SouthState Bank Corp. (SSB)
Winter Haven, FL, US
SouthState Bank Corporation operates as the bank holding company for SouthState Bank, National Association that provides a range of banking services and products to individuals and companies in the United States. The company offers checking accounts, savings accounts, money market accounts, and time deposit accounts; interest-bearing deposits, certificates of deposits, and other time deposits; and interest-bearing transaction accounts. It provides bond accounting services for correspondents, asset/liability consulting related activities, international wires, and other clearing and corporate checking account services. In addition, the company offers commercial real estate, residential real estate, and commercial and industrial loans, as well as consumer loans, including auto, boat, and personal installment, as well as business, agriculture, real estate-secured (mortgage), home improvement, and manufactured housing loans. Further, it provides debit and credit card, mobile services, funds transfer products and services, and treasury management services comprising merchant, automated clearing house, lock-box, remote deposit capture, and other treasury services, as well as asset and wealth management, and other fiduciary and private banking services. Additionally, the company offers safe deposit boxes, bank money orders, wire transfer and ACH services, brokerage services, and alternative investment products, such as annuities and mutual funds, trust and asset management services; letters of credit and home equity lines of credit; and online, mobile, and telephone banking platforms. The company was formerly known as SouthState Corporation and changed its name to SouthState Bank Corporation in September 2025. SouthState Bank Corporation was founded in 1933 and is headquartered in Winter Haven, Florida.
Based on only 2 articles — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| FirstBancorporation | FNC | 1999-06-04 | View |
| SCBT | SCBT | 2005-08-26 | View |
| Peoples | SCBT | 2012-02-27 | View |
| SAVB SCBT | SAVB | 2012-09-28 | View |
| SOUTH STATE CORPORATION | — | 2016-08-19 | View |
| Park Sterling | PSTB | 2017-07-14 | View |
| CENTERSTATE BANK CORPORATION | — | 2020-03-16 | View |
| Atlantic Capital Bancshares, Inc. | ACBI | 2021-09-15 | View |
| Independent Bank Group, Inc. | IBTX | 2024-06-27 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.06% | -0.01% | -2.99% | -3.97% | +5.85% | +0.68% | +8.78% | +51.55% | +5.37% | +30.71% | +660.43% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 8 | -1 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
113.67
+11.9%
|
| Last Year | 16 |
119.63
+17.8%
|
| All Time | 28 |
112.07
+10.3%
|
-
Revenue growth+57.0% Q1'26: +2.5% (vs Q1'25)
-
EPS growth+12.8% Q1'26: +162.1% (vs Q1'25)
-
FCF margin— Q1'26: +30.9% (vs Q1'25)
-
EBIT margin— Q1'26: +31.8% (vs Q1'25)
-
ROIC— Q1'26: +27.9% (vs Q1'25)
-
Share dilution+31.1% Q1'26: -2.9% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 1.15× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
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Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
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Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
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Dec 2018 actual |
Dec 2019 actual |
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Dec 2023 actual |
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Dec 2025 actual |
Dec 2026 8 Rev. Ana. 10 EPS Ana. |
Dec 2027 8 Rev. Ana. 10 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
84.82M
est: 54.13M (+56.7%)
|
88.15M
est: 57.61M (+53.0%)
|
85.17M
est: 64.74M (+31.6%)
|
87.77M
est: 72.99M (+20.3%)
|
90.56M
est: 82.26M (+10.1%)
|
118.15M
est: 89.91M (+31.4%)
|
158.36M
est: 104.20M (+52.0%)
|
176.56M
est: 107.16M (+64.8%)
|
185.01M
est: 1.03B (-82.0%)
|
173.05M
est: 229.92M (-24.7%)
|
188.89M
est: 128.48M (+47.0%)
|
215.42M
est: 189.83M (+13.5%)
|
243.99M
est: 241.13M (+1.2%)
|
360.83M
est: 425.66M (-15.2%)
|
447.99M
est: 506.20M (-11.5%)
|
449.98M
est: 457.30M (-1.6%)
|
455.19M
est: 462.99M (-1.7%)
|
561.26M
est: 559.99M (+0.2%)
|
709.15M
est: 659.86M (+7.5%)
|
728.02M
est: 646.08M (+12.7%)
|
1.21B
est: 1.15B (+5.2%)
|
1.42B
est: 1.38B (+2.6%)
|
1.67B
est: 1.64B (+2.4%)
|
2.19B
est: 1.61B (+36.3%)
|
2.39B
est: 1.70B (+40.5%)
|
3.76B
est: 2.66B (+41.0%)
|
2.74B
2.73B – 2.75B
+2.9% YoY
|
2.93B
2.85B – 3.01B
+6.7% YoY
|
3.04B
3.04B – 3.04B
+3.9% YoY
|
| EBITDA |
18.21M
est: 54.05M (-66.3%)
|
21.37M
est: 50.25M (-57.5%)
|
23.59M
est: 41.22M (-42.8%)
|
25.64M
est: 40.09M (-36.0%)
|
23.68M
est: 41.45M (-42.9%)
|
27.84M
est: 57.07M (-51.2%)
|
33.26M
est: 90.41M (-63.2%)
|
36.57M
est: 106.27M (-65.6%)
|
29.29M
est: 108.14M (-72.9%)
|
27.35M
est: 84.08M (-67.5%)
|
90.12M
est: 42.22M (+113.5%)
|
44.12M
est: 60.01M (-26.5%)
|
57.25M
est: 66.45M (-13.8%)
|
92.07M
est: 126.69M (-27.3%)
|
132.61M
est: 173.12M (-23.4%)
|
171.85M
est: 187.64M (-8.4%)
|
175.62M
est: 180.29M (-2.6%)
|
197.51M
est: 208.85M (-5.4%)
|
259.95M
est: 318.21M (-18.3%)
|
263.55M
est: 338.01M (-22.0%)
|
150.34M
est: -104.61M (+243.7%)
|
667.42M
est: 535.67M (+24.6%)
|
697.95M
est: 559.53M (+24.7%)
|
689.68M
est: 588.91M (+17.1%)
|
756.95M
est: 623.52M (+21.4%)
|
1.17B
est: 975.30M (+20.1%)
|
1.00B
1.00B – 1.01B
+2.9% YoY
|
1.07B
1.04B – 1.10B
+6.7% YoY
|
1.11B
1.11B – 1.11B
+3.9% YoY
|
| EBIT |
15.65M
est: 15.93M (-1.7%)
|
18.74M
est: 16.95M (+10.6%)
|
20.63M
est: 19.05M (+8.3%)
|
22.09M
est: 21.47M (+2.9%)
|
20.45M
est: 24.20M (-15.5%)
|
24.48M
est: 26.45M (-7.5%)
|
30.09M
est: 30.65M (-1.8%)
|
32.25M
est: 31.53M (+2.3%)
|
24.29M
est: 302.10M (-92.0%)
|
20.48M
est: 67.64M (-69.7%)
|
80.83M
est: 37.80M (+113.8%)
|
33.36M
est: 55.85M (-40.3%)
|
45.16M
est: 70.94M (-36.3%)
|
74.57M
est: 125.22M (-40.4%)
|
111.43M
est: 148.92M (-25.2%)
|
150.38M
est: 134.53M (+11.8%)
|
154.04M
est: 136.21M (+13.1%)
|
168.81M
est: 164.74M (+2.5%)
|
224.26M
est: 194.12M (+15.5%)
|
230.43M
est: 190.07M (+21.2%)
|
103.97M
est: 338.34M (-69.3%)
|
604.28M
est: 406.49M (+48.7%)
|
633.36M
est: 481.02M (+31.7%)
|
630.85M
est: 535.26M (+17.9%)
|
700.25M
est: 566.72M (+23.6%)
|
1.05B
est: 886.46M (+18.1%)
|
912.32M
908.99M – 915.65M
+2.9% YoY
|
973.49M
946.73M – 1.00B
+6.7% YoY
|
1.01B
1.01B – 1.01B
+3.9% YoY
|
| Net Income |
10.53M
est: 11.01M (-4.3%)
|
12.26M
est: 12.06M (+1.6%)
|
13.83M
est: 13.41M (+3.2%)
|
14.79M
est: 14.75M (+0.3%)
|
14.02M
est: 15.13M (-7.4%)
|
16.66M
est: 16.67M (-0.1%)
|
19.81M
est: 20.38M (-2.8%)
|
21.57M
est: 21.77M (-0.9%)
|
15.79M
est: 16.95M (-6.9%)
|
13.60M
est: 17.46M (-22.1%)
|
51.88M
est: 545.81M (-90.5%)
|
22.60M
est: 21.08M (+7.2%)
|
30.03M
est: 29.24M (+2.7%)
|
49.22M
est: 58.98M (-16.5%)
|
75.44M
est: 88.07M (-14.3%)
|
99.47M
est: 102.47M (-2.9%)
|
101.28M
est: 99.26M (+2.0%)
|
87.55M
est: 86.60M (+1.1%)
|
178.87M
est: 181.31M (-1.3%)
|
186.48M
est: 180.09M (+3.5%)
|
120.63M
est: -225.97M (+153.4%)
|
475.54M
est: 353.40M (+34.6%)
|
496.05M
est: 371.43M (+33.6%)
|
494.31M
est: 621.20M (-20.4%)
|
534.78M
est: 679.76M (-21.3%)
|
798.67M
est: 765.29M (+4.4%)
|
957.37M
938.80M – 975.95M
+25.1% YoY
|
1.06B
1.02B – 1.10B
+10.8% YoY
|
1.18B
1.16B – 1.20B
+11.1% YoY
|
| SGA |
18.14M
est: 19.12M (-5.1%)
|
19.76M
est: 19.49M (+1.4%)
|
24.14M
est: 23.48M (+2.8%)
|
28.67M
est: 28.63M (+0.1%)
|
27.76M
est: 30.09M (-7.7%)
|
34.07M
est: 34.23M (-0.5%)
|
40.39M
est: 41.64M (-3.0%)
|
43.33M
est: 44.43M (-2.5%)
|
48.26M
est: 58.62M (-17.7%)
|
48.73M
est: 64.61M (-24.6%)
|
85.16M
est: 44.92M (+89.6%)
|
93.14M
est: 64.95M (+43.4%)
|
102.31M
est: 100.08M (+2.2%)
|
158.24M
est: 189.33M (-16.4%)
|
199.59M
est: 233.27M (-14.4%)
|
203.70M
est: 209.79M (-2.9%)
|
208.16M
est: 204.14M (+2.0%)
|
244.73M
est: 237.33M (+3.1%)
|
299.62M
est: 303.33M (-1.2%)
|
307.06M
est: 296.25M (+3.6%)
|
444.30M
est: 874.31M (-49.2%)
|
598.03M
est: 515.77M (+15.9%)
|
610.02M
est: 585.64M (+4.2%)
|
681.44M
est: 495.35M (+37.6%)
|
679.43M
est: 524.47M (+29.5%)
|
595.71M
est: 820.36M (-27.4%)
|
844.30M
841.22M – 847.38M
+2.9% YoY
|
900.91M
876.14M – 925.68M
+6.7% YoY
|
935.63M
935.63M – 935.63M
+3.9% YoY
|
| EPS |
1.24
est: 1.37 (-9.5%)
|
1.44
est: 1.39 (+3.6%)
|
1.63
est: 1.54 (+5.8%)
|
1.74
est: 1.73 (+0.6%)
|
1.66
est: 1.93 (-14.0%)
