Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameris BancorpABCB · Entity 3835 | Director · CEO | May 06, 2026 | May 08, 2026 |
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | May 05, 2026 | May 06, 2026 |
| FIDELITY SOUTHERN CORPLION · Entity 156205 | Director · Executive officer | July 01, 2019 | July 03, 2019 |
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.
Ameris Bancorp
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 409,027.7303 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Gift · Disposed 8,906 · Balance 409,027.7303 F1: The reported transaction reflects the gifting of the securities to a charitable donor advised fund. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 23,321.8283 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,321.8283 |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 17,977.9594 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,977.9594 |
| Common StockSEC Table I · non-derivative | IndirectBy Children | 22,865.0015 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 22,865.0015 F2: This total includes an additional 58.016946 shares acquired through a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction reflects the gifting of the securities to a charitable donor advised fund.
F2: This total includes an additional 58.016946 shares acquired through a dividend reinvestment plan.
BROWN & BROWN, INC.
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 50,055 |
Ending reported balance
After 2026-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-05 · Purchase · Acquired 2,000 · Balance 47,621 Row 2 · 2026-05-06 · Grant · Acquired 2,434 · Balance 50,055 |
FIDELITY SOUTHERN CORP
Report date July 01, 2019 · Filed July 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-07-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-07-01 · Tax withholding · Disposed 1,084 · Balance 235,199.2596 F1: Shares withheld for tax obligations (vested restricted shares) Row 2 · 2019-07-01 · Tax withholding · Disposed 1,084 · Balance 234,115.2596 F1: Shares withheld for tax obligations (vested restricted shares) Row 3 · 2019-07-01 · Tax withholding · Disposed 1,116 · Balance 232,999.2596 F1: Shares withheld for tax obligations (vested restricted shares) Row 4 · 2019-07-01 · Other · Disposed 232,999.2596 · Balance 0 F2: Closing price as of 6-28-19 |
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2019-07-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-07-01 · Other · Disposed 25,536.1299 · Balance 0 F2: Closing price as of 6-28-19 F3: Purchased 863 shares at various times and prices through the Fidelity Southern Corporation 401(k) Plan during 2003 |
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | IndirectBy H E Proctor | 0 |
Reported balance
After 2019-07-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-07-01 · Other · Disposed 8,688.2552 · Balance 0 F2: Closing price as of 6-28-19 |
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | IndirectBy P3 Proctor | 0 |
Reported balance
After 2019-07-01 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2019-07-01 · Other · Disposed 8,688.2552 · Balance 0 F2: Closing price as of 6-28-19 |
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | IndirectBy S B Proctor | 0 |
Reported balance
After 2019-07-01 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2019-07-01 · Other · Disposed 8,688.2552 · Balance 0 F2: Closing price as of 6-28-19 |
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2019-07-01 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2019-07-01 · Other · Disposed 22,472.4478 · Balance 0 F2: Closing price as of 6-28-19 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for tax obligations (vested restricted shares)
F2: Closing price as of 6-28-19
F3: Purchased 863 shares at various times and prices through the Fidelity Southern Corporation 401(k) Plan during 2003
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 06, 2026 Filed May 6, 2026 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 2,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-209308 · ownership.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,055 Read SEC document |
| May 06, 2026 Filed May 8, 2026 22:54 UTC | Ameris Bancorp ABCB · Entity 3835 | GiftCommon Stock | 8,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000351569-26-000088 · wk-form4_1778280864.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,027.7303 F1 · kind: The reported transaction reflects the gifting of the securities to a charitable donor advised fund. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 2,000 | $57.10 | $114,200.00 |
DisclosureSEC source: 0001193125-26-209308 · ownership.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,621 Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:06 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 3,198 | $79.35 | $253,761.30 |
DisclosureSEC source: 0000351569-26-000069 · wk-form4_1772147204.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 417,933.7303 F1 · kind: This transaction represents the withholding of 3,198 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 24, 2026 of 7,179 shares of common stock originally awarded on February 23, 2023. F2 · balance_after: This total includes an additional 78.331447 shares acquired by the reporting person as a participant in an employee stock purchase plan and dividend reinvestment plan. Read SEC document |
| February 21, 2026 Filed Feb 25, 2026 01:32 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 6,149 | $83.73 | $514,855.77 |
DisclosureSEC source: 0000351569-26-000038 · wk-form4_1771983122.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,053.3989 F2 · kind: This transaction represents the withholding of 6,149 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting of 8,046 and 5,758 shares of common stock originally awarded on February 21, 2024 and February 20, 2025, respectively. Read SEC document |
| February 20, 2026 Filed Feb 25, 2026 01:32 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 35,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000351569-26-000038 · wk-form4_1771983122.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,202.3989 F1 · kind: Stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting on February 20, 2029. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 01:00 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 13,988 | $0.00 | $0.00 |
