Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Chief Credit Officer | December 31, 2018 | February 15, 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 December 31, 2018 · Filed February 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,923 |
Reported balance
After 2018-12-31 transaction · row 1
1 source rowRow 1 · 2018-12-31 · Other · Acquired 76 · Balance 35,923 F1: Year End Update Of Shares Held In ESPP. |
Filing footnotes · ownership attribution and instrument terms
F1: Year End Update Of Shares Held In ESPP.
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 |
|---|---|---|---|---|---|---|
| December 31, 2018 Filed Jan 3, 2019 14:42 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 308 | $59.95 | $18,464.60 |
DisclosureSEC source: 0000764038-19-000003 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,680 Read SEC document |
| December 31, 2018 Filed Feb 15, 2019 15:30 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 76 | $59.95 | $4,556.20 |
DisclosureSEC source: 0000764038-19-000026 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,923 F1 · shares: Year End Update Of Shares Held In ESPP. Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 19:46 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 750 | $68.00 | $51,000.00 |
DisclosureSEC source: 0000764038-18-000084 · primary_doc.xml · nonDerivative · entry 5 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,988 Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 19:46 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 686 | $69.00 | $47,334.00 |
DisclosureSEC source: 0000764038-18-000084 · primary_doc.xml · nonDerivative · entry 4 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,738 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 19:46 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,566 | $69.95 | $109,541.70 |
DisclosureSEC source: 0000764038-18-000084 · primary_doc.xml · nonDerivative · entry 3 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,424 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 19:46 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 600 | $69.00 | $41,400.00 |
DisclosureSEC source: 0000764038-18-000084 · primary_doc.xml · nonDerivative · entry 2 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,990 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 19:46 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 659 | $69.45 | $45,767.55 |
DisclosureSEC source: 0000764038-18-000084 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,590 Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 18:54 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 888 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000077 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,249 F1 · shares: This gifting is being reported as an early form 5 transaction. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 12:49 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 506 | $90.60 | $45,843.60 |
DisclosureSEC source: 0000764038-18-000073 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,137 Read SEC document |
| March 28, 2018 Filed Mar 29, 2018 19:44 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 3,552 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000048 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,643 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 |
| March 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 755 | $31.10 Strike: $31.10 | $23,480.50 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · derivative · entry 8 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,541 Underlying: COMMON STOCK · 755 shares Expires 2020-01-21 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 |
| March 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 755 | $31.10 Strike: $31.10 | $23,480.50 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · derivative · entry 7 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,296 Underlying: COMMON STOCK · 755 shares Expires 2020-01-21 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 |
| March 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 730 | $27.57 Strike: $27.57 | $20,126.10 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · derivative · entry 6 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,051 Underlying: COMMON STOCK · 730 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 |
| March 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 731 | $91.70 | $67,032.70 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · nonDerivative · entry 4 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,203 Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 755 | $31.10 | $23,480.50 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · nonDerivative · entry 3 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,934 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 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 755 | $31.10 | $23,480.50 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · nonDerivative · entry 2 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,179 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 09, 2018 Filed Mar 12, 2018 18:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 730 | $27.57 | $20,126.10 |
DisclosureSEC source: 0000764038-18-000044 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,424 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 22, 2018 Filed Jan 23, 2018 15:26 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,095 | $91.05 | $99,699.75 |
DisclosureSEC source: 0000764038-18-000015 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,739 Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 23:08 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantStock Option · Derivative | 2,816 | $27.15 Strike: $27.15 | $76,454.40 |
DisclosureSEC source: 0000764038-18-000009 · primary_doc.xml · derivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,647 Underlying: Common Stock · 2,816 shares Expires 2028-01-17 Read SEC document |
| December 31, 2017 Filed Jan 2, 2018 15:01 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 990 | $88.10 | $87,219.00 |
DisclosureSEC source: 0000764038-18-000003 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,757 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:18 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 484 | $88.10 | $42,640.40 |
DisclosureSEC source: 0000764038-18-000007 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,263 Read SEC document |
| December 29, 2017 Filed Feb 12, 2018 19:34 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 68 | $87.15 | $5,926.20 |
DisclosureSEC source: 0000764038-18-000030 · primary_doc.xml · nonDerivative · entry 2 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,802 F2 · shares: Year End Update Of Shares Held In ESPP And DRIP Plans. Read SEC document |
| December 29, 2017 Filed Feb 12, 2018 19:34 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000030 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,802 F1 · shares: Gifted Shares In 2017 Read SEC document |
