| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SouthState Bank Corp | Director | Common Stock | 40.7K | $4.02M | $98.87 | 01 Nov 2025 | Direct |
| SouthState Corp | Director | Restricted Share Units | 1.4K | $123K | $87.65 | 01 May 2025 | Direct |
| USD Partners LP | Director, Other* | COMMON UNITS (LIMITED PARTNER INTERESTS) | 143K | $31.4K | $0.22 | 16 Feb 2024 | Direct |
| Independent Bank Group, Inc. | Director | Common Stock | 0 | $0 | $60.67 | 01 Jan 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SSB | SouthState Bank Corp | 01 Nov 2025 | 1 | $0 | 4 | Director | 03 Nov 2025, 16:44 |
| SSB | SouthState Corp | 01 Aug 2025 | 1 | $231K | 4 | Director | 04 Aug 2025, 10:55 |
| SSB | SouthState Corp | 22 Jul 2025 | 1 | $0 | 4 | Director | 23 Jul 2025, 13:12 |
| SSB | SouthState Corp | 01 May 2025 | 1 | $99.6K | 4 | Director | 02 May 2025, 16:32 |
| SSB | SouthState Corp | 06 Mar 2025 | 1 | $290K | 4 | Director | 06 Mar 2025, 16:49 |
| SSB | SouthState Corp | 22 Jan 2025 | 1 | $26.6K | 4 | Director | 23 Jan 2025, 17:01 |
| SSB | SouthState Corp | 01 Jan 2025 | 0 | $0 | 3 | Director | 07 Jan 2025, 16:38 |
| IBTX | Independent Bank Group, Inc. | 01 Jan 2025 | 1 | $0 | 4 | Director | 03 Jan 2025, 11:09 |
| IBTX | Independent Bank Group, Inc. | 01 Jul 2024 | 1 | $0 | 4 | Director | 03 Jul 2024, 19:41 |
| USDP | USD Partners LP | 16 Feb 2024 | 1 | -$2.89K | 4 | Director, Other* | 21 Feb 2024, 16:32 |
| IBTX | Independent Bank Group, Inc. | 01 Jul 2023 | 1 | $0 | 4 | Director | 05 Jul 2023, 16:10 |
| USDP | USD Partners LP | 16 Feb 2023 | 1 | $0 | 4 | Director, Other* | 21 Feb 2023, 15:20 |
| IBTX | Independent Bank Group, Inc. | 01 Jul 2022 | 1 | $0 | 4 | Director | 06 Jul 2022, 13:08 |
| USDP | USD Partners LP | 16 Feb 2022 | 1 | $0 | 4 | Director, Other* | 18 Feb 2022, 15:37 |
| IBTX | Independent Bank Group, Inc. | 27 Jan 2022 | 4 | -$1.43M | 4 | Director | 28 Jan 2022, 19:17 |
| IBTX | Independent Bank Group, Inc. | 03 Jun 2021 | 1 | $0 | 4 | Director | 15 Jun 2021, 15:58 |