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 (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CenterState Bank Corp
Report date June 07, 2020 · Filed June 09, 2020
Section 16 reporting ended · disclosed 2020-06-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 1
1 source rowRow 1 · 2020-06-07 · Disposition to issuer · Disposed 19,016 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 0 |
Reported balance
After 2020-06-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-06-07 · Disposition to issuer · Disposed 22,619 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27.
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 | 7,569 |
Reported balance
Holding disclosure · report date 2022-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,569 |
| Common StockSEC Table I · non-derivative | IndirectTrust | 6,787 |
Reported balance
Holding disclosure · report date 2022-11-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,787 |
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 16:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004564 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,569 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 19:42 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 935 | $80.28 Strike: $80.28 | $75,061.80 |
DisclosureSEC source: 0001562180-22-003637 · primarydocument.xml · derivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · 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 20:53 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006728 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,634 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 21:40 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 928 | $84.32 Strike: $84.32 | $78,248.96 |
DisclosureSEC source: 0001562180-21-003091 · primarydocument.xml · derivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · 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 |
| June 07, 2020 Filed Jun 9, 2020 16:34 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerCommon Stock | 22,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004372 · primarydocument.xml · nonDerivative · entry 2 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:34 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerCommon Stock | 19,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004372 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. Read SEC document |
| May 28, 2020 Filed May 29, 2020 17:04 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantCommon Stock | 3,102 | $16.12 | $50,004.24 |
DisclosureSEC source: 0001562180-20-004004 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,635 F1 · security: Stock issued in lieu of cash for director fees. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 16:59 UTC | CenterState Bank Corp CSFL · Entity 148589 | PurchaseCommon Stock | 3,000 | $21.75 | $65,238.00 |
DisclosureSEC source: 0001562180-20-001879 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,533 Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 16:15 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantCommon Stock | 2,096 | $23.86 | $50,010.56 |
DisclosureSEC source: 0001562180-19-004772 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,533 F1 · security: Stock issued in lieu of cash for director fees. Read SEC document |
| November 28, 2018 Filed Dec 7, 2018 16:40 UTC | CenterState Bank Corp CSFL · Entity 148589 | PurchaseCommon Stock | 4,000 | $24.97 | $99,865.60 |
DisclosureSEC source: 0001562180-18-004888 · primarydocument.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,437 Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 16:04 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantCommon Stock | 1,698 | $29.46 | $50,023.08 |
DisclosureSEC source: 0001209191-18-050826 · doc4.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,437 F1 · security: Stock issued in lieu of cash for director fees. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 13:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantCommon Stock | 595 | $25.25 | $15,023.75 |
DisclosureSEC source: 0001209191-17-053557 · doc4.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,739 F1 · security: Stock issued in lieu of cash for director fees. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 09:24 UTC | CenterState Bank Corp CSFL · Entity 148589 | PurchaseCommon Stock | 3,600 | $24.75 | $89,100.00 |
DisclosureSEC source: 0001209191-17-049329 · doc4.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,144 Read SEC document |
| May 01, 2017 Filed May 1, 2017 16:36 UTC | CenterState Bank Corp CSFL · Entity 148589 | PurchaseCommon Stock | 4,000 | $25.41 | $101,640.00 |
DisclosureSEC source: 0001209191-17-028962 · doc4.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,544 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 13:07 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantCommon Stock | 819 | $24.42 | $19,999.98 |
DisclosureSEC source: 0001209191-17-008588 · doc4.xml · nonDerivative · entry 1 MCPHERSON CHARLES W · CIK 0001549387 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,544 F1 · security: Stock issued in lieu of cash for director fees. 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.