| December 29, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 68 | $87.15 | $5,926.20 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · nonDerivative · entry 5 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,956 F3 · shares: Year end update of shares held in ESPP and DRIP plans. F4 · balance_after: Updated to reflect amount of beneficial ownership at year end Read SEC document |
| December 29, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · nonDerivative · entry 4 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,956 F2 · shares: Gifted shares in 2017 F4 · balance_after: Updated to reflect amount of beneficial ownership at year end Read SEC document |
| October 27, 2017 Filed Oct 27, 2017 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 300 | $93.03 | $27,909.00 |
DisclosureSEC source: 0001225243-17-000004 · primary_doc.xml · nonDerivative · entry 3 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,747 Read SEC document |
| October 27, 2017 Filed Oct 27, 2017 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 4,548 | $92.50 | $420,690.00 |
DisclosureSEC source: 0001225243-17-000004 · primary_doc.xml · nonDerivative · entry 2 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,047 Read SEC document |
| October 27, 2017 Filed Oct 27, 2017 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 1,700 | $92.00 | $156,400.00 |
DisclosureSEC source: 0001225243-17-000004 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,595 Read SEC document |
| August 18, 2017 Filed Aug 21, 2017 12:32 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 250 | $81.15 | $20,287.50 |
DisclosureSEC source: 0000764038-17-000079 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,295 Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 14:16 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 402 | $83.00 | $33,366.00 |
DisclosureSEC source: 0000764038-17-000078 · primary_doc.xml · nonDerivative · entry 3 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,545 Read SEC document |
| August 11, 2017 Filed Aug 18, 2017 14:16 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 98 | $85.00 | $8,330.00 |
DisclosureSEC source: 0000764038-17-000078 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,947 Read SEC document |
| June 23, 2017 Filed Jun 23, 2017 15:32 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,200 | $83.65 | $100,380.00 |
DisclosureSEC source: 0000764038-17-000073 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,045 F1 · shares: This gifting is being reported as an early Form 5 transaction. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 13:26 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,550 | $85.00 | $131,750.00 |
DisclosureSEC source: 0000764038-17-000067 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,245 Read SEC document |
| June 05, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 2,190 | $27.57 Strike: $27.57 | $60,378.30 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · derivative · entry 7 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,966 Underlying: Common Stock · 2,190 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 |
| June 05, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 2,676 | $31.50 Strike: $31.50 | $84,294.00 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · derivative · entry 6 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,966 Underlying: Common Stock · 2,676 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 |
| June 05, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,712 | $84.50 | $144,664.00 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · nonDerivative · entry 3 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,956 F1 · shares: The shares reflected herein were omitted from the reporting person's Forms 4 and 5 filed after the date of the Form 4 amended by this Form 5. Read SEC document |
| June 05, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,190 | $27.57 | $60,378.30 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · nonDerivative · entry 2 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,956 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: The shares reflected herein were omitted from the reporting person's Forms 4 and 5 filed after the date of the Form 4 amended by this Form 5. Read SEC document |
| June 05, 2017 Filed Feb 23, 2018 16:58 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,676 | $31.50 | $84,294.00 |
DisclosureSEC source: 0000764038-18-000040 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,956 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: The shares reflected herein were omitted from the reporting person's Forms 4 and 5 filed after the date of the Form 4 amended by this Form 5. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 15:52 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,950 | $85.00 | $165,750.00 |
DisclosureSEC source: 0000764038-17-000064 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,795 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 18:40 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 2,596 | $0.00 | $0.00 |
DisclosureSEC source: 0000764038-17-000047 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,745 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 20:50 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,156 | $91.35 | $105,600.60 |
DisclosureSEC source: 0000764038-17-000012 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,379 Read SEC document |
| January 25, 2017 Filed Feb 3, 2017 19:23 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantSTOCK OPTION · Derivative | 2,200 | $33.82 Strike: $33.82 | $74,404.00 |
DisclosureSEC source: 0000764038-17-000024 · primary_doc.xml · derivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,831 Underlying: COMMON STOCK · 2,200 shares Expires 2027-01-25 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 14:46 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 1,336 | $89.30 | $119,304.80 |
DisclosureSEC source: 0000764038-17-000006 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,535 Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 19:00 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCOMMON STOCK | 990 | $88.25 | $87,367.50 |
DisclosureSEC source: 0000764038-17-000002 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,871 Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 76 | $87.40 | $6,642.40 |
DisclosureSEC source: 0000764038-17-000032 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,115 F1 · shares: YEAR END UPDATE OF SHARES HELD IN ESPP. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 15:40 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 2,500 | $83.40 | $208,500.00 |
DisclosureSEC source: 0000764038-16-000040 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,861 Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 18:22 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCOMMON STOCK | 5,005 | $72.89 | $364,814.45 |
DisclosureSEC source: 0001225243-16-000016 · primary_doc.xml · nonDerivative · entry 1 BURNS JOE E · CIK 0001225243 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,361 F1 · shares: South State Bank 401(k) Retirement Savings Plan. The reported number of shares sold represents a portion of the number of shares within the fund allocated to the reporting person's account in the Plan. 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.