Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CommunityOne BancorpCOB · Entity 181438 | General Counsel | October 26, 2016 | October 26, 2016 |
| SouthState Bank CorpSSB · Entity 3523 | CRO, General Counsel | February 20, 2026 | February 23, 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.
CommunityOne Bancorp
Report date October 26, 2016 · Filed October 26, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 1
1 source rowRow 1 · 2016-10-26 · Disposition to issuer · Disposed 29,973 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock. |
| Employee StockSEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2024-10-01 | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-10-26 · Disposition to issuer · Disposed 11,530 · Balance 0 F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. |
| Employee StockSEC Table II · derivative / convertible security · Conversion / exercise price $10.90 · Expires 2016-11-25 | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-10-26 · Disposition to issuer · Disposed 4,546 · Balance 0 F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. |
| Employee StockSEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-07-31 | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-10-26 · Disposition to issuer · Disposed 2,381 · Balance 0 F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. |
| Employee StockSEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-07-31 | Direct | 0 |
Reported balance
After 2016-10-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-10-26 · Disposition to issuer · Disposed 3,383 · Balance 0 F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer and Capital Financial Bank. Pursuant to the merger agreement, as of the effective date, each issued and outstanding share of issuer common stock was converted into the right to receive either (i) $14.25 in cash or (ii) 0.43 shares of Capital Bank Financial Class A common stock, based on the holder's election and subject to proration. As a result of the merger, the reporting person no longer beneficially owns directly or indirectly any shares of issuer common stock.
F2: These options, which became fully vested as a result of the merger, were assumed by Capital Bank Financial in the merger and replaced with options exercisable for that number of whole shares of Capital Bank Financial Class A common stock (rounded down to the nearest whole share) equal to the product of (i) the number of shares of issuer's common stock subject to such stock option multiplied by (ii) the exchange ratio, with an exercise price per share of Capital Bank Financial Class A common stock (rounded up to the nearest whole cent) equal to the quotient obtained by dividing (A) the exercise price per share of issuer common stock of such stock option by (B) the exchange ratio.
SouthState Bank Corp
Report date February 20, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,716 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Exercise / conversion · Acquired 3,501 · Balance 28,482 F1: 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. Row 2 · 2026-02-20 · Tax withholding · Disposed 766 · Balance 27,716 F2: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CenterState Bank Corp
Report date June 07, 2020 · Filed June 09, 2020
Section 16 reporting ended · disclosed 2020-06-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 1
1 source rowRow 1 · 2020-06-07 · Disposition to issuer · Disposed 16,689 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-07 · Disposition to issuer · Disposed 1,529 · Balance 0 F2: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2017 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2021 and then are subject to a mandatory two-year hold period ending on 1/1/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-06-07 · Disposition to issuer · Disposed 3,060 · Balance 0 F3: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2018 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2022 and then are subject to a mandatory two-year hold period ending on 1/1/2024. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on target performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-06-07 · Disposition to issuer · Disposed 6,507 · Balance 0 F4: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-06-07 · Disposition to issuer · Disposed 1,156 · Balance 0 F5: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/19/17. The RSUs vest one-third on January 1st 2019, 2020 and 2021 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-06-07 · Disposition to issuer · Disposed 2,630 · Balance 0 F6: Disposition of RSUs awarded on 9/12/18. The RSUs vest one-third on January 1st 2020, 2021 and 2022 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-06-07 · Disposition to issuer · Disposed 3,027 · Balance 0 F7: Disposition of RSUs awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-06-07 · Disposition to issuer · Disposed 11,585 · Balance 0 F8: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
| Restricted Stock GrantsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-06-07 · Disposition to issuer · Disposed 1,000 · Balance 0 F9: Disposition of outstanding restricted stock awards granted on 10/20/16 under CenterState's Equity Incentive Plan that will vest 25% per year over 4 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020 (the "Merger Agreement"), by and between CenterState Bank Corporation ("CenterState") and South State Corporation ("South State"), pursuant to which CenterState merged with and into South State (the "Merger") on June 7, 2020 (the "Closing Date"). Pursuant to the Merger Agreement, each share of CenterState common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by CenterState or South State) was converted into the right to receive 0.3001 shares (the "Exchange Ratio") of South State common stock. The price of South State common stock on NASDAQ on the Closing Date was $60.27.
