Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Chief Financial Officer | August 19, 2026 | August 19, 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.
SouthState Bank Corp
Report date August 19, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,568 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 4,000 · Balance 40,568 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CenterState Bank Corp
Report date June 07, 2020 · Filed June 09, 2020
Section 16 reporting ended · disclosed 2020-06-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 1
1 source rowRow 1 · 2020-06-07 · Disposition to issuer · Disposed 96,326 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-07 · Disposition to issuer · Disposed 13,203 · Balance 0 F2: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-06-07 · Disposition to issuer · Disposed 6,141 · Balance 0 F3: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-06-07 · Disposition to issuer · Disposed 22,331 · Balance 0 F4: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27.
F2: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F3: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F4: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
National Commerce Corp
Report date April 01, 2019 · Filed April 04, 2019 · Amendment
Section 16 reporting ended · disclosed 2019-04-04. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Last balance in matching sequence
After 2019-04-01 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2019-04-01 · Grant · Acquired 19,952.43 · Balance 32,097.43 F1: Although the reporting person became irrevocably bound to dispose of shares of the Issuer ("NCC") in connection with the merger of NCC with and into CenterState Bank Corporation ("CenterState"), with CenterState as the surviving company (the "Merger"), on the closing date of the Merger, March 29, 2019, none of the transactions reported in this Form 4 occurred until the effective time of the Merger (12:01 a.m. Eastern Time on April 1, 2019) (the "Effective Time"). F2: Represents the vesting of outstanding performance share awards with respect to shares of NCC common stock for the four-year performance periods ending on December 31, 2019, 2020 and 2021, all of which were to be measured over a performance period that was not completed prior to the Effective Time, in the amounts determined by the Compensation Committee of the NCC board of directors in accordance with the applicable award agreements and the Agreement and Plan of Merger by and between NCC and CenterState, dated November 23, 2018 (the "Merger Agreement"). Row 2 · 2019-04-01 · Tax withholding · Disposed 8,840.37 · Balance 23,257.06 F1: Although the reporting person became irrevocably bound to dispose of shares of the Issuer ("NCC") in connection with the merger of NCC with and into CenterState Bank Corporation ("CenterState"), with CenterState as the surviving company (the "Merger"), on the closing date of the Merger, March 29, 2019, none of the transactions reported in this Form 4 occurred until the effective time of the Merger (12:01 a.m. Eastern Time on April 1, 2019) (the "Effective Time"). F3: Represents shares of NCC common stock withheld to satisfy tax obligations in connection with the vesting and settlement of the performance share awards described in footnotes 2 and 5 of this Form 4. F4: Represents the closing price of NCC common stock on March 27, 2019, the most recent practicable date prior to the Effective Time for the calculation of such withholdings. Row 3 · 2019-04-01 · Disposition to issuer · Disposed 23,257.06 · Balance 0 F1: Although the reporting person became irrevocably bound to dispose of shares of the Issuer ("NCC") in connection with the merger of NCC with and into CenterState Bank Corporation ("CenterState"), with CenterState as the surviving company (the "Merger"), on the closing date of the Merger, March 29, 2019, none of the transactions reported in this Form 4 occurred until the effective time of the Merger (12:01 a.m. Eastern Time on April 1, 2019) (the "Effective Time"). F5: Disposed of pursuant to the Merger Agreement in exchange for shares of CenterState common stock having a market value of $23.81 per share on March 29, 2019, the most recent practicable date prior to the Effective Time. Pursuant to the terms and conditions set forth in the Merger Agreement, (i) NCC's stockholders received 1.65 shares of CenterState common stock for each outstanding share of NCC common stock issued and outstanding immediately prior to the Effective Time, with cash payable in lieu of any fractional shares (the "Merger Consideration"), and (ii) the performance share awards were cancelled at the Effective Time in exchange for the right to receive the Merger Consideration in respect of each share of NCC common stock underlying the performance share awards, net of the withholding taxes described in footnotes 3 and 4 of this Form 4. As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of NCC common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2019-04-01 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2019-04-01 · Disposition to issuer · Disposed 23,288 · Balance 0 F1: Although the reporting person became irrevocably bound to dispose of shares of the