Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Director | September 18, 2026 | September 22, 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 September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,481.34 |
Reported balance
After 2026-09-18 transaction · row 1
1 source rowRow 1 · 2026-09-18 · Sale · Disposed 8,044.66 · Balance 46,481.34 |
| Common StockSEC Table I · non-derivative | IndirectBeneficiary of trust | 0 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectPurchased by IRA | 2,884 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,884 |
| Common StockSEC Table I · non-derivative | IndirectTrustee for minor child | 0 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectWife's IRA | 392 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 392 |
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 |
|---|---|---|---|---|---|---|
| September 18, 2026 Filed Sep 22, 2026 12:52 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon Stock | 8,044.66 | $62.05 | $499,171.15 |
DisclosureSEC source: 0001090009-26-000106 · form4.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,481.34 Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:24 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-26-000073 · form4.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,526 Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:55 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-26-000049 · form4.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,526 F1 · shares: Represents grant of restricted stock units which will fully vest on June 1, 2027. Read SEC document |
| December 12, 2025 Filed Dec 17, 2025 01:23 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | OtherCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000056 · form4.xml · nonDerivative · entry 2 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,216 F1 · kind: Transfer of shares from the reporting person's self-directed IRA to the reporting person's personal brokerage account. No change in beneficial ownership. Read SEC document |
| December 12, 2025 Filed Dec 17, 2025 01:23 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | OtherCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000056 · form4.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Purchased by IRA Disclosed balance after: 2,884 F1 · kind: Transfer of shares from the reporting person's self-directed IRA to the reporting person's personal brokerage account. No change in beneficial ownership. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:34 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000026 · primary_doc.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,492 F1 · shares: Represents grant of restricted stock units. The restricted stock vests equally over four years. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 19:55 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | OtherCommon Stock | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-22-000011 · primary_doc.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,007 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 19:49 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | OtherCommon Stock | 2,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-22-000003 · primary_doc.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,962 Read SEC document |
| February 19, 2020 Filed Feb 19, 2020 18:23 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionStock Options (right to buy) · Derivative | 3,328 | $5.67 Strike: $5.67 | $18,869.76 |
DisclosureSEC source: 0001090009-20-000008 · primary_doc.xml · derivative · entry 2 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,328 shares Expires 2020-03-16 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. Read SEC document |
| February 19, 2020 Filed Feb 19, 2020 18:23 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | Exercise / conversionCommon Stock | 3,328 | $5.67 | $18,869.76 |
DisclosureSEC source: 0001090009-20-000008 · primary_doc.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,997 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. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 15:26 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 200 | $33.65 | $6,730.00 |
DisclosureSEC source: 0001090009-17-000009 · primary_doc.xml · nonDerivative · entry 2 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,669 Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 15:26 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 800 | $33.60 | $26,880.00 |
DisclosureSEC source: 0001090009-17-000009 · primary_doc.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,469 Read SEC document |
| December 20, 2016 Filed Dec 28, 2016 13:47 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-16-000055 · primary_doc.xml · nonDerivative · entry 2 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,669 Read SEC document |
| December 19, 2016 Filed Dec 28, 2016 13:47 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-16-000055 · primary_doc.xml · nonDerivative · entry 1 ORDERS JAMES B III · CIK 0001243366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,719 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.