Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Director | July 29, 2019 | July 31, 2019 |
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.
SOUTHERN FIRST BANCSHARES INC
Report date July 29, 2019 · Filed July 31, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 46,290 |
Reported balance
After 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Sale · Disposed 1,600 · Balance 46,290 |
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 |
|---|---|---|---|---|---|---|
| July 29, 2019 Filed Jul 31, 2019 21:25 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 1,600 | $40.76 | $65,216.16 |
DisclosureSEC source: 0001090009-19-000013 · primary_doc.xml · nonDerivative · entry 1 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,290 Read SEC document |
| November 07, 2018 Filed Nov 19, 2018 16:00 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,430 | $36.50 | $52,195.00 |
DisclosureSEC source: 0001090009-18-000020 · primary_doc.xml · nonDerivative · entry 1 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,890 Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 20:31 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 600 | $36.65 | $21,990.00 |
DisclosureSEC source: 0001090009-17-000013 · primary_doc.xml · nonDerivative · entry 3 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,320 Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 20:31 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 400 | $36.66 | $14,662.00 |
DisclosureSEC source: 0001090009-17-000013 · primary_doc.xml · nonDerivative · entry 2 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,920 Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 20:31 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 200 | $36.90 | $7,380.00 |
DisclosureSEC source: 0001090009-17-000013 · primary_doc.xml · nonDerivative · entry 1 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,320 Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 18:49 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 2,956 | $32.50 | $96,070.00 |
DisclosureSEC source: 0001090009-16-000052 · primary_doc.xml · nonDerivative · entry 4 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,520 F1 · shares: On 12/13/2016, Mr. Fred Gilmer Jr. gifted 3,375 shares to the Frederick Gilmer Jr. Charitable Remainder Unitrust for which Mr. Gilmer Jr. is the trustee. The shares were then sold on 12/14/2016 from the Charitable Remainder Unitrust. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 18:49 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 144 | $32.70 | $4,708.80 |
DisclosureSEC source: 0001090009-16-000052 · primary_doc.xml · nonDerivative · entry 3 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,476 F1 · shares: On 12/13/2016, Mr. Fred Gilmer Jr. gifted 3,375 shares to the Frederick Gilmer Jr. Charitable Remainder Unitrust for which Mr. Gilmer Jr. is the trustee. The shares were then sold on 12/14/2016 from the Charitable Remainder Unitrust. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 18:49 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 45 | $32.80 | $1,476.00 |
DisclosureSEC source: 0001090009-16-000052 · primary_doc.xml · nonDerivative · entry 2 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,620 F1 · shares: On 12/13/2016, Mr. Fred Gilmer Jr. gifted 3,375 shares to the Frederick Gilmer Jr. Charitable Remainder Unitrust for which Mr. Gilmer Jr. is the trustee. The shares were then sold on 12/14/2016 from the Charitable Remainder Unitrust. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 18:49 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 230 | $32.85 | $7,555.50 |
DisclosureSEC source: 0001090009-16-000052 · primary_doc.xml · nonDerivative · entry 1 GILMER FRED JR · CIK 0001243364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,665 F1 · shares: On 12/13/2016, Mr. Fred Gilmer Jr. gifted 3,375 shares to the Frederick Gilmer Jr. Charitable Remainder Unitrust for which Mr. Gilmer Jr. is the trustee. The shares were then sold on 12/14/2016 from the Charitable Remainder Unitrust. 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.