Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INCSFST · Entity 1911 | Chief Risk Officer | February 01, 2025 | February 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.
SOUTHERN FIRST BANCSHARES INC
Report date February 01, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,819 |
Reported balance
After 2025-02-01 transaction · row 1
1 source rowRow 1 · 2025-02-01 · Grant · Acquired 2,150 · Balance 13,819 F1: Represents grant of restricted stock units. The restricted stock vests equally over four years. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units. The restricted stock vests equally over four years.
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 01, 2025 Filed Feb 4, 2025 21:06 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-25-000006 · primary_doc.xml · nonDerivative · entry 1 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,819 F1 · shares: Represents grant of restricted stock units. The restricted stock vests equally over four years. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 19:47 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 3,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-24-000004 · primary_doc.xml · nonDerivative · entry 1 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,669 F1 · shares: On January 16, 2024, Mr. Aiken was awarded 3,469 shares of restricted stock under the Southern First Bancshares, Inc. 2020 Equity Incentive Plan. The restricted stock vests equally over four years. Read SEC document |
| May 05, 2023 Filed May 5, 2023 21:22 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 400 | $22.52 | $9,008.00 |
DisclosureSEC source: 0001090009-23-000021 · primary_doc.xml · nonDerivative · entry 1 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,200 Read SEC document |
| March 10, 2023 Filed Mar 10, 2023 21:53 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | PurchaseCommon Stock | 1,000 | $38.21 | $38,210.00 |
DisclosureSEC source: 0001090009-23-000012 · primary_doc.xml · nonDerivative · entry 1 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 12:50 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001090009-23-000004 · primary_doc.xml · nonDerivative · entry 1 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,800 F1 · shares: On January 17, 2023, Mr. Aiken was awarded 2,000 shares of restricted stock under the Southern First Bancshares, Inc. 2020 Equity Incentive Plan. Of the 2,000 shares of restricted stock, 1,000 shares vests equally over four years, and 1,000 shares vests in totality after five years. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 18:52 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 5 | $46.02 | $230.10 |
DisclosureSEC source: 0001090009-22-000010 · primary_doc.xml · nonDerivative · entry 4 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 18:52 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 100 | $45.94 | $4,593.50 |
DisclosureSEC source: 0001090009-22-000010 · primary_doc.xml · nonDerivative · entry 3 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,795 Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 18:52 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 200 | $45.99 | $9,197.00 |
DisclosureSEC source: 0001090009-22-000010 · primary_doc.xml · nonDerivative · entry 2 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,695 Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 18:52 UTC | SOUTHERN FIRST BANCSHARES INC SFST · Entity 1911 | GrantCommon Stock | 695 | $46.03 | $31,991.20 |
DisclosureSEC source: 0001090009-22-000010 · primary_doc.xml · nonDerivative · entry 1 Aiken William M. III · CIK 0001918017 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,495 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.