person · Reporting owner
Williams Douglas Lloyd
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | President, Atlanta Banking Grp | March 01, 2025 | March 04, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SouthState Bank Corp
Report date March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,979 |
Ending reported balance
After 2025-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-01 · Exercise / conversion · Acquired 2,307 · Balance 21,666 F1: The number of common shares issued pursuant to the time-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a SouthState Restricted Stock Unit awards, vesting 1/3 on each anniversary date of the grant date, subject to the reporting person's continued employment with SouthState through such date. Row 2 · 2025-03-01 · Tax withholding · Disposed 687 · Balance 20,979 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: The number of common shares issued pursuant to the time-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a SouthState Restricted Stock Unit awards, vesting 1/3 on each anniversary date of the grant date, subject to the reporting person's continued employment with SouthState through such date.
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.
Atlantic Capital Bancshares, Inc.
Report date March 01, 2022 · Filed March 03, 2022
Section 16 reporting ended · disclosed 2022-03-03. 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 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Disposition to issuer · Disposed 261,721 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2025 Filed Mar 4, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 687 | $100.80 | $69,249.60 |
DisclosureSEC source: 0001562180-25-001956 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,979 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:11 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001956 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,666 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 time-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a SouthState Restricted Stock Unit awards, vesting 1/3 on each anniversary date of the grant date, subject to the reporting person's continued employment with SouthState through such date. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:25 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,273 | $102.49 | $130,469.77 |
DisclosureSEC source: 0001562180-25-001728 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,359 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 | 4,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001728 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,632 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 3/1/22 in accordance with the merger agreement by and between SouthState Corporation and Atlantic Capital Bancshares, Inc.; PSUs cliff vested after the 3-year performance period ending December 31, 2024. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 521 | $99.48 | $51,829.08 |
DisclosureSEC source: 0001562180-25-000101 · primarydocument.xml · nonDerivative · entry 4 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,396 F4 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 618 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000101 · primarydocument.xml · nonDerivative · entry 3 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,917 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/23/2024, vesting at a rate of one third on each January 1st, 2025, 2026 and 2027. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000101 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,299 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/24/2023, vesting at a rate of one third on each January 1st, 2024, 2025 and 2026. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:13 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000101 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,705 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested RSU vested on 1/1/2025; RSU were awarded on 1/19/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 15:26 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007713 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,436 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:41 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 1,035 | $82.31 | $85,190.85 |
DisclosureSEC source: 0001562180-24-002086 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,936 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 21:41 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002086 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,971 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 time-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a SouthState Restricted Stock Unit awards, vesting 1/3 on each anniversary date of the grant date, subject to the reporting person's continued employment with SouthState through such date. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:47 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,856 | $81.89 Strike: $81.89 | $151,987.84 |
DisclosureSEC source: 0001562180-24-000622 · primarydocument.xml · derivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,926 Underlying: Common Stock · 1,856 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 21:47 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantPerformance Share Units · Derivative | 2,783 | $81.89 Strike: $81.89 | $227,899.87 |
DisclosureSEC source: 0001562180-24-000622 · primarydocument.xml · derivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,684 Underlying: Common Stock · 2,783 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 21, 2024 Filed Jan 22, 2024 21:24 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,282 | $81.58 | $186,165.56 |
DisclosureSEC source: 0001562180-24-000560 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,664 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 21, 2024 Filed Jan 22, 2024 21:24 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 4,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000560 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,946 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time-vested Restricted Share Units ("RSUs") vested on 1/21/2024. The RSUs were assumed by SouthState Corporation in connection with the Atlantic Capital Bancshares, Inc. transaction completed on March 1, 2022. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 433 | $84.45 | $36,566.85 |
