Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Treasurer (Retired 1Q 2017) | May 12, 2017 | May 16, 2017 |
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 May 12, 2017 · Filed May 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,406 |
Reported balance
After 2017-05-12 transaction · row 1
1 source rowRow 1 · 2017-05-12 · Exercise / conversion · Acquired 2,829 · Balance 45,406 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $31.50 · Expires 2018-01-02 | Direct | 0 |
Reported balance
After 2017-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-12 · Exercise / conversion · Disposed 2,829 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 12, 2017 Filed May 16, 2017 14:54 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 2,829 | $31.50 Strike: $31.50 | $89,113.50 |
DisclosureSEC source: 0000764038-17-000061 · primary_doc.xml · derivative · entry 2 MATHIS RICHARD C · CIK 0001181584 · Treasurer (Retired 1Q 2017) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,829 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 |
| May 12, 2017 Filed May 16, 2017 14:54 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,829 | $31.50 | $89,113.50 |
DisclosureSEC source: 0000764038-17-000061 · primary_doc.xml · nonDerivative · entry 1 MATHIS RICHARD C · CIK 0001181584 · Treasurer (Retired 1Q 2017) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,406 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 03, 2017 Filed Jan 5, 2017 22:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionSTOCK OPTION · Derivative | 2,887 | $39.74 Strike: $39.74 | $114,729.38 |
DisclosureSEC source: 0000764038-17-000003 · primary_doc.xml · derivative · entry 2 MATHIS RICHARD C · CIK 0001181584 · TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,829 Underlying: COMMON STOCK · 2,887 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 |
| January 03, 2017 Filed Jan 5, 2017 22:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCOMMON STOCK | 2,887 | $39.74 | $114,729.38 |
DisclosureSEC source: 0000764038-17-000003 · primary_doc.xml · nonDerivative · entry 1 MATHIS RICHARD C · CIK 0001181584 · TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,145 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 30, 2016 Filed Feb 13, 2017 22:03 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 149 | $87.40 | $13,022.60 |
DisclosureSEC source: 0000764038-17-000033 · primary_doc.xml · nonDerivative · entry 2 MATHIS RICHARD C · CIK 0001181584 · TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,864 F2 · shares: YEAR END UPDATE OF SHARES HELD IN ESPP. Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 22:03 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCOMMON STOCK | 456 | $87.40 | $39,854.40 |
DisclosureSEC source: 0000764038-17-000033 · primary_doc.xml · nonDerivative · entry 1 MATHIS RICHARD C · CIK 0001181584 · TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,864 F1 · shares: YEAR END UPDATE OF SHARES HELD IN 401K. 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.