Issuer ("NCC") in connection with the merger of NCC with and into CenterState Bank Corporation ("CenterState"), with CenterState as the surviving company (the "Merger"), on the closing date of the Merger, March 29, 2019, none of the transactions reported in this Form 4 occurred until the effective time of the Merger (12:01 a.m. Eastern Time on April 1, 2019) (the "Effective Time"). F5: Disposed of pursuant to the Merger Agreement in exchange for shares of CenterState common stock having a market value of $23.81 per share on March 29, 2019, the most recent practicable date prior to the Effective Time. Pursuant to the terms and conditions set forth in the Merger Agreement, (i) NCC's stockholders received 1.65 shares of CenterState common stock for each outstanding share of NCC common stock issued and outstanding immediately prior to the Effective Time, with cash payable in lieu of any fractional shares (the "Merger Consideration"), and (ii) the performance share awards were cancelled at the Effective Time in exchange for the right to receive the Merger Consideration in respect of each share of NCC common stock underlying the performance share awards, net of the withholding taxes described in footnotes 3 and 4 of this Form 4. As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of NCC common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-04-01 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2019-04-01 · Disposition to issuer · Disposed 10,369.28 · Balance 0 F6: Each of the phantom stock units is the economic equivalent of one share of NCC common stock. F1: Although the reporting person became irrevocably bound to dispose of shares of the Issuer ("NCC") in connection with the merger of NCC with and into CenterState Bank Corporation ("CenterState"), with CenterState as the surviving company (the "Merger"), on the closing date of the Merger, March 29, 2019, none of the transactions reported in this Form 4 occurred until the effective time of the Merger (12:01 a.m. Eastern Time on April 1, 2019) (the "Effective Time"). F7: Pursuant to the Merger Agreement, the deferrals of NCC common stock representing equity awards and director fees credited to participant accounts under the National Commerce Corporation Deferral of Compensation Plan for Key Employees and Non-Employee Directors were converted into the right to receive the Merger Consideration in respect of each such deferred share at the Effective Time. Immediately prior to such conversion, 4,594.34 shares of NCC common stock were withheld to satisfy tax obligations in connection with the conversion, calculated using the closing price of NCC common stock on March 27, 2019 ($38.76), the most recent practicable date prior to the Effective Time for the calculation of such withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Although the reporting person became irrevocably bound to dispose of shares of the Issuer ("NCC") in connection with the merger of NCC with and into CenterState Bank Corporation ("CenterState"), with CenterState as the surviving company (the "Merger"), on the closing date of the Merger, March 29, 2019, none of the transactions reported in this Form 4 occurred until the effective time of the Merger (12:01 a.m. Eastern Time on April 1, 2019) (the "Effective Time").
F2: Represents the vesting of outstanding performance share awards with respect to shares of NCC common stock for the four-year performance periods ending on December 31, 2019, 2020 and 2021, all of which were to be measured over a performance period that was not completed prior to the Effective Time, in the amounts determined by the Compensation Committee of the NCC board of directors in accordance with the applicable award agreements and the Agreement and Plan of Merger by and between NCC and CenterState, dated November 23, 2018 (the "Merger Agreement").
F3: Represents shares of NCC common stock withheld to satisfy tax obligations in connection with the vesting and settlement of the performance share awards described in footnotes 2 and 5 of this Form 4.
F4: Represents the closing price of NCC common stock on March 27, 2019, the most recent practicable date prior to the Effective Time for the calculation of such withholdings.
F5: Disposed of pursuant to the Merger Agreement in exchange for shares of CenterState common stock having a market value of $23.81 per share on March 29, 2019, the most recent practicable date prior to the Effective Time. Pursuant to the terms and conditions set forth in the Merger Agreement, (i) NCC's stockholders received 1.65 shares of CenterState common stock for each outstanding share of NCC common stock issued and outstanding immediately prior to the Effective Time, with cash payable in lieu of any fractional shares (the "Merger Consideration"), and (ii) the performance share awards were cancelled at the Effective Time in exchange for the right to receive the Merger Consideration in respect of each share of NCC common stock underlying the performance share awards, net of the withholding taxes described in footnotes 3 and 4 of this Form 4. As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of NCC common stock.
F6: Each of the phantom stock units is the economic equivalent of one share of NCC common stock.