DisclosureSEC source: 0000351569-26-000011 · wk-form4_1771894808.xml · nonDerivative · entry 3 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,372.3989 F3 · kind: Stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting: (i) 4,663 shares on February 19, 2027; (ii) 4,663 shares on February 19, 2028; and (iii) 4,662 shares on February 19, 2029. F4 · balance_after: This total includes an additional 40.076399 ESPP shares acquired by the reporting person as a participant in the Employee Stock Purchase Plan. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 01:00 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 28,778 | $82.93 | $2,386,559.54 |
DisclosureSEC source: 0000351569-26-000011 · wk-form4_1771894808.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,384.3989 F2 · kind: This transaction represents the withholding of 28,778 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the stock grant of 64,610 shares on February 19, 2026. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 01:00 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 64,610 | $0.00 | $0.00 |
DisclosureSEC source: 0000351569-26-000011 · wk-form4_1771894808.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,162.3989 F1 · kind: Stock grant pursuant to performance stock unit award originally granted February 23, 2023 pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 19:54 UTC | Ameris Bancorp ABCB · Entity 3835 | GiftCommon Stock | 5,013 | $0.00 | $0.00 |
DisclosureSEC source: 0000351569-25-000041 · wk-form4_1762977251.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,552.3989 F1 · kind: The reported transaction involved a transfer of securities as a charitable donation for which no payment of consideration was received by the reporting person. F2 · balance_after: This total includes an additional 667.126434 shares acquired by the reporting person as a participant in an employee stock purchase plan and dividend reinvestment plan. Read SEC document |
| May 07, 2025 Filed May 7, 2025 21:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-065877 · ownership.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,621 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 23:00 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 3,220 | $63.18 | $203,439.60 |
DisclosureSEC source: 0001256293-25-000005 · wk-form4_1740610829.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,898.2725 F2 · kind: This transaction represents the withholding of 3,220 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 24, 2025 of 7,179 shares of common stock originally awarded on February 24, 2023. F3 · balance_after: This total include an additional 526.261657 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 23:00 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 3,133 | $63.18 | $197,942.94 |
DisclosureSEC source: 0001256293-25-000005 · wk-form4_1740610829.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,592.0109 F1 · kind: This transaction represents the withholding of 3,133 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 24, 2025 of 6,987 shares of common stock originally awarded on February 24, 2022. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 00:29 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 3,608 | $63.46 | $228,963.68 |
DisclosureSEC source: 0001256293-25-000003 · wk-form4_1740443354.xml · nonDerivative · entry 4 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,725.0109 F4 · kind: This transaction represents the withholding of 3,608 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 21, 2025 of 8,046 shares of common stock originally awarded on February 21, 2024. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 00:29 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 17,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-25-000003 · wk-form4_1740443354.xml · nonDerivative · entry 3 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,333.0109 F3 · kind: Stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting: (i) 5,758 shares on February 21, 2026; (ii) 5,758 shares on February 21, 2027; and (iii) 5,758 shares on February 21, 2028. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 00:29 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 17,567 | $64.84 | $1,139,044.28 |
DisclosureSEC source: 0001256293-25-000003 · wk-form4_1740443354.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,059.0109 F2 · kind: This transaction represents the withholding of 17,567 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the stock grant of 39,176 shares on February 20, 2025. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 00:29 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 39,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-25-000003 · wk-form4_1740443354.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,626.0109 F1 · kind: Stock grant pursuant to performance stock unit award originally granted February 24, 2022 pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan. Read SEC document |
| May 08, 2024 Filed May 8, 2024 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-055869 · ownership.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,353 Read SEC document |
| February 24, 2024 Filed Feb 28, 2024 00:46 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 6,353 | $45.88 | $291,475.64 |
DisclosureSEC source: 0001256293-24-000007 · wk-form4_1709081171.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,450.0109 F1 · kind: This transaction represents the withholding of 6,353 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 24, 2024 of an aggregate of 14,166 shares of common stock originally awarded on February 24, 2022 and February 24, 2023. F2 · balance_after: This total includes an additional 556.932355 and 185.3060 shares acquired by the reporting person as a participant in an employee stock purchase plan and dividend reinvestment plan, respectively. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 20:07 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 24,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-24-000004 · wk-form4_1708718835.xml · nonDerivative · entry 3 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,060.7726 F3 · kind: Stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting: (i) 8,046 shares on February 21, 2025; (ii) 8,046 shares on February 21, 2026; and (iii) 8.046 shares on February 21, 2027. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 20:07 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 9,225 | $46.40 | $428,040.00 |
