Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Chief Operating Officer | March 12, 2026 | March 13, 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 March 12, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,854 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Gift · Disposed 2,128 · Balance 37,854 F1: Bona fide gift to a charitable organization. |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift to a charitable organization.
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 |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 13, 2026 20:04 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001511998-26-000005 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,854 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,788 | $105.44 | $188,526.72 |
DisclosureSEC source: 0001511998-26-000004 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,982 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 5,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001511998-26-000004 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,770 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 Performance Share Units ("PSUs") awarded on 1/24/23; PSUs vested after the 3-year performance period ending December 31, 2025. Read SEC document |
| January 20, 2026 Filed Jan 26, 2026 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 3,211 | $96.88 Strike: $96.88 | $311,081.68 |
DisclosureSEC source: 0001511998-26-000002 · primarydocument.xml · derivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,989 Underlying: Common Stock · 3,211 shares Expires 2029-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/20/26. The awards will vest at a rate of one third on each January 1st, 2027, 2028 and 2029. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 20, 2026 Filed Jan 26, 2026 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 4,817 | $96.88 Strike: $96.88 | $466,670.96 |
DisclosureSEC source: 0001511998-26-000002 · primarydocument.xml · derivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,198 Underlying: Common Stock · 4,817 shares Expires 2028-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/20/26. The awards will vest following the 3-year performance period ending December 31, 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 939 | $94.11 | $88,369.29 |
DisclosureSEC source: 0001511998-26-000001 · primarydocument.xml · nonDerivative · entry 4 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,671 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001511998-26-000001 · primarydocument.xml · nonDerivative · entry 3 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,610 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 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/21/2025, vesting at a rate of one third on each January 1st, 2026, 2027 and 2028. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001511998-26-000001 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,703 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2026; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 21:10 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001511998-26-000001 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,739 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 RSU vested on 1/1/2026; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| December 31, 2025 Filed Feb 10, 2026 22:26 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 154 | $94.11 | $14,492.94 |
DisclosureSEC source: 0001511998-26-000003 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,013 F1 · kind: Year-end update for shares held in reporting person's 401(k) plan. Read SEC document |
| April 30, 2025 Filed Apr 30, 2025 19:34 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003402 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,859 F1 · kind: Bona fide gift to charitable organizations. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,020 | $102.49 | $207,029.80 |
DisclosureSEC source: 0001562180-25-001723 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,584 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:21 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 6,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001723 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,604 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 Performance Share Units ("PSUs") awarded on 1/19/22; PSUs vested after the 3-year performance period ending December 31, 2024. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 2,721 | $100.90 Strike: $100.90 | $274,548.90 |
DisclosureSEC source: 0001562180-25-000483 · primarydocument.xml · derivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,529 Underlying: Common Stock · 2,721 shares Expires 2028-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/21/25. The awards will vest at a rate of one third on each January 1st, 2026, 2027 and 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/21/25. The awards will vest at a rate of one third on each January 1st, 2026, 2027 and 2028. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 4,081 | $100.90 Strike: $100.90 | $411,772.90 |
DisclosureSEC source: 0001562180-25-000483 · primarydocument.xml · derivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,422 Underlying: Common Stock · 4,081 shares Expires 2027-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/21/25. The awards will vest following the 3-year performance period ending December 31, 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/21/25. The awards will vest following the 3-year performance period ending December 31, 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 786 | $99.48 | $78,191.28 |
DisclosureSEC source: 0001562180-25-000097 · primarydocument.xml · nonDerivative · entry 4 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,845 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000097 · primarydocument.xml · nonDerivative · entry 3 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,631 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 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 881 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000097 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,667 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000097 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,786 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 RSU vested on 1/1/2025; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| December 31, 2024 Filed Feb 5, 2025 22:51 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 148 | $99.48 | $14,723.04 |
DisclosureSEC source: 0001562180-25-000968 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,993 F1 · kind: Year-end update for shares held in reporting person's 401(k) plan. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:06 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 6,904 | $110.00 | $759,440.00 |
DisclosureSEC source: 0001562180-24-008114 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,365 Read SEC document |
| August 28, 2024 Filed Aug 28, 2024 20:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 3,403 | $95.91 | $326,381.73 |
DisclosureSEC source: 0001562180-24-006538 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,269 F2 · kind: Withholding of securities to cover the exercise of incentive stock options. Read SEC document |
| August 28, 2024 Filed Aug 28, 2024 20:07 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,965 | $62.46 | $310,113.90 |
DisclosureSEC source: 0001562180-24-006538 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,672 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: Exercise incentive stock option. Read SEC document |
| March 19, 2024 Filed Mar 19, 2024 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002816 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,707 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002816 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,612 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:27 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 3,523 | $84.04 | $296,072.92 |
DisclosureSEC source: 0001562180-24-002075 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,217 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:27 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 7,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002075 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,740 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 Performance Share Units ("PSUs") awarded on 1/26/21; PSUs vested after the 3-year performance period ending December 31, 2023. Read SEC document |
