Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Director | June 23, 2026 | July 29, 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.
SOUTHERN FIRST BANCSHARES INC
Report date June 23, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,127 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Sale · Disposed 253 · Balance 1,127 |
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 |
|---|---|---|---|---|---|---|
| June 23, 2026 Filed Jul 29, 2026 19:42 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 253 | $59.28 | $14,997.03 |
DisclosureSEC source: 0001090009-26-000088 · form4.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,127 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 19:37 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-26-000084 · form4.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,380 F1 · shares: Represents grant of restricted stock units which will fully vest on June 1, 2027. Read SEC document |
| September 23, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 278 | $44.61 | $12,401.58 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 7 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Read SEC document |
| June 16, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 349 | $35.99 | $12,560.51 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 6 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,348 Read SEC document |
| June 06, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 229 | $35.18 | $8,055.08 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 5 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,697 Read SEC document |
| June 04, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 320 | $35.82 | $11,462.40 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 4 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,926 Read SEC document |
| June 02, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 686 | $35.60 | $24,421.60 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 3 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,606 Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:26 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000023 · primary_doc.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,120 F1 · shares: Represents grant of restricted stock units. The restricted stock vests equally over four years. Read SEC document |
| May 09, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 278 | $36.17 | $10,056.54 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 2 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,292 Read SEC document |
| February 12, 2025 Filed Feb 6, 2026 17:14 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 550 | $36.21 | $19,913.63 |
DisclosureSEC source: 0001090009-26-000016 · form5.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,570 Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 21:07 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 128 | $41.96 | $5,370.88 |
DisclosureSEC source: 0001090009-23-000010 · primary_doc.xml · nonDerivative · entry 2 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,635 Read SEC document |
| February 02, 2023 Filed Feb 7, 2023 21:07 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 2,119 | $41.96 | $88,913.24 |
DisclosureSEC source: 0001090009-23-000010 · primary_doc.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,507 Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 13:00 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 2,275 | $43.75 | $99,531.25 |
DisclosureSEC source: 0001090009-22-000015 · primary_doc.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,430 Read SEC document |
| December 19, 2022 Filed Feb 2, 2023 18:49 UTC Amendment | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 233 | $43.75 | $10,193.75 |
DisclosureSEC source: 0001090009-23-000009 · primary_doc.xml · nonDerivative · entry 1 Lattimore Ray · CIK 0001866854 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388 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.