Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Chief Accounting Officer | August 03, 2026 | August 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SOUTHERN FIRST BANCSHARES INC
Report date August 03, 2026 · Filed August 13, 2026 · Amendment
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 | 6,700 |
Last balance in matching sequence
After 2026-08-04 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-03 · Sale · Disposed 1,500 · Balance 5,200 Row 2 · 2026-08-04 · Exercise / conversion · Acquired 1,500 · Balance 6,700 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.65 · Expires 2027-01-17 | Direct | 0 |
Reported balance
After 2026-08-04 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-08-04 · Exercise / conversion · Disposed 1,500 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 04, 2026 Filed Aug 4, 2026 18:50 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $35.65 | $0.00 |
DisclosureSEC source: 0001090009-26-000090 · form4.xml · derivative · entry 2 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2027-01-17 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 |
| August 04, 2026 Filed Aug 13, 2026 15:55 UTC Amendment | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $35.65 | $0.00 |
DisclosureSEC source: 0001090009-26-000092 · form4a.xml · derivative · entry 3 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2027-01-17 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 |
| August 04, 2026 Filed Aug 13, 2026 15:55 UTC Amendment | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionCommon Stock | 1,500 | $35.65 | $53,475.00 |
DisclosureSEC source: 0001090009-26-000092 · form4a.xml · nonDerivative · entry 2 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,700 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 |
| August 03, 2026 Filed Aug 4, 2026 18:50 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,500 | $63.00 | $94,500.00 |
DisclosureSEC source: 0001090009-26-000090 · form4.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,200 Read SEC document |
| August 03, 2026 Filed Aug 13, 2026 15:55 UTC Amendment | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,500 | $63.00 | $94,500.00 |
DisclosureSEC source: 0001090009-26-000092 · form4a.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,200 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:13 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Tax withholdingCommon Stock | 135 | $54.94 | $7,416.90 |
DisclosureSEC source: 0001090009-26-000008 · form4.xml · nonDerivative · entry 2 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,700 F2 · shares: Reflects shares of Issuer's common stock withheld to satisfy tax withholding obligations upon vesting of restricted stock awards. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:13 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-26-000008 · form4.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,835 F1 · shares: Represents grant of restricted stock units. The restricted stock vests equally over four years. Read SEC document |
| November 24, 2025 Filed Nov 25, 2025 20:25 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000048 · form4.xml · derivative · entry 3 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 1,500 shares Expires 2026-01-19 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 |
| November 24, 2025 Filed Nov 25, 2025 20:25 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionCommon Stock | 1,500 | $23.00 | $34,500.00 |
DisclosureSEC source: 0001090009-25-000048 · form4.xml · nonDerivative · entry 2 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,960 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 |
| November 21, 2025 Filed Nov 25, 2025 20:25 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,258 | $50.00 | $62,900.00 |
DisclosureSEC source: 0001090009-25-000048 · form4.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,460 Read SEC document |
| November 04, 2025 Filed Nov 4, 2025 19:41 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Tax withholdingCommon Stock | 77 | $44.11 | $3,396.47 |
DisclosureSEC source: 0001090009-25-000040 · primary_doc.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,718 F1 · shares: Reflects shares of Issuer's common stock withheld to satisfy tax withholding obligations upon vesting of restricted stock awards. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 17:48 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Tax withholdingCommon Stock | 45 | $36.58 | $1,646.10 |
DisclosureSEC source: 0001090009-25-000002 · primary_doc.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,795 F1 · shares: Reflects shares of Issuer's common stock withheld to satisfy tax withholding obligations upon vesting of restricted stock awards. Read SEC document |
| November 25, 2024 Filed Nov 25, 2024 20:57 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Options (right to buy) · Derivative | 1,500 | $16.78 Strike: $16.78 | $25,170.00 |
DisclosureSEC source: 0001090009-24-000023 · primary_doc.xml · derivative · entry 3 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 1,500 shares Expires 2025-01-20 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 |
| November 25, 2024 Filed Nov 25, 2024 20:57 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 1,000 | $45.23 | $45,230.00 |
DisclosureSEC source: 0001090009-24-000023 · primary_doc.xml · nonDerivative · entry 2 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,840 Read SEC document |
| November 25, 2024 Filed Nov 25, 2024 20:57 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 1,500 | $16.78 | $25,170.00 |
DisclosureSEC source: 0001090009-24-000023 · primary_doc.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,840 Read SEC document |
| October 14, 2024 Filed Oct 22, 2024 16:57 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 1,000 | $35.72 | $35,720.00 |
DisclosureSEC source: 0001090009-24-000022 · primary_doc.xml · nonDerivative · entry 1 Fairchild Julie Ann · CIK 0002042013 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,340 F1 · shares: On October 14, 2024, Ms. Fairchild was awarded 1,000 shares of restricted stock under the Southern First Bancshares, Inc. 2020 Equity Incentive Plan. The restricted stock vests equally over four years. 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.