Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Director | September 01, 2026 | September 03, 2026 |
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.
SOUTHERN FIRST BANCSHARES INC
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,600 |
Ending reported balance
After 2026-09-03 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-09-01 · Sale · Disposed 465 · Balance 48,300 Row 2 · 2026-09-02 · Sale · Disposed 300 · Balance 48,000 Row 3 · 2026-09-02 · Sale · Disposed 400 · Balance 47,600 Row 4 · 2026-09-02 · Sale · Disposed 500 · Balance 47,100 Row 5 · 2026-09-03 · Sale · Disposed 500 · Balance 46,600 |
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 |
|---|---|---|---|---|---|---|
| March 26, 2018 Filed Mar 27, 2018 14:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,440 | $44.74 | $64,425.46 |
DisclosureSEC source: 0001090009-18-000008 · primary_doc.xml · nonDerivative · entry 2 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,565 Read SEC document |
| March 21, 2018 Filed Mar 27, 2018 14:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Options (right to buy) · Derivative | 3,328 | $5.67 Strike: $5.67 | $18,869.76 |
DisclosureSEC source: 0001090009-18-000008 · primary_doc.xml · derivative · entry 3 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,328 shares Expires 2020-03-16 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 21, 2018 Filed Mar 27, 2018 14:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionCommon Stock | 3,328 | $5.67 | $18,869.76 |
DisclosureSEC source: 0001090009-18-000008 · primary_doc.xml · nonDerivative · entry 1 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,005 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 |
| July 28, 2017 Filed Jul 28, 2017 17:13 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 27 | $37.00 | $999.00 |
DisclosureSEC source: 0001090009-17-000012 · primary_doc.xml · nonDerivative · entry 1 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,162 Read SEC document |
| March 27, 2017 Filed Mar 27, 2017 22:15 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 465 | $32.05 | $14,905.06 |
DisclosureSEC source: 0001090009-17-000011 · primary_doc.xml · nonDerivative · entry 2 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,189 Read SEC document |
| March 27, 2017 Filed Mar 27, 2017 22:15 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 500 | $31.78 | $15,891.15 |
DisclosureSEC source: 0001090009-17-000011 · primary_doc.xml · nonDerivative · entry 1 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,654 Read SEC document |
| December 27, 2016 Filed Jan 18, 2017 14:25 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 589 | $35.33 | $20,810.31 |
DisclosureSEC source: 0001090009-17-000001 · primary_doc.xml · nonDerivative · entry 2 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,154 Read SEC document |
| September 26, 2016 Filed Jan 18, 2017 14:25 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 748 | $27.52 | $20,583.46 |
DisclosureSEC source: 0001090009-17-000001 · primary_doc.xml · nonDerivative · entry 1 CUBBAGE LEIGHTON M · CIK 0001098696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,154 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.