Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Chief Credit Officer | July 31, 2026 | August 03, 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 July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,985 |
Ending reported balance
After 2026-07-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-31 · Exercise / conversion · Acquired 1,491 · Balance 38,021 F1: Number of common shares issued pursuant to the time-vested RSUs vested on 7/31/2026; RSUs were awarded on 7/31/2023, vesting at a rate of one third on each anniversary date of the grant. Row 2 · 2026-07-31 · Tax withholding · Disposed 36 · Balance 37,985 F2: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Number of common shares issued pursuant to the time-vested RSUs vested on 7/31/2026; RSUs were awarded on 7/31/2023, vesting at a rate of one third on each anniversary date of the grant.
F2: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.
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 55,765 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2020-06-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-06-07 · Disposition to issuer · Disposed 1,425 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-06-07 · Disposition to issuer · Disposed 4,216 · 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-06-07 · Disposition to issuer · Disposed 3,261 · 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-06-07 · Disposition to issuer · Disposed 4,350 · 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-06-07 · Disposition to issuer · Disposed 3,443 · 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-06-07 · Disposition to issuer · Disposed 7,074 · 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. |
| Qualified Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.71 · Expires 2021-06-21 | 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 1,500 · Balance 0 F7: Disposition of outstanding stock options awarded on 6/21/12 under CenterState's Incentive Stock Option Plan. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState stock option, whether vested or unvested, was converted into a vested South State stock option, with the number of underlying shares of South State common stock and the applicable exercise price adjusted based on the Exchange Ratio. The converted CenterState stock options will be exercisable through the remainder of their original term and 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 914 · Balance 0 F8: 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-06-07 · Disposition to issuer · Disposed 1,908 · Balance 0 F9: 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 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-06-07 · Disposition to issuer · Disposed 3,289 · Balance 0 F10: 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 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-06-07 · Disposition to issuer · Disposed 2,959 · Balance 0 F11: 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 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2020-06-07 · Disposition to issuer · Disposed 3,290 · Balance 0 F12: 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 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2020-06-07 · Disposition to issuer · Disposed 12,593 · Balance 0 F13: 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. |
| Restricted Stock GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2020-06-07 · Disposition to issuer · Disposed 1,500 · Balance 0 F14: Disposition of outstanding restricted stock awards granted on 6/21/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards 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 9/19/17. 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.
F11: 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.
F12: 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.
F13: 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.
F14: Disposition of outstanding restricted stock awards granted on 6/21/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards 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 outstanding stock options awarded on 6/21/12 under CenterState's Incentive Stock Option Plan. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState stock option, whether vested or unvested, was converted into a vested South State stock option, with the number of underlying shares of South State common stock and the applicable exercise price adjusted based on the Exchange Ratio. The converted CenterState stock options will be exercisable through the remainder of their original term and otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F8: 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.
F9: 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.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 3, 2026 17:50 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 36 | $105.09 | $3,783.24 |
DisclosureSEC source: 0001509975-26-000005 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,985 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| July 31, 2026 Filed Aug 3, 2026 17:50 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-26-000005 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,021 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 RSUs vested on 7/31/2026; RSUs were awarded on 7/31/2023, vesting at a rate of one third on each anniversary date of the grant. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 42 | $105.44 | $4,428.48 |
DisclosureSEC source: 0001509975-26-000004 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,530 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 22:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-26-000004 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,572 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. 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 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,680 | $96.88 Strike: $96.88 | $162,758.40 |
DisclosureSEC source: 0001509975-26-000002 · primarydocument.xml · derivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,607 Underlying: Common Stock · 1,680 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 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,519 | $96.88 Strike: $96.88 | $244,040.72 |
DisclosureSEC source: 0001509975-26-000002 · primarydocument.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,734 Underlying: Common Stock · 2,519 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 21:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 321 | $94.11 | $30,209.31 |
DisclosureSEC source: 0001509975-26-000001 · primarydocument.xml · nonDerivative · entry 4 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,445 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 21:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-26-000001 · primarydocument.xml · nonDerivative · entry 3 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,766 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 21:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-26-000001 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,292 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 21:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-26-000001 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,805 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 |
| December 31, 2025 Filed Feb 10, 2026 22:26 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 873 | $94.11 | $82,158.03 |
DisclosureSEC source: 0001509975-26-000003 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,678 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| December 16, 2025 Filed Dec 16, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-25-000004 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,385 F1 · kind: Gift to the reporting person's adult child, who has full ownership and control of the shares. The reporting person retains no ownership or control. Read SEC document |
| December 10, 2025 Filed Dec 10, 2025 21:35 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001509975-25-000003 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,585 F1 · kind: Gift to the reporting person's adult child, who has full ownership and control of the shares. The reporting person retains no ownership or control. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 18:08 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 5,000 | $99.60 | $498,000.00 |
DisclosureSEC source: 0001562180-25-005950 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,785 Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 15:03 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 36 | $94.17 | $3,390.12 |