F2: Disposition of Performance Share Units ("PSUs") awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2017 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2021 and then are subject to a mandatory two-year hold period ending on 1/1/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F3: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2018 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2022 and then are subject to a mandatory two-year hold period ending on 1/1/2024. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on target performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F4: Disposition of PSUs awarded on 5/28/20 pursuant to the completion of the performance goals set forth in CenterState's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then are subject to a mandatory two-year hold period ending on 1/1/2025. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState PSU was converted into a South State RSU, with the number of underlying shares of South State common stock determined based on actual performance as of immediately prior to the Effective Time and adjusted based on the Exchange Ratio. The converted CenterState PSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F5: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/19/17. The RSUs vest one-third on January 1st 2019, 2020 and 2021 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F6: Disposition of RSUs awarded on 9/12/18. The RSUs vest one-third on January 1st 2020, 2021 and 2022 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F7: Disposition of RSUs awarded on 9/10/19. The RSUs vest one-third on January 1st 2021, 2022 and 2023 and are subject to a mandatory two-year hold period after each vesting date. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F8: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
F9: Disposition of outstanding restricted stock awards granted on 10/20/16 under CenterState's Equity Incentive Plan that will vest 25% per year over 4 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time.
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 20, 2026 Filed Feb 23, 2026 22:08 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 766 | $105.44 | $80,767.04 |
DisclosureSEC source: 0001565692-26-000003 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,716 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 22:08 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001565692-26-000003 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,482 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 | 1,944 | $96.88 Strike: $96.88 | $188,334.72 |
DisclosureSEC source: 0001565692-26-000002 · primarydocument.xml · derivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,583 Underlying: Common Stock · 1,944 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 | 2,915 | $96.88 Strike: $96.88 | $282,405.20 |
DisclosureSEC source: 0001565692-26-000002 · primarydocument.xml · derivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,153 Underlying: Common Stock · 2,915 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 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 687 | $94.11 | $64,653.57 |
DisclosureSEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 4 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,981 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 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 3 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,668 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 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,118 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 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 518 | $0.00 | $0.00 |
DisclosureSEC source: 0001565692-26-000001 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,577 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 |
| February 26, 2025 Filed Feb 27, 2025 21:24 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,504 | $102.49 | $154,144.96 |
DisclosureSEC source: 0001562180-25-001724 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,059 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 21:24 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001724 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,563 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 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,648 | $100.90 Strike: $100.90 | $166,283.20 |
DisclosureSEC source: 0001562180-25-000485 · primarydocument.xml · derivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,248 Underlying: Common Stock · 1,648 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. 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 21, 2025 Filed Jan 23, 2025 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,472 | $100.90 Strike: $100.90 | $249,424.80 |
DisclosureSEC source: 0001562180-25-000485 · primarydocument.xml · derivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,308 Underlying: Common Stock · 2,472 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 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,427 | $99.48 | $141,957.96 |
DisclosureSEC source: 0001562180-25-000098 · primarydocument.xml · nonDerivative · entry 5 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,537 F5 · 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 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000098 · primarydocument.xml · nonDerivative · entry 4 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,964 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 · 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 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000098 · primarydocument.xml · nonDerivative · entry 3 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,424 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. F3 · 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 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000098 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,905 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 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000098 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,649 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 completion of the hold period ending on 1/1/2025, applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2023; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,479 | $84.04 | $124,295.16 |
