Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Chief Administrative Officer | 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.
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 | 19,049 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Exercise / conversion · Acquired 2,472 · Balance 19,714 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 665 · Balance 19,049 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 16,019 · 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 3,968 · Balance 0 F2: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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 3,320 · Balance 0 F3: Disposition of PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-06-07 · Disposition to issuer · Disposed 4,350 · Balance 0 F4: Disposition of 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-06-07 · Disposition to issuer · Disposed 3,443 · Balance 0 F5: 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-06-07 · Disposition to issuer · Disposed 7,545 · Balance 0 F6: 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-06-07 · Disposition to issuer · Disposed 861 · Balance 0 F7: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 1,572 · Balance 0 F8: Disposition of RSUs awarded on 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-06-07 · Disposition to issuer · Disposed 3,289 · Balance 0 F9: Disposition of 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2020-06-07 · Disposition to issuer · Disposed 2,959 · Balance 0 F10: 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 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2020-06-07 · Disposition to issuer · Disposed 3,509 · Balance 0 F11: 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 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2020-06-07 · Disposition to issuer · Disposed 13,432 · Balance 0 F12: 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 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2020-06-07 · Disposition to issuer · Disposed 2,250 · Balance 0 F13: Disposition of outstanding restricted stock awards granted on 6/8/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 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.
F10: 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.
F11: 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.
F12: 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.
F13: Disposition of outstanding restricted stock awards granted on 6/8/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 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.
F2: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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.
F4: Disposition of 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.
F5: 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.
F6: 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.
F7: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 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.
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 22:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 665 | $105.44 | $70,117.60 |
DisclosureSEC source: 0001674790-26-000003 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,049 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 22:09 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001674790-26-000003 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,714 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 22:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,485 | $96.88 Strike: $96.88 | $143,866.80 |
DisclosureSEC source: 0001674790-26-000002 · primarydocument.xml · derivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,702 Underlying: Common Stock · 1,485 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 22:01 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,227 | $96.88 Strike: $96.88 | $215,751.76 |
DisclosureSEC source: 0001674790-26-000002 · primarydocument.xml · derivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,468 Underlying: Common Stock · 2,227 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 | 382 | $94.11 | $35,950.02 |
DisclosureSEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 4 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,242 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 | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 3 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,204 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 | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001674790-26-000001 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,825 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 21:25 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 787 | $102.49 | $80,659.63 |
DisclosureSEC source: 0001562180-25-001727 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,459 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 21:25 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001727 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,246 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 |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Stock Grants · Derivative | 2,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 13 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 shares Expires not disclosed F13 · derivative.exercise_price: Disposition of outstanding restricted stock awards granted on 6/8/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 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. F13 · price: Disposition of outstanding restricted stock awards granted on 6/8/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 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. F13 · derivative.exercise_date: Disposition of outstanding restricted stock awards granted on 6/8/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 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. F13 · derivative.expiration_date: Disposition of outstanding restricted stock awards granted on 6/8/12 under CenterState's Equity Incentive Plan that will vest 10% per year over 10 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 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 13,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 12 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,432 shares Expires not disclosed F12 · 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. F12 · 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. F12 · 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. F12 · 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 |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 3,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 11 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,509 shares Expires not disclosed F11 · derivative.exercise_price: 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. F11 · price: 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. F11 · derivative.exercise_date: 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. F11 · derivative.expiration_date: 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 2,959 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 10 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,959 shares Expires not disclosed F10 · derivative.exercise_price: 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. F10 · price: 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. F10 · derivative.exercise_date: 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. F10 · derivative.expiration_date: 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 3,289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 9 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,289 shares Expires not disclosed F9 · derivative.exercise_price: Disposition of 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. F9 · price: Disposition of 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. F9 · derivative.exercise_date: Disposition of 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. F9 · derivative.expiration_date: Disposition of 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 1,572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 8 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,572 shares Expires not disclosed F8 · derivative.exercise_price: Disposition of RSUs awarded on 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 9/12/16. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2022. 