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 filings document a NYSE-listed bank holding company with common stock registered under the Exchange Act and banking operations conducted through SouthState Bank, N.A. Recent Form 8-K reports record quarterly financial results, earnings-call materials, Regulation FD announcements, board appointments and other material events tied to operating performance and governance.
Proxy and annual meeting materials disclose director elections, shareholder voting results, executive compensation, board structure and other governance matters. The filing record also identifies capital structure details such as common stock par value and exchange listing, while periodic result disclosures address loan and deposit growth, asset quality, capital ratios, dividends, share repurchase activity and noninterest income categories including correspondent banking and capital markets.
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.
SouthState Bank Corp Chief Credit Officer Daniel E. Bockhorst reported equity award activity involving company common stock. He acquired 2,834 shares through the exercise or conversion of a derivative security tied to performance share units awarded on January 24, 2023, following a three-year performance period ending December 31, 2025. In a related move, 42 shares were withheld at a price of $105.44 per share to cover tax liabilities associated with these securities. After these transactions, he directly owned 36,530 common shares.
SouthState Bank Corporation filed its annual report describing a growing regional banking franchise headquartered in Winter Haven, Florida. The company was redomiciled to Florida in 2025 and, through its bank subsidiary, operates 342 branches across eight states plus capital markets, wealth management and mortgage platforms.
As of December 31, 2025, SouthState reported about $67.2 billion in assets, $48.6 billion in loans, $55.1 billion in deposits and $9.1 billion in shareholders’ equity, with a market capitalization of roughly $9.3 billion. Loan exposure is concentrated in commercial real estate (58% of loans), with additional residential, commercial and industrial, and consumer lending.
Regulatory capital ratios were comfortably above well‑capitalized thresholds, including a consolidated CET1 ratio of 11.36% and total risk‑based capital ratio of 13.84%. The report also details a $33.5 million FDIC special assessment tied to 2023 bank failures, strong CRA and compliance focus, and extensive discussion of supervision, capital rules, consumer protection, cybersecurity and evolving U.S. regulatory requirements.