Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Director | May 01, 2026 | May 04, 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.
SouthState Bank Corp
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $97.48 · Expires 2026-11-01 | Direct | 1,050 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 1,050 · Balance 1,050 F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026.
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, 2026 Filed May 4, 2026 21:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,050 | $97.48 Strike: $97.48 | $102,354.00 |
DisclosureSEC source: 0001915495-26-000002 · primarydocument.xml · derivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 1,050 shares Expires 2026-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2026 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/2026. Read SEC document |
| December 31, 2025 Filed Feb 10, 2026 22:24 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 64 | $94.11 | $6,023.04 |
DisclosureSEC source: 0001915495-26-000001 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,246 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:35 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001915495-25-000002 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,136 | $87.65 Strike: $87.65 | $99,570.40 |
DisclosureSEC source: 0001562180-25-003483 · primarydocument.xml · derivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,136 Underlying: Common Stock · 1,136 shares Expires 2025-11-01 F1 · derivative.exercise_date: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2025 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/25. Read SEC document |
| December 31, 2024 Filed Feb 5, 2025 22:51 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 35 | $99.48 | $3,481.80 |
DisclosureSEC source: 0001562180-25-000970 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,046 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 21:02 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007499 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/24. Read SEC document |
| May 01, 2024 Filed May 2, 2024 19:20 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,063 | $77.28 Strike: $77.28 | $82,148.64 |
DisclosureSEC source: 0001562180-24-003693 · primarydocument.xml · derivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063 Underlying: Common Stock · 1,063 shares Expires 2024-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date. Read SEC document |
| December 31, 2023 Filed Feb 2, 2024 16:25 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 8 | $84.45 | $675.60 |
DisclosureSEC source: 0001562180-24-000918 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,948 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| November 01, 2023 Filed Nov 2, 2023 15:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-007480 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/1/2023 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/23. Read SEC document |
| May 01, 2023 Filed May 2, 2023 21:19 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,215 | $67.12 Strike: $67.12 | $81,550.80 |
DisclosureSEC source: 0001562180-23-003831 · primarydocument.xml · derivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,215 Underlying: Common Stock · 1,215 shares Expires 2023-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/1/2023 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date. Read SEC document |
| November 02, 2022 Filed Nov 3, 2022 20:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-007466 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSUs") granted on 5/2/2022 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/2/22. Read SEC document |
| May 02, 2022 Filed May 2, 2022 20:00 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 300 | $75.75 | $22,725.00 |
DisclosureSEC source: 0001562180-22-003608 · primarydocument.xml · nonDerivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712 Read SEC document |
| May 02, 2022 Filed May 3, 2022 19:44 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,013 | $80.28 Strike: $80.28 | $81,323.64 |
DisclosureSEC source: 0001562180-22-003643 · primarydocument.xml · derivative · entry 1 Cofield Ronald M. · CIK 0001915495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 Underlying: Common Stock · 1,013 shares Expires 2022-11-02 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/2/2022 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date. 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.