| January 29, 2024 Filed Jan 29, 2024 21:17 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 4,025 | $85.62 | $344,620.50 |
DisclosureSEC source: 0001562180-24-000767 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,747 Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:46 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 2,892 | $81.89 Strike: $81.89 | $236,825.88 |
DisclosureSEC source: 0001562180-24-000620 · primarydocument.xml · derivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,074 Underlying: Common Stock · 2,892 shares Expires 2027-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/23/24. The awards will vest at a rate of one third on each January 1st, 2025, 2026 and 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/23/24. The awards will vest at a rate of one third on each January 1st, 2025, 2026 and 2027. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:46 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 4,337 | $81.89 Strike: $81.89 | $355,156.93 |
DisclosureSEC source: 0001562180-24-000620 · primarydocument.xml · derivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,873 Underlying: Common Stock · 4,337 shares Expires 2026-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/23/24. The awards will vest following the 3-year performance period ending December 31, 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/23/24. The awards will vest following the 3-year performance period ending December 31, 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 10, 2024 Filed Jan 10, 2024 18:50 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,333 | $66.32 | $88,404.56 |
DisclosureSEC source: 0001562180-24-000407 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,772 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: Exercise incentive stock option Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 721 | $84.45 | $60,888.45 |
DisclosureSEC source: 0001562180-24-000150 · primarydocument.xml · nonDerivative · entry 4 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,439 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 881 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000150 · primarydocument.xml · nonDerivative · entry 3 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,160 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 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000150 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,279 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2024; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000150 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,859 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 RSU vested on 1/1/2024; RSU were awarded on 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| December 31, 2023 Filed Feb 2, 2024 16:24 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 94 | $84.45 | $7,938.30 |
DisclosureSEC source: 0001562180-24-000915 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,060 F2 · kind: Year-end update for shares held in reporting person's DRIP. Read SEC document |
| December 31, 2023 Filed Feb 2, 2024 16:24 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 219 | $84.45 | $18,494.55 |
DisclosureSEC source: 0001562180-24-000915 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,966 F1 · kind: Year-end update for shares held in reporting person's 401(k) plan. Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 14:46 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,363 | $68.63 | $93,542.69 |
DisclosureSEC source: 0001562180-23-003659 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,261 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 14:46 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-003659 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,624 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 ("RSU"), vested on 4/21/2023; RSU were awarded on 4/21/20. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 18:27 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002751 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,209 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| March 14, 2023 Filed Jul 31, 2023 21:32 UTC Amendment | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 1,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006066 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,398 F1 · kind: To amend the Form 4 originally filed on March 14, 2023. The reporting person's bona fide gift transaction was subsequently canceled due to an administrative delay. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:17 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 2,642 | $76.16 Strike: $76.16 | $201,214.72 |
DisclosureSEC source: 0001562180-23-000584 · primarydocument.xml · derivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,359 Underlying: Common Stock · 2,642 shares Expires 2026-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/24/23. The awards will vest at a rate of one third on each January 1st, 2024, 2025 and 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F2 · derivative.exercise_date: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/24/23. The awards will vest at a rate of one third on each January 1st, 2024, 2025 and 2026. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:17 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 3,963 | $76.16 Strike: $76.16 | $301,822.08 |
DisclosureSEC source: 0001562180-23-000584 · primarydocument.xml · derivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,536 Underlying: Common Stock · 3,963 shares Expires 2025-12-31 F1 · security: Number of Performance Share Units ("PSUs") at target awarded on 1/24/23. The awards will vest following the 3-year performance period ending December 31, 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. F1 · derivative.exercise_date: Number of Performance Share Units ("PSUs") at target awarded on 1/24/23. The awards will vest following the 3-year performance period ending December 31, 2025. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the vesting date. Read SEC document |
| January 06, 2023 Filed Jan 6, 2023 19:31 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 687 | $77.55 | $53,276.85 |
DisclosureSEC source: 0001562180-23-000265 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,641 F2 · kind: Withholding of securities to cover the exercise of incentive stock options Read SEC document |
| January 06, 2023 Filed Jan 6, 2023 19:31 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,223 | $41.45 | $50,693.35 |
DisclosureSEC source: 0001562180-23-000265 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,328 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: Exercise incentive stock option Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 319 | $76.36 | $24,358.84 |
DisclosureSEC source: 0001562180-23-000136 · primarydocument.xml · nonDerivative · entry 3 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,105 F3 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000136 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,424 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. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2023; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:58 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000136 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,004 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 ("RSU") vested on 1/1/2023; RSU were awarded on 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| December 31, 2022 Filed Feb 2, 2023 20:53 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 446 | $76.36 | $34,056.56 |
DisclosureSEC source: 0001562180-23-000821 · primarydocument.xml · nonDerivative · entry 2 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,346 F2 · kind: Year-end update for shares held in reporting person's DRIP. Read SEC document |
| December 31, 2022 Filed Feb 2, 2023 20:53 UTC | SouthState Bank Corp SSB · Entity 3523 | OtherCommon Stock | 259 | $76.36 | $19,777.24 |
DisclosureSEC source: 0001562180-23-000821 · primarydocument.xml · nonDerivative · entry 1 BROOKS RENEE R · CIK 0001511998 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,900 F1 · kind: Year-end update for shares held in reporting person's 401(k) plan. 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.