Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Live Oak Bancshares, Inc. | 4,160 | reported | 12 May 2020 | tx 3+8,045 |
| SouthState Bank Corp | 1,050 | reported | 01 May 2026 | tx 13+13,604 |
| CENTERSTATE BANKS OF FLORIDA INC | 0 | reported | 07 Jun 2020 | tx 15+27,185−26,590 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | SouthState Bank Corp | 1,050 | 97.48 USD | deriv |
| 01 Nov 2025 | EXERCISE | SouthState Bank Corp | 1,136 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | SouthState Bank Corp | 1,136 | 87.65 USD | deriv |
| 01 Nov 2024 | EXERCISE | SouthState Bank Corp | 1,063 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | SouthState Bank Corp | 1,063 | 77.28 USD | deriv |
| 01 Nov 2023 | EXERCISE | SouthState Bank Corp | 1,215 | 0.00 USD | |
| 01 May 2023 | GRANT_AWARD | SouthState Bank Corp | 1,215 | 67.12 USD | deriv |
| 02 Nov 2022 | EXERCISE | SouthState Bank Corp | 935 | 0.00 USD | |
| 02 May 2022 | GRANT_AWARD | SouthState Bank Corp | 935 | 80.28 USD | deriv |
| 01 Nov 2021 | EXERCISE | SouthState Bank Corp | 928 | 0.00 USD | |
| 01 May 2021 | GRANT_AWARD | SouthState Bank Corp | 928 | 84.32 USD | deriv |
| 17 Jun 2020 | PURCHASE | SouthState Bank Corp | 1,000 | 51.71 USD | |
| 17 Jun 2020 | PURCHASE | SouthState Bank Corp | 1,000 | 51.46 USD | |
| 07 Jun 2020 | OTHER | CENTERSTATE BANKS OF FLORIDA INC | 26,590 | — | |
| 28 May 2020 | GRANT_AWARD | CENTERSTATE BANKS OF FLORIDA INC | 3,102 | 16.12 USD | |
| 12 May 2020 | GRANT_AWARD | Live Oak Bancshares, Inc. | 4,160 | 0.00 USD | deriv |
| 06 May 2020 | PURCHASE | Live Oak Bancshares, Inc. | 2,000 | 12.50 USD | |
| 11 Mar 2020 | PURCHASE | CENTERSTATE BANKS OF FLORIDA INC | 3,500 | 16.95 USD | |
| 09 Mar 2020 | PURCHASE | CENTERSTATE BANKS OF FLORIDA INC | 3,000 | 17.72 USD | |
| 28 Feb 2020 | PURCHASE | CENTERSTATE BANKS OF FLORIDA INC | 4,000 | 20.45 USD | first after silence |
| 18 Nov 2019 | GRANT_AWARD | Live Oak Bancshares, Inc. | 1,885 | 0.00 USD | deriv |
| 10 Sept 2019 | GRANT_AWARD | CENTERSTATE BANKS OF FLORIDA INC | 2,096 | 23.86 USD | |
| 14 Dec 2018 | PURCHASE | CENTERSTATE BANKS OF FLORIDA INC | 1,000 | 21.40 USD | |
| 13 Dec 2018 | PURCHASE | CENTERSTATE BANKS OF FLORIDA INC | 1,500 | 22.08 USD | |
| 13 Dec 2018 | PURCHASE | CENTERSTATE BANKS OF FLORIDA INC | 1,000 | 22.50 USD |
2 purchases reported after at least 12 months of silence — most recent on 28 Feb 2020.