DisclosureSEC source: 0001562180-24-000153 · primarydocument.xml · nonDerivative · entry 3 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,990 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, 2024 Filed Jan 4, 2024 00:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000153 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,423 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 1/24/2023, 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 00:16 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000153 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,829 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSU") vested on 1/1/2024; RSU were awarded on 3/1/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025; the reporting person received a stock award in the form of SouthState RSU pursuant to the merger agreement between SouthState Corporation and Atlantic Capital Bancshares, Inc. Read SEC document |
| June 13, 2023 Filed Jun 13, 2023 19:11 UTC | SouthState Bank Corp SSB · Entity 3523 | GiftCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005098 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,560 F1 · kind: Bona fide gift to a charitable organization. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 19:14 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 23,400 | $85.01 | $1,989,234.00 |
DisclosureSEC source: 0001562180-23-002534 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,760 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 15:26 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 695 | $80.31 | $55,815.45 |
DisclosureSEC source: 0001562180-23-002113 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,160 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 15:26 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 2,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002113 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,855 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 time-vested "pay to lead" award; The reporting person received a "pay to lead" award in the form of a SouthState Restricted Stock Unit awards, vesting 1/3 on each anniversary date of the grant date, subject to the reporting person's continued employment with SouthState through such date. Read SEC document |
| January 29, 2023 Filed Jan 30, 2023 20:22 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 2,934 | $77.13 | $226,299.42 |
DisclosureSEC source: 0001562180-23-000691 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,547 F2 · kind: Withholding of shares to pay tax liability applicable to securities issued in accordance with Rule 16(b)-3. Read SEC document |
| January 29, 2023 Filed Jan 30, 2023 20:22 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 9,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000691 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,481 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time-vested Restricted Share Units ("RSUs") vested on 1/29/2023. The RSUs were assumed by SouthState Corporation in connection with the Atlantic Capital Bancshares, Inc. transaction completed on March 1, 2022. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 21:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,781 | $76.16 Strike: $76.16 | $135,640.96 |
DisclosureSEC source: 0001562180-23-000587 · primarydocument.xml · derivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,785 Underlying: Common Stock · 1,781 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 | 2,671 | $76.16 Strike: $76.16 | $203,423.36 |
DisclosureSEC source: 0001562180-23-000587 · primarydocument.xml · derivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,901 Underlying: Common Stock · 2,671 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 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | Tax withholdingCommon Stock | 96 | $76.36 | $7,330.56 |
DisclosureSEC source: 0001562180-23-000140 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,893 F2 · 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 21:59 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000140 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,989 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Number of common shares issued pursuant to the time vested Restricted Share Units ("RSU") vested on 1/1/2023; RSU were awarded on 3/1/2022, vesting at a rate of one third on each January 1st, 2023, 2024 and 2025; the reporting person received a stock award in the form of SouthState RSU pursuant to the merger agreement between SouthState Corporation and Atlantic Capital Bancshares, Inc. Read SEC document |
| October 20, 2022 Filed Oct 21, 2022 15:00 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 2,600 | $88.23 | $229,398.00 |
DisclosureSEC source: 0001562180-22-007301 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,719 F1 · kind: The sale was executed under an existing 10b5 plan. Read SEC document |
| October 17, 2022 Filed Oct 17, 2022 20:40 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 15,700 | $85.05 | $1,335,285.00 |
DisclosureSEC source: 0001562180-22-007204 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,319 F1 · kind: The sale was executed under an existing 10b5 plan. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 15:17 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 5,601 | $85.12 | $476,757.12 |
DisclosureSEC source: 0001562180-22-006104 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,019 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 16:17 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 15,983 | $85.18 | $1,361,431.94 |
DisclosureSEC source: 0001562180-22-006080 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,620 Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 14:06 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 4,950 | $85.05 | $420,997.50 |
DisclosureSEC source: 0001562180-22-005770 · primarydocument.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,603 Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 14:06 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 13,716 | $85.06 | $1,166,682.96 |
DisclosureSEC source: 0001562180-22-005770 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,553 Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 21:32 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 4,950 | $85.02 | $420,849.00 |
