Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SouthState Bank Corp | 47,738 | reported | 26 May 2022 | tx 5+3,732 |
| ALABAMA NATIONAL BANCORPORATION | 0 | reported | 22 Feb 2008 | tx 26+28,014.15−156,362.04 |
| National Commerce Corp | 0 | reported | 01 Apr 2019 | tx 19+99,919.97−229,627.72 |
| CENTERSTATE BANKS OF FLORIDA INC | 0 | reported | 07 Jun 2020 | tx 5+30,419−162,720 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2022 | EXERCISE | SouthState Bank Corp | 935 | 0.00 USD | |
| 02 May 2022 | GRANT_AWARD | SouthState Bank Corp | 935 | 80.28 USD | deriv |
| 31 Dec 2021 | OTHER | SouthState Bank Corp | 6 | 80.11 USD | |
| 01 Nov 2021 | OTHER | SouthState Bank Corp | 928 | 0.00 USD | |
| 01 May 2021 | GRANT_AWARD | SouthState Bank Corp | 928 | 84.32 USD | deriv |
| 07 Jun 2020 | OTHER | CENTERSTATE BANKS OF FLORIDA INC | 152,287 | — | |
| 28 May 2020 | GRANT_AWARD | CENTERSTATE BANKS OF FLORIDA INC | 3,102 | 16.12 USD | |
| 28 Oct 2019 | EXERCISE | CENTERSTATE BANKS OF FLORIDA INC | 25,221 | 8.83 USD | |
| 28 Oct 2019 | TAX_WITHHOLDING | CENTERSTATE BANKS OF FLORIDA INC | 10,433 | 25.26 USD | |
| 10 Sept 2019 | GRANT_AWARD | CENTERSTATE BANKS OF FLORIDA INC | 2,096 | 23.86 USD | |
| 01 Apr 2019 | GRANT_AWARD | National Commerce Corp | 11,149.2 | — | |
| 01 Apr 2019 | OTHER | National Commerce Corp | 75,449.38 | — | |
| 01 Apr 2019 | TAX_WITHHOLDING | National Commerce Corp | 4,732.82 | 38.76 USD | |
| 01 Apr 2019 | OTHER | National Commerce Corp | 23,500 | — | deriv |
| 01 Apr 2019 | OTHER | National Commerce Corp | 8,225.23 | — | deriv |
| 04 Mar 2019 | GRANT_AWARD | National Commerce Corp | 2,724.76 | 0.00 USD | deriv |
| 31 May 2018 | TAX_WITHHOLDING | National Commerce Corp | 944.05 | 46.05 USD | |
| 31 May 2018 | EXERCISE | National Commerce Corp | 2,144.05 | — | |
| 31 May 2018 | EXERCISE | National Commerce Corp | 2,144.05 | — | deriv |
| 09 Mar 2018 | GRANT_AWARD | National Commerce Corp | 3,082.47 | 0.00 USD | deriv |
| 10 Mar 2017 | GRANT_AWARD | National Commerce Corp | 2,418 | 0.00 USD | deriv |
| 11 Mar 2016 | GRANT_AWARD | National Commerce Corp | 2,144.05 | 0.00 USD | deriv |
| 24 Mar 2015 | PURCHASE | National Commerce Corp | 1,282 | 19.50 USD | |
| 31 Dec 2014 | OTHER | National Commerce Corp | 66,551 | 0.00 USD | |
| 22 Feb 2008 | OTHER | ALABAMA NATIONAL BANCORPORATION | 74,186 | — |