Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SouthState Bank CorpSSB · Entity 3523 | Director | November 12, 2024 | November 12, 2024 |
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 November 12, 2024 · Filed November 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,219 |
Reported balance
After 2024-11-12 transaction · row 1
1 source rowRow 1 · 2024-11-12 · Sale · Disposed 2,000 · Balance 17,219 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Park Sterling Corp
Report date November 30, 2017 · Filed December 04, 2017
Section 16 reporting ended · disclosed 2017-12-04. 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 2017-11-30 transaction · row 1
1 source rowRow 1 · 2017-11-30 · Disposition to issuer · Disposed 88,014 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2017 (the "Merger Agreement"), between the Issuer and South State Corporation ("South State"), whereby each share of the Issuer's common stock, other than certain shares owned by the Issuer and South State, was converted into the right to receive 0.14 shares of South State's common stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.50 · Expires 2021-03-30 | Direct | 0 |
Reported balance
After 2017-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-11-30 · Disposition to issuer · Disposed 32,340 · Balance 0 F2: Disposed of pursuant to the Merger Agreement, whereby each option to purchase the Issuer's common stock, whether vested or unvested, was converted into the right to receive an amount in cash equal to the product of (a) the number of shares of Issuer common stock subject to such stock option immediately prior to the effective time of the merger and (b) the excess, if any, of (i) the product of (A) the average closing price per share for South State's common stock for the ten full trading days ending on the day immediately preceding the closing date and (B) 0.14, over (ii) the exercise price of such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 26, 2017 (the "Merger Agreement"), between the Issuer and South State Corporation ("South State"), whereby each share of the Issuer's common stock, other than certain shares owned by the Issuer and South State, was converted into the right to receive 0.14 shares of South State's common stock.
F2: Disposed of pursuant to the Merger Agreement, whereby each option to purchase the Issuer's common stock, whether vested or unvested, was converted into the right to receive an amount in cash equal to the product of (a) the number of shares of Issuer common stock subject to such stock option immediately prior to the effective time of the merger and (b) the excess, if any, of (i) the product of (A) the average closing price per share for South State's common stock for the ten full trading days ending on the day immediately preceding the closing date and (B) 0.14, over (ii) the exercise price of such option.
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 |
|---|---|---|---|---|---|---|
| November 12, 2024 Filed Nov 12, 2024 22:18 UTC | SouthState Bank Corp SSB · Entity 3523 | SaleCommon Stock | 2,000 | $110.61 | $221,220.00 |
DisclosureSEC source: 0001562180-24-007654 · primarydocument.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,219 Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 21:03 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007501 · primarydocument.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,219 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") granted on 5/1/2024 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/24. Read SEC document |
| May 01, 2024 Filed May 2, 2024 19:21 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,063 | $77.28 Strike: $77.28 | $82,148.64 |
DisclosureSEC source: 0001562180-24-003695 · primarydocument.xml · derivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063 Underlying: Common Stock · 1,063 shares Expires 2024-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSUs") granted on 5/1/2024 as part of the stock component of the annual director fees. The RSUs will cliff vest 6 months from the grant date. Read SEC document |
| November 01, 2023 Filed Nov 2, 2023 15:17 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-007482 · primarydocument.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,156 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") granted on 5/1/2023 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/23. Read SEC document |
| May 01, 2023 Filed May 2, 2023 21:20 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 1,215 | $67.12 Strike: $67.12 | $81,550.80 |
DisclosureSEC source: 0001562180-23-003833 · primarydocument.xml · derivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,215 Underlying: Common Stock · 1,215 shares Expires 2023-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/1/2023 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date. Read SEC document |
| November 02, 2022 Filed Nov 3, 2022 20:57 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-007468 · primarydocument.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,941 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") granted on 5/2/2022 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/2/22. Read SEC document |
| May 02, 2022 Filed May 3, 2022 19:44 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 935 | $80.28 Strike: $80.28 | $75,061.80 |
