Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Director | September 14, 2026 | September 15, 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 14, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,902 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Purchase · Acquired 300 · Balance 3,902 |
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 14, 2026 Filed Sep 15, 2026 16:24 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 300 | $63.27 | $18,981.63 |
DisclosureSEC source: 0001090009-26-000104 · form4.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,902 Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:36 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-26-000080 · form4.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,602 F1 · shares: Represents grant of restricted stock units which will fully vest on June 1, 2027. Read SEC document |
| October 31, 2025 Filed Nov 3, 2025 16:42 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 225 | $44.05 | $9,912.24 |
DisclosureSEC source: 0001090009-25-000037 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,292 Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:29 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000024 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,067 F1 · shares: Represents grant of restricted stock units. The restricted stock vests equally over four years. Read SEC document |
| February 10, 2025 Filed Feb 13, 2025 19:02 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 360 | $37.01 | $13,323.60 |
DisclosureSEC source: 0001090009-25-000011 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,582 Read SEC document |
| March 13, 2024 Filed Mar 13, 2024 19:15 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 90 | $32.40 | $2,916.00 |
DisclosureSEC source: 0001090009-24-000007 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,222 Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 19:22 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 1,300 | $30.40 | $39,520.00 |
DisclosureSEC source: 0001090009-23-000037 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,132 Read SEC document |
| May 17, 2023 Filed May 22, 2023 21:01 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 115 | $23.90 | $2,748.49 |
DisclosureSEC source: 0001090009-23-000029 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 832 Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 20:31 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 675 | $40.70 | $27,472.50 |
DisclosureSEC source: 0001090009-23-000011 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717 Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 15:56 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 22.7529 | $43.95 | $999.99 |
DisclosureSEC source: 0001090009-19-000027 · primary_doc.xml · nonDerivative · entry 1 Locke Anna T · CIK 0001760912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42 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.