DisclosureSEC source: 0001562180-22-003003 · primarydocument.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · President, Atlanta Banking Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,269 F1 · date: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2022. F1 · deemedExecutionDate: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 14:58 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Disposition to issuerCommon Stock | 261,721 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-002267 · form4-03032022_110313.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 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 July 22, 2021 (the "Merger Agreement"), by and between SouthState Corporation ("Southstate") and Atlantic Capital Bancshares, Inc. ("Atlantic Capital"), pursuant to which Atlantic Capital merged with and into SouthState (the "Merger") on March 1, 2022. Pursuant to the Merger Agreement, each share of Atlantic Capital common stock issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") (other than certain shares held by Atlantic Capital or SouthState) was converted into the right to receive 0.3600 shares of SouthState common stock. The price of SouthState common stock on NASDAQ at the Effective Time was $90.00. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 11:45 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 3,972 | $28.07 | $111,494.04 |
DisclosureSEC source: 0001415889-21-006106 · form4-12202021_081231.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,721 F2 · shares: Represents the number of shares of common stock withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of an aggregate of 13,197 shares of common stock on December 16, 2021, pursuant to performance-based restricted stock awards granted January 30, 2019. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 11:45 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 13,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-006106 · form4-12202021_081231.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,693 F1 · shares: Represents the number of shares of common stock that vested on December 16, 2021, pursuant to performance-based restricted stock awards granted January 30, 2019. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 17:20 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 4,279 | $17.31 | $74,069.49 |
DisclosureSEC source: 0001415889-21-000372 · form4-01222021_020134.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,496 F2 · shares: Represents the number of shares of common stock withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of an aggregate of 12,088 shares of common stock on January 20,2021, pursuant to performance-based restricted stock awards granted April 25, 2018. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 17:20 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 12,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000372 · form4-01222021_020134.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,775 F1 · shares: Represents the number of shares of common stock that vested on January 20, 2021, pursuant to performance-based restricted stock awards granted April 25,2018. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:14 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000125 · form4-01052021_020101.xml · derivative · entry 6 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2021-01-20 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. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:14 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000125 · form4-01052021_020101.xml · derivative · entry 5 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 30,000 shares Expires 2021-01-20 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. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:14 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 15,196 | $15.92 | $241,920.32 |
DisclosureSEC source: 0001415889-21-000125 · form4-01052021_020101.xml · nonDerivative · entry 4 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,687 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:14 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Exercise / conversionCommon Stock | 20,000 | $10.00 | $200,000.00 |
DisclosureSEC source: 0001415889-21-000125 · form4-01052021_020101.xml · nonDerivative · entry 3 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,883 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. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:14 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 18,845 | $15.92 | $300,012.40 |
DisclosureSEC source: 0001415889-21-000125 · form4-01052021_020101.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,883 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 17:14 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Exercise / conversionCommon Stock | 30,000 | $10.00 | $300,000.00 |
DisclosureSEC source: 0001415889-21-000125 · form4-01052021_020101.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,728 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. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 18:52 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 6,055 | $17.57 | $106,386.35 |
DisclosureSEC source: 0001415889-20-000218 · form4-01312020_030148.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,728 Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 18:52 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 13,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000218 · form4-01312020_030148.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,783 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 14:20 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | Tax withholdingCommon Stock | 9,380 | $18.34 | $172,029.20 |
DisclosureSEC source: 0001461755-19-000013 · wf-form4_154904881748195.xml · nonDerivative · entry 2 Williams Douglas Lloyd · CIK 0001656514 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,494 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 14:20 UTC | Atlantic Capital Bancshares, Inc. ACBI · Entity 129595 | GrantCommon Stock | 20,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001461755-19-000013 · wf-form4_154904881748195.xml · nonDerivative · entry 1 Williams Douglas Lloyd · CIK 0001656514 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,874 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.