Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Director | April 19, 2017 | April 19, 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 April 19, 2017 · Filed April 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,744 |
Reported balance
After 2017-04-19 transaction · row 1
1 source rowRow 1 · 2017-04-19 · Exercise / conversion · Acquired 500 · Balance 11,744 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $37.70 · Expires 2017-05-01 | Direct | 0 |
Reported balance
After 2017-04-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-04-19 · Exercise / conversion · Disposed 500 · 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 |
|---|---|---|---|---|---|---|
| April 19, 2017 Filed Apr 19, 2017 20:25 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionStock Option · Derivative | 500 | $37.70 Strike: $37.70 | $18,850.00 |
DisclosureSEC source: 0001225241-17-000001 · primary_doc.xml · derivative · entry 2 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2017-05-01 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 |
| April 19, 2017 Filed Apr 19, 2017 20:25 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 500 | $37.70 | $18,850.00 |
DisclosureSEC source: 0001225241-17-000001 · primary_doc.xml · nonDerivative · entry 1 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,744 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 07, 2017 Filed Mar 8, 2017 22:05 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 1,800 | $91.55 | $164,790.00 |
DisclosureSEC source: 0000764038-17-000042 · primary_doc.xml · nonDerivative · entry 4 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,244 Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 22:05 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 500 | $91.65 | $45,825.00 |
DisclosureSEC source: 0000764038-17-000042 · primary_doc.xml · nonDerivative · entry 3 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,044 Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 22:05 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 600 | $91.75 | $55,050.00 |
DisclosureSEC source: 0000764038-17-000042 · primary_doc.xml · nonDerivative · entry 2 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,544 Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 22:05 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 100 | $91.80 | $9,180.00 |
DisclosureSEC source: 0000764038-17-000042 · primary_doc.xml · nonDerivative · entry 1 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,144 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:45 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 3,321 | $90.00 | $298,890.00 |
DisclosureSEC source: 0000764038-17-000040 · primary_doc.xml · nonDerivative · entry 1 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,244 Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 14:35 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 925 | $89.00 | $82,325.00 |
DisclosureSEC source: 0000764038-17-000039 · primary_doc.xml · nonDerivative · entry 1 FOGLE M OSWALD · CIK 0001225241 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,565 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.