|
1.95
est: 1.97 (-1.0%)
|
2.07
est: 2.28 (-9.2%)
|
2.33
est: 2.37 (-1.7%)
|
1.53
est: 2.57 (-40.5%)
|
0.74
est: 1.76 (-58.0%)
|
4.11
est: 3.79 (+8.4%)
|
1.65
est: 1.11 (+49.3%)
|
2.04
est: 2.26 (-9.5%)
|
2.41
est: 3.64 (-33.8%)
|
3.11
est: 4.32 (-28.0%)
|
4.15
est: 4.38 (-5.3%)
|
4.22
est: 4.30 (-1.9%)
|
2.95
est: 3.89 (-24.1%)
|
4.90
est: 4.82 (+1.7%)
|
5.40
est: 5.35 (+0.9%)
|
2.20
est: 1.47 (+50.2%)
|
6.76
est: 6.62 (+2.0%)
|
6.65
est: 6.72 (-1.1%)
|
6.50
est: 6.16 (+5.4%)
|
7.01
est: 6.74 (+4.0%)
|
7.92
est: 7.66 (+3.4%)
|
9.47
9.33 – 9.70
+23.7% YoY
|
10.44
10.17 – 10.91
+10.2% YoY
|
11.69
11.51 – 11.90
+12.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-21 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-04-27 | Truist Securities | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 7.91M | 10.39% | — | 56.3K | 7.79M | 128.1K | IA | Pennsylvania | 2022-04-08 | ↗ |
| 2 | (1) BlackRock, Inc. | 6.11M | 8.70% | 5.82M | — | 6.11M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | 85-4328500 | 3.94M | 5.20% | 1.59M | — | 3.94M | — | IA | Maryland | 2024-02-14 | ↗ |
| 4 | 52-0556948 | 3.00M | 4.20% | 788.7K | — | 3.00M | — | IA | Maryland | 2022-02-14 | ↗ |
| 5 | 30-0447847 | 2.55M | 3.60% | 2.49M | — | 2.55M | — | IA | Delaware Limited Partnership | 2021-02-16 | ↗ |
| 6 | Wellington Management Company LLP | 2.22M | 6.58% | — | 1.99M | — | — | IA | Delaware | 2020-01-28 | ↗ |
| 7 | (. | 1.97M | 5.83% | 1.93M | — | 1.97M | — | IA | Delaware Limited Partnership | 2020-02-12 | ↗ |
| 8 | BARCLAYS GLOBAL INVESTORS, NA. | 1.45M | 2.17% | 41.7K | 3.9K | 2.89M | 42.5K | BK | Pennsylvania | 2018-02-12 | ↗ |
| 9 | Wellington Group Holdings LLP | 1.38M | 1.98% | — | 1.14M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 10 | Wellington Investment Advisors Holdings LLP | 1.38M | 1.98% | — | 1.14M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 11 | Wellington Management Group LLP | 1.38M | 1.98% | — | 1.14M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 12 | Lord, Abbett & Co. LLC | 1.13M | 4.68% | 1.08M | — | 1.13M | — | IA | Delaware | 2014-03-10 | ↗ |
| 13 | 04-2683227 | 720.6K | 4.76% | — | 708.1K | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
| 14 | RMB Capital Holdings, LLC | 611.1K | 1.70% | — | 611.1K | — | — | OO | Delaware Limited Liability Company | 2018-02-13 | ↗ |
| 15 | RMB Capital Management, LLC | 611.1K | 1.70% | — | 611.1K | — | — | IA | Delaware Limited Liability Company | 2018-02-13 | ↗ |
| 16 | Mendon Capital Advisors Corp. | 456.3K | 1.20% | — | 456.3K | — | — | IA | Delaware Corporation | 2018-02-13 | ↗ |
| 17 | RMB Mendon Managers, LLC | 154.8K | 0.40% | — | 154.8K | — | — | OO | Delaware Limited Liability Company | 2018-02-13 | ↗ |
| 18 | Iron Road Capital Partners LLC | — | 0.00% | — | — | — | — | OO | Delaware Limited Liability Company | 2018-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 70.5K +70.5K (+100.0%) | 6.63B +6.6B (+100.0%) | 0.07% +0.070 pp | 0.05% +0.050 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 10.94M +161.9K (+1.5%) | 1.03B -36.1M (-3.4%) | 10.93% +0.314 pp | 0.01% -0.001 pp | USD98.80 -4.7% | 2 qtrs — |
| 3 | BLACKROCK, INC. | 9.36M -239.0K (-2.5%) | 880.53M -68.2M (-7.2%) | 9.35% -0.104 pp | 0.01% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 4.73M +62.9K (+1.3%) | 445.10M -16.3M (-3.5%) | 4.73% +0.129 pp | 0.09% -0.006 pp | USD98.81 -4.8% | 2 qtrs — |
| 5 | STATE STREET CORP | 3.90M -19.9K (-0.5%) | 367.38M -20.6M (-5.3%) | 3.90% +0.035 pp | 0.01% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 6 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.05M -360.2K (-10.5%) | 287.48M -50.2M (-14.9%) | 3.05% -0.312 pp | 0.18% -0.025 pp | USD98.87 -4.8% | 2 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.87M +86.0K (+4.8%) | 175.65M -374.5K (-0.2%) | 1.86% +0.111 pp | 0.01% 0.000 pp | USD98.65 -4.6% | 2 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.84M -16.2K (-0.9%) | 173.21M -10.4M (-5.6%) | 1.84% +0.010 pp | 0.09% -0.006 pp | USD98.87 -4.8% | 2 qtrs — |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 1.74M -4.3K (-0.2%) | 163.52M -8.7M (-5.1%) | 1.74% +0.020 pp | 0.09% -0.008 pp | USD98.87 -4.8% | 2 qtrs — |
| 10 | INVESCO LTD. | 1.65M +56.7K (+3.6%) | 155.07M -2.2M (-1.4%) | 1.65% +0.079 pp | 0.02% -0.001 pp | USD98.71 -4.7% | 2 qtrs — |
| 11 | FMR LLC | 1.65M -546.1K (-24.9%) | 154.91M -61.8M (-28.5%) | 1.65% -0.515 pp | 0.01% -0.003 pp | USD98.87 -4.8% | 2 qtrs — |
| 12 | FRANKLIN RESOURCES INC | 1.62M +15.8K (+1.0%) | 152.81M -6.2M (-3.9%) | 1.62% +0.038 pp | 0.04% -0.002 pp | USD98.82 -4.8% | 2 qtrs — |
| 13 | CAPITAL INTERNATIONAL INVESTORS | 1.62M +— (+0.0%) | 152.55M -7.7M (-4.8%) | 1.62% +0.023 pp | 0.02% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 14 | MORGAN STANLEY | 1.58M -197.6K (-11.1%) | 148.62M -27.1M (-15.4%) | 1.58% -0.173 pp | 0.01% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 15 | CAPITAL RESEARCH GLOBAL INVESTORS | 1.58M -95.0K (-5.7%) | 148.36M -16.9M (-10.2%) | 1.58% -0.071 pp | 0.03% -0.004 pp | USD98.87 -4.8% | 2 qtrs — |
| 16 | NORGES BANK | 1.34M +1.3M (+100.0%) | 125.94M +125.9M (+100.0%) | 1.34% +1.337 pp | 0.01% +0.014 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 17 | EARNEST PARTNERS LLC | 1.27M -80.8K (-6.0%) | 119.48M -14.0M (-10.5%) | 1.27% -0.062 pp | 0.51% -0.067 pp | USD98.87 -4.8% | 2 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.18M -9.1K (-0.8%) | 111.10M -6.5M (-5.5%) | 1.18% +0.008 pp | 0.02% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 19 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.16M +35.2K (+3.1%) | 108.84M -1.4M (-1.3%) | 1.15% +0.051 pp | 0.18% -0.001 pp | USD98.73 -4.7% | 2 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 1.15M +167.6K (+17.1%) | 107.94M +11.1M (+11.5%) | 1.15% +0.181 pp | 0.01% +0.001 pp | USD98.17 -4.1% | 2 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 1.14M +89.4K (+8.5%) | 107.67M +3.4M (+3.3%) | 1.14% +0.104 pp | 0.02% -0.001 pp | USD98.50 -4.5% | 2 qtrs — |
| 22 | AQR CAPITAL MANAGEMENT LLC | 1.06M -156.2K (-12.8%) | 100.03M -20.5M (-17.0%) | 1.06% -0.139 pp | 0.05% -0.025 pp | USD98.87 -4.8% | 2 qtrs — |
| 23 | WESTWOOD HOLDINGS GROUP INC | 1.05M -229.3K (-17.9%) | 98.88M -27.7M (-21.9%) | 1.05% -0.211 pp | 0.80% -0.099 pp | USD98.87 -4.8% | 2 qtrs — |
| 24 | FIRST TRUST ADVISORS LP | 1.04M +156.0K (+17.7%) | 97.64M +10.5M (+12.0%) | 1.04% +0.168 pp | 0.07% +0.006 pp | USD98.15 -4.1% | 2 qtrs — |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 1.04M +206.2K (+24.8%) | 97.59M +15.5M (+18.8%) | 1.04% +0.218 pp | 0.02% +0.003 pp | USD97.92 -3.9% | 2 qtrs — |
| 26 | QUBE RESEARCH & TECHNOLOGIES LTD | 839.0K +350.3K (+71.7%) | 78.95M +30.6M (+63.4%) | 0.84% +0.357 pp | 0.08% +0.030 pp | USD96.88 -2.9% | 2 qtrs — |
| 27 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 815.8K -18.2K (-2.2%) | 76.78M -5.7M (-6.9%) | 0.82% -0.006 pp | 0.06% -0.005 pp | USD98.87 -4.8% | 2 qtrs — |
| 28 | NORTHERN TRUST CORP | 815.1K -31.6K (-3.7%) | 76.71M -7.0M (-8.4%) | 0.81% -0.020 pp | 0.01% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 29 | FJ CAPITAL MANAGEMENT LLC | 813.0K +285.1K (+54.0%) | 76.51M +24.3M (+46.6%) | 0.81% +0.292 pp | 8.45% +2.874 pp | USD97.20 -3.2% | 2 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 718.5K +100.1K (+16.2%) | 67.62M +6.5M (+10.6%) | 0.72% +0.109 pp | 0.00% +0.001 pp | USD98.21 -4.2% | 2 qtrs — |
| 31 | SEGALL BRYANT & HAMILL, LLC | 651.1K -18.4K (-2.8%) | 61.28M -4.9M (-7.4%) | 0.65% -0.009 pp | 0.83% -0.053 pp | USD98.87 -4.8% | 2 qtrs — |
| 32 | FISHER ASSET MANAGEMENT, LLC | 622.4K +15.1K (+2.5%) | 58.57M -1.5M (-2.4%) | 0.62% +0.024 pp | 0.02% -0.002 pp | USD98.75 -4.7% | 2 qtrs — |
| 33 | CAPITAL WORLD INVESTORS | 620.5K +— (+0.0%) | 58.40M -3.0M (-4.8%) | 0.62% +0.009 pp | 0.01% 0.000 pp | USD98.87 -4.8% | 2 qtrs — |
| 34 | UBS GROUP AG | 568.4K +108.2K (+23.5%) | 53.50M +8.0M (+17.6%) | 0.57% +0.115 pp | 0.01% +0.002 pp | USD97.96 -3.9% | 2 qtrs — |
| 35 | VERITION FUND MANAGEMENT LLC | 533.0K +152.4K (+40.0%) | 50.16M +12.5M (+33.3%) | 0.53% +0.158 pp | 0.20% +0.042 pp | USD97.51 -3.5% | 2 qtrs — |
| 36 | ALGEBRIS (UK) LTD | 522.6K +348.0K (+199.4%) | 49.20M +32.0M (+185.3%) | 0.52% +0.350 pp | 3.86% +1.904 pp | USD95.70 -1.7% | 2 qtrs — |
