Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | President | February 22, 2019 | February 25, 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.
SouthState Bank Corp
Report date February 22, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,021 |
Reported balance
After 2019-02-22 transaction · row 1
1 source rowRow 1 · 2019-02-22 · Sale · Disposed 3,947 · 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 |
|---|---|---|---|---|---|---|
| February 22, 2019 Filed Feb 25, 2019 14:59 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 3,947 | $71.01 | $280,276.47 |
DisclosureSEC source: 0000764038-19-000036 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,021 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 16:57 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 5,298 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-19-000015 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,877 F1 · shares: The Restricted Stock Units are subject to vesting based on performance and, potentially, performance and time of service, subject to acceleration and adjustment upon, among other events, a change of control. F2 · price: Not Applicable Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 15:23 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,273 | $65.09 | $82,859.57 |
DisclosureSEC source: 0000764038-19-000008 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,555 Read SEC document |
| December 31, 2018 Filed Feb 15, 2019 15:14 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 23 | $59.95 | $1,378.85 |
DisclosureSEC source: 0000764038-19-000025 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,942 F2 · shares: Year End Update Of Shares Held In ESPP Read SEC document |
| December 31, 2018 Filed Feb 15, 2019 15:14 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 91 | $59.95 | $5,455.45 |
DisclosureSEC source: 0000764038-19-000025 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,942 F1 · shares: Year End Update Of Shares Held In 401k Read SEC document |
| May 24, 2018 Filed May 25, 2018 13:49 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 2,300 | $88.68 | $203,964.00 |
DisclosureSEC source: 0000764038-18-000071 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,828 Read SEC document |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 3,054 | $32.46 Strike: $32.46 | $99,132.84 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · derivative · entry 8 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,484 Underlying: Common Stock · 3,054 shares Expires 2021-01-27 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 2,818 | $35.20 Strike: $35.20 | $99,193.60 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · derivative · entry 7 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,538 Underlying: Common Stock · 2,818 shares Expires 2020-02-15 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 3,417 | $31.10 Strike: $31.10 | $106,268.70 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · derivative · entry 6 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,356 Underlying: Common Stock · 3,417 shares Expires 2021-01-21 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 3,304 | $27.57 Strike: $27.57 | $91,091.28 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · derivative · entry 5 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,773 Underlying: Common Stock · 3,304 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,054 | $32.46 | $99,132.84 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · nonDerivative · entry 4 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,128 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,818 | $35.20 | $99,193.60 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · nonDerivative · entry 3 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,074 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,417 | $31.10 | $106,268.70 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,256 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 |
| May 23, 2018 Filed May 25, 2018 13:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,304 | $27.57 | $91,091.28 |
DisclosureSEC source: 0000764038-18-000070 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,839 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 |
| May 11, 2018 Filed May 11, 2018 15:43 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 7,362 | $88.00 | $647,856.00 |
DisclosureSEC source: 0000764038-18-000068 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,535 Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 20:03 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 3,808 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000050 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,897 F1 · shares: The Restricted Stock Units are subject to vesting based on performance and, potentially, performance and time of service, subject to acceleration and adjustment upon, among other events, a change of control. F2 · price: Not Applicable Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 20:29 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,169 | $91.05 | $106,437.45 |
DisclosureSEC source: 0000764038-18-000018 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,145 Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 12:55 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantStock Option · Derivative | 3,019 | $27.15 Strike: $27.15 | $81,965.85 |
DisclosureSEC source: 0000764038-18-000010 · primary_doc.xml · derivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,078 Underlying: Common Stock · 3,019 shares Expires 2028-01-17 Read SEC document |
| December 29, 2017 Filed Feb 9, 2018 18:29 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 21 | $87.15 | $1,830.15 |
DisclosureSEC source: 0000764038-18-000026 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,379 F2 · shares: Year End Update Of Shares Held In ESPP Read SEC document |
