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.
SouthState Bank Corp director Benjamin E. Sasse filed an initial Form 3 disclosing his equity interests in the company. The filing shows he beneficially owns 628 time-vested restricted share units (RSUs) tied to SouthState common stock and 0 shares of common stock directly.
The RSUs were granted on 1/21/2026 as the stock component of his prorated annual director fees. According to the disclosure, these units will cliff vest six months from the grant date, providing share-based compensation that aligns his interests with shareholders over that period.
SouthState Bank Corp reported equity awards to Chief Accounting Officer Sara Arana. On January 20, 2026, she received 423 Performance Share Units (PSUs) at a reference price of $96.88 each, bringing her directly held derivative PSUs to 1,592. These PSUs will vest after a three-year performance period ending December 31, 2028 and are exchangeable into common stock on a one-for-one basis after vesting.
On the same date, Arana was also granted 282 time-vested Restricted Share Units (RSUs) at $96.88 each, increasing her directly held RSUs to 448. These RSUs vest in three equal installments on January 1, 2027, January 1, 2028, and January 1, 2029, and each unit is exchangeable for one share of common stock once vested. The filing notes that its timing was affected by an administrative delay.
SouthState Bank Corp. reported equity awards to Chief Administrative Officer Jennifer Idell. On 01/20/2026 she received 2,227 Performance Share Units at a reference price of $96.88 per unit, which will vest after a three-year performance period ending on December 31, 2028. Each unit can be exchanged for one share of common stock after vesting.
The filing also shows a grant of 1,485 time-vested Restricted Share Units on the same date at $96.88 per unit. These RSUs vest in three equal installments on January 1, 2027, January 1, 2028, and January 1, 2029, and are likewise exchangeable 1-for-1 into common stock after vesting. Both awards are held directly by Idell and represent part of her equity-based compensation.
SouthState Bank Corp’s Chief Credit Officer, Daniel E. Bockhorst, reported equity awards in the form of performance share units and restricted share units. On January 20, 2026, he was granted 2,519 Performance Share Units (PSUs) at a reference price of $96.88 each, which will vest after a three-year performance period ending December 31, 2028. Each PSU is exchangeable for one share of common stock after vesting.
He was also granted 1,680 time-vested Restricted Share Units (RSUs) at $96.88 per unit, vesting in three equal installments on January 1, 2027, 2028 and 2029, with each RSU convertible into one share of common stock upon vesting. Following these awards, he beneficially owns 8,734 PSUs and 4,607 RSUs, all held directly.
SouthState Bank Corp executive Beth S. DeSimone, CRO and General Counsel, received new equity awards. On 01/20/2026, she was awarded 2,915 Performance Share Units at a reference price of
She was also granted 1,944 time-vested Restricted Share Units at
SouthState Bank Corp Chief Operating Officer Renee R. Brooks reported equity awards in the form of performance and restricted share units. On 01/20/2026, she was granted 4,817 Performance Share Units (PSUs) at a reference price of $96.88, which will vest after a three-year performance period ending on December 31, 2028 and can be settled one-for-one in common stock. She was also granted 3,211 time-vested Restricted Share Units (RSUs) at $96.88, vesting in three equal installments on January 1, 2027, 2028 and 2029, each exchangeable one-for-one into common stock after vesting. Following these awards, she beneficially owned 17,198 PSUs and 5,989 RSUs directly.
SouthState Bank Corp Chief Financial Officer William E. Matthews V reported new equity awards in the form of performance and restricted share units. On 01/20/2026 he was granted 6,071 Performance Share Units at a reference price of $96.88, which will vest after a three-year performance period ending December 31, 2028 and are exchangeable into common stock on a 1-for-1 basis after vesting.
He was also granted 4,047 time-vested Restricted Share Units at the same $96.88 reference price, vesting in three equal installments on January 1, 2027, 2028 and 2029, each RSU also convertible into one share of common stock after vesting. Following these awards, he beneficially owned 22,061 Performance Share Units and 7,587 Restricted Share Units, all held directly.
SouthState Bank Corp President Murray Richard IV received new equity awards linked to the company’s common stock. On 01/20/2026 he was granted 6,178 Performance Share Units at a reference price of $96.88 each, which will vest after a three-year performance period ending on December 31, 2028. Each unit can be exchanged for one share of common stock after vesting.
He was also granted 4,119 time-vested Restricted Share Units at $96.88 per unit. These RSUs vest in three equal installments on January 1, 2027, January 1, 2028, and January 1, 2029, with each vested unit exchangeable for one share of common stock. Following these awards, he directly holds 18,559 Performance Share Units and 8,954 Restricted Share Units. The filing notes that its timing was affected by an administrative delay.
SouthState Bank Corp's Chief Strategy Officer Stephen Dean Young reported new equity awards in the form of performance share units and restricted share units. On January 20, 2026, he was granted 7,886 Performance Share Units (PSUs) at $96.88 and 5,257 Restricted Share Units (RSUs) at the same reference price.
The PSUs represent a target award that will vest after a three-year performance period ending December 31, 2028, and are exchangeable into common stock on a 1-for-1 basis after vesting. The RSUs vest over time, with one third vesting on each of January 1, 2027, 2028 and 2029, and are also exchangeable into common stock on a 1-for-1 basis once vested. Following these grants, Young directly holds 29,018 derivative securities tied to PSUs and 9,893 derivative securities tied to RSUs. The filing notes that its timing was affected by an administrative delay.
SouthState Bank Corp CEO John C. Corbett reported grants of new equity awards. On January 20, 2026, he received 21,412 Performance Share Units at a reference price of
He also received 14,275 time‑vested Restricted Share Units at