Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameris BancorpABCB · Entity 3835 | EVP & CAO | February 18, 2021 | February 22, 2021 |
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.
Ameris Bancorp
Report date February 18, 2021 · Filed February 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,155.1296 |
Reported balance
After 2021-02-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-18 · Grant · Acquired 1,390 · Balance 96,155.1296 F1: Stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan. |
| Common StockSEC Table I · non-derivative | Direct | 99,768.7577 |
Reported balance
After 2021-02-18 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-18 · Grant · Acquired 3,239 · Balance 99,768.7577 F2: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting: (i) 1,080 shares on February 18, 2022; (ii) 1,080 shares on February 18, 2023; and (iii) 1,079 shares on February 18, 2024. F3: This total includes an additional 374.628103 shares acquired by the reporting person as a participant in an employee stock purchase plan. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 676 |
Reported balance
Holding disclosure · report date 2021-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 676 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan.
F2: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting: (i) 1,080 shares on February 18, 2022; (ii) 1,080 shares on February 18, 2023; and (iii) 1,079 shares on February 18, 2024.
F3: This total includes an additional 374.628103 shares acquired by the reporting person as a participant in an employee stock purchase plan.
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 |
|---|---|---|---|---|---|---|
| February 18, 2021 Filed Feb 22, 2021 22:50 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 3,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-21-000002 · wf-form4_161403419549916.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,768.7577 F2 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting: (i) 1,080 shares on February 18, 2022; (ii) 1,080 shares on February 18, 2023; and (iii) 1,079 shares on February 18, 2024. F3 · balance_after: This total includes an additional 374.628103 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:50 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-21-000002 · wf-form4_161403419549916.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,155.1296 F1 · shares: Stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 10:38 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 359 | $41.03 | $14,729.77 |
DisclosureSEC source: 0001239875-20-000004 · wf-form4_158513270462877.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,765.1296 F1 · kind: This transaction represents the withholding of 359 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 14, 2020 of 1,471 shares of common stock originally awarded on February 14, 2017. F2 · balance_after: This total includes an additional 11.029639 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 10:29 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 5,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-20-000002 · wf-form4_158409532771283.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,113.1 F3 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting: (i) 1,943 shares on March 11, 2021; (ii) 1,943 shares on March 11, 2022; and (iii) 1,942 shares on March 11, 2023. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 10:29 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-20-000002 · wf-form4_158409532771283.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,285.1 F1 · shares: Stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan. F2 · balance_after: This total includes an additional 328.42995 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| February 28, 2019 Filed Mar 2, 2019 00:03 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 1,191 | $40.62 | $48,378.42 |
DisclosureSEC source: 0001239875-19-000004 · edgar.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,486.67 F2 · kind: This transaction represents the withholding of 1,191 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 19, 2019 of 2,465 shares of common stock originally awarded on February 19, 2016 and in the respect of the receipt of 2,465 shares of common stock originally awarded on February 19, 2019. Read SEC document |
| February 28, 2019 Filed Mar 2, 2019 00:03 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 696 | $39.69 | $27,624.24 |
DisclosureSEC source: 0001239875-19-000004 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,677.67 F1 · kind: This transaction represents the withholding of 696 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 16, 2019 of 2,465 shares of common stock originally awarded on February 16, 2016. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 20:00 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 7,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-19-000002 · edgar.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,373.67 F2 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting on February 19, 2022, with 1/2 of the issued number of shares vesting subject to achievement of three-year performance condition. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 20:00 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 2,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-19-000002 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,987.67 F1 · shares: Stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 20:14 UTC | Ameris Bancorp ABCB · Entity 3835 | Exercise / conversionStock Option (right to buy) · Derivative | 4,111 | $0.00 Strike: $7.68 | $0.00 |
DisclosureSEC source: 0001239875-18-000011 · edgar.xml · derivative · entry 3 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,111 shares Expires 2019-01-31 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 · shares: On January 20, 2009, the reporting person was granted an option to purchase 4,000 shares of common stock at an exercise price of $7.68. The option vests over a five year period beginning on the award anniversary date. The number of shares issuable upon exercise has been adjusted to reflect vested stock dividends that were issued. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 20:14 UTC | Ameris Bancorp ABCB · Entity 3835 | Exercise / conversionCommon Stock | 4,111 | $7.46 | $30,668.06 |
DisclosureSEC source: 0001239875-18-000011 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,522.67 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. F2 · balance_after: This total includes an additional 134.068 shares acquired by the reporting person as a participant in an employee stock purchase dividend reinvestment plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 02:26 UTC Amendment | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 592 | $53.55 | $31,701.60 |