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 |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerRestricted Share Units · Derivative | 861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 7 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 861 shares Expires not disclosed F7 · derivative.exercise_price: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 · price: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 · derivative.exercise_date: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 · derivative.expiration_date: Disposition of time vested Restricted Share Units ("RSUs") awarded on 9/17/15. The RSUs are fully vested and subject to a two year hold period ending on 1/1/2021. 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 |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 7,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 6 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,545 shares Expires not disclosed F6 · derivative.exercise_price: 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. F6 · price: 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. F6 · derivative.exercise_date: 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. F6 · derivative.expiration_date: 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 3,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 5 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,443 shares Expires not disclosed F5 · derivative.exercise_price: 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. F5 · price: 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. F5 · derivative.exercise_date: 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. F5 · derivative.expiration_date: 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 4,350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 4 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,350 shares Expires not disclosed F4 · derivative.exercise_price: Disposition of 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. F4 · price: Disposition of 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. F4 · derivative.exercise_date: Disposition of 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. F4 · derivative.expiration_date: Disposition of 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 3,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 3 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,320 shares Expires not disclosed F3 · derivative.exercise_price: Disposition of PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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 · price: Disposition of PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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 · derivative.exercise_date: Disposition of PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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 · derivative.expiration_date: Disposition of PSUs awarded on 2/18/20 pursuant to the completion of the performance goals set forth in CenterState's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 2/18/2022. 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerPerformance Share Units · Derivative | 3,968 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · derivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,968 shares Expires not disclosed F2 · derivative.exercise_price: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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. F2 · price: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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. F2 · derivative.exercise_date: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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. F2 · derivative.expiration_date: Disposition of Performance Share Units ("PSUs") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in CenterState's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two-year hold period ending on 1/1/2021. 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. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:33 UTC | CenterState Bank Corp CSFL · Entity 148589 | Disposition to issuerCommon Stock | 16,019 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004369 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| May 28, 2020 Filed May 29, 2020 18:02 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 13,432 | $14.89 Strike: $14.89 | $200,002.48 |
DisclosureSEC source: 0001562180-20-004018 · primarydocument.xml · derivative · entry 4 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,622 Underlying: Common Stock · 13,432 shares Expires 2023-05-28 F4 · security: Number of time vested Restricted Share Units ("RSU") awarded on 5/28/2020. The awards will cliff vest on 5/28/2023. F4 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") awarded on 5/28/2020. The awards will cliff vest on 5/28/2023. Read SEC document |
| May 28, 2020 Filed May 29, 2020 18:02 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 7,545 | $16.12 Strike: $16.12 | $121,625.40 |
DisclosureSEC source: 0001562180-20-004018 · primarydocument.xml · derivative · entry 3 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,626 Underlying: Common Stock · 7,545 shares Expires 2025-01-01 F3 · security: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then subject to a mandatory two-year hold period ending on 1/1/2025. F3 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2019 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2023 and then subject to a mandatory two-year hold period ending on 1/1/2025. Read SEC document |
| May 28, 2020 Filed May 29, 2020 18:02 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 3,443 | $16.12 Strike: $16.12 | $55,501.16 |
DisclosureSEC source: 0001562180-20-004018 · primarydocument.xml · derivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,081 Underlying: Common Stock · 3,443 shares Expires 2024-01-01 F2 · security: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2018 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2022 and then subject to a mandatory two-year hold period ending on 1/1/2024. F2 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2018 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2022 and then subject to a mandatory two-year hold period ending on 1/1/2024. Read SEC document |
| May 28, 2020 Filed May 29, 2020 18:02 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 4,350 | $16.12 Strike: $16.12 | $70,122.00 |
DisclosureSEC source: 0001562180-20-004018 · primarydocument.xml · derivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,638 Underlying: Common Stock · 4,350 shares Expires 2023-01-01 F1 · security: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2017 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2021 and then subject to a mandatory two-year hold period ending on 1/1/2023. F1 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 5/28/2020 pursuant to the completion of the performance goals set forth in the Company's 2017 Long Term Incentive Plan. The PSUs will continue to time vest through 1/1/2021 and then subject to a mandatory two-year hold period ending on 1/1/2023. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 13:37 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 611 | $23.01 | $14,056.42 |
DisclosureSEC source: 0001562180-20-001740 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,019 F2 · kind: Withholding of shares to pay tax liability applicable to the stock options exercised in accordance with Rule 16(b)-3. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 13:37 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,500 | $8.87 | $13,305.00 |
DisclosureSEC source: 0001562180-20-001740 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,630 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise Incentive Stock Option Read SEC document |
| February 18, 2020 Filed Feb 18, 2020 17:47 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 3,320 | $23.70 Strike: $23.70 | $78,684.00 |
DisclosureSEC source: 0001562180-20-001311 · primarydocument.xml · derivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,288 Underlying: Common Stock · 3,320 shares Expires 2022-02-18 F1 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 2/18/20 pursuant to the completion of the performance goals set forth in the Company's 2016 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two year hold period ending on 2/18/22. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the holding period. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 16:21 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 647 | $24.07 | $15,573.29 |