| 37 | CEREDEX VALUE ADVISORS LLC | 442.9K +50.1K (+12.8%) | 41.68M +2.8M (+7.3%) | 0.44% +0.056 pp | 1.25% +0.353 pp | USD98.33 -4.3% | 2 qtrs — |
| 38 | JPMORGAN CHASE & CO | 441.7K +60.7K (+15.9%) | 41.57M +3.9M (+10.3%) | 0.44% +0.066 pp | 0.00% +0.000 pp | USD98.22 -4.2% | 2 qtrs — |
| 39 | LOOMIS SAYLES & CO L P | 419.7K +16.7K (+4.2%) | 39.49M -341.8K (-0.9%) | 0.42% +0.022 pp | 0.05% +0.000 pp | USD98.68 -4.6% | 2 qtrs — |
| 40 | NUVEEN, LLC | 378.9K +36.4K (+10.6%) | 35.66M +1.8M (+5.3%) | 0.38% +0.041 pp | 0.01% +0.000 pp | USD98.41 -4.4% | 2 qtrs — |
| 41 | SEI INVESTMENTS CO | 343.8K +25.5K (+8.0%) | 32.36M +879.6K (+2.8%) | 0.34% +0.030 pp | 0.03% -0.002 pp | USD98.52 -4.5% | 2 qtrs — |
| 42 | NFJ INVESTMENT GROUP, LLC | 328.7K +328.7K (+100.0%) | 30.93M +30.9M (+100.0%) | 0.33% +0.328 pp | 1.11% +1.113 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 43 | SELECT EQUITY GROUP, L.P. | 323.1K -180.2K (-35.8%) | 30.41M -19.4M (-38.9%) | 0.32% -0.173 pp | 0.13% -0.074 pp | USD98.87 -4.8% | 2 qtrs — |
| 44 | HOLOCENE ADVISORS, LP | 321.5K -303.1K (-48.5%) | 30.26M -31.5M (-51.0%) | 0.32% -0.294 pp | 0.06% -0.077 pp | USD98.87 -4.8% | 2 qtrs — |
| 45 | BESSEMER GROUP INC | 285.7K +990.0 (+0.3%) | 26.89M -1.3M (-4.5%) | 0.29% +0.005 pp | 0.04% -0.002 pp | USD98.85 -4.8% | 2 qtrs — |
| 46 | REGIONS FINANCIAL CORP | 271.4K +271.4K (+100.0%) | 25.54M +25.5M (+100.0%) | 0.27% +0.271 pp | 0.16% +0.164 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 47 | RETIREMENT SYSTEMS OF ALABAMA | 264.6K -1.7K (-0.7%) | 24.90M -1.4M (-5.4%) | 0.26% +0.002 pp | 0.08% -0.007 pp | USD98.87 -4.8% | 2 qtrs — |
| 48 | UBS ASSET MANAGEMENT AMERICAS INC | 259.9K -1.8K (-0.7%) | 24.46M -1.4M (-5.5%) | 0.26% +0.002 pp | 0.01% 0.000 pp | USD98.87 -4.8% | 2 qtrs — |
| 49 | RHUMBLINE ADVISERS | 259.1K -9.8K (-3.6%) | 24.38M -2.2M (-8.3%) | 0.26% -0.006 pp | 0.02% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 50 | STIEVEN CAPITAL ADVISORS, L.P. | 246.3K -600.0 (-0.2%) | 23.18M -1.2M (-5.0%) | 0.25% +0.003 pp | 4.30% -0.305 pp | USD98.87 -4.8% | 2 qtrs — |
| 51 | BANK OF MONTREAL /CAN/ | 241.2K -27.9K (-10.4%) | 22.93M -3.7M (-13.8%) | 0.24% -0.024 pp | 0.01% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 52 | JAIN GLOBAL LLC | 239.5K +114.4K (+91.4%) | 22.54M +10.2M (+82.2%) | 0.24% +0.116 pp | 0.11% +0.050 pp | USD96.60 -2.6% | 2 qtrs — |
| 53 | ALLIANCEBERNSTEIN L.P. | 233.7K -1.9K (-0.8%) | 21.99M -1.3M (-5.6%) | 0.23% +0.001 pp | 0.01% 0.000 pp | USD98.87 -4.8% | 2 qtrs — |
| 54 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 223.8K +— (+0.0%) | 21.06M -1.1M (-4.8%) | 0.22% +0.003 pp | 0.03% -0.003 pp | USD98.87 -4.8% | 2 qtrs — |
| 55 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 216.9K -33.2K (-13.3%) | 20.41M -4.3M (-17.4%) | 0.22% -0.030 pp | 0.11% -0.025 pp | USD98.87 -4.8% | 2 qtrs — |
| 56 | PRINCIPAL FINANCIAL GROUP INC | 216.1K -8.6K (-3.8%) | 20.34M -1.9M (-8.4%) | 0.22% -0.005 pp | 0.01% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 57 | KENNEDY CAPITAL MANAGEMENT LLC | 205.6K +15.2K (+8.0%) | 19.34M +519.7K (+2.8%) | 0.21% +0.018 pp | 0.41% -0.006 pp | USD98.52 -4.5% | 2 qtrs — |
| 58 | SWISS NATIONAL BANK | 199.5K +2.8K (+1.4%) | 18.78M -672.9K (-3.5%) | 0.20% +0.006 pp | 0.01% 0.000 pp | USD98.80 -4.7% | 2 qtrs — |
| 59 | HIGHTOWER ADVISORS, LLC | 187.6K -1.0K (-0.5%) | 17.66M -993.6K (-5.3%) | 0.19% +0.002 pp | 0.02% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 60 | MALTESE CAPITAL MANAGEMENT LLC | 187.0K +44.5K (+31.2%) | 17.60M +3.5M (+24.9%) | 0.19% +0.047 pp | 3.12% +0.989 pp | USD97.74 -3.7% | 2 qtrs — |
| 61 | BALYASNY ASSET MANAGEMENT L.P. | 175.4K +159.6K (+1,009.7%) | 16.50M +14.9M (+956.3%) | 0.18% +0.160 pp | 0.02% +0.019 pp | USD94.54 -0.5% | 2 qtrs — |
| 62 | STATE OF WISCONSIN INVESTMENT BOARD | 173.5K +17.0K (+10.9%) | 16.33M +854.4K (+5.5%) | 0.17% +0.019 pp | 0.04% +0.001 pp | USD98.40 -4.4% | 2 qtrs — |
| 63 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 169.6K -598.0 (-0.4%) | 15.96M -866.2K (-5.1%) | 0.17% +0.002 pp | 0.01% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 64 | BARCLAYS PLC | 166.5K -17.0K (-9.3%) | 15.67M -2.5M (-13.6%) | 0.17% -0.014 pp | 0.00% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 65 | DEPRINCE RACE & ZOLLO INC | 163.4K +15.7K (+10.6%) | 15.37M +771.9K (+5.3%) | 0.16% +0.018 pp | 0.29% +0.001 pp | USD98.41 -4.4% | 2 qtrs — |
| 66 | SG AMERICAS SECURITIES, LLC | 153.0K +141.6K (+1,246.6%) | 14.40M +13.3M (+1,182.0%) | 0.15% +0.142 pp | 0.02% +0.015 pp | USD94.46 -0.4% | 2 qtrs — |
| 67 | LEGAL & GENERAL GROUP PLC | 148.0K -11.6K (-7.3%) | 13.93M -1.9M (-11.8%) | 0.15% -0.009 pp | 0.00% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 68 | MARSHALL WACE, LLP | 147.9K -17.0K (-10.3%) | 13.92M -2.4M (-14.7%) | 0.15% -0.015 pp | 0.01% -0.004 pp | USD98.87 -4.8% | 2 qtrs — |
| 69 | AMERIPRISE FINANCIAL INC | 128.6K -4.6K (-3.4%) | 12.10M -1.1M (-8.1%) | 0.13% -0.003 pp | 0.00% 0.000 pp | USD98.87 -4.8% | 2 qtrs — |
| 70 | BW GESTAO DE INVESTIMENTOS LTDA. | 125.0K +125.0K (+100.0%) | 11.76M +11.8M (+100.0%) | 0.12% +0.125 pp | 0.27% +0.265 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 71 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 113.9K -8.5K (-6.9%) | 10.72M -1.4M (-11.4%) | 0.11% -0.007 pp | 0.11% -0.015 pp | USD98.87 -4.8% | 2 qtrs — |
| 72 | NEW YORK STATE COMMON RETIREMENT FUND | 111.3K +479.0 (+0.4%) | 10.47M -482.4K (-4.4%) | 0.11% +0.002 pp | 0.01% 0.000 pp | USD98.85 -4.8% | 2 qtrs — |
| 73 | CHANNING CAPITAL MANAGEMENT, LLC | 107.5K -5.8K (-5.1%) | 10.12M -1.1M (-9.7%) | 0.11% -0.004 pp | 0.26% -0.035 pp | USD98.87 -4.8% | 2 qtrs — |
| 74 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 107.2K +— (+0.0%) | 10.09M -510.2K (-4.8%) | 0.11% +0.002 pp | 0.41% -0.026 pp | USD98.87 -4.8% | 2 qtrs — |
| 75 | ENVESTNET ASSET MANAGEMENT INC | 103.6K -20.6K (-16.6%) | 9.75M -2.5M (-20.6%) | 0.10% -0.019 pp | 0.00% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 76 | PRIVATE MANAGEMENT GROUP INC | 102.7K +102.7K (+100.0%) | 9.66M +9.7M (+100.0%) | 0.10% +0.103 pp | 0.28% +0.281 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 77 | THRIVENT FINANCIAL FOR LUTHERANS | 102.0K +66.9K (+190.1%) | 9.60M +6.1M (+176.1%) | 0.10% +0.067 pp | 0.02% +0.010 pp | USD95.75 -1.7% | 2 qtrs — |
| 78 | RUSSELL INVESTMENTS GROUP, LTD. | 97.5K -2.2K (-2.2%) | 9.17M -681.0K (-6.9%) | 0.10% -0.001 pp | 0.01% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 79 | CITADEL ADVISORS LLC | 95.9K -1.8M (-95.0%) | 9.03M -179.7M (-95.2%) | 0.10% -1.784 pp | 0.00% -0.027 pp | USD98.87 -4.8% | 2 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 95.6K -80.0 (-0.1%) | 8.99M -462.8K (-4.9%) | 0.10% +0.001 pp | 0.01% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 81 | CRAWFORD INVESTMENT COUNSEL INC | 93.1K +2.1K (+2.3%) | 8.76M -237.1K (-2.6%) | 0.09% +0.003 pp | 0.15% -0.003 pp | USD98.76 -4.7% | 2 qtrs — |
| 82 | ROYAL BANK OF CANADA | 92.4K -29.7K (-24.3%) | 8.70M -3.4M (-28.0%) | 0.09% -0.028 pp | 0.00% -0.001 pp | USD98.87 -4.8% | 2 qtrs — |
| 83 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 92.4K +12.3K (+15.4%) | 8.70M +779.3K (+9.8%) | 0.09% +0.014 pp | 0.06% +0.007 pp | USD98.23 -4.2% | 2 qtrs — |
| 84 | MILLENNIUM MANAGEMENT LLC | 91.8K -940.6K (-91.1%) | 8.64M -93.4M (-91.5%) | 0.09% -0.926 pp | 0.00% -0.040 pp | USD98.87 -4.8% | 2 qtrs — |
| 85 | GABELLI FUNDS LLC | 91.5K +1.0K (+1.1%) | 8.61M -336.6K (-3.8%) | 0.09% +0.002 pp | 0.06% -0.002 pp | USD98.82 -4.8% | 2 qtrs — |
| 86 | TRUIST FINANCIAL CORP | 90.1K +104.0 (+0.1%) | 8.48M -418.8K (-4.7%) | 0.09% +0.001 pp | 0.01% -0.001 pp | USD98.86 -4.8% | 2 qtrs — |
| 87 | NORTH REEF CAPITAL MANAGEMENT LP | 90.0K +90.0K (+100.0%) | 8.47M +8.5M (+100.0%) | 0.09% +0.090 pp | 0.34% +0.341 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 88 | RAFFERTY ASSET MANAGEMENT, LLC | 88.7K -18.1K (-17.0%) | 8.35M -2.2M (-20.9%) | 0.09% -0.017 pp | 0.03% -0.005 pp | USD98.87 -4.8% | 2 qtrs — |
| 89 | WELLS FARGO & COMPANY/MN | 87.1K +3.1K (+3.7%) | 8.19M -108.4K (-1.3%) | 0.09% +0.004 pp | 0.00% 0.000 pp | USD98.70 -4.7% | 2 qtrs — |
| 90 | CITIGROUP INC | 86.7K +7.3K (+9.2%) | 8.16M +307.9K (+3.9%) | 0.09% +0.008 pp | 0.00% +0.000 pp | USD98.47 -4.4% | 2 qtrs — |
