Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cboe Global Markets, Inc.CBOE · Entity 3134 | Director | August 12, 2026 | August 14, 2026 |
| SouthState Bank CorpSSB · Entity 3523 | Director | May 01, 2026 | May 04, 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.
Cboe Global Markets, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,870 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Sale · Disposed 937 · Balance 12,870 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026.
SouthState Bank Corp
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $97.48 · Expires 2026-11-01 | Direct | 1,050 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 1,050 · Balance 1,050 F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Independent Bank Group, Inc.
Report date January 01, 2025 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. 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 2025-01-01 transaction · row 1
1 source rowRow 1 · 2025-01-01 · Disposition to issuer · Disposed 3,286 · Balance 0 F1: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48.
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 12, 2026 Filed Aug 14, 2026 20:39 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | SaleCommon Stock | 937 | $278.95 | $261,376.15 |
DisclosureSEC source: 0001493848-26-000005 · form4-08142026_080819.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,870 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026. Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:34 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | SaleCommon Stock | 1,223 | $358.09 | $437,944.07 |
DisclosureSEC source: 0001493848-26-000004 · form4-05202026_080514.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,807 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2026. Read SEC document |
| May 14, 2026 Filed May 18, 2026 19:30 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001493848-26-000003 · form4-05182026_030513.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,030 F1 · price: Represents a restricted stock unit award granted under the Company's Third Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock that will vest on May 14, 2027, provided that the filing person has remained in service continuously through such date. Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:02 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,050 | $97.48 Strike: $97.48 | $102,354.00 |
DisclosureSEC source: 0001493848-26-000002 · primarydocument.xml · derivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 1,050 shares Expires 2026-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026. Read SEC document |
| December 31, 2025 Filed Feb 10, 2026 22:26 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 23 | $94.11 | $2,164.53 |
DisclosureSEC source: 0001493848-26-000001 · primarydocument.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,453 F1 · kind: Year-end update for shares held in reporting person's DRIP. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:38 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001493848-25-000002 · primarydocument.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,430 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. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25. Read SEC document |
| July 30, 2025 Filed Jul 30, 2025 20:39 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 3,338 | $97.31 | $324,820.78 |
DisclosureSEC source: 0001562180-25-005574 · primarydocument.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,294 Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 17:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 267 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005492 · primarydocument.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,956 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 time vested Restricted Share Units ("RSU") granted on 1/22/2025 as part of the stock component of the annual director fees (prorated). The RSU cliff vested on 7/22/2025. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:38 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-012368 · form4-05082025_080533.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,500 F1 · price: Represents a restricted stock unit award granted under the Company's Third Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock that will vest on May 6, 2026, provided that the filing person has remained in service continuously through such date. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:29 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,136 | $87.65 Strike: $87.65 | $99,570.40 |
DisclosureSEC source: 0001562180-25-003487 · primarydocument.xml · derivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,403 Underlying: Common Stock · 1,136 shares Expires 2025-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 20:10 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 2,717 | $92.02 | $250,018.34 |
DisclosureSEC source: 0001562180-25-002288 · primarydocument.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,689 Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 22:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 267 | $99.47 Strike: $99.47 | $26,558.49 |
DisclosureSEC source: 0001562180-25-000490 · primarydocument.xml · derivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267 Underlying: Common Stock · 267 shares Expires 2025-07-22 F1 · security: Number of time vested Restricted Share Units ("RSU") granted on 1/22/2025 as part of the stock component of the annual director fees (prorated). The units will cliff vest 6 months from the grant date. F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 1/22/2025 as part of the stock component of the annual director fees (prorated). The units will cliff vest 6 months from the grant date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 16:12 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | Disposition to issuerCommon Stock | 3,286 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001564618-25-000024 · wk-form4_1735920764.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Merger Agreement, each share of Independent Common Stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive 0.60 shares of common stock, par value $2.50 per share, of SouthState (SouthState Common Stock). Shares reported include restricted stock awards. Pursuant to the Merger Agreement, each outstanding restricted stock award was fully vested, cancelled and converted into the right to receive SouthState Common Stock equal to the product (rounded to the nearest whole number) of (i) the number of Independent Common Stock subject to such restricted stock award immediately prior to the effective time of the Merger multiplied by (ii) 0.60. On December 31, 2024 (the day prior to the Merger), the closing price of one share of SouthState Common stock was $99.48. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 23:41 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001564618-24-000103 · wk-form4_1720050092.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,286 F1 · price: The reporting person acquired the shares pursuant to a grant under the Issuer's 2022 Equity Incentive Plan. Such shares vest one year from the anniversary of the date of grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:39 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-013773 · form4-05202024_080523.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,771 F1 · price: Represents a restricted stock unit award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock that will vest on May 16, 2025, provided that the filing person has remained in service continuously through such date. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:15 UTC | Independent Bank Group, Inc. IBTX · Entity 84480 | GrantCommon Stock | 1,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001564618-23-000114 · wk-form4_1688588122.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,738 F1 · price: The reporting person acquired the shares pursuant to a grant under the Issuer's 2022 Equity Incentive Plan. Such shares vest one year from the anniversary of the date of grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:42 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008004 · form4-05152023_080518.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,834 F1 · price: Represents a restricted stock unit award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Each restricted stock unit represents a contingent right to receive one share of Cboe Global Markets, Inc. common stock that will vest on May 11, 2024, provided that the filing person has remained in service continuously through such date. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:17 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005014 · form4-05162022_010516.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,611 F1 · price: Represents a restricted stock award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:25 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | SaleCommon Stock | 5,000 | $133.37 | $666,850.00 |
DisclosureSEC source: 0001179110-21-009930 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,163 Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:19 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005406 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,163 F1 · price: Represents a restricted stock award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 12, 2020 Filed May 14, 2020 20:23 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005984 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,887 F1 · price: Represents a restricted stock award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:47 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | SaleCommon Stock | 8,000 | $124.36 | $994,880.00 |
DisclosureSEC source: 0001179110-20-002598 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,405 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.32 to $124.37. The reporting person undertakes to provide to Cboe Global Markets, Inc., any security holder of Cboe Global Markets, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:12 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006394 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,405 F1 · price: Represents a restricted stock award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:11 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007199 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,169 F1 · price: Represents a restricted stock award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 18, 2017 Filed May 22, 2017 21:44 UTC | Cboe Global Markets, Inc. CBOE · Entity 3134 | GrantCommon Stock | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007742 · edgar.xml · nonDerivative · entry 1 Froetscher Janet P · CIK 0001493848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,061 F1 · price: Represents a restricted stock award granted under the Company's Second Amended and Restated Long-Term Incentive Plan, which meets the requirements of Rule 16b-3. 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.