DisclosureSEC source: 0001562180-24-002078 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,394 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 21:30 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002078 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,873 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 23, 2024 Filed Jan 25, 2024 21:46 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,622 | $81.89 Strike: $81.89 | $132,825.58 |
DisclosureSEC source: 0001562180-24-000621 · primarydocument.xml · derivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,217 Underlying: Common Stock · 1,622 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 | 2,432 | $81.89 Strike: $81.89 | $199,156.48 |
DisclosureSEC source: 0001562180-24-000621 · primarydocument.xml · derivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,128 Underlying: Common Stock · 2,432 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 01, 2024 Filed Jan 4, 2024 00:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 926 | $84.45 | $78,200.70 |
DisclosureSEC source: 0001562180-24-000151 · primarydocument.xml · nonDerivative · entry 5 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,303 F5 · 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 | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000151 · primarydocument.xml · nonDerivative · entry 4 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,229 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 · 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 | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000151 · primarydocument.xml · nonDerivative · entry 3 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,710 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 1/19/2022, 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 | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000151 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,454 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 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000151 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,179 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 completion of the hold period ending on 1/1/2024 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2022; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 15:10 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-008498 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,695 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| May 28, 2023 Filed May 30, 2023 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,125 | $64.99 | $73,113.75 |
DisclosureSEC source: 0001562180-23-004564 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,638 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| May 28, 2023 Filed May 30, 2023 18:18 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 3,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004564 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,763 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 5/28/2023; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,556 | $76.16 Strike: $76.16 | $118,504.96 |
DisclosureSEC source: 0001562180-23-000586 · primarydocument.xml · derivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,688 Underlying: Common Stock · 1,556 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 21:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,334 | $76.16 Strike: $76.16 | $177,757.44 |
DisclosureSEC source: 0001562180-23-000586 · primarydocument.xml · derivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,696 Underlying: Common Stock · 2,334 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 01, 2023 Filed Jan 4, 2023 21:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 633 | $76.36 | $48,335.88 |
DisclosureSEC source: 0001562180-23-000135 · primarydocument.xml · nonDerivative · entry 4 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,286 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, 2023 Filed Jan 4, 2023 21:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000135 · primarydocument.xml · nonDerivative · entry 3 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,919 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 1/1/2023; 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 21:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000135 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,663 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 1/26/2021, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000135 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,389 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 completion of the two-year hold period ending on 12/31/2022 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/2021; RSU were assumed by SouthState Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 3,170 | $80.21 | $254,265.70 |
DisclosureSEC source: 0001562180-22-004987 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,249 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 9,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004987 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,419 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: The number of common shares issued pursuant to the cliff-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a South State Restricted Stock Unit ("RSU") awards pursuant to the Agreement and Plan of Merger, dated as of January 25, 2020, by and between the Company and CenterState Bank Corporation. Read SEC document |
| January 19, 2022 Filed Jan 19, 2022 21:34 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 768 | $85.95 Strike: $85.95 | $66,009.60 |
DisclosureSEC source: 0001562180-22-000511 · primarydocument.xml · derivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,343 Underlying: Common Stock · 768 shares Expires 2025-01-01 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/19/22. The awards will vest at a rate of one third on each January 1st, 2023, 2024 and 2025. 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 1/19/22. The awards will vest at a rate of one third on each January 1st, 2023, 2024 and 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 19, 2022 Filed Jan 19, 2022 21:34 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 3,070 | $85.95 Strike: $85.95 | $263,866.50 |
DisclosureSEC source: 0001562180-22-000511 · primarydocument.xml · derivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,362 Underlying: Common Stock · 3,070 shares Expires 2024-12-31 F1 · security: Number of Performance Share Units ("PSUs") awarded on 1/19/22. The awards will vest following the 3-year performance period ending December 31, 2024. 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") awarded on 1/19/22. The awards will vest following the 3-year performance period ending December 31, 2024. 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, 2022 Filed Jan 3, 2022 18:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 274 | $80.11 | $21,950.14 |
