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person · Reporting owner

DeSimone Beth S

Disclosed activity across 3 companies

Tapewire entity
65320
SEC CIK
0001565692

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CommunityOne BancorpCOB · Entity 181438General CounselOctober 26, 2016October 26, 2016
SouthState Bank CorpSSB · Entity 3523CRO, General CounselFebruary 20, 2026February 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2016-10-26 transaction · row 1
1 source row

Row 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 2024-10-01Direct0 Reported balance After 2016-10-26 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2016-11-25Direct0 Reported balance After 2016-10-26 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2025-07-31Direct0 Reported balance After 2016-10-26 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2025-07-31Direct0 Reported balance After 2016-10-26 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect27,716 Ending reported balance After 2026-02-20 transaction · row 2
2 source rows · reconciled sequence

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2020-06-07 transaction · row 1
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2020-06-07 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.