organization · Reporting owner
Estate of Robert H. Smith, Deceased
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CAPITAL CITY BANK GROUP INC
Report date March 23, 2018 · Filed July 19, 2018
Section 16 reporting ended · disclosed 2018-07-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,324,441 |
Ending reported balance
After 2018-06-29 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-03-23 · Other · Disposed 288,600 · Balance 1,288,374 F1: Distributed 288,600 shares to the VSM Trust pursuant to the terms of Robert H. Smith's Will. Row 2 · 2018-03-23 · Other · Disposed 288,600 · Balance 999,774 F2: Distributed 288,600 shares to the Trust u/w of Robert Hill Smith fbo Warren Hamilton Smith pursuant to the terms of Robert H. Smith's Will. Row 3 · 2018-03-27 · Other · Acquired 524,667 · Balance 1,524,441 F3: Acquired 524,667 from 2S Partnership pursuant to the Estate's 50% interest in 2S Partnership and 2S Partnership dissolved. Row 4 · 2018-06-29 · Other · Disposed 100,000 · Balance 1,424,441 F4: Distributed 100,000 shares to Virginia Smith McKnight pursuant to the terms of Robert H. Smith's Will. Row 5 · 2018-06-29 · Other · Disposed 100,000 · Balance 1,324,441 F5: Distributed 100,000 shares to Warren Hamilton Smith pursuant to the terms of Robert h. Smith's Will. |
Filing footnotes · ownership attribution and instrument terms
F1: Distributed 288,600 shares to the VSM Trust pursuant to the terms of Robert H. Smith's Will.
F2: Distributed 288,600 shares to the Trust u/w of Robert Hill Smith fbo Warren Hamilton Smith pursuant to the terms of Robert H. Smith's Will.
F3: Acquired 524,667 from 2S Partnership pursuant to the Estate's 50% interest in 2S Partnership and 2S Partnership dissolved.
F4: Distributed 100,000 shares to Virginia Smith McKnight pursuant to the terms of Robert H. Smith's Will.
F5: Distributed 100,000 shares to Warren Hamilton Smith pursuant to the terms of Robert h. Smith's Will.
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 |
|---|---|---|---|---|---|---|
| June 29, 2018 Filed Jul 19, 2018 10:44 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043223 · doc4.xml · nonDerivative · entry 5 Estate of Robert H. Smith, Deceased · CIK 0001579334 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324,441 F5 · shares: Distributed 100,000 shares to Warren Hamilton Smith pursuant to the terms of Robert h. Smith's Will. Read SEC document |
| June 29, 2018 Filed Jul 19, 2018 10:44 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043223 · doc4.xml · nonDerivative · entry 4 Estate of Robert H. Smith, Deceased · CIK 0001579334 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424,441 F4 · shares: Distributed 100,000 shares to Virginia Smith McKnight pursuant to the terms of Robert H. Smith's Will. Read SEC document |
| March 27, 2018 Filed Jul 19, 2018 10:44 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 524,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043223 · doc4.xml · nonDerivative · entry 3 Estate of Robert H. Smith, Deceased · CIK 0001579334 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,524,441 F3 · shares: Acquired 524,667 from 2S Partnership pursuant to the Estate's 50% interest in 2S Partnership and 2S Partnership dissolved. Read SEC document |
| March 23, 2018 Filed Jul 19, 2018 10:44 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 288,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043223 · doc4.xml · nonDerivative · entry 2 Estate of Robert H. Smith, Deceased · CIK 0001579334 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999,774 F2 · shares: Distributed 288,600 shares to the Trust u/w of Robert Hill Smith fbo Warren Hamilton Smith pursuant to the terms of Robert H. Smith's Will. Read SEC document |
| March 23, 2018 Filed Jul 19, 2018 10:44 UTC | CAPITAL CITY BANK GROUP INC CCBG · Entity 5070 | OtherCommon Stock | 288,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043223 · doc4.xml · nonDerivative · entry 1 Estate of Robert H. Smith, Deceased · CIK 0001579334 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,288,374 F1 · shares: Distributed 288,600 shares to the VSM Trust pursuant to the terms of Robert H. Smith's Will. 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.