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 |
|---|---|---|---|---|---|---|
| February 19, 2019 Filed Feb 20, 2019 17:17 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 4,216 | $26.51 Strike: $26.51 | $111,766.16 |
DisclosureSEC source: 0001562180-19-001121 · primarydocument.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,926 Underlying: Common Stock · 4,216 shares Expires 2021-01-01 F1 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in the Company's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two year hold period ending on 1/1/21. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the holding period. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 20:00 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 585 | $25.02 | $14,636.70 |
DisclosureSEC source: 0001562180-19-000823 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,307 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 05, 2019 Filed Feb 7, 2019 20:00 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000823 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,892 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 2/7/17 stock grant award Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 16:51 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 299 | $21.33 | $6,377.67 |
DisclosureSEC source: 0001562180-19-000136 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,922 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 |
| January 01, 2019 Filed Jan 3, 2019 16:51 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000136 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,221 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 12/31/18 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/17. Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 09:55 UTC | CenterState Bank Corp CSFL · Entity 148589 | PurchaseCommon Stock | 200 | $20.86 | $4,172.00 |
DisclosureSEC source: 0001562180-18-005032 · primarydocument.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,307 Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 09:55 UTC | CenterState Bank Corp CSFL · Entity 148589 | PurchaseCommon Stock | 800 | $20.87 | $16,696.00 |
DisclosureSEC source: 0001562180-18-005032 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,107 Read SEC document |
| September 14, 2018 Filed Jan 28, 2019 17:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000547 · primarydocument.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,122 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 17:01 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 2,959 | $29.46 Strike: $29.46 | $87,172.14 |
DisclosureSEC source: 0001209191-18-050882 · doc4.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,852 Underlying: Common Stock · 2,959 shares Expires 2022-01-01 F1 · security: Number of time vested Restricted Share Units ("RSU") awarded on 9/12/18. The awards will vest at a rate of one third on each January 1st, 2020, 2021 and 2022. 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 9/12/18. The awards will vest at a rate of one third on each January 1st, 2020, 2021 and 2022. 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 |
| July 18, 2018 Filed Jul 19, 2018 09:57 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 330 | $29.87 | $9,857.10 |
DisclosureSEC source: 0001209191-18-043212 · doc4.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,307 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 |
| July 18, 2018 Filed Jul 19, 2018 09:57 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043212 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,637 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 7/18/13 stock grant award. Read SEC document |
| June 21, 2018 Filed Jun 22, 2018 10:54 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 165 | $31.23 | $5,152.95 |
DisclosureSEC source: 0001209191-18-039118 · doc4.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,637 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 |
| June 21, 2018 Filed Jun 22, 2018 10:54 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039118 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,802 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 |
| March 08, 2018 Filed Mar 12, 2018 09:55 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,000 | $6.71 | $6,710.00 |
DisclosureSEC source: 0001209191-18-018725 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,302 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 |
| February 13, 2018 Filed Feb 15, 2018 13:12 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 4,710 | $26.34 Strike: $26.34 | $124,061.40 |
DisclosureSEC source: 0001209191-18-010278 · doc4.xml · derivative · entry 3 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,710 Underlying: Common Stock · 4,710 shares Expires 2019-12-31 F3 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 2/13/18 pursuant to the completion of the performance goals set forth in the Company's 2014 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two year hold period ending on 12/31/19. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the holding period. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 13:12 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 1,763 | $26.34 | $46,437.42 |
DisclosureSEC source: 0001209191-18-010278 · doc4.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,302 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 13, 2018 Filed Feb 15, 2018 13:12 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 5,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010278 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,065 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 |
| December 23, 2017 Filed Dec 26, 2017 12:00 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 348 | $26.46 | $9,208.08 |
DisclosureSEC source: 0001209191-17-067180 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,722 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 12:37 UTC | CenterState Bank Corp CSFL · Entity 148589 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005785 · doc5.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,722 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 16:14 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 3,289 | $25.25 Strike: $25.25 | $83,047.25 |
DisclosureSEC source: 0001209191-17-053598 · doc4.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,893 Underlying: Common Stock · 3,289 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 |
| July 18, 2017 Filed Jul 19, 2017 09:11 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 330 | $24.68 | $8,144.40 |
DisclosureSEC source: 0001209191-17-045612 · doc4.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,070 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 |
| July 18, 2017 Filed Jul 19, 2017 09:11 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045612 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,400 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 7/18/13 stock grant award. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 09:52 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 165 | $24.46 | $4,035.90 |
DisclosureSEC source: 0001209191-17-041275 · doc4.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,400 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 |
| June 21, 2017 Filed Jun 22, 2017 09:52 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041275 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,565 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 |
| March 13, 2017 Filed Mar 14, 2017 14:27 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,000 | $6.71 | $6,710.00 |
DisclosureSEC source: 0001209191-17-020446 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,065 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 |
| February 07, 2017 Filed Feb 8, 2017 12:18 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Stock Grant · Derivative | 1,770 | $24.42 Strike: $24.42 | $43,223.40 |
DisclosureSEC source: 0001209191-17-008566 · doc4.xml · derivative · entry 3 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,113 Underlying: Common Stock · 1,770 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 12:18 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 1,529 | $24.42 | $37,338.18 |
DisclosureSEC source: 0001209191-17-008566 · doc4.xml · nonDerivative · entry 2 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,065 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 12:18 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 4,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008566 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,594 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 |
| December 23, 2016 Filed Dec 27, 2016 11:14 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 347 | $25.39 | $8,810.33 |
DisclosureSEC source: 0001209191-16-156752 · doc4.xml · nonDerivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,962 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 |
| September 12, 2016 Filed Sep 15, 2016 16:40 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 2,862 | $18.00 Strike: $18.00 | $51,516.00 |
DisclosureSEC source: 0001209191-16-141617 · doc4.xml · derivative · entry 1 BOCKHORST DANIEL E · CIK 0001509975 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,604 Underlying: Common Stock · 2,862 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.