure

SEC source: 0001562180-24-002075 · primarydocument.xml · nonDerivative · entry 2

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,217

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:27 UTC
BROOKS RENEE RChief Operating Officer
Exercise / conversionCommon Stock 7,680 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002075 · primarydocument.xml · nonDerivative · entry 1

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,740

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:24 UTC Tax withholdingCommon Stock 3,253 $84.04 $273,382.12
Disclosure

SEC source: 0001562180-24-002074 · primarydocument.xml · nonDerivative · entry 2

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,868

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:24 UTC Exercise / conversionCommon Stock 7,680 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002074 · primarydocument.xml · nonDerivative · entry 1

MURRAY RICHARD IV · CIK 0001192982 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,121

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:21 UTC
MATTHEWS WILLIAM E VChief Financial Officer
Tax withholdingCommon Stock 4,471 $84.04 $375,742.84
Disclosure

SEC source: 0001562180-24-002073 · 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: 41,964

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:21 UTC
MATTHEWS WILLIAM E VChief Financial Officer
Exercise / conversionCommon Stock 10,080 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002073 · 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: 46,435

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:19 UTC
YOUNG STEPHEN DEANChief Strategy Officer
Tax withholdingCommon Stock 4,449 $84.04 $373,893.96
Disclosure

SEC source: 0001562180-24-002072 · primarydocument.xml · nonDerivative · entry 2

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,158

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:19 UTC
YOUNG STEPHEN DEANChief Strategy Officer
Exercise / conversionCommon Stock 13,479 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002072 · primarydocument.xml · nonDerivative · entry 1

YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,607

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

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February 29, 2024 Filed Mar 4, 2024 21:16 UTC
Corbett John CDirector · CEO
Tax withholdingCommon Stock 18,869 $84.04 $1,585,750.76
Disclosure

SEC source: 0001562180-24-002071 · primarydocument.xml · nonDerivative · entry 2

Corbett John C · CIK 0001362150 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,078

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

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February 29, 2024 Filed Mar 4, 2024 21:16 UTC
Corbett John CDirector · CEO
Exercise / conversionCommon Stock 41,929 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002071 · primarydocument.xml · nonDerivative · entry 1

Corbett John C · CIK 0001362150 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,947

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 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023.

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February 05, 2024 Filed Feb 5, 2024 23:07 UTC
ARANA SARAChief Accounting Officer
Exercise / conversionCommon Stock 251 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001060 · primarydocument.xml · nonDerivative · entry 1

ARANA SARA · CIK 0001814956 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,497

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 3/4/2022, after 2-year performance vesting period ending December 31, 2023.

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January 29, 2024 Filed Jan 29, 2024 21:17 UTC
BROOKS RENEE RChief Operating Officer
SaleCommon Stock 4,025 $85.62 $344,620.50
Disclosure

SEC source: 0001562180-24-000767 · primarydocument.xml · nonDerivative · entry 1

BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,747

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