Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GEORGIA POWER COGPEPRA · Entity 8788 | Director | April 01, 2017 | April 03, 2017 |
| Intercontinental Exchange, Inc.ICE · Entity 1809 | Director | May 18, 2026 | May 20, 2026 |
| SOUTHERN COSO · Entity 1308 | Director | October 01, 2026 | October 05, 2026 |
| SouthState Bank CorpSSB · Entity 3523 | Director | August 03, 2026 | August 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
GEORGIA POWER CO
Report date April 01, 2017 · Filed April 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Georgia Power Company Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Intercontinental Exchange, Inc.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,894 |
Reported balance
After 2026-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 1,538 · Balance 11,894 F1: Represents restricted stock units. This award of restricted stock units vests on the one-year anniversary of the award date and may be settled only by delivery of shares of the Issuer's common stock, par value $0.01 per share. F2: The common stock number referred in Table 1 is an aggregate number and represents 10,356 shares of common stock and 1,538 restricted stock units of the Issuer. The restricted stock units vest on the one-year anniversary of the grant date, which is May 18, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units. This award of restricted stock units vests on the one-year anniversary of the award date and may be settled only by delivery of shares of the Issuer's common stock, par value $0.01 per share.
F2: The common stock number referred in Table 1 is an aggregate number and represents 10,356 shares of common stock and 1,538 restricted stock units of the Issuer. The restricted stock units vest on the one-year anniversary of the grant date, which is May 18, 2027.
SOUTHERN CO
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units HoldingSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,423.5289 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 539.1159 · Balance 33,423.5289 F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock. F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date. F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
F2: Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
F3: Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.
SouthState Bank Corp
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,704 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 279 · Balance 10,704 F1: Common stock issued to the reporting Director in lieu of quarterly cash retainer payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock issued to the reporting Director in lieu of quarterly cash retainer payment.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Atlantic Capital Bancshares, Inc.
Report date March 01, 2022 · Filed March 03, 2022
Section 16 reporting ended · disclosed 2022-03-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Disposition to issuer · Disposed 9,110 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00.
Veritiv Corp
Report date November 30, 2023 · Filed November 30, 2023
Section 16 reporting ended · disclosed 2023-11-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-11-30 · Disposition to issuer · Disposed 19,019 · Balance 0 F1: Each dividend equivalent right is the economic equivalent of one share of Veritiv Corporation common stock F3: Each outstanding award of phantom stock units of the Company, whether settleable in shares of Common Stock or cash, were canceled, and each holder will receive an amount in cash equal to (i) the Merger Consideration per share of Common Stock multiplied by (ii) the number of shares of Common Stock subject to each such award, together with any cash dividends accrued. F2: The dividend equivalent rights accrued on phantom stock previously granted to the reporting person, and are fully vested and non-forfeitable on the grant date and shall be paid to the reporting person in shares of Common Stock on the elected distribution date under the Veritiv Corporation Deferred Compensation Savings Plan, in the case of phantom stock, or within 30 days after the reporting person's termination of service as a director, in the case of deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each dividend equivalent right is the economic equivalent of one share of Veritiv Corporation common stock
F2: The dividend equivalent rights accrued on phantom stock previously granted to the reporting person, and are fully vested and non-forfeitable on the grant date and shall be paid to the reporting person in shares of Common Stock on the elected distribution date under the Veritiv Corporation Deferred Compensation Savings Plan, in the case of phantom stock, or within 30 days after the reporting person's termination of service as a director, in the case of deferred stock units.
F3: Each outstanding award of phantom stock units of the Company, whether settleable in shares of Common Stock or cash, were canceled, and each holder will receive an amount in cash equal to (i) the Merger Consideration per share of Common Stock multiplied by (ii) the number of shares of Common Stock subject to each such award, together with any cash dividends accrued.
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 |
|---|---|---|---|---|---|---|
| December 04, 2020 Filed Dec 8, 2020 21:46 UTC | Intercontinental Exchange, Inc. ICE · Entity 1809 | GrantCommon Stock | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062289 · doc4.xml · nonDerivative · entry 1 Cooper Shantella E. · CIK 0001698291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,693 F1 · shares: Represents restricted stock units. This award of restricted stock units vests on the one-year anniversary of the award date and may be settled only by delivery of shares of the Issuer's common stock, par value $0.01 per share. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 14:22 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | PurchaseCommon Stock | 4,200 | $12.22 | $51,310.98 |
DisclosureSEC source: 0001415889-20-001637 · form4-06192020_110605.xml · nonDerivative · entry 1 Cooper Shantella E. · CIK 0001698291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,187 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.16 to $12.27, inclusive. F2 · price: The reporting person undertakes to provide to Atlantic Capital Bancshares, Inc., any security holder of Atlantic Capital Bancshares, Inc., or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 to this Form 4. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 17:22 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 2,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-001403 · form4-06012020_020631.xml · nonDerivative · entry 1 Cooper Shantella E. · CIK 0001698291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,987 F1 · shares: Restricted stock awards, which vest upon the earlier of May 29,2021, which is the first anniversary of the date of grant, or the date of Atlantic Capital Bancshares, Inc.'s next annual shareholder's meeting, which is currently anticipated to be held in May 2021. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 16:14 UTC | Veritiv Corp VRTV · Entity 107723 | GrantPhantom Stock · Derivative | 13,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-20-001068 · primary_01.xml · derivative · entry 1 Cooper Shantella E. · CIK 0001698291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,270 Underlying: Common Stock · 13,270 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Veritiv Corporation common stock. F2 · derivative.exercise_date: Shares of phantom stock are fully vested and non-forfeitable on the grant date and shall be paid to the reporting person in shares of Veritiv Corporation common stock on the elected distribution date under the Veritiv Corporation Deferred Compensation Savings Plan. F2 · derivative.expiration_date: Shares of phantom stock are fully vested and non-forfeitable on the grant date and shall be paid to the reporting person in shares of Veritiv Corporation common stock on the elected distribution date under the Veritiv Corporation Deferred Compensation Savings Plan. Read SEC document |
| May 23, 2019 Filed May 24, 2019 16:27 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 1,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001461755-19-000058 · wf-form4_155872965754005.xml · nonDerivative · entry 1 Cooper Shantella E. · CIK 0001698291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,795 F1 · shares: Restricted stock awards, which vest upon the earlier of May 23, 2020, which is the first anniversary of the date of grant, or the date of Atlantic Capital Bancshares, Inc.'s next annual shareholders' meeting, which is currently anticipated to be held in May 2020. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 16:19 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001461755-19-000020 · wf-form4_154905592436465.xml · nonDerivative · entry 1 Cooper Shantella E. · CIK 0001698291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318 F1 · shares: Restricted stock awards, which vest upon the earlier of January 31, 2020, which is the first anniversary of the date of grant, or the date of Atlantic Capital Bancshares, Inc.'s next annual shareholders' meeting, which is currently anticipated to be held in May 2019. 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.