DisclosureSEC source: 0001562180-22-000018 · primarydocument.xml · nonDerivative · entry 3 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,620 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, 2022 Filed Jan 3, 2022 18:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000018 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,894 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 Restricted Share Units ("RSU") vested on 1/1/2022; RSU were awarded on 1/26/21, vesting at a rate of one third on each January 1st, 2022, 2023 and 2024. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 18:15 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000018 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,620 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 completion of the two-year hold period ending on 12/31/21 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/20; RSU were assumed by South State Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 01:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 823 | $72.31 Strike: $72.31 | $59,511.13 |
DisclosureSEC source: 0001562180-21-000583 · primarydocument.xml · derivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,228 Underlying: Common Stock · 823 shares Expires 2024-01-26 F2 · security: Number of time-vested Restricted Share Units ("RSUs") awarded on 1/26/21. The awards will vest at a rate of one third on each January 26th, 2022, 2023 and 2024. 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 1/26/21. The awards will vest at a rate of one third on each January 26th, 2022, 2023 and 2024. 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 26, 2021 Filed Jan 29, 2021 01:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 3,292 | $72.31 Strike: $72.31 | $238,044.52 |
DisclosureSEC source: 0001562180-21-000583 · primarydocument.xml · derivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,292 Underlying: Common Stock · 3,292 shares Expires 2023-12-31 F1 · security: Number of Performance Share Units ("PSUs") awarded on 1/26/21. The awards will vest after the 3-year performance period ending December 31, 2023. 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") awarded on 1/26/21. The awards will vest after the 3-year performance period ending December 31, 2023. 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, 2021 Filed Jan 5, 2021 17:49 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000059 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,241 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 completion of the two-year hold period ending on 12/31/20 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/19; RSU were assumed by South State Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| October 20, 2020 Filed Oct 21, 2020 20:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionRestricted Stock Award · Derivative | 300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-006402 · primarydocument.xml · derivative · entry 3 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300 shares Expires 2020-10-20 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: Issued pursuant to 10/20/16 stock grant award assumed by South State Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| October 20, 2020 Filed Oct 21, 2020 20:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 74 | $57.02 | $4,219.48 |
DisclosureSEC source: 0001562180-20-006402 · primarydocument.xml · nonDerivative · entry 2 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| October 20, 2020 Filed Oct 21, 2020 20:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-006402 · primarydocument.xml · nonDerivative · entry 1 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,199 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: Issued pursuant to 10/20/16 stock grant award assumed by South State Corporation in connection with the CenterState Bank Corporation merger completed on 6/7/2020. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Stock Grants · Derivative | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004368 · primarydocument.xml · derivative · entry 9 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires not disclosed F9 · derivative.exercise_price: Disposition of outstanding restricted stock awards granted on 10/20/16 under CenterState's Equity Incentive Plan that will vest 25% per year over 4 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F9 · price: Disposition of outstanding restricted stock awards granted on 10/20/16 under CenterState's Equity Incentive Plan that will vest 25% per year over 4 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F9 · derivative.exercise_date: Disposition of outstanding restricted stock awards granted on 10/20/16 under CenterState's Equity Incentive Plan that will vest 25% per year over 4 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F9 · derivative.expiration_date: Disposition of outstanding restricted stock awards granted on 10/20/16 under CenterState's Equity Incentive Plan that will vest 25% per year over 4 years. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState restricted stock award was converted into a South State restricted stock award, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState restricted stock awards otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:32 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 11,585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004368 · primarydocument.xml · derivative · entry 8 DeSimone Beth S · CIK 0001565692 · CRO, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,585 shares Expires not disclosed F8 · derivative.exercise_price: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F8 · price: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F8 · derivative.exercise_date: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. F8 · derivative.expiration_date: Disposition of RSUs awarded on 5/28/20 that will cliff vest on 5/28/2023. Pursuant to the Merger Agreement, at the Effective Time, each outstanding CenterState RSU was converted into a South State RSU, with the number of underlying shares of South State common stock adjusted based on the Exchange Ratio. The converted CenterState RSUs otherwise remain subject to the same terms and conditions as applied immediately prior to the Effective Time. 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.