Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Director | 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 | 14,727 |
Reported balance
After 2018-12-31 transaction · row 1
1 source rowRow 1 · 2018-12-31 · Other · Acquired 156 · Balance 14,727 F1: 2018 Year End Update for Shares Held in DRIP Account. |
Filing footnotes · ownership attribution and instrument terms
F1: 2018 Year End Update for Shares Held in DRIP Account.
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 Feb 15, 2019 14:31 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 156 | $59.95 | $9,352.20 |
DisclosureSEC source: 0000764038-19-000021 · primary_doc.xml · nonDerivative · entry 1 Addison Jimmy Evan · CIK 0001364606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,727 F1 · shares: 2018 Year End Update for Shares Held in DRIP Account. Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:43 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 678 | $87.25 | $59,155.50 |
DisclosureSEC source: 0000764038-18-000054 · primary_doc.xml · nonDerivative · entry 1 Addison Jimmy Evan · CIK 0001364606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,571 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| December 29, 2017 Filed Feb 9, 2018 18:09 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 132 | $87.15 | $11,503.80 |
DisclosureSEC source: 0000764038-18-000025 · primary_doc.xml · nonDerivative · entry 1 Addison Jimmy Evan · CIK 0001364606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,893 F1 · shares: 2017 Year End Update For Shares Held In DRIP Account. Read SEC document |
| May 01, 2017 Filed May 2, 2017 15:35 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 492 | $87.95 | $43,271.40 |
DisclosureSEC source: 0000764038-17-000052 · primary_doc.xml · nonDerivative · entry 1 Addison Jimmy Evan · CIK 0001364606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,761 F1 · shares: These restricted shares vest quarterly over 1 year Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 21:31 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 128 | $87.40 | $11,187.20 |
DisclosureSEC source: 0000764038-17-000027 · primary_doc.xml · nonDerivative · entry 1 Addison Jimmy Evan · CIK 0001364606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,269 F1 · shares: 2016 YEAR END UPDATE FOR SHARES HELD IN DRIP ACCOUNT. 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.