DisclosureSEC source: 0001562180-22-003645 · primarydocument.xml · derivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 Underlying: Common Stock · 935 shares Expires 2022-11-02 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/2/2022 as part of the stock component of the annual director fees. The units will cliff vest 6 months from the grant date. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 20:43 UTC | SouthState Bank Corp SSB · Entity 3523 | Exercise / conversionCommon Stock | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006722 · primarydocument.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,774 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") granted on 5/1/2021 as part of the stock component of the annual director fees. These RSUs cliff vested on 11/1/21. Read SEC document |
| May 01, 2021 Filed May 3, 2021 22:00 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantRestricted Share Units · Derivative | 928 | $84.32 Strike: $84.32 | $78,248.96 |
DisclosureSEC source: 0001562180-21-003103 · primarydocument.xml · derivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 Underlying: Common Stock · 928 shares Expires 2021-11-01 F1 · derivative.exercise_date: Number of time vested Restricted Share Units ("RSU") granted on 5/1/2021 as part of the stock component of the annual director fees. The units will cliff vest on 11/1/21. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:11 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 926 | $52.95 | $49,031.70 |
DisclosureSEC source: 0000764038-20-000040 · primary_doc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,077 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| May 02, 2019 Filed May 3, 2019 15:02 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 865 | $75.32 | $65,151.80 |
DisclosureSEC source: 0000764038-19-000041 · primary_doc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,151 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| May 01, 2018 Filed May 2, 2018 17:18 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 565 | $87.25 | $49,296.25 |
DisclosureSEC source: 0000764038-18-000058 · primary_doc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,286 F1 · shares: These restricted shares vest quarterly over 1 year. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 13:47 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCommon Stock | 400 | $89.80 | $35,920.00 |
DisclosureSEC source: 0000764038-18-000013 · primary_doc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,721 F1 · shares: These restricted stock awards vest quarterly over the year Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 22:21 UTC | SouthState Bank Corp SSB · Entity 3523 | GrantCOMMON STOCK | 12,321 | $92.05 | $1,134,148.05 |
DisclosureSEC source: 0000764038-17-000090 · primary_doc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,321 F1 · shares: Shares received pursuant to an Agreement and Plan of Merger ("merger agreement"), entered into by South State Corporation and Park Sterling Corporation. Per the "merger agreement", each share of Park Sterling common stock is converted into the right to receive 0.14 shares of South State common stock (which we refer to as the "merger consideration"). Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 13:30 UTC | Park Sterling Corp PSTB · Entity 171413 | Disposition to issuerStock Option (Right to Buy) · Derivative | 32,340 | Not disclosed Strike: $6.50 | Not disclosed |
DisclosureSEC source: 0001437749-17-020112 · rdgdoc.xml · derivative · entry 2 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,340 shares Expires 2021-03-30 F2 · price: Disposed of pursuant to the Merger Agreement, whereby each option to purchase the Issuer's common stock, whether vested or unvested, was converted into the right to receive an amount in cash equal to the product of (a) the number of shares of Issuer common stock subject to such stock option immediately prior to the effective time of the merger and (b) the excess, if any, of (i) the product of (A) the average closing price per share for South State's common stock for the ten full trading days ending on the day immediately preceding the closing date and (B) 0.14, over (ii) the exercise price of such option. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 13:30 UTC | Park Sterling Corp PSTB · Entity 171413 | Disposition to issuerCommon Stock | 88,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-020112 · rdgdoc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 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 April 26, 2017 (the "Merger Agreement"), between the Issuer and South State Corporation ("South State"), whereby each share of the Issuer's common stock, other than certain shares owned by the Issuer and South State, was converted into the right to receive 0.14 shares of South State's common stock. Read SEC document |
| May 25, 2017 Filed Jul 3, 2017 08:29 UTC | Park Sterling Corp PSTB · Entity 171413 | GrantCommon Stock | 3,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-012127 · rdgdoc.xml · nonDerivative · entry 1 DAVIS JEAN E · CIK 0001232068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,014 F1 · price: (1) - Restricted Stock Awards granted pursuant to the Park Sterling Corporation 2014 Long-Term Incentive Plan, which vest on May 25, 2018. 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.