| December 29, 2017 Filed Feb 9, 2018 18:29 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 43 | $87.15 | $3,747.45 |
DisclosureSEC source: 0000764038-18-000026 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,379 F1 · shares: Year End Update Of Shares Held In 401k Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 17:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 3,135 | $31.50 Strike: $31.50 | $98,752.50 |
DisclosureSEC source: 0000764038-17-000094 · primary_doc.xml · derivative · entry 3 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,058 Underlying: Common Stock · 3,135 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 |
| December 13, 2017 Filed Dec 14, 2017 17:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,126 | $91.35 | $102,860.10 |
DisclosureSEC source: 0000764038-17-000094 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,315 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 17:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,135 | $31.50 | $98,752.50 |
DisclosureSEC source: 0000764038-17-000094 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,441 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 |
| December 01, 2017 Filed Dec 5, 2017 14:56 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 6,458 | $90.80 | $586,386.40 |
DisclosureSEC source: 0000764038-17-000091 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,306 Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 14:56 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 800 | $92.00 | $73,600.00 |
DisclosureSEC source: 0000764038-17-000091 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,764 Read SEC document |
| June 13, 2017 Filed Jun 23, 2017 15:07 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 700 | $87.00 | $60,900.00 |
DisclosureSEC source: 0000764038-17-000072 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,244 F1 · shares: This gifting is being reported as an early Form 5 transaction. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 18:16 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-17-000046 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,944 F1 · shares: The Restricted Stock Units are subject to vesting based on performance and, potentially, performance and time of service, subject to acceleration and adjustment upon, among other events, a change of control. F2 · price: Not Applicable Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 20:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,250 | $91.35 | $114,187.50 |
DisclosureSEC source: 0000764038-17-000015 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · CHIEF EXECUTIVE OFFICER - BANK 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,009 Read SEC document |
| January 25, 2017 Filed Feb 3, 2017 19:19 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantSTOCK OPTION · Derivative | 2,359 | $33.82 Strike: $33.82 | $79,781.38 |
DisclosureSEC source: 0000764038-17-000023 · primary_doc.xml · derivative · entry 1 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,193 Underlying: COMMON STOCK · 2,359 shares Expires 2027-01-25 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 15:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,385 | $89.30 | $123,680.50 |
DisclosureSEC source: 0000764038-17-000009 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · CHIEF EXECUTIVE OFFICER - BANK 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,259 Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCOMMON STOCK | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-17-000031 · primary_doc.xml · nonDerivative · entry 3 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,794 F3 · shares: UPDATE FOR 2016 GIFTING Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 94 | $87.40 | $8,215.60 |
DisclosureSEC source: 0000764038-17-000031 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,794 F2 · shares: YEAR END UPDATE OF SHARES HELD IN ESPP. Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 196 | $87.40 | $17,130.40 |
DisclosureSEC source: 0000764038-17-000031 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,794 F1 · shares: YEAR END UPDATE OF SHARES HELD IN 401K Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:18 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 2,028 | $79.74 | $161,704.61 |
DisclosureSEC source: 0001356283-16-000012 · primary_doc.xml · nonDerivative · entry 3 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,957 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 15:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 3,583 | $39.74 Strike: $39.74 | $142,399.17 |
DisclosureSEC source: 0001356283-16-000012 · primary_doc.xml · derivative · entry 5 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,834 Underlying: COMMON STOCK · 3,583 shares Expires 2017-01-02 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 |
| November 09, 2016 Filed Nov 14, 2016 15:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,877 | $75.85 | $142,370.45 |
DisclosureSEC source: 0001356283-16-000012 · primary_doc.xml · nonDerivative · entry 2 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,985 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 15:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 3,583 | $39.74 | $142,399.17 |
DisclosureSEC source: 0001356283-16-000012 · primary_doc.xml · nonDerivative · entry 1 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,862 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 02, 2016 Filed Nov 14, 2016 15:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCOMMON STOCK | 313 | $72.39 | $22,658.07 |
DisclosureSEC source: 0001356283-16-000012 · primary_doc.xml · nonDerivative · entry 4 Windley John F · CIK 0001356283 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,644 F1 · shares: This gifting is being reported as an early Form 5 transaction. 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.