F7: Pursuant to the Merger Agreement, the deferrals of NCC common stock representing equity awards and director fees credited to participant accounts under the National Commerce Corporation Deferral of Compensation Plan for Key Employees and Non-Employee Directors were converted into the right to receive the Merger Consideration in respect of each such deferred share at the Effective Time. Immediately prior to such conversion, 4,594.34 shares of NCC common stock were withheld to satisfy tax obligations in connection with the conversion, calculated using the closing price of NCC common stock on March 27, 2019 ($38.76), the most recent practicable date prior to the Effective Time for the calculation of such withholdings.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 19, 2026 18:23 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 4,000 | $108.93 | $435,720.00 |
DisclosureSEC source: 0001190221-26-000004 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,568 Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 3,680 | $105.44 | $388,019.20 |
DisclosureSEC source: 0001190221-26-000003 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,568 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 7,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001190221-26-000003 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,248 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. F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/24/23; PSUs vested after the 3-year performance period ending December 31, 2025. Read SEC document |
| January 20, 2026 Filed Jan 26, 2026 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 4,047 | $96.88 Strike: $96.88 | $392,073.36 |
DisclosureSEC source: 0001190221-26-000002 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,587 Underlying: Common Stock · 4,047 shares Expires 2029-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 20, 2026 Filed Jan 26, 2026 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 6,071 | $96.88 Strike: $96.88 | $588,158.48 |
DisclosureSEC source: 0001190221-26-000002 · primarydocument.xml · derivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,061 Underlying: Common Stock · 6,071 shares Expires 2028-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,787 | $94.11 | $168,174.57 |
DisclosureSEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 4 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,442 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 3 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,229 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. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,085 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001190221-26-000001 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,831 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. F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,109 | $102.49 | $421,131.41 |
DisclosureSEC source: 0001562180-25-001719 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,675 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:20 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 8,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001719 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,784 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. F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/19/22; PSUs vested after the 3-year performance period ending December 31, 2024. Read SEC document |
| January 29, 2025 Filed Jan 29, 2025 21:44 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 6,531 | $108.29 | $707,241.99 |
DisclosureSEC source: 0001562180-25-000667 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,107 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 3,430 | $100.90 Strike: $100.90 | $346,087.00 |
DisclosureSEC source: 0001562180-25-000482 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,094 Underlying: Common Stock · 3,430 shares Expires 2028-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/21/25. The awards will vest at a rate of one third on each January 1st, 2026, 2027 and 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/21/25. The awards will vest at a rate of one third on each January 1st, 2026, 2027 and 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 5,145 | $100.90 Strike: $100.90 | $519,130.50 |
DisclosureSEC source: 0001562180-25-000482 · primarydocument.xml · derivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,606 Underlying: Common Stock · 5,145 shares Expires 2027-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/21/25. The awards will vest following the 3-year performance period ending December 31, 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/21/25. The awards will vest following the 3-year performance period ending December 31, 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 3,664 | $99.48 | $364,494.72 |
DisclosureSEC source: 0001562180-25-000092 · primarydocument.xml · nonDerivative · entry 5 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,638 F5 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000092 · primarydocument.xml · nonDerivative · entry 4 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,302 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. F4 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000092 · primarydocument.xml · nonDerivative · entry 3 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,049 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. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 552 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000092 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,893 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000092 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,341 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. F1 · kind: Number of common shares issued pursuant to the completion of the hold period ending on 1/1/2025, applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2023; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 17:29 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008009 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,764 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| September 20, 2024 Filed Sep 20, 2024 20:21 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 5,000 | $100.00 | $500,000.00 |
DisclosureSEC source: 0001562180-24-006887 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,964 Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,471 | $84.04 | $375,742.84 |
DisclosureSEC source: 0001562180-24-002073 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,964 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 10,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002073 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,435 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. F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:41 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 3,761 | $81.89 Strike: $81.89 | $307,988.29 |
DisclosureSEC source: 0001562180-24-000617 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,240 Underlying: Common Stock · 3,761 shares Expires 2027-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/23/24. The awards will vest at a rate of one third on each January 1st, 2025, 2026 and 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/23/24. The awards will vest at a rate of one third on each January 1st, 2025, 2026 and 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:41 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 5,641 | $81.89 Strike: $81.89 | $461,941.49 |
DisclosureSEC source: 0001562180-24-000617 · primarydocument.xml · derivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,722 Underlying: Common Stock · 5,641 shares Expires 2026-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/23/24. The awards will vest following the 3-year performance period ending December 31, 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/23/24. The awards will vest following the 3-year performance period ending December 31, 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,403 | $84.45 | $118,483.35 |
DisclosureSEC source: 0001562180-24-000147 · primarydocument.xml · nonDerivative · entry 5 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,355 F5 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000147 · primarydocument.xml · nonDerivative · entry 4 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,758 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. F4 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000147 · primarydocument.xml · nonDerivative · entry 3 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,601 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. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000147 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,050 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000147 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,444 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. F1 · kind: Number of common shares issued pursuant to the completion of the hold period ending on 1/1/2024 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2022; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| May 28, 2023 Filed May 30, 2023 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,973 | $64.99 | $193,215.27 |
