Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ameris BancorpABCB · Entity 3835 | Director | June 06, 2024 | June 10, 2024 |
| FIDELITY SOUTHERN CORPLION · Entity 156205 | Director | July 01, 2019 | July 03, 2019 |
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.
Ameris Bancorp
Report date June 06, 2024 · Filed June 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,301.6072 |
Reported balance
After 2024-06-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-06 · Grant · Acquired 1,786 · Balance 15,301.6072 F1: Restricted stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 6, 2025, and (ii) the date of the 2025 annual shareholders' meeting. F2: This total includes an additional 155.4923 shares acquired by the reporting person as a participant in a dividend reinvestment plan and an employee stock purchase plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 6, 2025, and (ii) the date of the 2025 annual shareholders' meeting.
F2: This total includes an additional 155.4923 shares acquired by the reporting person as a participant in a dividend reinvestment plan and an employee stock purchase plan.
FIDELITY SOUTHERN CORP
Report date July 01, 2019 · Filed July 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Fidelity Southern Corporation - Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-01 transaction · row 1
1 source rowRow 1 · 2019-07-01 · Other · Disposed 4,556.3494 · Balance 0 F1: Closing price as of 6-28-19. |
Filing footnotes · ownership attribution and instrument terms
F1: Closing price as of 6-28-19.
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 |
|---|---|---|---|---|---|---|
| June 06, 2024 Filed Jun 10, 2024 22:46 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001732602-24-000002 · wk-form4_1718059588.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,301.6072 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 6, 2025, and (ii) the date of the 2025 annual shareholders' meeting. F2 · balance_after: This total includes an additional 155.4923 shares acquired by the reporting person as a participant in a dividend reinvestment plan and an employee stock purchase plan. Read SEC document |
| June 05, 2023 Filed Jun 8, 2023 00:12 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001732602-23-000002 · wk-form4_1686183141.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,360.1149 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 5, 2024, and (ii) the date of the 2024 annual shareholders' meeting. F2 · balance_after: This total includes an additional 127.835539 shares acquired by the reporting person as a participant in a dividend reinvestment plan. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 21:59 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 1,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001732602-22-000002 · wf-form4_165515752531588.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,697.2794 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2021 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 9, 2023, and (ii) the date of the 2023 annual shareholders' meeting. F2 · balance_after: This total includes an additional 94.766242 shares acquired by the reporting person as a participant in a dividend reinvestment plan. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 13:25 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001732602-21-000004 · wf-form4_162367713386609.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,879.5132 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 10, 2022 and (ii) the date of the 2022 annual shareholders' meeting. F2 · balance_after: This total includes an additional 97.48685 shares acquired by the reporting person as a participant in a dividend reinvestment plan. Read SEC document |
| June 12, 2020 Filed Jun 16, 2020 15:19 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 2,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001732602-20-000002 · wf-form4_159232073552015.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,579.0264 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting on the earlier of (i) June 12, 2021 and (ii) the date of the 2021 annual shareholder's meeting. F2 · balance_after: This total includes an additional 38.82637 shares acquired by the reporting person as a participant in a direct stock purchase plan. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 22:38 UTC | Ameris Bancorp ABCB · Entity 3835 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000351569-19-000032 · edgar.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,044.2 F1 · shares: Restricted stock grant pursuant to the Ameris Bancorp 2014 Omnibus Equity Compensation Plan, vesting on the earlier of (i) May 15, 2020 and (ii) the date of the 2020 annual shareholder's meeting. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 11:05 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | OtherFidelity Southern Corporation - Common Stock | 4,556.3494 | $30.97 | $141,110.14 |
DisclosureSEC source: 0001127602-19-023836 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Closing price as of 6-28-19. Read SEC document |
| May 10, 2019 Filed Jun 25, 2019 14:03 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | OtherFidelity Southern Corporation - Common Stock | 11.5879 | $29.31 | $339.69 |
DisclosureSEC source: 0001127602-19-022784 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,556.3494 F1 · shares: Reinvested cash dividends received in the second quarter. Read SEC document |
| April 05, 2019 Filed May 8, 2019 11:52 UTC Amendment | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 244.1732 | $28.15 | $6,872.50 |
DisclosureSEC source: 0001127602-19-017689 · form4a.xml · nonDerivative · entry 2 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,544.7615 F2 · shares: Shares awarded for service as a Director during the previous quarter. Read SEC document |
| February 14, 2019 Filed May 8, 2019 11:52 UTC Amendment | FIDELITY SOUTHERN CORP LION · Entity 156205 | OtherFidelity Southern Corporation - Common Stock | 9.9864 | $30.96 | $309.19 |
DisclosureSEC source: 0001127602-19-017689 · form4a.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300.5883 F1 · shares: Reinvested cash dividends received in the first quarter. Read SEC document |
| January 11, 2019 Filed Jan 15, 2019 16:56 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 275.3825 | $27.37 | $7,536.56 |
DisclosureSEC source: 0001127602-19-002036 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,268.8338 F1 · shares: Shares awarded for service as a Director during the previous quarter. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 16:44 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 1,714 | $26.24 | $44,975.36 |
DisclosureSEC source: 0001127602-19-001324 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993.4513 F1 · shares: Restricted Stock Award - Vesting schedule will be two years, with 50% lapsing/vesting each year. Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 20:05 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | OtherFidelity Southern Corporation - Common Stock | 21.7681 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006140 · form5.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301.2194 F1 · price: Reinvested cash dividend shares received during the reporting year. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 15:52 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 310.959 | $24.24 | $7,536.56 |
DisclosureSEC source: 0001127602-18-029763 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,279.4513 F1 · kind: Shares awarded for service as a Director during the previous quarter. Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 16:28 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 192.4543 | $26.10 | $5,023.54 |
DisclosureSEC source: 0001127602-18-023285 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,968.4923 F1 · kind: Shares awarded for service as a Director during the previous month. Read SEC document |
| May 14, 2018 Filed May 16, 2018 15:22 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | OtherFidelity Southern Corporation - Common Stock | 16.7358 | $23.11 | $386.76 |
DisclosureSEC source: 0001127602-18-017653 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776.038 F1 · kind: Reinvested cash dividends received in the first and second quarters. Read SEC document |
| May 04, 2018 Filed May 7, 2018 12:39 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 65.5275 | $22.85 | $1,497.50 |
DisclosureSEC source: 0001127602-18-016465 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,759.3022 Read SEC document |
| April 06, 2018 Filed Apr 9, 2018 10:07 UTC | FIDELITY SOUTHERN CORP LION · Entity 156205 | GrantFidelity Southern Corporation - Common Stock | 43.7241 | $22.81 | $997.50 |
DisclosureSEC source: 0001127602-18-014251 · form4.xml · nonDerivative · entry 1 O'Neal Gloria A · CIK 0001732602 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,693.7747 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.