| 91 | LONGAEVA PARTNERS L.P. | 86.2K +86.2K (+100.0%) | 8.11M +8.1M (+100.0%) | 0.09% +0.086 pp | 0.68% +0.680 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 92 | LEEWARD INVESTMENTS, LLC - MA | 85.9K -4.7K (-5.2%) | 8.08M -876.3K (-9.8%) | 0.09% -0.003 pp | 0.41% -0.049 pp | USD98.87 -4.8% | 2 qtrs — |
| 93 | RAYMOND JAMES FINANCIAL INC | 85.5K -49.2K (-36.5%) | 8.04M -5.3M (-39.6%) | 0.09% -0.047 pp | 0.00% -0.002 pp | USD98.87 -4.8% | 2 qtrs — |
| 94 | FIRST NATIONAL BANK OF OMAHA | 84.8K +59.3K (+232.5%) | 8.02M +5.5M (+218.3%) | 0.08% +0.060 pp | 0.24% +0.078 pp | USD95.54 -1.5% | 2 qtrs — |
| 95 | PRICE T ROWE ASSOCIATES INC /MD/ | 80.7K +4.2K (+5.5%) | 7.59M +35.0K (+0.5%) | 0.08% +0.005 pp | 0.00% +0.000 pp | USD98.62 -4.6% | 2 qtrs — |
| 96 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 80.0K +80.0K (+100.0%) | 7.53M +7.5M (+100.0%) | 0.08% +0.080 pp | 0.08% +0.082 pp | USD94.11 +0.0% | 1 qtrs NEW |
| 97 | STIFEL FINANCIAL CORP | 78.5K +5.1K (+6.9%) | 7.38M +129.8K (+1.8%) | 0.08% +0.006 pp | 0.01% +0.000 pp | USD98.56 -4.5% | 2 qtrs — |
| 98 | TUDOR INVESTMENT CORP ET AL | 77.9K +75.6K (+3,252.5%) | 7.33M +7.1M (+3,091.1%) | 0.08% +0.076 pp | 0.01% +0.013 pp | USD94.25 -0.1% | 2 qtrs — |
| 99 | STRS OHIO | 75.2K -16.8K (-18.3%) | 7.07M -2.0M (-22.2%) | 0.08% -0.016 pp | 0.03% -0.007 pp | USD98.87 -4.8% | 2 qtrs — |
| 100 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 73.4K -87.1K (-54.3%) | 6.90M -9.0M (-56.5%) | 0.07% -0.085 pp | 0.00% -0.006 pp | USD98.87 -4.8% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | BMO Equal Weight US Banks Index ETF ZBK.TO | 4.51% | 25.20M | 0.39% |
| 2 | Scharf ETF KAT | 1.64% | 12.43M | 0.75% |
| 3 | iShares U.S. Regional Banks ETF IAT | 1.55% | 10.49M | 0.38% |
| 4 | iShares S&P U.S. Banks UCITS ETF BNKT.AS | 1.49% | 178.4K | 0.35% |
| 5 | iShares S&P U.S. Banks UCITS ETF BNKS.L | 1.49% | 16.24M | 0.35% |
| 6 | State Street SPDR S&P Regional Banking ETF KRE | 1.31% | 64.87M | 0.35% |
| 7 | First Trust Nasdaq Bank ETF FTXO | 1.26% | 3.85M | 0.60% |
| 8 | JPMorgan Active Small Cap Value ETF JPSV | 1.23% | 328.0K | 0.55% |
| 9 | Goldman Sachs Small Cap Equity ETF GSC | 1.10% | 3.18M | 0.80% |
| 10 | Invesco S&P MidCap Low Volatility ETF XMLV | 1.02% | 7.51M | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | POU WILLIAM K JR | Director | A-Award | A | Common Stock | 260 | 96.46 | 25.1K | 24,343 | D | ↗ |
| 2026-05-04 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 260 | 96.46 | 25.1K | 81,885 | D | ↗ |
| 2026-05-04 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 506 | 96.46 | 48.8K | 19,008 | D | ↗ |
| 2026-05-04 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 312 | 96.46 | 30.1K | 10,425 | D | ↗ |
| 2026-05-01 | Sasse Benjamin E | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,678 | D | ↗ |
| 2026-05-01 | SNIVELY JOSHUA A | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | SMITH G STACY | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | SALYERS DAVID G | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | ROQUEMORE JAMES W | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | POU WILLIAM K JR | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | PAGE G RUFFNER JR | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | METZ MERRIANN | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | Froetscher Janet P | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | DAVIS MARTIN BERNARD | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | Cooper Shantella E. | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | Cofield Ronald M. | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-05-01 | Brooks David R | Director | A-Award | A | Restricted Share Units | 1,050 | 97.48 | 102.4K | 1,050 | D | ↗ |
| 2026-04-28 | Brooks David R | Director | S-Sale | D | Common Stock | 9,000 | 98.39 | 885.5K | 21,000 | I | ↗ |
| 2026-03-12 | BROOKS RENEE R | Officer | G-Gift | D | Common Stock | 2,128 | 0.00 | — | 37,854 | D | ↗ |
| 2026-02-20 | YOUNG STEPHEN DEAN | Officer | F-InKind | D | Common Stock | 4,122 | 105.44 | 434.6K | 52,935 | D | ↗ |
| 2026-02-20 | MURRAY RICHARD IV | Officer | F-InKind | D | Common Stock | 2,680 | 105.44 | 282.6K | 56,237 | D | ↗ |
| 2026-02-20 | MATTHEWS WILLIAM E V | Officer | F-InKind | D | Common Stock | 3,680 | 105.44 | 388.0K | 44,568 | D | ↗ |
| 2026-02-20 | Idell Jennifer | Officer | F-InKind | D | Common Stock | 665 | 105.44 | 70.1K | 19,049 | D | ↗ |
| 2026-02-20 | DeSimone Beth S | Officer | M-Exempt | A | Common Stock | 3,501 | 0.00 | — | 28,482 | D | ↗ |
| 2026-02-20 | Corbett John C | Director / Officer | F-InKind | D | Common Stock | 16,227 | 105.44 | 1.71M | 130,902 | D | ↗ |
| 2026-02-20 | BROOKS RENEE R | Officer | F-InKind | D | Common Stock | 1,788 | 105.44 | 188.5K | 39,982 | D | ↗ |
| 2026-02-20 | BOCKHORST DANIEL E | Officer | F-InKind | D | Common Stock | 42 | 105.44 | 4.4K | 36,530 | D | ↗ |
| 2026-02-18 | MURRAY RICHARD IV | Officer | S-Sale | D | Common Stock | 10,156 | 104.76 | 1.06M | 52,972 | D | ↗ |
| 2026-02-05 | MURRAY RICHARD IV | Officer | G-Gift | D | Common Stock | 40 | 0.00 | — | 63,128 | D | ↗ |
| 2026-02-04 | ARANA SARA | Officer | M-Exempt | A | Common Stock | 409 | 0.00 | — | 5,280 | D | ↗ |
| 2026-02-02 | POU WILLIAM K JR | Director | A-Award | A | Common Stock | 243 | 102.97 | 25.0K | 24,083 | D | ↗ |
| 2026-02-02 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 243 | 102.97 | 25.0K | 81,410 | D | ↗ |
| 2026-02-02 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 474 | 102.97 | 48.8K | 18,502 | D | ↗ |
| 2026-02-02 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 292 | 102.97 | 30.1K | 10,013 | D | ↗ |
| 2026-01-24 | MURRAY RICHARD IV | Officer | F-InKind | D | Common Stock | 916 | 100.19 | 91.8K | 63,168 | D | ↗ |
| 2026-01-21 | Sasse Benjamin E | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-01-20 | YOUNG STEPHEN DEAN | Officer | A-Award | A | Performance Share Units | 7,886 | 96.88 | 764.0K | 29,018 | D | ↗ |
| 2026-01-20 | MURRAY RICHARD IV | Officer | A-Award | A | Performance Share Units | 6,178 | 96.88 | 598.5K | 18,559 | D | ↗ |
| 2026-01-20 | MATTHEWS WILLIAM E V | Officer | A-Award | A | Performance Share Units | 6,071 | 96.88 | 588.2K | 22,061 | D | ↗ |
| 2026-01-20 | Idell Jennifer | Officer | A-Award | A | Restricted Share Units | 1,485 | 96.88 | 143.9K | 2,702 | D | ↗ |
| 2026-01-20 | DeSimone Beth S | Officer | A-Award | A | Performance Share Units | 2,915 | 96.88 | 282.4K | 10,153 | D | ↗ |
| 2026-01-20 | Corbett John C | Director / Officer | A-Award | A | Performance Share Units | 21,412 | 96.88 | 2.07M | 83,743 | D | ↗ |
| 2026-01-20 | BROOKS RENEE R | Officer | A-Award | A | Restricted Share Units | 3,211 | 96.88 | 311.1K | 5,989 | D | ↗ |
| 2026-01-20 | BOCKHORST DANIEL E | Officer | A-Award | A | Performance Share Units | 2,519 | 96.88 | 244.0K | 8,734 | D | ↗ |
| 2026-01-20 | ARANA SARA | Officer | A-Award | A | Restricted Share Units | 282 | 96.88 | 27.3K | 448 | D | ↗ |
| 2026-01-01 | YOUNG STEPHEN DEAN | Officer | M-Exempt | A | Common Stock | 1,545 | 0.00 | — | 45,329 | D | ↗ |
| 2026-01-01 | MURRAY RICHARD IV | Officer | M-Exempt | A | Common Stock | 880 | 0.00 | — | 61,508 | D | ↗ |
| 2026-01-01 | MATTHEWS WILLIAM E V | Officer | M-Exempt | A | Common Stock | 1,144 | 0.00 | — | 42,229 | D | ↗ |
| 2026-01-01 | Idell Jennifer | Officer | M-Exempt | A | Common Stock | 366 | 0.00 | — | 16,825 | D | ↗ |
| 2026-01-01 | DeSimone Beth S | Officer | M-Exempt | A | Common Stock | 518 | 0.00 | — | 24,577 | D | ↗ |
| 2026-01-01 | Corbett John C | Director / Officer | F-InKind | D | Common Stock | 6,926 | 94.11 | 651.8K | 114,675 | D | ↗ |
| 2026-01-01 | BROOKS RENEE R | Officer | M-Exempt | A | Common Stock | 880 | 0.00 | — | 34,739 | D | ↗ |
| 2026-01-01 | BOCKHORST DANIEL E | Officer | M-Exempt | A | Common Stock | 474 | 0.00 | — | 32,766 | D | ↗ |
| 2026-01-01 | ARANA SARA | Officer | M-Exempt | A | Common Stock | 13 | 0.00 | — | 4,871 | D | ↗ |