DisclosureSEC source: 0001562180-23-004563 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,830 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| May 28, 2023 Filed May 30, 2023 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 6,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004563 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,803 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. F1 · kind: Number of common shares issued pursuant to the time-vested Restricted Share Units ("RSU") vested on 5/28/2023; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 3,469 | $76.16 Strike: $76.16 | $264,199.04 |
DisclosureSEC source: 0001562180-23-000582 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,109 Underlying: Common Stock · 3,469 shares Expires 2026-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/24/23. The awards will vest at a rate of one third on each January 1st, 2024, 2025 and 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/24/23. The awards will vest at a rate of one third on each January 1st, 2024, 2025 and 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 5,204 | $76.16 Strike: $76.16 | $396,336.64 |
DisclosureSEC source: 0001562180-23-000582 · primarydocument.xml · derivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,081 Underlying: Common Stock · 5,204 shares Expires 2025-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/24/23. The awards will vest following the 3-year performance period ending December 31, 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/24/23. The awards will vest following the 3-year performance period ending December 31, 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 880 | $76.36 | $67,196.80 |
DisclosureSEC source: 0001562180-23-000134 · primarydocument.xml · nonDerivative · entry 4 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,101 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000134 · primarydocument.xml · nonDerivative · entry 3 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,981 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. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2023; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000134 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,430 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2023; RSU were awarded on 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000134 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,825 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. F1 · kind: Number of common shares issued pursuant to the completion of the two-year hold period ending on 12/31/2022 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2021; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| January 19, 2022 Filed Jan 19, 2022 21:33 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,654 | $85.95 Strike: $85.95 | $142,161.30 |
DisclosureSEC source: 0001562180-22-000507 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,410 Underlying: Common Stock · 1,654 shares Expires 2025-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/19/22. The awards will vest at a rate of one third on each January 1st, 2023, 2024 and 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/19/22. The awards will vest at a rate of one third on each January 1st, 2023, 2024 and 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 19, 2022 Filed Jan 19, 2022 21:33 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 6,616 | $85.95 Strike: $85.95 | $568,645.20 |
DisclosureSEC source: 0001562180-22-000507 · primarydocument.xml · derivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,877 Underlying: Common Stock · 6,616 shares Expires 2024-12-31 F1 · security: Number of Performance Share Units ("PSUs") awarded on 1/19/22. The awards will vest following the 3-year performance period ending December 31, 2024. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") awarded on 1/19/22. The awards will vest following the 3-year performance period ending December 31, 2024. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 301 | $80.11 | $24,113.11 |
DisclosureSEC source: 0001562180-22-000014 · primarydocument.xml · nonDerivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,211 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000014 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,512 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. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSU") vested on 1/1/2022; RSU were awarded on 1/26/21, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| July 26, 2021 Filed Jul 26, 2021 15:33 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 1,000 | $71.00 | $71,000.00 |
DisclosureSEC source: 0001562180-21-005061 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,907 Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 00:52 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,816 | $72.31 Strike: $72.31 | $131,314.96 |
DisclosureSEC source: 0001562180-21-000577 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,361 Underlying: Common Stock · 1,816 shares Expires 2024-01-26 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/26/21. The awards will vest at a rate of one third on each January 26th, 2022, 2023 and 2024. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/26/21. The awards will vest at a rate of one third on each January 26th, 2022, 2023 and 2024. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 00:52 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 7,261 | $72.31 Strike: $72.31 | $525,042.91 |
DisclosureSEC source: 0001562180-21-000577 · primarydocument.xml · derivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,261 Underlying: Common Stock · 7,261 shares Expires 2023-12-31 F1 · security: Number of Performance Share Units ("PSUs") awarded on 1/26/21. The awards will vest after the 3-year performance period ending December 31, 2023. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") awarded on 1/26/21. The awards will vest after the 3-year performance period ending December 31, 2023. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:31 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 22,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004365 · primarydocument.xml · derivative · entry 4 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,331 shares Expires not disclosed F4 · derivative.exercise_price: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F4 · price: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F4 · derivative.exercise_date: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F4 · derivative.expiration_date: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:31 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 6,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004365 · primarydocument.xml · derivative · entry 3 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,141 shares Expires not disclosed F3 · derivative.exercise_price: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F3 · price: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F3 · derivative.exercise_date: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F3 · derivative.expiration_date: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:31 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 13,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004365 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,203 shares Expires not disclosed F2 · derivative.exercise_price: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F2 · price: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F2 · derivative.exercise_date: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F2 · derivative.expiration_date: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:31 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerCommon Stock | 96,326 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004365 · primarydocument.xml · nonDerivative · entry 1 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. Read SEC document |
| May 28, 2020 Filed May 29, 2020 18:00 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 22,331 | $14.89 Strike: $14.89 | $332,508.59 |
DisclosureSEC source: 0001562180-20-004017 · primarydocument.xml · derivative · entry 2 MATTHEWS WILLIAM E V · CIK 0001190221 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,472 Underlying: Common Stock · 22,331 shares Expires 2023-05-28 F2 · security: Number of time vested Restricted Share Units ("RSU") awarded on 5/28/2020. The awards will cliff vest on 5/28/2023. F2 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") awarded on 5/28/2020. The awards will cliff vest on 5/28/2023. 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.