Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | President | August 14, 2026 | August 14, 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 14, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,237 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Gift · Disposed 1,000 · Balance 55,237 F1: Bona fide gift to a charitable organization. |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift to a charitable organization.
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 145,237 · 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. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2020-06-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-06-07 · Disposition to issuer · Disposed 33,844 · 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-06-07 · Disposition to issuer · Disposed 23,506 · 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 91,090.43 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 8,841.68 · Balance 82,248.75 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 82,248.75 · 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 20,512 · 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 the reporting person's daughter | 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 1,663 · 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 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · 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, 4,595.03 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, 4,595.03 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 |
|---|---|---|---|---|---|---|
| October 27, 2022 Filed Oct 27, 2022 17:58 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-007341 · primarydocument.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,792 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| January 19, 2022 Filed Jan 19, 2022 21:33 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,261 | $85.95 Strike: $85.95 | $108,382.95 |
DisclosureSEC source: 0001562180-22-000508 · primarydocument.xml · derivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,080 Underlying: Common Stock · 1,261 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 | 5,041 | $85.95 Strike: $85.95 | $433,273.95 |
DisclosureSEC source: 0001562180-22-000508 · primarydocument.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,573 Underlying: Common Stock · 5,041 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 18:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 220 | $80.11 | $17,624.20 |
DisclosureSEC source: 0001562180-22-000020 · primarydocument.xml · nonDerivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,357 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 18:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000020 · primarydocument.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,577 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 |
| December 07, 2021 Filed Dec 7, 2021 18:49 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-007521 · primarydocument.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,116 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 00:52 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,383 | $72.31 Strike: $72.31 | $100,004.73 |
DisclosureSEC source: 0001562180-21-000578 · primarydocument.xml · derivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,280 Underlying: Common Stock · 1,383 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 | 5,532 | $72.31 Strike: $72.31 | $400,018.92 |
DisclosureSEC source: 0001562180-21-000578 · primarydocument.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,532 Underlying: Common Stock · 5,532 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 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 23,506 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004366 · primarydocument.xml · derivative · entry 5 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,506 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 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 6,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004366 · primarydocument.xml · derivative · entry 4 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 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 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 13,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004366 · primarydocument.xml · derivative · entry 3 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 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 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerCommon Stock | 33,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004366 · primarydocument.xml · nonDerivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA 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 |
| June 07, 2020 Filed Jun 9, 2020 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerCommon Stock | 145,237 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004366 · primarydocument.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 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 | 23,506 | $14.89 Strike: $14.89 | $350,004.34 |
DisclosureSEC source: 0001562180-20-004016 · primarydocument.xml · derivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,647 Underlying: Common Stock · 23,506 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 |
| May 28, 2020 Filed May 29, 2020 18:00 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 13,203 | $16.12 Strike: $16.12 | $212,832.36 |
DisclosureSEC source: 0001562180-20-004016 · primarydocument.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,203 Underlying: Common Stock · 13,203 shares Expires 2025-01-01 F1 · security: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then subject to a mandatory two-year hold period ending on 1/1/2025. F1 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then subject to a mandatory two-year hold period ending on 1/1/2025. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 16:26 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 6,141 | $23.86 Strike: $23.86 | $146,524.26 |
