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 | 7,007 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 310 · Balance 7,007 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 |
|---|---|---|---|---|---|---|
| May 01, 2018 Filed May 3, 2018 14:37 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 100 | $45.70 | $4,570.00 |
DisclosureSEC source: 0001090009-18-000012 · primary_doc.xml · nonDerivative · entry 5 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,359 Read SEC document |
| May 01, 2018 Filed May 3, 2018 14:37 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 198 | $45.70 | $9,048.60 |
DisclosureSEC source: 0001090009-18-000012 · primary_doc.xml · nonDerivative · entry 4 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,459 Read SEC document |
| May 01, 2018 Filed May 3, 2018 14:37 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 200 | $45.70 | $9,140.00 |
DisclosureSEC source: 0001090009-18-000012 · primary_doc.xml · nonDerivative · entry 3 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,657 Read SEC document |
| May 01, 2018 Filed May 3, 2018 14:37 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 80 | $45.65 | $3,652.00 |
DisclosureSEC source: 0001090009-18-000012 · primary_doc.xml · nonDerivative · entry 2 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,857 Read SEC document |
| May 01, 2018 Filed May 3, 2018 14:37 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 20 | $45.65 | $913.00 |
DisclosureSEC source: 0001090009-18-000012 · primary_doc.xml · nonDerivative · entry 1 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,937 Read SEC document |
| April 30, 2018 Filed May 1, 2018 18:33 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 100 | $46.08 | $4,607.50 |
DisclosureSEC source: 0001090009-18-000010 · primary_doc.xml · nonDerivative · entry 6 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,957 Read SEC document |
| April 30, 2018 Filed May 1, 2018 18:33 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 5 | $46.05 | $230.25 |
DisclosureSEC source: 0001090009-18-000010 · primary_doc.xml · nonDerivative · entry 5 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,057 Read SEC document |
| April 30, 2018 Filed May 1, 2018 18:33 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 100 | $46.05 | $4,605.00 |
DisclosureSEC source: 0001090009-18-000010 · primary_doc.xml · nonDerivative · entry 4 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,062 Read SEC document |
| April 30, 2018 Filed May 1, 2018 18:33 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 100 | $46.00 | $4,600.00 |
DisclosureSEC source: 0001090009-18-000010 · primary_doc.xml · nonDerivative · entry 3 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,162 Read SEC document |
| April 30, 2018 Filed May 1, 2018 18:33 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 5 | $46.00 | $230.00 |
DisclosureSEC source: 0001090009-18-000010 · primary_doc.xml · nonDerivative · entry 2 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,262 Read SEC document |
| April 30, 2018 Filed May 1, 2018 18:33 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | SaleCommon stock | 92 | $46.00 | $4,232.00 |
DisclosureSEC source: 0001090009-18-000010 · primary_doc.xml · nonDerivative · entry 1 ELLEFSON ANNE S · CIK 0001243354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,267 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.