| 2025-12-31 | SNIVELY JOSHUA A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | ROQUEMORE JAMES W | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | PAGE G RUFFNER JR | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | METZ MERRIANN | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Froetscher Janet P | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Cooper Shantella E. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | Cofield Ronald M. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | BROOKS RENEE R | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | BOCKHORST DANIEL E | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-16 | BOCKHORST DANIEL E | Officer | G-Gift | D | Common Stock | 200 | 0.00 | — | 31,385 | D | ↗ |
| 2025-12-10 | MURRAY RICHARD IV | Officer | G-Gift | D | Common Stock | 170 | 0.00 | — | 60,628 | D | ↗ |
| 2025-12-10 | BOCKHORST DANIEL E | Officer | G-Gift | D | Common Stock | 200 | 0.00 | — | 31,585 | D | ↗ |
| 2025-12-09 | Brooks David R | Director | J-Other | A | Common Stock | 13,800 | 0.00 | — | 13,800 | I | ↗ |
| 2025-11-03 | POU WILLIAM K JR | Director | A-Award | A | Common Stock | 282 | 88.82 | 25.0K | 23,840 | D | ↗ |
| 2025-11-03 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 282 | 88.85 | 25.1K | 81,167 | D | ↗ |
| 2025-11-03 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 568 | 88.85 | 50.5K | 18,028 | D | ↗ |
| 2025-11-03 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 338 | 88.85 | 30.0K | 9,721 | D | ↗ |
| 2025-11-01 | SNIVELY JOSHUA A | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 12,822 | D | ↗ |
| 2025-11-01 | SMITH G STACY | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 40,682 | D | ↗ |
| 2025-11-01 | SALYERS DAVID G | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 15,255 | D | ↗ |
| 2025-11-01 | ROQUEMORE JAMES W | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 36,963 | D | ↗ |
| 2025-11-01 | POU WILLIAM K JR | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 23,558 | D | ↗ |
| 2025-11-01 | PAGE G RUFFNER JR | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 80,885 | D | ↗ |
| 2025-11-01 | METZ MERRIANN | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 2,078 | D | ↗ |
| 2025-11-01 | Hertz Douglas J. | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 17,460 | D | ↗ |
| 2025-11-01 | Froetscher Janet P | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 9,430 | D | ↗ |
| 2025-11-01 | DAVIS MARTIN BERNARD | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 9,639 | D | ↗ |
| 2025-11-01 | Cooper Shantella E. | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 9,383 | D | ↗ |
| 2025-11-01 | Cofield Ronald M. | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 5,182 | D | ↗ |
| 2025-11-01 | Brooks David R | Director | M-Exempt | A | Common Stock | 1,136 | 0.00 | — | 21,743 | D | ↗ |
| 2025-09-18 | YOUNG STEPHEN DEAN | Officer | G-Gift | D | Common Stock | 2,750 | 0.00 | — | 43,784 | D | ↗ |
| 2025-09-18 | Corbett John C | Director / Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 107,750 | D | ↗ |
| 2025-08-28 | YOUNG STEPHEN DEAN | Officer | G-Gift | D | Common Stock | 2,750 | 0.00 | — | 46,534 | D | ↗ |
| 2025-08-27 | Corbett John C | Director / Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 112,750 | D | ↗ |
| 2025-08-22 | BOCKHORST DANIEL E | Officer | S-Sale | D | Common Stock | 5,000 | 99.60 | 498.0K | 31,785 | D | ↗ |
| 2025-08-14 | MURRAY RICHARD IV | Officer | S-Sale | D | Common Stock | 5,302 | 97.20 | 515.4K | 60,798 | D | ↗ |
| 2025-08-04 | POU WILLIAM K JR | Director | A-Award | A | Common Stock | 281 | 93.59 | 26.3K | 22,422 | D | ↗ |
| 2025-08-04 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 272 | 93.59 | 25.5K | 79,749 | D | ↗ |
| 2025-08-04 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 490 | 93.59 | 45.9K | 16,324 | D | ↗ |
| 2025-08-04 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 303 | 93.59 | 28.4K | 8,247 | D | ↗ |
| 2025-08-01 | SMITH G STACY | Director | P-Purchase | A | Common Stock | 2,500 | 92.30 | 230.8K | 39,546 | D | ↗ |
| 2025-07-31 | BOCKHORST DANIEL E | Officer | M-Exempt | A | Common Stock | 1,491 | 0.00 | — | 36,821 | D | ↗ |
| 2025-07-30 | Froetscher Janet P | Director | P-Purchase | A | Common Stock | 3,338 | 97.31 | 324.8K | 8,294 | D | ↗ |
| 2025-07-29 | Brooks David R | Director | J-Other | A | Common Stock | 32,100 | 0.00 | — | 359,686 | I | ↗ |
| 2025-07-22 | SMITH G STACY | Director | M-Exempt | A | Common Stock | 267 | 0.00 | — | 37,046 | D | ↗ |
| 2025-07-22 | Froetscher Janet P | Director | M-Exempt | A | Common Stock | 267 | 0.00 | — | 4,956 | D | ↗ |
| 2025-07-22 | Brooks David R | Director | M-Exempt | A | Common Stock | 267 | 0.00 | — | 52,707 | D | ↗ |
| 2025-05-05 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 295 | 89.25 | 26.3K | 79,477 | D | ↗ |
| 2025-05-05 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 505 | 89.25 | 45.1K | 15,834 | D | ↗ |
| 2025-05-05 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 281 | 89.25 | 25.1K | 7,944 | D | ↗ |
| 2025-05-01 | SNIVELY JOSHUA A | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | SMITH G STACY | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,403 | D | ↗ |
| 2025-05-01 | SALYERS DAVID G | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | ROQUEMORE JAMES W | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | POU WILLIAM K JR | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | PAGE G RUFFNER JR | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | METZ MERRIANN | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | Hertz Douglas J. | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | Froetscher Janet P | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,403 | D | ↗ |
| 2025-05-01 | DAVIS MARTIN BERNARD | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | Cooper Shantella E. | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | Cofield Ronald M. | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,136 | D | ↗ |
| 2025-05-01 | Brooks David R | Director | A-Award | A | Restricted Share Units | 1,136 | 87.65 | 99.6K | 1,403 | D | ↗ |
| 2025-04-30 | BROOKS RENEE R | Officer | G-Gift | D | Common Stock | 1,725 | 0.00 | — | 33,859 | D | ↗ |
| 2025-03-10 | Froetscher Janet P | Director | P-Purchase | A | Common Stock | 2,717 | 92.02 | 250.0K | 4,689 | D | ↗ |
| 2025-03-06 | SMITH G STACY | Director | P-Purchase | A | Common Stock | 3,100 | 93.60 | 290.2K | 36,779 | D | ↗ |
| 2025-03-05 | ARANA SARA | Officer | A-Award | A | Performance Share Units | 387 | 94.56 | 36.6K | 1,169 | D | ↗ |
| 2025-03-03 | ARANA SARA | Officer | S-Sale | D | Common Stock | 1,991 | 100.78 | 200.7K | 4,787 | D | ↗ |
| 2025-03-01 | Williams Douglas Lloyd | Officer | M-Exempt | A | Common Stock | 2,307 | 0.00 | — | 21,666 | D | ↗ |
| 2025-02-26 | YOUNG STEPHEN DEAN | Officer | F-InKind | D | Common Stock | 4,583 | 102.49 | 469.7K | 49,284 | D | ↗ |
| 2025-02-26 | Williams Douglas Lloyd | Officer | F-InKind | D | Common Stock | 1,273 | 102.49 | 130.5K | 19,359 | D | ↗ |
| 2025-02-26 | MURRAY RICHARD IV | Officer | F-InKind | D | Common Stock | 2,999 | 102.49 | 307.4K | 66,100 | D | ↗ |
| 2025-02-26 | MATTHEWS WILLIAM E V | Officer | M-Exempt | A | Common Stock | 8,677 | 0.00 | — | 42,784 | D | ↗ |
| 2025-02-26 | Idell Jennifer | Officer | F-InKind | D | Common Stock | 787 | 102.49 | 80.7K | 16,459 | D | ↗ |
| 2025-02-26 | DeSimone Beth S | Officer | F-InKind | D | Common Stock | 1,504 | 102.49 | 154.1K | 24,059 | D | ↗ |
| 2025-02-26 | Corbett John C | Director / Officer | F-InKind | D | Common Stock | 18,046 | 102.49 | 1.85M | 117,750 | D | ↗ |
| 2025-02-26 | BROOKS RENEE R | Officer | F-InKind | D | Common Stock | 2,020 | 102.49 | 207.0K | 35,584 | D | ↗ |
| 2025-02-26 | BOCKHORST DANIEL E | Officer | M-Exempt | A | Common Stock | 3,253 | 0.00 | — | 36,578 | D | ↗ |
| 2025-02-19 | ARANA SARA | Officer | A-Award | A | Performance Share Units | 56 | 102.49 | 5.7K | 782 | D | ↗ |
| 2025-02-13 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 244 | 102.66 | 25.0K | 79,182 | D | ↗ |
| 2025-02-13 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 427 | 102.66 | 43.8K | 15,329 | D | ↗ |
| 2025-02-13 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 232 | 102.66 | 23.8K | 7,663 | D | ↗ |
| 2025-02-04 | ARANA SARA | Officer | M-Exempt | A | Common Stock | 281 | 0.00 | — | 6,778 | D | ↗ |
| 2025-01-29 | MATTHEWS WILLIAM E V | Officer | S-Sale | D | Common Stock | 6,531 | 108.29 | 707.2K | 34,107 | D | ↗ |
| 2025-01-27 | MURRAY RICHARD IV | Officer | G-Gift | D | Common Stock | 100 | 0.00 | — | 62,488 | D | ↗ |
