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 | 44,568 | reported | 20 Feb 2026 | tx 44+104,775−34,999 |
| National Commerce Corp | 23,257.06 | reported | 01 Apr 2019 | tx 18+85,312.14−168,931.42 |
| ALABAMA NATIONAL BANCORPORATION | 0 | reported | 22 Feb 2008 | tx 25+19,838.02−91,925.65 |
| CENTERSTATE BANKS OF FLORIDA INC | 0 | reported | 07 Jun 2020 | tx 9+51,675−138,001 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Feb 2026 | EXERCISE | SouthState Bank Corp | 7,806 | 0.00 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | SouthState Bank Corp | 3,680 | 105.44 USD | |
| 20 Jan 2026 | GRANT_AWARD | SouthState Bank Corp | 6,071 | 96.88 USD | deriv |
| 20 Jan 2026 | GRANT_AWARD | SouthState Bank Corp | 4,047 | 96.88 USD | deriv |
| 01 Jan 2026 | EXERCISE | SouthState Bank Corp | 1,144 | 0.00 USD | |
| 01 Jan 2026 | EXERCISE | SouthState Bank Corp | 1,254 | 0.00 USD | |
| 01 Jan 2026 | EXERCISE | SouthState Bank Corp | 1,156 | 0.00 USD | |
| 01 Jan 2026 | TAX_WITHHOLDING | SouthState Bank Corp | 1,787 | 94.11 USD | |
| 26 Feb 2025 | EXERCISE | SouthState Bank Corp | 8,677 | 0.00 USD | |
| 26 Feb 2025 | TAX_WITHHOLDING | SouthState Bank Corp | 4,109 | 102.49 USD | |
| 29 Jan 2025 | SALE | SouthState Bank Corp | 6,531 | 108.29 USD | |
| 21 Jan 2025 | GRANT_AWARD | SouthState Bank Corp | 5,145 | 100.90 USD | deriv |
| 21 Jan 2025 | GRANT_AWARD | SouthState Bank Corp | 3,430 | 100.90 USD | deriv |
| 01 Jan 2025 | TAX_WITHHOLDING | SouthState Bank Corp | 3,664 | 99.48 USD | |
| 01 Jan 2025 | EXERCISE | SouthState Bank Corp | 1,253 | 0.00 USD | |
| 01 Jan 2025 | EXERCISE | SouthState Bank Corp | 1,156 | 0.00 USD | |
| 01 Jan 2025 | EXERCISE | SouthState Bank Corp | 552 | 0.00 USD | |
| 01 Jan 2025 | EXERCISE | SouthState Bank Corp | 4,577 | 0.00 USD | |
| 27 Nov 2024 | GIFT | SouthState Bank Corp | 200 | 0.00 USD | |
| 20 Sept 2024 | SALE | SouthState Bank Corp | 5,000 | 100.00 USD | |
| 29 Feb 2024 | TAX_WITHHOLDING | SouthState Bank Corp | 4,471 | 84.04 USD | |
| 29 Feb 2024 | EXERCISE | SouthState Bank Corp | 10,080 | 0.00 USD | |
| 23 Jan 2024 | GRANT_AWARD | SouthState Bank Corp | 3,761 | 81.89 USD | deriv |
| 23 Jan 2024 | GRANT_AWARD | SouthState Bank Corp | 5,641 | 81.89 USD | deriv |
| 01 Jan 2024 | TAX_WITHHOLDING | SouthState Bank Corp | 1,403 | 84.45 USD |
2 purchases reported after at least 12 months of silence — most recent on 26 Jul 2021.