DisclosureSEC source: 0001256293-24-000004 · wk-form4_1708718835.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,922.7726 F2 · kind: This transaction represents the withholding of 9,225 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the stock grant of 20,572 shares on February 21, 2024. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 20:07 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 20,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-24-000004 · wk-form4_1708718835.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,147.7726 F1 · kind: Stock grant pursuant to performance stock unit award originally granted February 18, 2021 pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan. Read SEC document |
| February 18, 2024 Filed Feb 21, 2024 23:41 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 2,159 | $47.42 | $102,379.78 |
DisclosureSEC source: 0001256293-24-000002 · wk-form4_1708558825.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,575.7726 F1 · kind: This transaction represents the withholding of 2,159 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 18, 2024 of 4,677 shares of common stock originally awarded on February 18, 2021. Read SEC document |
| October 29, 2023 Filed Feb 21, 2024 23:41 UTC | Ameris Bancorp ABCB · Entity 3835 | OtherCommon Stock | 198,137.398 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-24-000002 · wk-form4_1708558825.xml · nonDerivative · entry 5 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trust, Coexecutor Disclosed balance after: 0 F2 · kind: This total reflects a reduction of 198,137.398 shares previously reported as held in a trust of which the reporting person was co-executor, a position from which the reporting person resigned as of October 29, 2023. Read SEC document |
| May 10, 2023 Filed May 10, 2023 20:08 UTC | Ameris Bancorp ABCB · Entity 3835 | PurchaseCommon Stock | 10,000 | $29.25 | $292,510.00 |
DisclosureSEC source: 0001256293-23-000009 · wf-form4_168374931444153.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,734.7726 F1 · balance_after: This total include an additional 274.0685 and 95.8272 shares acquired by the reporting person as a participant in an employee stock purchase plan and dividend reinvestment plan, respectively. Read SEC document |
| May 03, 2023 Filed May 3, 2023 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027048 · doc4.xml · nonDerivative · entry 3 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,946 Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value | 448 | $65.68 | $29,424.64 |
DisclosureSEC source: 0001209191-23-027048 · doc4.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F3 · ownership.nature: Reporting Person disclaims beneficial ownership in shares owned by spouse of the reporting person. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value | 1 | $65.66 | $65.66 |
DisclosureSEC source: 0001209191-23-027048 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,098 F1 · shares: Reporting Person transferred shares to a different account. The remaining fractional shares were sold because the transfer could only be completed for whole shares. F2 · balance_after: Amount of securities beneficially owned following the reported transaction remained the same because prior totals were rounded down for fractional shares. Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 21:31 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 2,628 | $42.45 | $111,558.60 |
DisclosureSEC source: 0001256293-23-000007 · wf-form4_167882947959339.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,364.8769 F1 · kind: This transaction represents the withholding of 2,628 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on March 11, 2023, of 5,827 shares of common stock originally awarded on March 11, 2020. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 00:33 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 3,151 | $48.02 | $151,311.02 |
DisclosureSEC source: 0001256293-23-000005 · wf-form4_167754441876495.xml · nonDerivative · entry 4 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,992.8769 F4 · kind: This transaction represents the withholding of 3,151 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 24, 2023 of 6,986 shares of common stock originally awarded on February 24, 2022. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:33 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 21,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-23-000005 · wf-form4_167754441876495.xml · nonDerivative · entry 3 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,143.8769 F3 · kind: Stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting: (i) 7,179 shares on February 24, 2024; (ii) 7,179 shares on February 24, 2025; and (iii) 7,179 shares on February 24, 2026. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:33 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 12,008 | $48.29 | $579,866.32 |
DisclosureSEC source: 0001256293-23-000005 · wf-form4_167754441876495.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,606.8769 F2 · kind: This transaction represents the withholding of 12,008 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the stock grant of 26,623 shares on February 23,2023. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:33 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 26,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-23-000005 · wf-form4_167754441876495.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,614.8769 F1 · kind: Stock grant pursuant to performance stock unit award originally granted March 11, 2020 pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan. Read SEC document |