| 2025-01-24 | MURRAY RICHARD IV | Officer | F-InKind | D | Common Stock | 934 | 103.67 | 96.8K | 62,588 | D | ↗ |
| 2025-01-24 | METZ MERRIANN | Director | M-Exempt | A | Common Stock | 942 | 0.00 | — | 942 | D | ↗ |
| 2025-01-22 | SMITH G STACY | Director | A-Award | A | Restricted Share Units | 267 | 99.47 | 26.6K | 267 | D | ↗ |
| 2025-01-22 | Idell Jennifer | Officer | — | — | Performance Share Units | 1,648 | 76.16 | 125.5K | 0 | D | ↗ |
| 2025-01-22 | Froetscher Janet P | Director | A-Award | A | Restricted Share Units | 267 | 99.47 | 26.6K | 267 | D | ↗ |
| 2025-01-22 | Brooks David R | Director | A-Award | A | Restricted Share Units | 267 | 99.47 | 26.6K | 267 | D | ↗ |
| 2025-01-21 | YOUNG STEPHEN DEAN | Officer | A-Award | A | Restricted Share Units | 4,457 | 100.90 | 449.7K | 9,332 | D | ↗ |
| 2025-01-21 | MURRAY RICHARD IV | Officer | A-Award | A | Restricted Share Units | 2,721 | 100.90 | 274.5K | 9,644 | D | ↗ |
| 2025-01-21 | MATTHEWS WILLIAM E V | Officer | A-Award | A | Restricted Share Units | 3,430 | 100.90 | 346.1K | 7,094 | D | ↗ |
| 2025-01-21 | DeSimone Beth S | Officer | A-Award | A | Performance Share Units | 2,472 | 100.90 | 249.4K | 10,308 | D | ↗ |
| 2025-01-21 | Corbett John C | Director / Officer | A-Award | A | Restricted Share Units | 12,096 | 100.90 | 1.22M | 26,927 | D | ↗ |
| 2025-01-21 | BROOKS RENEE R | Officer | A-Award | A | Restricted Share Units | 2,721 | 100.90 | 274.5K | 5,529 | D | ↗ |
| 2025-01-21 | BOCKHORST DANIEL E | Officer | A-Award | A | Restricted Share Units | 1,422 | 100.90 | 143.5K | 7,290 | D | ↗ |
| 2025-01-21 | ARANA SARA | Officer | A-Award | A | Restricted Share Units | 212 | 100.90 | 21.4K | 212 | D | ↗ |
| 2025-01-01 | YOUNG STEPHEN DEAN | Officer | M-Exempt | A | Common Stock | 8,630 | 0.00 | — | 43,288 | D | ↗ |
| 2025-01-01 | Williams Douglas Lloyd | Officer | F-InKind | D | Common Stock | 521 | 99.48 | 51.8K | 16,396 | D | ↗ |
| 2025-01-01 | SMITH G STACY | Director | — | — | Common Stock | 0 | 0.00 | — | 33,679 | D | ↗ |
| 2025-01-01 | MURRAY RICHARD IV | Officer | M-Exempt | A | Common Stock | 964 | 0.00 | — | 64,661 | D | ↗ |
| 2025-01-01 | MATTHEWS WILLIAM E V | Officer | M-Exempt | A | Common Stock | 1,253 | 0.00 | — | 44,302 | D | ↗ |
| 2025-01-01 | Froetscher Janet P | Director | — | — | Common Stock | 0 | 0.00 | — | 1,972 | D | ↗ |
| 2025-01-01 | DeSimone Beth S | Officer | F-InKind | D | Common Stock | 1,427 | 99.48 | 142.0K | 21,537 | D | ↗ |
| 2025-01-01 | Corbett John C | Director / Officer | M-Exempt | A | Common Stock | 5,011 | 0.00 | — | 114,833 | D | ↗ |
| 2025-01-01 | Brooks David R | Director | — | — | Common Stock | 0 | 0.00 | — | 327,586 | I | ↗ |
| 2025-01-01 | BROOKS RENEE R | Officer | F-InKind | D | Common Stock | 786 | 99.48 | 78.2K | 30,845 | D | ↗ |
| 2025-01-01 | BOCKHORST DANIEL E | Officer | M-Exempt | A | Common Stock | 1,114 | 0.00 | — | 33,894 | D | ↗ |
| 2024-12-31 | SNIVELY JOSHUA A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | ROQUEMORE JAMES W | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | PAGE G RUFFNER JR | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | Cooper Shantella E. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | Cofield Ronald M. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | BROOKS RENEE R | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | BOCKHORST DANIEL E | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-02 | BROOKS RENEE R | Officer | S-Sale | D | Common Stock | 6,904 | 110.00 | 759.4K | 29,365 | D | ↗ |
| 2024-11-27 | MATTHEWS WILLIAM E V | Officer | G-Gift | D | Common Stock | 200 | 0.00 | — | 36,764 | D | ↗ |
| 2024-11-14 | Williams Douglas Lloyd | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 15,436 | D | ↗ |
| 2024-11-12 | MURRAY RICHARD IV | Officer | G-Gift | D | Common Stock | 1,150 | 0.00 | — | 57,818 | D | ↗ |
| 2024-11-12 | DAVIS JEAN E | Director | S-Sale | D | Common Stock | 2,000 | 110.61 | 221.2K | 17,219 | D | ↗ |
| 2024-11-11 | BOCKHORST DANIEL E | Officer | S-Sale | D | Common Stock | 3,000 | 110.00 | 330.0K | 30,328 | D | ↗ |
| 2024-11-05 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 256 | 97.73 | 25.0K | 78,788 | D | ↗ |
| 2024-11-05 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 448 | 97.73 | 43.8K | 14,902 | D | ↗ |
| 2024-11-05 | Cooper Shantella E. | Director | A-Award | A | Common Stock | 244 | 97.73 | 23.8K | 7,390 | D | ↗ |
| 2024-11-01 | SNIVELY JOSHUA A | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 11,605 | D | ↗ |
| 2024-11-01 | SALYERS DAVID G | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 14,119 | D | ↗ |
| 2024-11-01 | ROQUEMORE JAMES W | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 35,838 | D | ↗ |
| 2024-11-01 | POU WILLIAM K JR | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 22,141 | D | ↗ |
| 2024-11-01 | PAGE G RUFFNER JR | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 78,532 | D | ↗ |
| 2024-11-01 | Hertz Douglas J. | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 14,454 | D | ↗ |
| 2024-11-01 | DAVIS MARTIN BERNARD | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 8,503 | D | ↗ |
| 2024-11-01 | DAVIS JEAN E | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 19,219 | D | ↗ |
| 2024-11-01 | Cooper Shantella E. | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 7,146 | D | ↗ |
| 2024-11-01 | Cofield Ronald M. | Director | M-Exempt | A | Common Stock | 1,063 | 0.00 | — | 4,011 | D | ↗ |
| 2024-09-20 | MATTHEWS WILLIAM E V | Officer | S-Sale | D | Common Stock | 5,000 | 100.00 | 500.0K | 36,964 | D | ↗ |
| 2024-09-18 | BOCKHORST DANIEL E | Officer | S-Sale | D | Common Stock | 2,500 | 100.00 | 250.0K | 33,328 | — | ↗ |
| 2024-08-28 | BROOKS RENEE R | Officer | M-Exempt | A | Common Stock | 4,965 | 62.46 | 310.1K | 39,672 | — | ↗ |
| 2024-08-26 | YOUNG STEPHEN DEAN | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 34,658 | — | ↗ |
| 2024-08-26 | Corbett John C | Director / Officer | G-Gift | D | Common Stock | 3,500 | 0.00 | — | 84,578 | — | ↗ |
| 2024-08-23 | ROQUEMORE JAMES W | Director | G-Gift | D | Common Stock | 2,065 | 0.00 | — | 34,775 | — | ↗ |
| 2024-08-19 | YOUNG STEPHEN DEAN | Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 37,158 | — | ↗ |
| 2024-08-19 | Corbett John C | Director / Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 88,078 | — | ↗ |
| 2024-08-12 | PAGE G RUFFNER JR | Director | A-Award | A | Common Stock | 287 | 87.13 | 25.0K | 77,469 | — | ↗ |
| 2024-08-12 | Hertz Douglas J. | Director | A-Award | A | Common Stock | 503 | 87.13 | 43.8K | 13,391 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | John C. Corbett Chief Executive Officer | 1.13M | — | 3.05M | — | 3.38M | 64.1K | 7.63M | 40.00% | ↗ |
| 2 | 2025 | Stephen D. Young Chief Strategy Officer | 677.0K | — | 1.12M | — | 1.56M | 49.1K | 3.41M | 32.99% | ↗ |
| 3 | 2025 | William E. Matthews V Chief Financial Officer | 607.8K | — | 865.2K | — | 1.03M | 41.0K | 2.55M | 33.97% | ↗ |
| 4 | 2025 | Richard Murray IV President of the Company | 578.3K | — | 686.3K | — | 983.6K | 36.7K | 2.29M | 30.03% | ↗ |
| 5 | 2025 | Renee R. Brooks Chief Operating Officer | 578.6K | — | 686.3K | — | 983.6K | 14.9K | 2.26M | 30.32% | ↗ |
| 6 | 2024 | John C. Corbett Chief Executive Officer | 1.07M | — | 3.08M | — | 2.01M | 53.9K | 6.22M | 49.47% | ↗ |
| 7 | 2024 | Stephen D. Young Chief Strategy Officer | 644.8K | — | 1.02M | — | 1.02M | 46.7K | 2.73M | 37.46% | ↗ |
| 8 | 2024 | William E. Matthews V Chief Financial Officer | 578.9K | — | 769.9K | — | 651.2K | 41.0K | 2.04M | 37.72% | ↗ |
| 9 | 2024 | Richard Murray IV President of the Company | 551.1K | — | 592.0K | — | 619.9K | 36.7K | 1.80M | 32.89% | ↗ |
| 10 | 2024 | Renee R. Brooks Chief Operating Officer | 551.1K | — | 592.0K | — | 619.9K | 14.7K | 1.78M | 33.30% | ↗ |
| 11 | 2023 | Robert R. Hill, Jr. Former Executive Chairman | 208.7K | — | — | — | 265.1K | 6.07M | 6.54M | 0.00% | ↗ |
| 12 | 2023 | John C. Corbett Chief Executive Officer | 1.04M | — | 2.75M | — | 1.33M | 51.7K | 5.17M | 53.15% | ↗ |
| 13 | 2023 | Stephen D. Young Chief Strategy Officer | 626.0K | — | 882.8K | — | 691.5K | 45.3K | 2.25M | 39.31% | ↗ |
| 14 | 2023 | Richard Murray IV President of the Company | 535.0K | — | 973.2K | — | 413.7K | 46.1K | 1.97M | 49.45% | ↗ |
