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.
SOUTHERN FIRST BANCSHARES INC
Report date May 15, 2023 · Filed May 16, 2023
Section 16 reporting ended · disclosed 2023-05-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,870 |
Reported balance
After 2023-05-15 transaction · row 1
1 source rowRow 1 · 2023-05-15 · Grant · Acquired 10,000 · Balance 50,870 |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.78 · Expires 2023-05-15 | Direct | 26,000 |
Reported balance
After 2023-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-15 · Exercise / conversion · Disposed 10,000 · Balance 26,000 |
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 |
|---|---|---|---|---|---|---|
| August 10, 2017 Filed Aug 10, 2017 20:56 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 500 | $36.07 | $18,035.00 |
DisclosureSEC source: 0001090009-17-000014 · primary_doc.xml · nonDerivative · entry 3 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,114 Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 20:56 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 1,000 | $36.18 | $36,180.00 |
DisclosureSEC source: 0001090009-17-000014 · primary_doc.xml · nonDerivative · entry 2 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,614 Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 20:56 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 2,000 | $36.25 | $72,500.00 |
DisclosureSEC source: 0001090009-17-000014 · primary_doc.xml · nonDerivative · entry 1 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,614 Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 20:56 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 1,000 | $37.00 | $37,000.00 |
DisclosureSEC source: 0001090009-17-000014 · primary_doc.xml · nonDerivative · entry 4 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,114 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 15:54 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock (right to buy) · Derivative | 10,000 | $35.65 Strike: $35.65 | $356,500.00 |
DisclosureSEC source: 0001090009-17-000004 · primary_doc.xml · derivative · entry 1 Dowling Michael D · CIK 0001520039 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 Underlying: Common Stock · 10,000 shares Expires 2027-01-17 F1 · derivative.exercise_date: Stock options vest equally over four years. Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 19:00 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,000 | $36.17 | $36,170.00 |
DisclosureSEC source: 0001090009-16-000053 · primary_doc.xml · nonDerivative · entry 1 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,614 Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 19:11 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Option (right to buy) · Derivative | 18,150 | $6.01 Strike: $6.01 | $109,081.50 |
DisclosureSEC source: 0001090009-16-000051 · primary_doc.xml · derivative · entry 2 Dowling Michael D · CIK 0001520039 · CFO, EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,000 Underlying: Common Stock · 18,150 shares Expires 2022-01-17 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 28, 2016 Filed Nov 28, 2016 19:11 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionCommon Stock | 18,150 | $6.01 | $109,081.50 |
DisclosureSEC source: 0001090009-16-000051 · primary_doc.xml · nonDerivative · entry 1 Dowling Michael D · CIK 0001520039 · CFO, EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,614 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 23, 2016 Filed Nov 23, 2016 15:52 UTC | SOUTHERN FIRST BANCSHARES INC sfst · Entity 1911 | SaleCommon Stock | 500 | $31.95 | $15,975.00 |
DisclosureSEC source: 0001090009-16-000050 · primary_doc.xml · nonDerivative · entry 4 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,464 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 15:52 UTC | SOUTHERN FIRST BANCSHARES INC sfst · Entity 1911 | SaleCommon Stock | 500 | $31.85 | $15,925.00 |
DisclosureSEC source: 0001090009-16-000050 · primary_doc.xml · nonDerivative · entry 3 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,964 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 15:52 UTC | SOUTHERN FIRST BANCSHARES INC sfst · Entity 1911 | SaleCommon Stock | 1,000 | $31.55 | $31,550.00 |
DisclosureSEC source: 0001090009-16-000050 · primary_doc.xml · nonDerivative · entry 2 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,464 Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 15:52 UTC | SOUTHERN FIRST BANCSHARES INC sfst · Entity 1911 | SaleCommon Stock | 500 | $31.10 | $15,550.00 |
DisclosureSEC source: 0001090009-16-000050 · primary_doc.xml · nonDerivative · entry 1 Dowling Michael D · CIK 0001520039 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,464 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.