DisclosureSEC source: 0001562180-20-001224 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,130 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 16:21 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001224 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,777 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 as a result of the completion of the two-year holding period ending on 02/13/2020 applicable to the Performance Share Units ("PSU") awarded pursuant to the Company's 2014 Long Term Incentive Plan. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 15:15 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 544 | $24.98 | $13,589.12 |
DisclosureSEC source: 0001562180-20-000111 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,818 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 15:15 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000111 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,362 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 12/31/19 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/18. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 16:30 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 3,509 | $23.86 Strike: $23.86 | $83,724.74 |
DisclosureSEC source: 0001562180-19-004784 · primarydocument.xml · derivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,835 Underlying: Common Stock · 3,509 shares Expires 2023-01-01 F1 · security: Number of time vested Restricted Share Units ("RSU") awarded on 9/10/19. The awards will vest at a rate of one third on each January 1st, 2021, 2022 and 2023. There is a two year holding period after each vested date. The units are exchangeable with the company's common stock at the exchange rate of 1 for 1 after the vesting date and holding period. F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") awarded on 9/10/19. The awards will vest at a rate of one third on each January 1st, 2021, 2022 and 2023. There is a two year holding period after each vested date. The units are exchangeable with the company's common stock at the exchange rate of 1 for 1 after the vesting date and holding period. Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 11:28 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 247 | $22.35 | $5,520.45 |
DisclosureSEC source: 0001562180-19-003454 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,717 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| June 08, 2019 Filed Jun 11, 2019 11:28 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003454 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,964 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. F1 · kind: Issued pursuant to 6/8/12 stock grant award. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 17:18 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 3,968 | $26.51 Strike: $26.51 | $105,191.68 |
DisclosureSEC source: 0001562180-19-001122 · primarydocument.xml · derivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927 Underlying: Common Stock · 3,968 shares Expires 2021-01-01 F1 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 2/19/19 pursuant to the completion of the performance goals set forth in the Company's 2015 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two year hold period ending on 1/1/21. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the holding period. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:55 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 595 | $25.02 | $14,886.90 |
DisclosureSEC source: 0001562180-19-000819 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,214 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 19:55 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 1,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000819 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,809 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 2/7/17 stock grant award Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 16:51 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 281 | $21.33 | $5,993.73 |
DisclosureSEC source: 0001562180-19-000135 · primarydocument.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,007 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 16:51 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000135 · primarydocument.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,288 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 12/31/18 applicable to the time vested Restricted Share Units ("RSU") vested on 1/1/17. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 17:13 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantRestricted Share Units · Derivative | 2,959 | $29.46 Strike: $29.46 | $87,172.14 |
DisclosureSEC source: 0001209191-18-050905 · doc4.xml · derivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,186 Underlying: Common Stock · 2,959 shares Expires 2022-01-01 F1 · security: Number of time vested Restricted Share Units ("RSU") awarded on 9/12/18. The awards will vest at a rate of one third on each January 1st, 2020, 2021 and 2022. There is a two year holding period after each vested date. The units are exchangeable with the company's common stock at the exchange rate of 1 for 1 after the vesting date and holding period. F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") awarded on 9/12/18. The awards will vest at a rate of one third on each January 1st, 2020, 2021 and 2022. There is a two year holding period after each vested date. The units are exchangeable with the company's common stock at the exchange rate of 1 for 1 after the vesting date and holding period. Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 14:53 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 248 | $31.88 | $7,906.24 |
DisclosureSEC source: 0001209191-18-036890 · doc4.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,428 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 14:53 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036890 · doc4.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,676 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 6/8/12 stock grant award. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 13:27 UTC | CenterState Bank Corp CSFL · Entity 148589 | GrantPerformance Share Units · Derivative | 1,959 | $26.34 Strike: $26.34 | $51,600.06 |
DisclosureSEC source: 0001209191-18-010282 · doc4.xml · derivative · entry 3 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,959 Underlying: Common Stock · 1,959 shares Expires 2019-12-31 F3 · derivative.exercise_date: Number of Performance Share Units ("PSU") awarded on 2/13/18 pursuant to the completion of the performance goals set forth in the Company's 2014 Long Term Incentive Plan. The PSUs are fully vested and subject to a mandatory two year hold period ending on 12/31/19. The units are exchangeable with the Company's common stock at the exchange rate of 1 for 1 after the holding period. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 13:27 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 1,660 | $26.34 | $43,724.40 |
DisclosureSEC source: 0001209191-18-010282 · doc4.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,926 F2 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities issued in accordance with Rule 16(b)-3. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 13:27 UTC | CenterState Bank Corp CSFL · Entity 148589 | Exercise / conversionCommon Stock | 5,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010282 · doc4.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,586 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 2/8/16 stock grant award. Read SEC document |
| December 23, 2017 Filed Dec 26, 2017 12:21 UTC | CenterState Bank Corp CSFL · Entity 148589 | Tax withholdingCommon Stock | 145 | $26.46 | $3,836.70 |
DisclosureSEC source: 0001209191-17-067184 · doc4.xml · nonDerivative · entry 1 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,557 F1 · kind: Withholding of shares to pay tax liability applicable to the vesting of securities in accordance with Rule 16(b)-3. Read SEC document |
| October 31, 2017 Filed Oct 31, 2017 15:09 UTC | CenterState Bank Corp CSFL · Entity 148589 | SaleCommon Stock | 2,351 | $27.00 | $63,477.00 |
DisclosureSEC source: 0001209191-17-058418 · doc4.xml · nonDerivative · entry 2 Idell Jennifer · CIK 0001674790 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,702 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.