Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Chief Strategy Officer | August 12, 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.
SouthState Bank Corp
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,935 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Gift · Disposed 3,000 · Balance 49,935 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 (1)
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 56,570 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-07 · Disposition to issuer · Disposed 5,371 · Balance 0 F2: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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. |
| 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 4,150 · Balance 0 F3: Disposition of PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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. |
| Performance 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 7,613 · Balance 0 F4: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2017 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2021 and then are subject to a mandatory two-year hold period ending on 1/1/2023. 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. |
| Performance 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 7,269 · Balance 0 F5: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2018 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2022 and then are subject to a mandatory two-year hold period ending on 1/1/2024. 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 target 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. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-06-07 · Disposition to issuer · Disposed 24,896 · Balance 0 F6: Disposition of 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-06-07 · Disposition to issuer · Disposed 1,165 · Balance 0 F7: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-06-07 · Disposition to issuer · Disposed 2,470 · Balance 0 F8: Disposition of RSUs awarded on 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-06-07 · Disposition to issuer · Disposed 5,755 · Balance 0 F9: Disposition of RSUs awarded on 9/19/17. The RSUs vest one-third on January 1st 2019, 2020 and 2021 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-06-07 · Disposition to issuer · Disposed 6,246 · Balance 0 F10: Disposition of RSUs awarded on 9/12/18. The RSUs vest one-third on January 1st 2020, 2021 and 2022 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 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-06-07 · Disposition to issuer · Disposed 11,579 · Balance 0 F11: Disposition of 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 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-06-07 · Disposition to issuer · Disposed 44,326 · Balance 0 F12: 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.
F10: Disposition of RSUs awarded on 9/12/18. The RSUs vest one-third on January 1st 2020, 2021 and 2022 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.
F11: Disposition of 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.
F12: 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.
F2: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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 PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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.
F4: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2017 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2021 and then are subject to a mandatory two-year hold period ending on 1/1/2023. 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.
F5: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2018 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2022 and then are subject to a mandatory two-year hold period ending on 1/1/2024. 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 target 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.
F6: Disposition of 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.
F7: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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.
F8: Disposition of RSUs awarded on 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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.
F9: Disposition of RSUs awarded on 9/19/17. The RSUs vest one-third on January 1st 2019, 2020 and 2021 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.
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 13, 2026 14:07 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001492765-26-000004 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,935 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,122 | $105.44 | $434,623.68 |
DisclosureSEC source: 0001492765-26-000003 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,935 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 10,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001492765-26-000003 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,057 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/24/23; PSUs vested after the 3-year performance period ending December 31, 2025. Read SEC document |
| January 20, 2026 Filed Jan 26, 2026 21:57 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 5,257 | $96.88 Strike: $96.88 | $509,298.16 |
DisclosureSEC source: 0001492765-26-000002 · primarydocument.xml · derivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,893 Underlying: Common Stock · 5,257 shares Expires 2029-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 20, 2026 Filed Jan 26, 2026 21:57 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 7,886 | $96.88 Strike: $96.88 | $763,995.68 |
DisclosureSEC source: 0001492765-26-000002 · primarydocument.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,018 Underlying: Common Stock · 7,886 shares Expires 2028-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,856 | $94.11 | $174,668.16 |
DisclosureSEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 4 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,624 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,480 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,994 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001492765-26-000001 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,329 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| September 18, 2025 Filed Sep 18, 2025 21:19 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001492765-25-000003 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,784 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 20:34 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-006033 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,534 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,583 | $102.49 | $469,711.67 |
DisclosureSEC source: 0001562180-25-001720 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,284 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 11,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001720 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,867 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/19/22; PSUs vested after the 3-year performance period ending December 31, 2024. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 4,457 | $100.90 Strike: $100.90 | $449,711.30 |
DisclosureSEC source: 0001562180-25-000481 · primarydocument.xml · derivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,332 Underlying: Common Stock · 4,457 shares Expires 2028-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/21/25. The awards will vest at a rate of one third on each January 1st, 2026, 2027 and 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/21/25. The awards will vest at a rate of one third on each January 1st, 2026, 2027 and 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 6,686 | $100.90 Strike: $100.90 | $674,617.40 |
DisclosureSEC source: 0001562180-25-000481 · primarydocument.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,978 Underlying: Common Stock · 6,686 shares Expires 2027-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/21/25. The awards will vest following the 3-year performance period ending December 31, 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/21/25. The awards will vest following the 3-year performance period ending December 31, 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,971 | $99.48 | $494,515.08 |
DisclosureSEC source: 0001562180-25-000095 · primarydocument.xml · nonDerivative · entry 5 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,265 F5 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000095 · primarydocument.xml · nonDerivative · entry 4 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000095 · primarydocument.xml · nonDerivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,572 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 738 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000095 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 8,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000095 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,288 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the completion of the hold period ending on 1/1/2025, applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2023; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 21:47 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006510 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,658 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:36 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006402 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,158 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:19 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,449 | $84.04 | $373,893.96 |