DisclosureSEC source: 0001239875-18-000007 · edgar.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,277.602 F2 · kind: This transaction represents the withholding of 592 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting January 31, 2018 of 2,250 shares of common stock originally awarded on January 20, 2015. F3 · balance_after: This total includes an additional 9.143 shares acquired by the reporting person as a participant in an employee stock purchase dividend reinvestment plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 02:26 UTC Amendment | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 591 | $53.85 | $31,825.35 |
DisclosureSEC source: 0001239875-18-000007 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,860.459 F1 · kind: This transaction represents the withholding of 591 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on January 20, 2018 of 2,250 shares of common stock originally awarded on January 20, 2015. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 02:20 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 592 | $53.55 | $31,701.60 |
DisclosureSEC source: 0001239875-18-000006 · edgar.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,277.602 F2 · kind: This transaction represents the withholding of 592 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting January 31, 2018 of 2,250 shares of common stock originally awarded on January 20, 2015. F3 · balance_after: This total includes an additional 9.143 shares acquired by the reporting person as a participant in an employee stock purchase dividend reinvestment plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 02:20 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 591 | $53.85 | $31,825.35 |
DisclosureSEC source: 0001239875-18-000006 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,860.459 F1 · kind: This transaction represents the withholding of 591 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on January 20, 2018 of 2,250 shares of common stock originally awarded on January 20, 2015. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 02:56 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-18-000004 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,451.459 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting on February 20, 2021, with 1/2 of the issued number of shares vesting subject to achievement of three-year performance condition. Read SEC document |
| February 13, 2018 Filed Feb 13, 2018 22:30 UTC | Ameris Bancorp ABCB · Entity 3835 | Exercise / conversionCommon Stock · Derivative | 6,167 | $14.76 Strike: $14.76 | $91,024.92 |
DisclosureSEC source: 0001239875-18-000002 · edgar.xml · derivative · entry 3 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,167 shares Expires 2018-02-19 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. F2 · derivative.exercise_price: On February 19, 2008, the reporting person was granted an option to purchase 6,000 shares of common stock at an exercise price of $14.76. The option cliff vests over a three year period beginning on the award anniversary date, at 100% at three years, resulting in vesting of the option in the amount of 6,167 shares, which number was adjusted to reflect the stock dividends that were issued October 10, 2009, January 10, 2010, April 10, 2010 and July 10, 2010. F2 · shares: On February 19, 2008, the reporting person was granted an option to purchase 6,000 shares of common stock at an exercise price of $14.76. The option cliff vests over a three year period beginning on the award anniversary date, at 100% at three years, resulting in vesting of the option in the amount of 6,167 shares, which number was adjusted to reflect the stock dividends that were issued October 10, 2009, January 10, 2010, April 10, 2010 and July 10, 2010. Read SEC document |
| February 13, 2018 Filed Feb 13, 2018 22:30 UTC | Ameris Bancorp ABCB · Entity 3835 | Exercise / conversionCommon Stock | 6,167 | $14.76 | $91,024.92 |
DisclosureSEC source: 0001239875-18-000002 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,671.459 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 · balance_after: This total includes 23.009 shares acquired by the reporting person as a participant in an employee stock purchase dividend reinvestment plan. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 20:32 UTC | Ameris Bancorp ABCB · Entity 3835 | SaleCommon Stock | 3,200 | $46.00 | $147,207.36 |
DisclosureSEC source: 0001239875-17-000006 · edgar.xml · nonDerivative · entry 2 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,377.914 Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:32 UTC | Ameris Bancorp ABCB · Entity 3835 | Exercise / conversionCommon Stock · Derivative | 8,223 | $22.23 Strike: $22.23 | $182,797.29 |
DisclosureSEC source: 0001239875-17-000006 · edgar.xml · derivative · entry 4 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,223 shares Expires 2017-06-13 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 · derivative.exercise_price: On June 13, 2007, the reporting person was granted an option to purchase 8,000 shares of common stock at an exercise price of $22.23. The option vests in five equal installments of 20% per year on the anniversary date of issuance over a five year period, resulting in vesting of the option in the amount of 8,223 shares, which number was adjusted to reflect the stock dividends that were issued October, 10, 2009, January 10, 2010, April 10, 2010 and July 10, 2010. F1 · shares: On June 13, 2007, the reporting person was granted an option to purchase 8,000 shares of common stock at an exercise price of $22.23. The option vests in five equal installments of 20% per year on the anniversary date of issuance over a five year period, resulting in vesting of the option in the amount of 8,223 shares, which number was adjusted to reflect the stock dividends that were issued October, 10, 2009, January 10, 2010, April 10, 2010 and July 10, 2010. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 20:32 UTC | Ameris Bancorp ABCB · Entity 3835 | Exercise / conversionCommon Stock | 8,223 | $22.23 | $182,797.29 |
DisclosureSEC source: 0001239875-17-000006 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,577.914 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 19:56 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 965 | $47.90 | $46,223.50 |
DisclosureSEC source: 0001239875-17-000004 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,305.6408 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:02 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 2,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001239875-17-000002 · edgar.xml · nonDerivative · entry 1 LEWIS CINDI H · CIK 0001239875 · EVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,222.2307 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting on February 14, 2020, with 1/2 of the issued number of shares vesting subject to achievement of three-year performance period. 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.