DisclosureSEC source: 0001562180-19-004782 · primarydocument.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Bank CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,141 Underlying: Common Stock · 6,141 shares Expires 2023-01-01 F1 · security: Number of time vested Restricted Share Units ("RSU") awarded on 9/10/19. The awards will vest at a rate of one third on each January 1st, 2021, 2022 and 2023. There is a two year holding period after each vested date. The units are exchangeable with the company's common stock at the exchange rate of 1 for 1 after the vesting date and holding period. F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") awarded on 9/10/19. The awards will vest at a rate of one third on each January 1st, 2021, 2022 and 2023. There is a two year holding period after each vested date. The units are exchangeable with the company's common stock at the exchange rate of 1 for 1 after the vesting date and holding period. Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 19:06 UTC | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerPhantom Stock Units · Derivative | 10,369.28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000119 · edgar.xml · derivative · entry 6 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,369.28 shares Expires not disclosed F6 · derivative.exercise_price: Each of the phantom stock units is the economic equivalent of one share of NCC common stock. F1 · date: 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 · price: 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, 4,595.03 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. F7 · derivative.exercise_date: 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, 4,595.03 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. F7 · derivative.expiration_date: 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, 4,595.03 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. Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 19:06 UTC | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerCommon Stock | 1,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000119 · edgar.xml · nonDerivative · entry 5 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By the reporting person's daughter Disclosed balance after: 0 F1 · date: 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 · price: Disposed of pursuant to the Merger Agreement in exchange for shares of CenterState common stock having a market value of $39.21 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. Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 19:06 UTC | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerCommon Stock | 20,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000119 · edgar.xml · nonDerivative · entry 4 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 F1 · date: 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 · price: Disposed of pursuant to the Merger Agreement in exchange for shares of CenterState common stock having a market value of $39.21 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. Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 19:06 UTC | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerCommon Stock | 82,248.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000119 · edgar.xml · nonDerivative · entry 3 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: 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 · price: Disposed of pursuant to the Merger Agreement in exchange for shares of CenterState common stock having a market value of $39.21 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. Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 19:06 UTC | National Commerce Corp NCOM · Entity 158507 | Tax withholdingCommon Stock | 8,841.68 | $38.76 | $342,703.52 |
DisclosureSEC source: 0001247524-19-000119 · edgar.xml · nonDerivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,248.75 F1 · date: 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 · shares: 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 · price: 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. Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 19:06 UTC | National Commerce Corp NCOM · Entity 158507 | GrantCommon Stock | 19,952.43 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000119 · edgar.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,090.43 F1 · date: 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 · price: 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"). Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 18:46 UTC Amendment | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerPhantom Stock Units · Derivative | 10,369.28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000165 · edgar.xml · derivative · entry 6 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,369.28 shares Expires not disclosed F6 · derivative.exercise_price: Each of the phantom stock units is the economic equivalent of one share of NCC common stock. F1 · date: 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 · price: 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, 4,595.03 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. F7 · derivative.exercise_date: 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, 4,595.03 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. F7 · derivative.expiration_date: 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, 4,595.03 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. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 18:46 UTC Amendment | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerCommon Stock | 1,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000165 · edgar.xml · nonDerivative · entry 5 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By the reporting person's daughter Disclosed balance after: 0 F1 · date: 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 · price: 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. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 18:46 UTC Amendment | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerCommon Stock | 20,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000165 · edgar.xml · nonDerivative · entry 4 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 F1 · date: 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 · price: 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. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 18:46 UTC Amendment | National Commerce Corp NCOM · Entity 158507 | Disposition to issuerCommon Stock | 82,248.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000165 · edgar.xml · nonDerivative · entry 3 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: 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 · price: 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. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 18:46 UTC Amendment | National Commerce Corp NCOM · Entity 158507 | Tax withholdingCommon Stock | 8,841.68 | $38.76 | $342,703.52 |