| 15 | 2023 | William E. Matthews V Chief Financial Officer | 562.0K | — | 660.5K | — | 434.6K | 44.7K | 1.70M | 38.81% | ↗ |
| 16 | 2023 | Renee R. Brooks Chief Operating Officer | 535.0K | — | 503.0K | — | 413.7K | 14.0K | 1.47M | 34.32% | ↗ |
| 17 | 2022 | John C. Corbett Chief Executive Officer | 975.0K | — | 2.72M | — | 1.63M | 50.4K | 5.37M | 50.67% | ↗ |
| 18 | 2022 | Douglas L Williams SEVP, President, Atlanta Banking Group, Head, Corporate Banking | 416.7K | 600.0K | 874.0K | — | 525.0K | 2.57M | 4.99M | 17.51% | ↗ |
| 19 | 2022 | Robert R. Hill, Jr. Executive Chairman | 585.0K | — | 1.77M | — | 975.5K | 16.4K | 3.35M | 52.94% | ↗ |
| 20 | 2022 | Stephen D. Young Chief Strategy Officer | 585.0K | — | 875.4K | — | 877.5K | 42.2K | 2.38M | 36.78% | ↗ |
| 21 | 2022 | William E. Matthews V Chief Financial Officer | 525.0K | — | 654.7K | — | 551.3K | 32.8K | 1.76M | 37.12% | ↗ |
| 22 | 2021 | Robert R. Hill, Jr. Executive Chairman | 585.0K | 3.30M | 1.76M | — | 819.4K | 15.9K | 6.48M | 27.15% | ↗ |
| 23 | 2021 | John C. Corbett Chief Executive Officer | 975.0K | — | 2.93M | — | 1.37M | 39.3K | 5.31M | 55.19% | ↗ |
| 24 | 2021 | Stephen D. Young Chief Strategy Officer | 585.0K | — | 942.4K | — | 712.5K | 41.3K | 2.28M | 41.31% | ↗ |
| 25 | 2021 | Renee R. Brooks Chief Operating Officer | 500.0K | 330.0K | 537.0K | — | 426.9K | 12.5K | 1.81M | 29.73% | ↗ |
| 26 | 2021 | William E. Matthews V Chief Financial Officer | 525.0K | — | 704.8K | — | 447.6K | 24.9K | 1.70M | 41.40% | ↗ |
| 27 | 2020 | Robert R. Hill Jr. Former Chief Executive Officer; Executive Chairman | 695.4K | — | 5.09M | — | 888.3K | 6.21M | 12.89M | 39.50% | ↗ |
| 28 | 2020 | Robert R. Hill, Jr. Executive Chairman | 695.4K | — | 5.09M | — | 888.3K | 6.21M | 12.89M | 39.50% | ↗ |
| 29 | 2020 | John C. Pollok Former Chief Financial Officer; SEVP | 614.8K | — | 593.3K | — | 737.8K | 3.36M | 5.31M | 11.18% | ↗ |
| 30 | 2020 | John S. Goettee Central Banking Group President | 409.0K | — | 1.06M | — | 471.3K | 30.7K | 1.97M | 53.71% | ↗ |
| 31 | 2020 | Greg A. Lapointe Chief Banking Officer | 473.4K | — | 1.11M | — | 345.1K | 6.5K | 1.94M | 57.40% | ↗ |
| 32 | 2020 | Renee R. Brooks Chief Operating Officer | 462.1K | — | 1.07M | — | 323.5K | 12.0K | 1.87M | 57.29% | ↗ |
| 33 | 2020 | John C. Corbett Chief Executive Officer | 565.0K | — | — | — | 1.04M | 27.9K | 1.63M | 0.00% | ↗ |
| 34 | 2020 | William E. Matthews V Chief Financial Officer | 306.3K | — | — | — | 333.1K | 12.5K | 651.9K | 0.00% | ↗ |
| 35 | 2019 | Robert R. Hill, Jr. Executive Chairman | 850.0K | — | 1.22M | — | 1.12M | 54.5K | 3.24M | 37.56% | ↗ |
| 36 | 2019 | Robert R. Hill Jr. Former Chief Executive Officer; Executive Chairman | 848.3K | — | 1.22M | — | 1.12M | 56.2K | 3.24M | 37.56% | ↗ |
| 37 | 2019 | Robert R. Hill, Jr. Chief Executive Officer of South State Corporation | 850.0K | — | 1.22M | — | 1.12M | 54.5K | 3.24M | 37.56% | ↗ |
| 38 | 2019 | John C. Pollok Senior Executive Vice President and Chief Financial Officer | 614.5K | — | 754.2K | — | 686.7K | 33.1K | 2.09M | 36.11% | ↗ |
| 39 | 2019 | John C. Pollok Former Chief Financial Officer; SEVP | 614.5K | — | 754.2K | — | 686.7K | 33.1K | 2.09M | 36.11% | ↗ |
| 40 | 2019 | Greg A. Lapointe President of South State Bank | 436.2K | — | 345.8K | — | 318.3K | 12.8K | 1.11M | 31.07% | ↗ |
| 41 | 2019 | Greg A. Lapointe Chief Banking Officer | 436.2K | — | 345.8K | — | 318.3K | 12.8K | 1.11M | 31.07% | ↗ |
| 42 | 2019 | Renee R. Brooks Chief Operating Officer | 409.0K | — | 292.8K | — | 269.2K | 12.8K | 983.8K | 29.76% | ↗ |
| 43 | 2019 | Renee R. Brooks Senior Executive Vice President and Chief Operating Officer | 409.0K | — | 292.8K | — | 269.2K | 12.8K | 983.8K | 29.76% | ↗ |
| 44 | 2019 | John S. Goettee Central Banking Group President | 355.7K | — | 276.7K | — | 254.4K | 43.7K | 930.4K | 29.74% | ↗ |
| 45 | 2019 | John S. Goettee President of South Carolina and Georgia Markets | 386.5K | — | 276.7K | — | 254.4K | 12.8K | 930.4K | 29.74% | ↗ |
| 46 | 2018 | Robert R. Hill, Jr. Chief Executive Officer of South State Corporation | 782.1K | — | 833.0K | 323.9K | 1.23M | 52.9K | 3.22M | 35.95% | ↗ |
| 47 | 2018 | Robert R. Hill Jr. Former Chief Executive Officer; Executive Chairman | 743.8K | — | 833.0K | 323.9K | 1.23M | 91.2K | 3.22M | 35.95% | ↗ |
| 48 | 2018 | John C. Pollok Former Chief Financial Officer; SEVP | 558.7K | — | 486.8K | 189.3K | 716.5K | 39.8K | 1.99M | 33.96% | ↗ |
| 49 | 2018 | John C. Pollok Senior Executive Vice President and Chief Financial Officer | 558.7K | — | 486.8K | 189.3K | 716.5K | 39.8K | 1.99M | 33.96% | ↗ |
| 50 | 2018 | Renee R. Brooks Senior Executive Vice President and Chief Operating Officer | 349.1K | — | 435.6K | 78.9K | 298.5K | 30.0K | 1.19M | 43.16% | ↗ |
| 51 | 2018 | Renee R. Brooks Chief Operating Officer | 349.1K | — | 435.6K | 78.9K | 298.5K | 30.0K | 1.19M | 43.16% | ↗ |
| 52 | 2018 | John F. Windley Chief Executive Officer of South State Bank | 374.3K | — | 217.5K | 84.6K | 320.0K | 39.7K | 1.04M | 29.15% | ↗ |
| 53 | 2018 | Joseph E. Burns Senior Executive Vice President and Chief Credit Officer | 349.1K | — | 202.8K | 78.9K | 298.5K | 30.6K | 959.8K | 29.35% | ↗ |
| 54 | 2017 | Robert R. Hill, Jr. Chief Executive Officer of South State Corporation | 761.2K | — | 635.5K | 320.5K | 1.26M | 45.6K | 3.06M | 31.29% | ↗ |
| 55 | 2017 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 543.7K | — | 371.4K | 187.3K | 734.0K | 75.9K | 1.91M | 29.21% | ↗ |
| 56 | 2017 | John C. Pollok Senior Executive Vice President and Chief Financial Officer | 543.7K | — | 371.4K | 187.3K | 734.0K | 41.9K | 1.91M | 29.21% | ↗ |
| 57 | 2017 | John F. Windley Chief Banking Officer, President and Chief Executive Officer of South State Bank | 364.3K | — | 165.9K | 83.7K | 327.9K | 53.9K | 995.7K | 25.07% | ↗ |
| 58 | 2017 | John F. Windley Chief Executive Officer of South State Bank | 364.3K | — | 165.9K | 83.7K | 327.9K | 53.9K | 995.7K | 25.07% | ↗ |
| 59 | 2017 | Joseph E. Burns Senior Executive Vice President and Chief Credit Officer | 339.8K | — | 154.8K | 78.0K | 305.8K | 47.5K | 925.8K | 25.14% | ↗ |
| 60 | 2017 | Renee R. Brooks Senior Executive Vice President and Chief Administrative Officer | 339.8K | — | 154.8K | 77.4K | 305.8K | 30.8K | 908.5K | 25.56% | ↗ |
| 61 | 2017 | Renee R. Brooks Senior Executive Vice President and Chief Operating Officer | 339.8K | — | 154.8K | 77.4K | 305.8K | 22.1K | 908.5K | 25.56% | ↗ |
| 62 | 2016 | Robert R. Hill, Jr. Chief Executive Officer | 740.8K | — | 637.1K | 253.3K | 1.22M | 70.2K | 2.92M | 30.45% | ↗ |
| 63 | 2016 | Robert R. Hill, Jr. Chief Executive Officer of South State Corporation | 740.8K | — | 637.1K | 253.3K | 1.22M | 70.2K | 2.92M | 30.45% | ↗ |
| 64 | 2016 | John C. Pollok Senior Executive Vice President and Chief Financial Officer | 529.2K | — | 372.3K | 148.0K | 714.4K | 54.4K | 1.82M | 28.62% | ↗ |
| 65 | 2016 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 529.2K | — | 372.3K | 148.0K | 714.4K | 54.4K | 1.82M | 28.62% | ↗ |
| 66 | 2016 | John F. Windley Chief Banking Officer, President and Chief Executive Officer of South State Bank | 354.5K | — | 166.3K | 66.1K | 319.1K | 78.3K | 984.4K | 23.61% | ↗ |
| 67 | 2016 | John F. Windley President of South State Bank | 354.5K | — | 166.3K | 66.1K | 319.1K | 78.3K | 984.4K | 23.61% | ↗ |
| 68 | 2016 | John F. Windley Chief Executive Officer of South State Bank | 354.5K | — | 166.3K | 66.1K | 319.1K | 78.3K | 984.4K | 23.61% | ↗ |
| 69 | 2016 | Joseph E. Burns Senior Executive Vice President, and Chief Credit Officer | 330.7K | — | 155.1K | 61.7K | 297.6K | 55.6K | 900.6K | 24.07% | ↗ |
| 70 | 2016 | Joseph E. Burns Senior Executive Vice President and Chief Credit Officer | 330.7K | — | 155.1K | 61.7K | 297.6K | 55.6K | 900.6K | 24.07% | ↗ |
| 71 | 2016 | Renee R. Brooks Senior Executive Vice President and Chief Administrative Officer | 328.1K | — | 153.9K | 61.2K | 295.3K | 25.1K | 863.6K | 24.91% | ↗ |
| 72 | 2016 | Renee R. Brooks Senior Executive Vice President and Chief Operating Officer | 328.1K | — | 153.9K | 61.2K | 295.3K | 25.1K | 863.6K | 24.91% | ↗ |
| 73 | 2016 | Renee R. Brooks Senior Executive Vice President, Chief Administrative Officer and Chief Risk Officer | 328.1K | — | 153.9K | 61.2K | 295.3K | 25.1K | 863.6K | 24.91% | ↗ |
