Welcome to our dedicated page for SouthState Bank SEC filings (Ticker: SSB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SouthState Bank Corporation (NYSE: SSB) files a range of reports with the U.S. Securities and Exchange Commission that document its financial condition, corporate actions and governance. This SEC filings page brings together those documents so investors can review how the company describes its commercial banking activities, capital position and risk factors.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide audited and interim financial statements, segment information, loan and deposit data, capital ratios and detailed risk disclosures. For SouthState, these filings are particularly relevant for understanding net interest income, noninterest income from areas such as correspondent banking and capital markets, credit quality metrics and regulatory capital measures.
Current reports on Form 8-K play an important role in SouthState’s disclosure. Recent 8-Ks have announced quarterly earnings releases and conference calls, dividend declarations, the acquisition and integration of Independent Bank Group, Inc., the redomicile from South Carolina to Florida via a merger into SouthState Bank Corporation, and changes to the board of directors, including the appointment of a new independent director. Other 8-Ks describe material definitive agreements, assumptions of indebtedness and supplemental indentures tied to subordinated notes and trust preferred securities.
On this page, investors can also review filings related to dividends, governance updates and corporate structure changes, such as the Agreement and Plan of Merger used to effect the redomicile. Real-time updates from EDGAR ensure that new SouthState filings appear as they are submitted. AI-powered summaries help explain lengthy documents like 10-Ks, 10-Qs and complex 8-Ks, highlighting items such as earnings trends, capital ratios, credit provisions and significant transactions, so readers can quickly understand the implications of each filing for the SSB stock and the underlying banking franchise.
The Vanguard Group amended its Schedule 13G filing for SOUTHSTATE BANK CORP (SSB) to report zero beneficial ownership. The filing states that due to an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report holdings separately and Vanguard no longer is deemed to beneficially own securities previously reported by those units. The amendment lists 0 shares beneficially owned and 0% of the class, with no voting or dispositive power.
SouthState Bank Corp Chief Operating Officer Renee R. Brooks reported a bona fide gift of 2,128 shares of common stock to a charitable organization. The transfer carried no sale price and is classified as a gift disposition, not an open-market sale. Following the gift, she directly holds 37,854 shares of SouthState common stock.
SouthState Bank Corporation is asking shareholders to vote at its 2026 virtual annual meeting on April 15, 2026, to elect 14 directors, approve an advisory “Say on Pay” resolution, and ratify the 2026 independent auditor.
The proxy highlights a transformational year following the acquisition of Independent Bank Group, which expanded into Texas and Colorado and lifted assets above $65 billion. 2025 diluted EPS was $7.87, up 13% from 2024, with adjusted EPS of $9.50, up 32%, and PPNR per share of $12.55, up 30%. Book value per share reached $91.38, 18% higher than year-end 2024, while tangible book value per share grew 10%, alongside an 11% dividend increase and repurchase of 2.4% of shares.
Returns were strong, with ROATCE of 16.7%, adjusted ROATCE of 19.9%, ROAA of 1.22%, and adjusted ROAA of 1.48%. The board cites record $12.7 billion loan production and industry recognition for culture and client experience, and emphasizes pay-for-performance executive compensation tied to profitability, risk metrics, and long-term value. Governance features include a majority-independent board (12 of 14), average independent tenure of 4.0 years, board diversity, robust risk oversight, stock ownership and clawback policies, and an independent lead director structure as the CEO is expected to become board chair.
SouthState Bank Corp’s Chief Strategy Officer Stephen Dean Young reported equity compensation activity in company stock. On 1/24/23, he was awarded Performance Share Units that resulted in the issuance of 10,433 common shares after a three-year performance period ending December 31, 2025.
On February 20, 2026, 10,433 common shares were acquired through exercise or conversion of a derivative security at no stated price per share, and 4,122 shares were withheld to cover tax liabilities at a price of $105.44 per share. After these transactions, he directly owned 52,935 common shares.
SouthState Bank Corp President Richard IV Murray reported equity compensation-related transactions in company common stock. He acquired 5,945 shares on February 20, 2026 from the vesting and exercise of previously awarded performance share units covering a three-year performance period. On the same date, 2,680 shares were disposed of to cover tax withholding obligations, leaving him with 56,237 directly owned shares.
SouthState Bank Corp Chief Financial Officer reports equity award vesting and related tax withholding. On February 20, 2026, William E. V. Matthews acquired 7,806 shares of common stock through the exercise and settlement of previously granted Performance Share Units that vested after a three-year performance period ending December 31, 2025.
On the same date, 3,680 shares were disposed of at $105.44 per share to cover tax liabilities associated with the award. After these transactions, he directly owned 44,568 common shares.
SouthState Bank Corp Chief Administrative Officer Jennifer Idell reported equity award activity rather than open-market trading. On February 20, 2026, she acquired 2,472 shares of common stock at $0.00 per share through the exercise or conversion of a derivative security, tied to Performance Share Units awarded on January 24, 2023 after a three-year performance period ending December 31, 2025.
On the same date, 665 shares were disposed of at $105.44 per share as a tax-withholding disposition to cover liabilities on the award, in accordance with Rule 16(b)-3. After these transactions, Idell directly owned 19,049 shares of SouthState Bank Corp common stock.
SouthState Bank Corp executive Beth S. DeSimone, the company’s CRO and General Counsel, reported equity compensation activity involving common stock. On February 20, 2026, she acquired 3,501 shares at $0 per share from vested Performance Share Units awarded on January 24, 2023, following a three-year performance period ending December 31, 2025. On the same date, 766 shares were disposed of at $105.44 per share to cover tax liabilities associated with these securities, leaving her with 27,716 directly owned shares of common stock.
SouthState Bank Corp CEO John C. Corbett reported offsetting equity transactions in company common stock. He acquired 32,454 shares through the exercise of performance share units that were awarded on January 24, 2023 and vested after a three-year performance period ending December 31, 2025. On the same date, 16,227 shares were withheld to cover tax liabilities related to these securities, a disposition classified as a tax-withholding event rather than an open-market sale. After these transactions, he directly owned 130,902 SouthState common shares.
SouthState Bank Corp Chief Operating Officer Renee R. Brooks reported equity compensation activity involving company common stock. On February 20, 2026, she acquired 5,945 shares through the exercise or conversion of derivative securities, corresponding to performance share units awarded on January 24, 2023 after a three-year performance period ending December 31, 2025. On the same date, 1,788 shares were disposed of at $105.44 per share to cover tax liabilities related to these awards, as permitted under Rule 16(b)-3. Following these transactions, she directly owned 39,982 common shares of SouthState Bank Corp.