DisclosureSEC source: 0001247524-19-000165 · edgar.xml · nonDerivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,248.75 F1 · date: 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 · shares: 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 · price: 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. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 18:46 UTC Amendment | National Commerce Corp NCOM · Entity 158507 | GrantCommon Stock | 19,952.43 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001247524-19-000165 · edgar.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,090.43 F1 · date: 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 · price: 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"). Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 20:56 UTC | National Commerce Corp NCOM · Entity 158507 | GrantPhantom Stock Units · Derivative | 2,724.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-19-000062 · edgar.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,369.28 Underlying: Common Stock · 2,724.76 shares Expires not disclosed F1 · derivative.exercise_price: Each of the phantom stock units is the economic equivalent of one share of the Issuer's common stock. F2 · shares: Reflects phantom stock units acquired through participation in the National Commerce Corporation Deferral of Compensation Plan for Key Employees and Non-Employee Directors (the "Deferral Plan") in connection with the deferral of the amount due to the reporting person upon settlement of a performance share award originally granted to the reporting person as of January 1, 2015 pursuant to the National Commerce Corporation 2011 Equity Incentive Plan. F3 · derivative.exercise_date: The phantom stock units are to be settled in shares of the Issuer's common stock in accordance with the Deferral Plan at the end of the deferral period. F3 · derivative.expiration_date: The phantom stock units are to be settled in shares of the Issuer's common stock in accordance with the Deferral Plan at the end of the deferral period. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 22:12 UTC | National Commerce Corp NCOM · Entity 158507 | Exercise / conversionEmployee Stock Option · Derivative | 23,500 | $0.00 Strike: $14.57 | $0.00 |
DisclosureSEC source: 0001247524-18-000170 · edgar.xml · derivative · entry 5 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,500 shares Expires 2021-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 22:12 UTC | National Commerce Corp NCOM · Entity 158507 | Tax withholdingCommon Stck | 13,922 | $34.44 | $479,473.68 |
DisclosureSEC source: 0001247524-18-000170 · edgar.xml · nonDerivative · entry 2 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,138 Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 22:12 UTC | National Commerce Corp NCOM · Entity 158507 | Exercise / conversionCommon Stock | 23,500 | $14.57 | $342,395.00 |
DisclosureSEC source: 0001247524-18-000170 · edgar.xml · nonDerivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,060 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 09, 2018 Filed Mar 9, 2018 14:26 UTC | National Commerce Corp NCOM · Entity 158507 | GrantPhantom Stock Units · Derivative | 3,082.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-18-000068 · edgar.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,644.52 Underlying: Common Stock · 3,082.47 shares Expires not disclosed F1 · derivative.exercise_price: Each of the phantom stock units is the economic equivalent of one share of the Issuer's common stock. F2 · shares: Reflects phantom stock units acquired through participation in the National Commerce Corporation Deferral of Compensation Plan for Key Employees and Non-Employee Directors (the "Deferral Plan") in connection with the deferral of the amount due to the reporting person upon settlement of a performance share award originally granted to the reporting person as of January 1, 2014 pursuant to the National Commerce Corporation 2011 Equity Incentive Plan. F3 · derivative.exercise_date: The phantom stock units are to be settled in shares of the Issuer's common stock in accordance with the Deferral Plan at the end of the deferral period. F3 · derivative.expiration_date: The phantom stock units are to be settled in shares of the Issuer's common stock in accordance with the Deferral Plan at the end of the deferral period. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 17:18 UTC | National Commerce Corp NCOM · Entity 158507 | GrantPhantom Stock Units · Derivative | 2,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001247524-17-000021 · edgar.xml · derivative · entry 1 MURRAY RICHARD IV · CIK 0001192982 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,562.05 Underlying: Common Stock · 2,418 shares Expires not disclosed F1 · derivative.exercise_price: Each of the phantom stock units is the economic equivalent of one share of the Issuer's common stock. F2 · shares: Reflects phantom stock units acquired through participation in the National Commerce Corporation Deferral of Compensation Plan for Key Employees and Non-Employee Directors (the "Deferral Plan") in connection with the deferral of the amount due to the reporting person upon settlement of a performance share award originally granted to the reporting person as of January 1, 2013 pursuant to the National Commerce Corporation 2011 Equity Incentive Plan. F3 · derivative.exercise_date: The phantom stock units are to be settled in shares of the Issuer's common stock in accordance with the Deferral Plan at the end of the deferral period. F3 · derivative.expiration_date: The phantom stock units are to be settled in shares of the Issuer's common stock in accordance with the Deferral Plan at the end of the deferral period. 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.