| 74 | 2015 | Robert R. Hill, Jr. Chief Executive Officer of South State Corporation | 721.0K | — | 637.2K | 260.1K | 1.19M | 63.2K | 2.87M | 31.25% | ↗ |
| 75 | 2015 | Robert R. Hill, Jr. Chief Executive Officer | 721.0K | — | 637.2K | 260.1K | 1.19M | 63.2K | 2.87M | 31.25% | ↗ |
| 76 | 2015 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 515.0K | — | 372.4K | 152.0K | 695.3K | 50.7K | 1.79M | 29.37% | ↗ |
| 77 | 2015 | John F. Windley Chief Banking Officer, President and Chief Executive Officer of South State Bank | 345.1K | — | 166.4K | 67.9K | 310.5K | 135.7K | 1.03M | 22.84% | ↗ |
| 78 | 2015 | John F. Windley President of South State Bank | 345.1K | — | 166.4K | 67.9K | 310.5K | 135.7K | 1.03M | 22.84% | ↗ |
| 79 | 2015 | Joseph E. Burns Senior Executive Vice President, and Chief Credit Officer | 321.8K | — | 155.1K | 62.8K | 289.6K | 56.3K | 885.7K | 24.61% | ↗ |
| 80 | 2015 | Joseph E. Burns Senior Executive Vice President and Chief Credit Officer | 321.8K | — | 155.1K | 62.8K | 289.6K | 56.3K | 885.7K | 24.61% | ↗ |
| 81 | 2015 | Renee R. Brooks Senior Executive Vice President, Chief Administrative Officer and Chief Risk Officer | 319.3K | — | 153.9K | 62.8K | 287.4K | 23.4K | 846.8K | 25.60% | ↗ |
| 82 | 2015 | Renee R. Brooks Senior Executive Vice President and Chief Administrative Officer | 319.3K | — | 153.9K | 62.8K | 287.4K | 23.4K | 846.8K | 25.60% | ↗ |
| 83 | 2014 | Robert R. Hill, Jr. Chief Executive Officer | 700.0K | — | 571.5K | 193.5K | 1.05M | 125.5K | 2.64M | 28.95% | ↗ |
| 84 | 2014 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 500.0K | — | 334.0K | 119.8K | 614.7K | 106.5K | 1.68M | 27.09% | ↗ |
| 85 | 2014 | John F. Windley President of South State Bank and Chief Banking Officer | 335.0K | — | 149.2K | 61.6K | 274.6K | 101.8K | 922.1K | 22.85% | ↗ |
| 86 | 2014 | John F. Windley President of South State Bank | 335.0K | — | 149.2K | 61.6K | 274.6K | 101.8K | 922.1K | 22.85% | ↗ |
| 87 | 2014 | Joseph E. Burns Senior Executive Vice President, Chief Credit Officer and Chief Risk Officer | 310.0K | — | 138.0K | 57.0K | 254.1K | 74.8K | 833.9K | 23.39% | ↗ |
| 88 | 2014 | Joseph E. Burns Senior Executive Vice President, and Chief Credit Officer | 310.0K | — | 138.0K | 57.0K | 254.1K | 74.8K | 833.9K | 23.39% | ↗ |
| 89 | 2014 | R. Wayne Hall President of South State Corporation | 475.0K | — | — | — | 273.0K | 19.8K | 767.8K | 0.00% | ↗ |
| 90 | 2014 | Renee R. Brooks Senior Executive Vice President, Chief Administrative Officer and Chief Risk Officer | 280.8K | — | 122.0K | 36.0K | 254.1K | 34.1K | 727.0K | 21.73% | ↗ |
| 91 | 2013 | Robert R. Hill, Jr. Chief Executive Officer | 645.0K | — | 805.9K | 118.0K | 770.0K | 62.8K | 2.40M | 38.47% | ↗ |
| 92 | 2013 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 442.0K | — | 476.7K | 72.6K | 476.7K | 52.8K | 1.52M | 36.12% | ↗ |
| 93 | 2013 | R. Wayne Hall President of First Financial Holdings, Inc | 203.4K | 500.0K | 375.0K | — | 285.0K | 13.0K | 1.38M | 27.24% | ↗ |
| 94 | 2013 | R. Wayne Hall President of South State Corporation | 203.4K | 500.0K | 375.0K | — | 285.0K | 13.0K | 1.38M | 27.24% | ↗ |
| 95 | 2013 | John F. Windley President of SCBT | 315.0K | — | 305.5K | 51.8K | 245.7K | 119.6K | 1.04M | 34.44% | ↗ |
| 96 | 2013 | John F. Windley President of South State Bank | 315.0K | — | 305.5K | 51.8K | 245.7K | 119.6K | 1.04M | 34.44% | ↗ |
| 97 | 2013 | John F. Windley President of South State Bank and Chief Banking Officer | 315.0K | — | 305.5K | 51.8K | 245.7K | 119.6K | 1.04M | 34.44% | ↗ |
| 98 | 2013 | Joseph E. Burns Senior Executive Vice President, Chief Credit Officer and Chief Risk Officer | 295.0K | — | 292.4K | 49.9K | 227.3K | 39.1K | 903.7K | 37.87% | ↗ |
| 99 | 2013 | Joseph E. Burns Senior Executive Vice President, and Chief Credit Officer | 295.0K | — | 292.4K | 49.9K | 227.3K | 39.1K | 903.7K | 37.87% | ↗ |
| 100 | 2013 | Renee R. Brooks Senior Executive Vice President, Chief Administrative Officer and Chief Risk Officer | 245.8K | — | 59.2K | 76.5K | 141.2K | 20.7K | 543.4K | 24.98% | ↗ |
| 101 | 2012 | Robert R. Hill, Jr. Chief Executive Officer | 520.0K | — | 262.8K | 107.1K | 457.6K | 68.1K | 1.42M | 26.13% | ↗ |
| 102 | 2012 | Robert R. Hill, Jr. President and Chief Executive Officer | 520.0K | — | 262.8K | 107.1K | 457.6K | 68.1K | 1.42M | 26.13% | ↗ |
| 103 | 2012 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 335.0K | — | 171.2K | 65.5K | 281.4K | 57.4K | 910.5K | 26.00% | ↗ |
| 104 | 2012 | John F. Windley President of SCBT | 275.0K | — | 153.6K | 47.7K | 200.8K | 105.9K | 782.9K | 25.71% | ↗ |
| 105 | 2012 | John F. Windley President of South State Bank and Chief Banking Officer | 275.0K | — | 117.0K | 47.7K | 200.8K | 105.9K | 746.3K | 22.07% | ↗ |
| 106 | 2012 | Joseph E. Burns Senior Executive Vice President, and Chief Credit Officer | 265.0K | — | 129.9K | 43.2K | 193.5K | 50.7K | 682.3K | 25.38% | ↗ |
| 107 | 2012 | Joseph E. Burns Senior Executive Vice President, and Chief Risk Officer | 265.0K | — | 99.0K | 43.2K | 193.5K | 50.7K | 651.3K | 21.83% | ↗ |
| 108 | 2012 | Joseph E. Burns Senior Executive Vice President, Chief Credit Officer and Chief Risk Officer | 265.0K | — | 99.0K | 43.2K | 193.5K | 50.7K | 651.3K | 21.83% | ↗ |
| 109 | 2012 | Renee R. Brooks Executive Vice President, Chief Administrative Officer | 192.3K | — | 31.7K | — | 74.3K | 19.3K | 317.6K | 9.98% | ↗ |
| 110 | 2012 | Donald E. Pickett Executive Vice President and Chief Financial Officer | 65.2K | — | — | — | — | 198.2K | 263.5K | 0.00% | ↗ |
| 111 | 2011 | Robert R. Hill, Jr. Chief Executive Officer | 493.7K | — | 175.7K | 98.7K | 329.8K | 88.1K | 1.19M | 23.14% | ↗ |
| 112 | 2011 | Robert R. Hill, Jr. President and Chief Executive Officer | 493.7K | — | 175.7K | 98.7K | 329.8K | 88.1K | 1.19M | 23.14% | ↗ |
| 113 | 2011 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 316.0K | — | 129.8K | 57.4K | 214.9K | 73.8K | 791.9K | 23.64% | ↗ |
| 114 | 2011 | John C. Pollok Senior Executive Vice President, Chief Operating Officer | 316.0K | — | 129.8K | 57.4K | 214.9K | 73.8K | 791.9K | 23.64% | ↗ |
| 115 | 2011 | John F. Windley President of SCBT, N.A. | 265.0K | — | 96.9K | 36.2K | 146.8K | 74.7K | 619.6K | 21.48% | ↗ |
| 116 | 2011 | John F. Windley President of SCBT | 265.0K | — | 96.9K | 36.2K | 146.8K | 74.7K | 619.6K | 21.48% | ↗ |
| 117 | 2011 | Joseph E. Burns Senior Executive Vice President, and Chief Risk Officer | 240.0K | — | 74.9K | 32.0K | 124.2K | 63.6K | 534.7K | 19.99% | ↗ |
| 118 | 2011 | Joseph E. Burns Senior Executive Vice President, and Chief Credit Officer | 240.0K | — | 74.9K | 32.0K | 124.2K | 63.6K | 534.7K | 19.99% | ↗ |
| 119 | 2011 | Donald E. Pickett Executive Vice President and Chief Financial Officer | 235.0K | — | 56.5K | 22.5K | 121.6K | 7.4K | 443.0K | 17.83% | ↗ |
| 120 | 2011 | Renee R. Brooks Executive Vice President, Chief Administrative Officer | 180.6K | — | 116.6K | — | 35.0K | 20.6K | 352.8K | 33.06% | ↗ |
| 121 | 2010 | Robert R. Hill, Jr. President and Chief Executive Officer | 448.8K | 600.0K | 128.1K | 246.7K | 307.6K | 67.3K | 1.80M | 20.84% | ↗ |
| 122 | 2010 | John C. Pollok Senior Executive Vice President, and Chief Operating Officer | 287.2K | 500.0K | 59.5K | 128.7K | 160.0K | 51.8K | 1.19M | 15.85% | ↗ |
| 123 | 2010 | John C. Pollok Senior Executive Vice President, Chief Operating Officer | 287.2K | 500.0K | 59.5K | 128.7K | 160.0K | 51.8K | 1.19M | 15.85% | ↗ |
| 124 | 2010 | John C. Pollok Senior Executive Vice President, Chief Financial Officer and Chief Operating Officer | 287.2K | 500.0K | 59.5K | 128.7K | 160.0K | 51.8K | 1.19M | 15.85% | ↗ |
| 125 | 2010 | John F. Windley President of SCBT | 241.2K | 225.0K | 41.7K | 85.3K | 114.0K | 61.5K | 768.7K | 16.51% | ↗ |
| 126 | 2010 | John F. Windley President of SCBT, N.A. | 241.2K | 225.0K | 41.7K | 85.3K | 114.0K | 61.5K | 768.7K | 16.51% | ↗ |
| 127 | 2010 | Donald E. Pickett Executive Vice President and Chief Financial Officer | 225.0K | 225.0K | — | 27.1K | 67.5K | 177.6K | 722.2K | 3.75% | ↗ |
| 128 | 2010 | Joseph E. Burns Senior Executive Vice President, and Chief Risk Officer | 213.2K | 225.0K | 33.6K | 72.2K | 97.6K | 57.4K | 698.9K | 15.13% | ↗ |
| 129 | 2010 | Renee R. