Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Director | July 21, 2026 | July 23, 2026 |
| Strategic Education, Inc.STRA · Entity 4561 | Director | April 22, 2026 | April 24, 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 21, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,678 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Exercise / conversion · Acquired 628 · Balance 1,678 F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 1/21/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 7/21/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 1/21/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 7/21/2026.
Strategic Education, Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,084 |
Ending reported balance
After 2026-04-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-22 · Grant · Acquired 1,436 · Balance 4,127 F1: Represents an award of restricted stock which will vest in three equal annual installments beginning April 22, 2027. Row 2 · 2026-04-22 · Grant · Acquired 957 · Balance 5,084 F2: Represents an award of restricted stock issued to the reporting person in lieu of board cash retainer fees of $80,000. The award vests in three equal annual installments beginning April 22, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock which will vest in three equal annual installments beginning April 22, 2027.
F2: Represents an award of restricted stock issued to the reporting person in lieu of board cash retainer fees of $80,000. The award vests in three equal annual installments beginning April 22, 2027.
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 21, 2026 Filed Jul 23, 2026 18:19 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0002017287-26-000005 · primarydocument.xml · nonDerivative · entry 1 Sasse Benjamin E · CIK 0002017287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678 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 ("RSUs") granted on 1/21/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 7/21/2026. Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:08 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,050 | $97.48 Strike: $97.48 | $102,354.00 |
DisclosureSEC source: 0002017287-26-000004 · primarydocument.xml · derivative · entry 1 Sasse Benjamin E · CIK 0002017287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678 Underlying: Common Stock · 1,050 shares Expires 2026-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:15 UTC | Strategic Education, Inc. STRA · Entity 4561 | GrantCommon Stock | 957 | $83.62 | $80,024.34 |
DisclosureSEC source: 0002017287-26-000003 · form4-04242026_080413.xml · nonDerivative · entry 2 Sasse Benjamin E · CIK 0002017287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,084 F2 · shares: Represents an award of restricted stock issued to the reporting person in lieu of board cash retainer fees of $80,000. The award vests in three equal annual installments beginning April 22, 2027. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:15 UTC | Strategic Education, Inc. STRA · Entity 4561 | GrantCommon Stock | 1,436 | $0.00 | $0.00 |
DisclosureSEC source: 0002017287-26-000003 · form4-04242026_080413.xml · nonDerivative · entry 1 Sasse Benjamin E · CIK 0002017287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,127 F1 · shares: Represents an award of restricted stock which will vest in three equal annual installments beginning April 22, 2027. Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 16:20 UTC | Strategic Education, Inc. STRA · Entity 4561 | GrantCommon Stock | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011354 · form4-04252025_080413.xml · nonDerivative · entry 1 Sasse Benjamin E · CIK 0002017287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,691 F1 · shares: Represents an award of restricted stock which will vest in three equal annual installments beginning April 23, 2026. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 16:13 UTC | Strategic Education, Inc. STRA · Entity 4561 | GrantCommon Stock | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-011588 · form4-04262024_080414.xml · nonDerivative · entry 1 Sasse Benjamin E · CIK 0002017287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,193 F1 · shares: Represents an award of restricted stock which will vest in three equal annual installments beginning April 24, 2025. 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.