| November 29, 2022 Filed Feb 13, 2023 19:52 UTC | Ameris Bancorp ABCB · Entity 3835 | GiftCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-23-000003 · wf-form5_167631796296607.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,991.8769 F1 · price: The reported transaction involved a transfer of securities as a charitable donation for which no payment of consideration was received by the reporting person. F2 · balance_after: This total include an additional 507.446293 and 131.7957 shares acquired by the reporting person as a participant in an employee stock purchase plan and dividend reinvestment plan, respectively. This total also includes an additional 40 shares as a correction to an inadvertent error in the number reflected in the reporting person's previous filing. Read SEC document |
| May 04, 2022 Filed May 5, 2022 11:23 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027305 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,098 Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 00:40 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 20,960 | $47.71 | $1,000,001.60 |
DisclosureSEC source: 0001256293-22-000009 · wf-form4_164609514759536.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,502.6349 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting: (i) 6,986 shares on February 24, 2023; (ii) 6,987 shares on February 24, 2024; and (iii) 6,987 shares on February 24, 2025. F2 · balance_after: This total includes an additional 313.4779 shares and additional 71 shares acquired by the reporting person as a participant in an employee stock purchase plan and a dividend reinvestment plan, respectively. Read SEC document |
| February 18, 2022 Filed Feb 24, 2022 02:01 UTC | Ameris Bancorp abcb · Entity 3835 | Tax withholdingCommon Stock | 2,110 | $50.09 | $105,689.90 |
DisclosureSEC source: 0001256293-22-000007 · primary_doc.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,198.157 F1 · kind: This transaction represents the withholding of 2,110 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on February 18, 2022, of 4,678 shares of common stock originally awarded on February 18, 2021. Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 2,000 | $61.53 | $123,060.00 |
DisclosureSEC source: 0001209191-22-005446 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,431 Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 21:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 2,000 | $61.53 | $123,060.00 |
DisclosureSEC source: 0001209191-22-005443 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,431 Read SEC document |
| July 29, 2021 Filed Jul 29, 2021 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 2,000 | $54.98 | $109,960.00 |
DisclosureSEC source: 0001209191-21-048511 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,431 Read SEC document |
| July 27, 2021 Filed Jul 27, 2021 23:44 UTC | Ameris Bancorp ABCB · Entity 3835 | PurchaseCommon Stock | 2,500 | $46.71 | $116,773.25 |
DisclosureSEC source: 0001256293-21-000006 · wf-form4_162742943419128.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,308.157 F2 · balance_after: This total includes an additional 313.813176 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| May 17, 2021 Filed Jul 27, 2021 23:44 UTC | Ameris Bancorp ABCB · Entity 3835 | GiftCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-21-000006 · wf-form4_162742943419128.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,808.157 F1 · balance_after: The reported transaction involved a transfer of securities as a charitable donation for which no payment of consideration was received by the reporting person. Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030377 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,431 Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 21:20 UTC | Ameris Bancorp ABCB · Entity 3835 | Tax withholdingCommon Stock | 2,629 | $54.15 | $142,360.35 |
DisclosureSEC source: 0001256293-21-000004 · wf-form4_161670723318958.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,936.3438 F1 · kind: This transaction represents the withholding of 2,629 shares of common stock to satisfy the tax withholding obligations incurred by the reporting person upon the vesting on March 11, 2021 of 5,828 shares of common stock originally awarded on March 11, 2020. F2 · balance_after: This total includes an additional 38.9616 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:40 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 14,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001256293-21-000002 · wf-form4_161403359758588.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,526.3822 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting: (i) 4,678 shares on February 18, 2022; (ii) 4,678 shares on February 18, 2023; and (iii) 4,677 shares on February 18, 2024. F2 · balance_after: This total includes an additional 854.7557 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027517 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,558 Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 22:53 UTC | Ameris Bancorp ABCB · Entity 3835 | PurchaseCommon Stock | 5,649 | $24.36 | $137,611.90 |
DisclosureSEC source: 0001256293-20-000002 · wf-form4_158414000204896.xml · nonDerivative · entry 13 PROCTOR H PALMER JR · CIK 0001256293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,638.6265 F2 · balance_after: This total includes an additional 56.3836 shares acquired by the reporting person as a participant in an employee stock purchase plan. Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 22:53 UTC | Ameris Bancorp ABCB · Entity 3835 | PurchaseCommon Stock | 400 | $24.34 | $9,736.00 |
DisclosureSEC source: 0001256293-20-000002 · wf-form4_158414000204896.xml · nonDerivative · entry 12 PROCTOR H PALMER JR · CIK 0001256293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,933.2429 Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 22:53 UTC | Ameris Bancorp ABCB · Entity 3835 | PurchaseCommon Stock | 775 | $24.33 | $18,855.75 |
DisclosureSEC source: 0001256293-20-000002 · wf-form4_158414000204896.xml · nonDerivative · entry 11 PROCTOR H PALMER JR · CIK 0001256293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,533.2429 Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 22:53 UTC | Ameris Bancorp ABCB · Entity 3835 | PurchaseCommon Stock | 288 | $24.31 | $7,001.28 |
DisclosureSEC source: 0001256293-20-000002 · wf-form4_158414000204896.xml · nonDerivative · entry 10 PROCTOR H PALMER JR · CIK 0001256293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,758.2429 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.