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 |
|---|---|---|---|---|---|---|
| February 13, 2018 Filed Feb 15, 2018 13:04 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 6,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010276 · doc4.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,366 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: Issued pursuant to 2/8/16 stock grant award. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:20 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 3,283 | $27.50 | $90,282.50 |
DisclosureSEC source: 0001209191-18-007839 · doc4.xml · nonDerivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,556 F3 · kind: Withholding of shares to pay tax liability applicable to the stock options exercised and vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:20 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007839 · doc4.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,839 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: Issued pursuant to 2/2/10 stock grant award. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:20 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 8,975 | $15.16 | $136,061.00 |
DisclosureSEC source: 0001209191-18-007839 · doc4.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,839 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: Exercise Incentive Stock Option Read SEC document |
| December 23, 2017 Filed Dec 26, 2017 11:45 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 450 | $26.46 | $11,907.00 |
DisclosureSEC source: 0001209191-17-067177 · doc4.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,364 F1 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities in accordance with Rule 16(b)-3. Read SEC document |
| December 20, 2017 Filed Jan 29, 2018 12:29 UTC | CenterState Bank Corp CSFL · Entity 148589 | GiftCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005782 · doc5.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,864 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| October 03, 2017 Filed Jan 29, 2018 12:29 UTC | CenterState Bank Corp CSFL · Entity 148589 | GiftCommon Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005782 · doc5.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,514 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 16:02 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 5,755 | $25.25 Strike: $25.25 | $145,313.75 |
DisclosureSEC source: 0001209191-17-053588 · doc4.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,954 Underlying: Common Stock · 5,755 shares Expires 2021-01-01 F1 · security: Number of time vested Restricted Share Units ("RSU") awarded on 9/19/17. The awards will vest at a rate of one third on each January 1st, 2019, 2020 and 2021. 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 9/19/17. The awards will vest at a rate of one third on each January 1st, 2019, 2020 and 2021. 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 |
| February 07, 2017 Filed Feb 8, 2017 11:58 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Stock Grant · Derivative | 2,946 | $24.42 Strike: $24.42 | $71,941.32 |
DisclosureSEC source: 0001209191-17-008554 · doc4.xml · derivative · entry 3 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,756 Underlying: Common Stock · 2,946 shares Expires 2019-01-01 F3 · security: Restricted stock grant issued pursuant to 2013 Equity Incentive Plan. Vesting date is 1/1/19. F3 · derivative.exercise_date: Restricted stock grant issued pursuant to 2013 Equity Incentive Plan. Vesting date is 1/1/19. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 11:58 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 1,980 | $24.42 | $48,351.60 |
DisclosureSEC source: 0001209191-17-008554 · doc4.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,814 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 11:58 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 6,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008554 · doc4.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,794 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: Issued pursuant to 3/6/15 stock grant award. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 09:31 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 1,650 | $24.07 | $39,715.50 |
DisclosureSEC source: 0001209191-17-007382 · doc4.xml · nonDerivative · entry 2 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,793 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 09:31 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007382 · doc4.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,443 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: Issued pursuant to 2/2/10 stock grant award. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 11:08 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 450 | $25.39 | $11,425.50 |
DisclosureSEC source: 0001209191-16-156750 · doc4.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,243 F1 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities in accordance with Rule 16(b)-3. Read SEC document |
| December 02, 2016 Filed Feb 1, 2017 10:36 UTC | CenterState Bank Corp CSFL · Entity 148589 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006549 · doc5.xml · nonDerivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,443 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| September 12, 2016 Filed Sep 15, 2016 16:27 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 3,704 | $18.00 Strike: $18.00 | $66,672.00 |
DisclosureSEC source: 0001209191-16-141594 · doc4.xml · derivative · entry 1 YOUNG STEPHEN DEAN · CIK 0001492765 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,199 Underlying: Common Stock · 3,704 shares Expires 2020-01-01 F1 · security: Number of time vested Restricted Share Units ("RSU") awarded on 9/12/16. The awards will vest at a rate of one third on each January 1st, 2018, 2019 and 2020. 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 9/12/16. The awards will vest at a rate of one third on each January 1st, 2018, 2019 and 2020. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.