Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PUBLIX SUPER MARKETS INCNONE · Entity 24393 | Senior Vice President | December 27, 2025 | January 23, 2026 |
| 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.
PUBLIX SUPER MARKETS INC
Report date December 27, 2025 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| SERP StockSEC Table II · derivative / convertible security | IndirectBy SERP | 11,527.543 |
Reported balance
After 2025-03-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-03-03 · Grant · Acquired 2,021.2523 · Balance 11,527.543 F3: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. |
| Common StockSEC Table I · non-derivative | Direct | 4,260 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,260 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 35,156.3883 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,156.3883 F1: Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 43,602.3307 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 43,602.3307 F2: Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c).
F2: Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).
F3: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan.
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 21:02 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,050 | $97.48 Strike: $97.48 | $102,354.00 |
DisclosureSEC source: 0001902872-26-000002 · primarydocument.xml · derivative · entry 1 METZ MERRIANN · CIK 0001902872 · 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 | 8 | $94.11 | $752.88 |
DisclosureSEC source: 0001902872-26-000001 · primarydocument.xml · nonDerivative · entry 1 METZ MERRIANN · CIK 0001902872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,086 F1 · kind: Year-end update for shares held in reporting person's DIP. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 21:40 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001902872-25-000004 · primarydocument.xml · nonDerivative · entry 1 METZ MERRIANN · CIK 0001902872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,078 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 22:44 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,136 | $87.65 Strike: $87.65 | $99,570.40 |
DisclosureSEC source: 0001562180-25-003548 · primarydocument.xml · derivative · entry 1 METZ MERRIANN · CIK 0001902872 · 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 |
| March 03, 2025 Filed Jan 23, 2026 19:48 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 2,021.2523 | $19.20 | $38,808.04 |
DisclosureSEC source: 0000081061-26-000019 · form5.xml · derivative · entry 4 METZ MERRIANN · CIK 0001902872 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By SERP Disclosed balance after: 11,527.543 Underlying: Common Stock · 2,021.2523 shares Expires not disclosed F3 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 22:48 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 942 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000542 · primarydocument.xml · nonDerivative · entry 1 METZ MERRIANN · CIK 0001902872 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 942 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 7/24/2024 as part of the stock component of the annual director fees. These RSUs cliff vested on 1/24/25. Read SEC document |
| March 01, 2024 Filed Jan 24, 2025 17:50 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,946.7735 | $15.20 | $29,590.96 |
DisclosureSEC source: 0001127602-25-001941 · form5.xml · derivative · entry 4 METZ MERRIANN · CIK 0001902872 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By SERP Disclosed balance after: 9,506.2907 Underlying: Common Stock · 1,946.7735 shares Expires not disclosed F3 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| March 01, 2023 Filed Jan 26, 2024 16:06 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 2,350.0312 | $14.55 | $34,192.95 |
DisclosureSEC source: 0001127602-24-002224 · form5.xml · derivative · entry 4 METZ MERRIANN · CIK 0001902872 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By SERP Disclosed balance after: 7,559.5172 Underlying: Common Stock · 2,350.0312 shares Expires not disclosed F3 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| March 30, 2022 Filed Feb 3, 2023 16:09 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | PurchaseCommon Stock | 3,630 | $13.76 | $49,948.80 |
DisclosureSEC source: 0001127602-23-003268 · form5.xml · nonDerivative · entry 1 METZ MERRIANN · CIK 0001902872 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,260 F1 · balance_after: The number of shares reported as beneficially owned has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. Read SEC document |
| March 01, 2022 Filed Feb 3, 2023 16:09 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 2,305.578 | $13.76 | $31,724.75 |
DisclosureSEC source: 0001127602-23-003268 · form5.xml · derivative · entry 4 METZ MERRIANN · CIK 0001902872 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 5,209.486 Underlying: Common Stock · 2,305.578 shares Expires not disclosed F4 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · shares: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · derivative.underlying_shares: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · balance_after: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. 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.