Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SouthState Bank Corp
Report date October 26, 2023 · Filed October 26, 2023
Section 16 reporting ended · disclosed 2023-10-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 729 |
Reported balance
Holding disclosure · report date 2023-10-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 729 |
| Common StockSEC Table I · non-derivative | IndirectOwned by spouse | 667 |
Reported balance
Holding disclosure · report date 2023-10-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 667 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $91.35 · Expires 2027-01-25 | Direct | 5,281 |
Reported balance
Holding disclosure · report date 2023-10-26 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,281 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $91.05 · Expires 2028-01-17 | Direct | 12,040 |
Reported balance
Holding disclosure · report date 2023-10-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,040 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 28, 2018 Filed Mar 29, 2018 20:14 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 8,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000051 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,366 F1 · shares: The Restricted Stock Units are subject to vesting based on performance and, potentially, performance and time of service, subject to acceleration and adjustment upon, among other events, a change of control. F2 · price: Not Applicable Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:56 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,398 | $91.00 | $127,218.00 |
DisclosureSEC source: 0000764038-18-000038 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Offier 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,110 Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 15:42 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,541 | $91.05 | $231,358.05 |
DisclosureSEC source: 0000764038-18-000016 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,352 Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 13:02 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantStock Option · Derivative | 6,759 | $27.15 Strike: $27.15 | $183,506.85 |
DisclosureSEC source: 0000764038-18-000011 · primary_doc.xml · derivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,381 Underlying: Common Stock · 6,759 shares Expires 2028-01-17 Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 14:44 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,679 | $88.10 | $147,919.90 |
DisclosureSEC source: 0000764038-18-000002 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,035 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:43 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 821 | $88.10 | $72,330.10 |
DisclosureSEC source: 0000764038-18-000006 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,893 Read SEC document |
| December 29, 2017 Filed Feb 12, 2018 18:57 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 356 | $87.15 | $31,025.40 |
DisclosureSEC source: 0000764038-18-000029 · primary_doc.xml · nonDerivative · entry 2 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,049 F2 · shares: Year End Update For Shares Held In 401k. Read SEC document |
| December 29, 2017 Filed Feb 12, 2018 18:57 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000029 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,049 F1 · shares: Gifted Shares In 2017 Read SEC document |
| October 31, 2017 Filed Oct 31, 2017 19:14 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 8,283 | $90.56 | $750,108.48 |
DisclosureSEC source: 0000764038-17-000085 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · COO/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,714 Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 18:44 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 3,364 | $31.50 Strike: $31.50 | $105,966.00 |
DisclosureSEC source: 0000764038-17-000084 · primary_doc.xml · derivative · entry 3 POLLOK JOHN C · CIK 0001226909 · COO/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,622 Underlying: Common Stock · 3,364 shares Expires 2018-01-02 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. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 18:44 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,364 | $92.45 | $126,101.80 |
DisclosureSEC source: 0000764038-17-000084 · primary_doc.xml · nonDerivative · entry 2 POLLOK JOHN C · CIK 0001226909 · COO/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,997 Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 18:44 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,364 | $31.50 | $105,966.00 |
DisclosureSEC source: 0000764038-17-000084 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · COO/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,361 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. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 19:37 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 6,232 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-17-000049 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · COO/CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,997 F1 · shares: The Restricted Stock Units are subject to vesting based on performance and, potentially, performance and time of service, subject to acceleration and adjustment upon, among other events, a change of control. F2 · price: Not Applicable Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 21:24 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 8,483 | $89.27 | $757,277.41 |
DisclosureSEC source: 0000764038-17-000020 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,227 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 20:55 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 3,161 | $91.35 | $288,757.35 |
DisclosureSEC source: 0000764038-17-000014 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,710 Read SEC document |
| January 25, 2017 Filed Feb 3, 2017 00:35 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantSTOCK OPTION · Derivative | 5,281 | $33.82 Strike: $33.82 | $178,603.42 |
DisclosureSEC source: 0000764038-17-000022 · primary_doc.xml · derivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,986 Underlying: COMMON STOCK · 5,281 shares Expires 2027-01-25 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 15:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,913 | $89.30 | $170,830.90 |
DisclosureSEC source: 0000764038-17-000008 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,871 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 18:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,679 | $88.25 | $148,171.75 |
DisclosureSEC source: 0000764038-17-000001 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,784 Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:46 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 537 | $87.40 | $46,933.80 |
DisclosureSEC source: 0000764038-17-000030 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,322 F1 · shares: YEAR END UPDATE FOR SHARES HELD IN 401K. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 20:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 4,081 | $39.74 Strike: $39.74 | $162,178.94 |
DisclosureSEC source: 0000764038-16-000041 · primary_doc.xml · derivative · entry 3 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,705 Underlying: COMMON STOCK · 4,081 shares Expires 2017-01-02 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. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 20:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 2,214 | $83.80 | $185,533.20 |
DisclosureSEC source: 0000764038-16-000041 · primary_doc.xml · nonDerivative · entry 2 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,463 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 20:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 4,081 | $39.74 | $162,178.94 |
DisclosureSEC source: 0000764038-16-000041 · primary_doc.xml · nonDerivative · entry 1 POLLOK JOHN C · CIK 0001226909 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,677 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. 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.