DisclosureSEC source: 0001562180-25-005606 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,785 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 15:03 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005606 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,821 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 RSUs vested on 7/31/2025; RSUs were awarded on 7/31/2023, vesting at a rate of one third on each anniversary date of the grant. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,248 | $102.49 | $127,907.52 |
DisclosureSEC source: 0001562180-25-001722 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,330 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 | 3,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001722 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,578 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 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,422 | $100.90 Strike: $100.90 | $143,479.80 |
DisclosureSEC source: 0001562180-25-000486 · primarydocument.xml · derivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,290 Underlying: Common Stock · 1,422 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 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,133 | $100.90 Strike: $100.90 | $215,219.70 |
DisclosureSEC source: 0001562180-25-000486 · primarydocument.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,695 Underlying: Common Stock · 2,133 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 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,060 | $99.48 | $105,448.80 |
DisclosureSEC source: 0001562180-25-000100 · primarydocument.xml · nonDerivative · entry 3 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,834 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, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000100 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,894 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, 1/24/2023, and 1/23/2024, vesting at a rate of one third on each January 1st. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000100 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,780 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 |
| December 31, 2024 Filed Feb 5, 2025 22:51 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 491 | $99.48 | $48,844.68 |
DisclosureSEC source: 0001562180-25-000969 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,325 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| November 11, 2024 Filed Nov 12, 2024 22:18 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 3,000 | $110.00 | $330,000.00 |
DisclosureSEC source: 0001562180-24-007653 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,328 Read SEC document |
| September 18, 2024 Filed Sep 18, 2024 21:01 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 2,500 | $100.00 | $250,000.00 |
DisclosureSEC source: 0001562180-24-006867 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,328 Read SEC document |
| March 20, 2024 Filed Mar 20, 2024 20:49 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 3,000 | $81.00 | $243,000.00 |
DisclosureSEC source: 0001562180-24-002884 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,828 Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:37 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 87 | $84.04 | $7,311.48 |
DisclosureSEC source: 0001562180-24-002083 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,828 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 21:37 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002083 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,915 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 21:47 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,462 | $81.89 Strike: $81.89 | $119,723.18 |
DisclosureSEC source: 0001562180-24-000623 · primarydocument.xml · derivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,311 Underlying: Common Stock · 1,462 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 21:47 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,193 | $81.89 Strike: $81.89 | $179,584.77 |
DisclosureSEC source: 0001562180-24-000623 · primarydocument.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,218 Underlying: Common Stock · 2,193 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 | 798 | $84.45 | $67,391.10 |
DisclosureSEC source: 0001562180-24-000149 · primarydocument.xml · nonDerivative · entry 5 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,220 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 | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000149 · primarydocument.xml · nonDerivative · entry 4 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,018 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 | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000149 · primarydocument.xml · nonDerivative · entry 3 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,598 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 | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000149 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,391 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 | 1,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000149 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,169 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 |
| December 31, 2023 Filed Feb 2, 2024 16:24 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 8 | $84.45 | $675.60 |
DisclosureSEC source: 0001562180-24-000916 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,228 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| July 31, 2023 Filed Jul 31, 2023 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 4,473 | $77.67 Strike: $77.67 | $347,417.91 |
DisclosureSEC source: 0001562180-23-006065 · primarydocument.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,323 Underlying: Common Stock · 4,473 shares Expires 2026-07-31 F1 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 7/31/23. The awards will vest at a rate of one third on each anniversary date of the grant. 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 time-vested Restricted Share Units ("RSUs") awarded on 7/31/23. The awards will vest at a rate of one third on each anniversary date of the grant. 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 |
| May 28, 2023 Filed May 30, 2023 18:19 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,450 | $64.99 | $94,235.50 |
DisclosureSEC source: 0001562180-23-004565 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,511 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 18:19 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004565 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,961 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 21:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,260 | $76.16 Strike: $76.16 | $95,961.60 |
DisclosureSEC source: 0001562180-23-000588 · primarydocument.xml · derivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,629 Underlying: Common Stock · 1,260 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 21:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 1,889 | $81.01 Strike: $76.16 | $153,027.89 |
DisclosureSEC source: 0001562180-23-000588 · primarydocument.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,025 Underlying: Common Stock · 1,889 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 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 986 | $76.36 | $75,290.96 |
DisclosureSEC source: 0001562180-23-000139 · primarydocument.xml · nonDerivative · entry 4 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,110 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 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000139 · primarydocument.xml · nonDerivative · entry 3 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,096 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 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000139 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,890 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 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000139 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,669 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 20:54 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 72 | $78.59 | $5,658.48 |
DisclosureSEC source: 0001562180-23-000823 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,182 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 14:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 56 | $76.97 | $4,310.32 |
DisclosureSEC source: 0001562180-22-005290 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,410 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 14:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005290 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,466 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 6/21/12 stock grant award. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 4,859 | $80.21 | $389,740.39 |
DisclosureSEC source: 0001562180-22-004985 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,316 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. 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.