Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | EVP & CIO | March 03, 2025 | March 04, 2025 |
| 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.
SOUTHERN CO
Report date March 03, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 102,090 |
Reported balance
After 2025-03-03 transaction · row 1
1 source rowRow 1 · 2025-03-03 · Sale · Disposed 1,125 · Balance 102,090 |
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 |
|---|---|---|---|---|---|---|
| February 13, 2022 Filed Feb 15, 2022 22:54 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 10,327 | $66.79 | $689,740.33 |
DisclosureSEC source: 0001209191-22-009926 · doc4.xml · nonDerivative · entry 4 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,966 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:54 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 22,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009926 · doc4.xml · nonDerivative · entry 3 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,293 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 13, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:54 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 810 | $66.79 | $54,099.90 |
DisclosureSEC source: 0001209191-22-009926 · doc4.xml · nonDerivative · entry 2 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,525 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:54 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009926 · doc4.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,335 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 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 72 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:17 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 1,059 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009540 · doc4.xml · derivative · entry 6 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060 Underlying: Southern Company Common Stock · 1,059 shares Expires not disclosed 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. F5 · security: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:17 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Co Restricted Stock Units · Derivative | 1,433 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009540 · doc4.xml · derivative · entry 5 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 1,433 shares Expires not disclosed 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. F4 · security: Represents final 1/3 of restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:17 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 520 | $66.79 | $34,730.80 |
DisclosureSEC source: 0001209191-22-009540 · doc4.xml · nonDerivative · entry 4 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,550 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:17 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009540 · doc4.xml · nonDerivative · entry 3 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,070 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. F3 · security: Shares acquired upon vesting of second 1/3 of restricted stock units granted on February 11, 2020. Includes 92 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:17 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 797 | $66.79 | $53,231.63 |
DisclosureSEC source: 0001209191-22-009540 · doc4.xml · nonDerivative · entry 2 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,919 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:17 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 1,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009540 · doc4.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,716 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 · security: Shares acquired upon vesting of final 1/3 of restricted stock units granted on February 11, 2019. Includes 194 accrued dividend equivalent units. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 20:44 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006723 · primarydocument.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,058 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 5/1/2021 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/21. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 20:44 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 7,000 | $64.61 | $452,270.00 |
DisclosureSEC source: 0001209191-21-049077 · doc4.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,089 Read SEC document |
| May 01, 2021 Filed May 3, 2021 21:40 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 928 | $84.32 Strike: $84.32 | $78,248.96 |
DisclosureSEC source: 0001562180-21-003092 · primarydocument.xml · derivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 Underlying: Common Stock · 928 shares Expires 2021-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/1/2021 as part of the stock component of the annual director fees. The units will cliff vest on 11/1/21. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:26 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 926 | $52.95 | $49,031.70 |
DisclosureSEC source: 0000764038-20-000043 · primary_doc.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,361 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| May 02, 2019 Filed May 3, 2019 15:11 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 865 | $75.32 | $65,151.80 |
DisclosureSEC source: 0000764038-19-000042 · primary_doc.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,435 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:24 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 125 | $84.05 | $10,506.25 |
DisclosureSEC source: 0000764038-18-000078 · primary_doc.xml · nonDerivative · entry 5 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,570 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:24 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 500 | $84.02 | $42,010.00 |
DisclosureSEC source: 0000764038-18-000078 · primary_doc.xml · nonDerivative · entry 4 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,445 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:24 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 100 | $84.06 | $8,406.00 |
DisclosureSEC source: 0000764038-18-000078 · primary_doc.xml · nonDerivative · entry 3 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,945 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:24 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 25 | $84.03 | $2,100.75 |
DisclosureSEC source: 0000764038-18-000078 · primary_doc.xml · nonDerivative · entry 2 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,845 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:24 UTC | SouthState Bank Corp SSB · Entity 3523 | PurchaseCommon Stock | 250 | $84.03 | $21,007.50 |
DisclosureSEC source: 0000764038-18-000078 · primary_doc.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,820 Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:52 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 678 | $87.25 | $59,155.50 |
DisclosureSEC source: 0000764038-18-000055 · primary_doc.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| May 01, 2017 Filed May 2, 2017 16:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 492 | $87.95 | $43,271.40 |
DisclosureSEC source: 0000764038-17-000054 · primary_doc.xml · nonDerivative · entry 1 DAVIS MARTIN BERNARD · CIK 0001674959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892 F1 · shares: These restricted shares vest quarterly over 1 year 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.