Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Director | June 01, 2026 | June 02, 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 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,386 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 310 · Balance 100,386 F1: Represents grant of restricted stock units which will fully vest on June 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units which will fully vest on June 1, 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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 21:00 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-26-000054 · form4.xml · nonDerivative · entry 1 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,386 F1 · shares: Represents grant of restricted stock units which will fully vest on June 1, 2027. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:00 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000016 · primary_doc.xml · nonDerivative · entry 1 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,076 F1 · shares: Represents grant of restricted stock units. The restricted stock vests equally over four years. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 17:23 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GiftCommon Stock | 1,100 | $30.70 | $33,770.00 |
DisclosureSEC source: 0001090009-24-000010 · primary_doc.xml · nonDerivative · entry 2 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,591 Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 17:23 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GiftCommon Stock | 1,100 | $30.70 | $33,770.00 |
DisclosureSEC source: 0001090009-24-000010 · primary_doc.xml · nonDerivative · entry 1 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,691 Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 17:29 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GiftCommon Stock | 950 | $34.63 | $32,898.50 |
DisclosureSEC source: 0001090009-23-000046 · primary_doc.xml · nonDerivative · entry 2 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,791 Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 17:29 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GiftCommon Stock | 950 | $34.63 | $32,898.50 |
DisclosureSEC source: 0001090009-23-000046 · primary_doc.xml · nonDerivative · entry 1 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,741 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 20 | $22.50 | $450.00 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 8 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,691 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 25 | $22.53 | $563.25 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 7 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,671 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 155 | $22.68 | $3,515.40 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 6 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,646 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 500 | $22.43 | $11,212.50 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 5 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,491 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 800 | $22.69 | $18,152.00 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 4 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,991 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 1,000 | $22.25 | $22,250.00 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 3 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,191 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 1,000 | $22.50 | $22,500.00 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 2 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,191 Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:32 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 1,000 | $22.65 | $22,650.00 |
DisclosureSEC source: 0001090009-23-000022 · primary_doc.xml · nonDerivative · entry 1 COTHRAN MARK A · CIK 0001243355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,191 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.