DisclosureSEC source: 0001562180-24-002072 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,158 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:19 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 13,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002072 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,607 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the Performance Share Units ("PSUs") awarded on 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:40 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 4,994 | $81.89 Strike: $81.89 | $408,958.66 |
DisclosureSEC source: 0001562180-24-000616 · primarydocument.xml · derivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,982 Underlying: Common Stock · 4,994 shares Expires 2027-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/23/24. The awards will vest at a rate of one third on each January 1st, 2025, 2026 and 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/23/24. The awards will vest at a rate of one third on each January 1st, 2025, 2026 and 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:40 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 7,491 | $81.89 Strike: $81.89 | $613,437.99 |
DisclosureSEC source: 0001562180-24-000616 · primarydocument.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,001 Underlying: Common Stock · 7,491 shares Expires 2026-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/23/24. The awards will vest following the 3-year performance period ending December 31, 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/23/24. The awards will vest following the 3-year performance period ending December 31, 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,332 | $84.45 | $196,937.40 |
DisclosureSEC source: 0001562180-24-000148 · primarydocument.xml · nonDerivative · entry 5 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,128 F5 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000148 · primarydocument.xml · nonDerivative · entry 4 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000148 · primarydocument.xml · nonDerivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,914 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000148 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,177 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:14 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000148 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,367 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the completion of the hold period ending on 1/1/2024 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2022; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 14:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-007747 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,404 F1 · kind: (1) Read SEC document |
| August 04, 2023 Filed Aug 4, 2023 20:41 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006193 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,404 F1 · kind: Bona fide gift to a charitable organization. F1 · acquired: Bona fide gift to a charitable organization. Read SEC document |
| May 28, 2023 Filed May 30, 2023 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,390 | $64.99 | $285,306.10 |
DisclosureSEC source: 0001562180-23-004562 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,404 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| May 28, 2023 Filed May 30, 2023 18:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 13,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004562 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time-vested Restricted Share Units ("RSU") vested on 5/28/2023; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 4,637 | $76.16 Strike: $76.16 | $353,153.92 |
DisclosureSEC source: 0001562180-23-000581 · primarydocument.xml · derivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,165 Underlying: Common Stock · 4,637 shares Expires 2026-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/24/23. The awards will vest at a rate of one third on each January 1st, 2024, 2025 and 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/24/23. The awards will vest at a rate of one third on each January 1st, 2024, 2025 and 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 6,955 | $76.16 Strike: $76.16 | $529,692.80 |
DisclosureSEC source: 0001562180-23-000581 · primarydocument.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,510 Underlying: Common Stock · 6,955 shares Expires 2025-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/24/23. The awards will vest following the 3-year performance period ending December 31, 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/24/23. The awards will vest following the 3-year performance period ending December 31, 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,046 | $76.36 | $156,232.56 |
DisclosureSEC source: 0001562180-23-000133 · primarydocument.xml · nonDerivative · entry 4 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,492 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000133 · primarydocument.xml · nonDerivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,538 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2023; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 809 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000133 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2023; RSU were awarded on 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:56 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000133 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the completion of the two-year hold period ending on 12/31/2022 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2021; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| December 31, 2022 Filed Feb 2, 2023 20:52 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000820 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,492 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 21:42 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 411 | $87.80 | $36,085.80 |
DisclosureSEC source: 0001562180-22-001692 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,349 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 21:42 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001692 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,760 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the completion of the hold period ending on 2/18/22 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/20; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| January 19, 2022 Filed Jan 19, 2022 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 2,212 | $85.95 Strike: $85.95 | $190,121.40 |
DisclosureSEC source: 0001562180-22-000506 · primarydocument.xml · derivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,432 Underlying: Common Stock · 2,212 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 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 8,846 | $85.95 Strike: $85.95 | $760,313.70 |
DisclosureSEC source: 0001562180-22-000506 · primarydocument.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,555 Underlying: Common Stock · 8,846 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 18:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 788 | $80.11 | $63,126.68 |
DisclosureSEC source: 0001562180-22-000015 · primarydocument.xml · nonDerivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,515 F3 · 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 18:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 809 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000015 · primarydocument.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Number of common shares issued pursuant to the time vested 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 |
| January 01, 2022 Filed Jan 3, 2022 18:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000015 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,494 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the completion of the two-year hold period ending on 12/31/21 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/20; RSU were assumed by South State Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| December 31, 2021 Filed Jan 26, 2022 20:34 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000662 · primarydocument.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,515 F1 · kind: Bona fide gift to a charitable organization. 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.