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 |
|---|---|---|---|---|---|---|
| December 15, 2016 Filed Dec 19, 2016 12:07 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GiftFidelity Southern Corporation - Common Stock | 594 | $23.53 | $13,976.82 |
DisclosureSEC source: 0001127602-16-070364 · form4.xml · nonDerivative · entry 4 PROCTOR H PALMER JR · CIK 0001256293 · Director · Executive officer 10b5-1 filing: Not disclosed Ownership: Indirect · By P3 Proctor Disclosed balance after: 7,433.3998 F1 · kind: Shares are gifts to family members. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 12:07 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GiftFidelity Southern Corporation - Common Stock | 594 | $23.53 | $13,976.82 |
DisclosureSEC source: 0001127602-16-070364 · form4.xml · nonDerivative · entry 3 PROCTOR H PALMER JR · CIK 0001256293 · Director · Executive officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,036.9481 F1 · kind: Shares are gifts to family members. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 12:07 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GiftFidelity Southern Corporation - Common Stock | 594 | $23.53 | $13,976.82 |
DisclosureSEC source: 0001127602-16-070364 · form4.xml · nonDerivative · entry 2 PROCTOR H PALMER JR · CIK 0001256293 · Director · Executive officer 10b5-1 filing: Not disclosed Ownership: Indirect · By H E Proctor Disclosed balance after: 7,433.3998 F1 · kind: Shares are gifts to family members. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 12:07 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GiftFidelity Southern Corporation - Common Stock | 594 | $23.53 | $13,976.82 |
DisclosureSEC source: 0001127602-16-070364 · form4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · Executive officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,630.9481 F1 · kind: Shares are gifts to family members. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 15:10 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GiftFidelity Southern Corporation - Common Stock | 438 | $22.84 | $10,003.92 |
DisclosureSEC source: 0001127602-16-069488 · form4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director · Executive officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,224.9481 F1 · kind: Charitable contribution 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.