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 November 29, 2022 · Filed November 29, 2022
Section 16 reporting ended · disclosed 2022-11-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,715 |
Reported balance
Holding disclosure · report date 2022-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 54,715 |
| Common StockSEC Table I · non-derivative | IndirectIndirect Beneficial Ownership | 52,335 |
Reported balance
Holding disclosure · report date 2022-11-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 52,335 |
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 |
|---|---|---|---|---|---|---|
| May 26, 2022 Filed May 31, 2022 16:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004559 · primarydocument.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,715 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 Restricted Share Units ("RSUs") granted on 5/2/2022 as part of the annual director fees. The vesting date for the RSUs was accelerated to 5/26/22 as a result of the Company's Board Reconfiguration disclosed in the Form 8-K filed on 5/31/22. Read SEC document |
| May 02, 2022 Filed May 3, 2022 19:44 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 935 | $80.28 Strike: $80.28 | $75,061.80 |
DisclosureSEC source: 0001562180-22-003646 · primarydocument.xml · derivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 Underlying: Common Stock · 935 shares Expires 2022-11-02 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/2/2022 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 20:44 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006724 · primarydocument.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,587 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") granted on 5/1/2021 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/21. Read SEC document |
| May 01, 2021 Filed May 3, 2021 21:43 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 928 | $84.32 Strike: $84.32 | $78,248.96 |
DisclosureSEC source: 0001562180-21-003097 · primarydocument.xml · derivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 Underlying: Common Stock · 928 shares Expires 2021-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/1/2021 as part of the stock component of the annual director fees. The units will cliff vest on 11/1/21. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:41 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 771 | $52.95 | $40,824.45 |
DisclosureSEC source: 0000764038-20-000045 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,852 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 13:56 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 3,000 | $59.27 | $177,810.00 |
DisclosureSEC source: 0000764038-20-000024 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,081 Read SEC document |
| June 07, 2019 Filed Jun 10, 2019 19:30 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 3,000 | $68.40 | $205,200.00 |
DisclosureSEC source: 0000764038-19-000054 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,081 Read SEC document |
| May 02, 2019 Filed May 3, 2019 15:30 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 721 | $75.32 | $54,305.72 |
DisclosureSEC source: 0000764038-19-000045 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,081 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| December 20, 2018 Filed Dec 20, 2018 20:25 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 1,000 | $58.64 | $58,640.00 |
DisclosureSEC source: 0000764038-18-000086 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,360 Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 16:33 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 2,000 | $63.12 | $126,240.00 |
DisclosureSEC source: 0000764038-18-000082 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,360 Read SEC document |
| May 01, 2018 Filed May 2, 2018 17:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 565 | $87.25 | $49,296.25 |
DisclosureSEC source: 0000764038-18-000059 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,360 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| May 01, 2017 Filed May 2, 2017 18:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 435 | $87.95 | $38,258.25 |
DisclosureSEC source: 0000764038-17-000056 · primary_doc.xml · nonDerivative · entry 1 DEMERE ROBERT H JR · CIK 0001181905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,795 F1 · shares: These restricted shares vest quarterly over 1 year 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.