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 | 24,413 |
Reported balance
Holding disclosure · report date 2022-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 24,413 |
| Common StockSEC Table I · non-derivative | IndirectOwned by spouse | 39,021 |
Reported balance
Holding disclosure · report date 2022-11-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 39,021 |
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 19, 2019 Filed Aug 21, 2019 15:04 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,235 | $75.75 | $93,551.25 |
DisclosureSEC source: 0000764038-19-000057 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,117 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 |
| August 19, 2019 Filed Aug 21, 2019 15:04 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,326 | $31.10 | $41,238.60 |
DisclosureSEC source: 0000764038-19-000057 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,882 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 |
| January 01, 2019 Filed Jan 2, 2019 15:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 1,148 | $59.95 | $68,822.60 |
DisclosureSEC source: 0000764038-19-000001 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,220 F1 · shares: These restricted shares vest over a four year window. Read SEC document |
| December 31, 2018 Filed Feb 15, 2019 14:43 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 35 | $59.95 | $2,098.25 |
DisclosureSEC source: 0000764038-19-000022 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,728 F2 · shares: Year End Update For Shares Held In ESPP And DRIP Plans. Read SEC document |
| December 31, 2018 Filed Feb 15, 2019 14:43 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-19-000022 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,728 F1 · shares: Gifted Shares in 2018 Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 13:42 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000076 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,303 Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 20:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 769 | $87.15 | $67,018.35 |
DisclosureSEC source: 0000764038-18-000004 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,040 F1 · shares: These restricted shares vest over a four year window. Read SEC document |
| December 29, 2017 Filed Feb 12, 2018 18:12 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 32 | $87.15 | $2,788.80 |
DisclosureSEC source: 0000764038-18-000027 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,324 F2 · shares: Year End Update For Shares Held In ESPP And DRIP Plans. Read SEC document |
| December 29, 2017 Filed Feb 12, 2018 18:12 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000027 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,324 F1 · shares: Gifted Shares In 2017 Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 19:10 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 21,252 | $91.89 | $1,952,846.28 |
DisclosureSEC source: 0000764038-17-000082 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,084 F1 · price: Activity consisted of fifty transactions totaling 21,252 shares at a $91.89 average share price. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 1,159 | $92.45 Strike: $92.45 | $107,149.55 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · derivative · entry 8 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,992 Underlying: Common Stock · 1,159 shares Expires 2019-01-22 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 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 1,750 | $31.10 Strike: $31.10 | $54,425.00 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · derivative · entry 7 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,151 Underlying: Common Stock · 1,750 shares Expires 2020-01-22 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 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 3,152 | $27.57 Strike: $27.57 | $86,900.64 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · derivative · entry 6 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,901 Underlying: Common Stock · 3,152 shares Expires 2019-01-22 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 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,874 | $92.45 | $173,251.30 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · nonDerivative · entry 4 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,271 Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,159 | $92.45 | $107,149.55 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · nonDerivative · entry 3 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,145 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 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,750 | $31.10 | $54,425.00 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,986 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 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,152 | $27.57 | $86,900.64 |
DisclosureSEC source: 0000764038-17-000083 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,236 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 |
| June 08, 2017 Filed Jun 9, 2017 14:23 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,788 | $85.20 | $152,337.60 |
DisclosureSEC source: 0000764038-17-000069 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,336 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 21:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 4,311 | $31.50 Strike: $31.50 | $135,796.50 |
DisclosureSEC source: 0000764038-17-000019 · primary_doc.xml · derivative · entry 4 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,053 Underlying: COMMON STOCK · 4,311 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 |
| January 30, 2017 Filed Jan 31, 2017 21:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,507 | $90.10 | $135,780.70 |
DisclosureSEC source: 0000764038-17-000019 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,030 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 21:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 4,311 | $31.50 | $135,796.50 |
DisclosureSEC source: 0000764038-17-000019 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,537 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 |
| January 24, 2017 Filed Jan 26, 2017 20:47 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 228 | $89.30 | $20,360.40 |
DisclosureSEC source: 0000764038-17-000011 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,226 Read SEC document |
| January 03, 2017 Filed Jan 13, 2017 14:20 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantSTOCK OPTION · Derivative | 963 | $33.82 Strike: $33.82 | $32,568.66 |
DisclosureSEC source: 0000764038-17-000004 · primary_doc.xml · derivative · entry 4 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,614 Underlying: COMMON STOCK · 963 shares Expires 2027-01-03 F3 · shares: THIS OPTION GRANT VESTS IMMEDIATELY. Read SEC document |
| January 03, 2017 Filed Jan 13, 2017 14:20 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCOMMON STOCK | 373 | $87.30 | $32,562.90 |
DisclosureSEC source: 0000764038-17-000004 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,454 F2 · shares: THESE RESTRICTED SHARES VEST IMMEDIATELY. Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:35 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 33 | $87.40 | $2,884.20 |
DisclosureSEC source: 0000764038-17-000028 · primary_doc.xml · nonDerivative · entry 2 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,569 F2 · shares: YEAR END UPDATE FOR SHARES HELD IN ESPP AND DRIP PLANS. Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:35 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 58 | $87.40 | $5,069.20 |
DisclosureSEC source: 0000764038-17-000028 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,569 F1 · shares: YEAR END UPDATE FOR SHARES HELD IN 401K PLAN. Read SEC document |
| December 21, 2016 Filed Jan 13, 2017 14:20 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCOMMON STOCK | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-17-000004 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,081 F1 · shares: GIFTING Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 14:01 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 5,000 | $75.50 | $377,500.00 |
DisclosureSEC source: 0001225907-16-000012 · primary_doc.xml · nonDerivative · entry 1 HORGER ROBERT R · CIK 0001225907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,681 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.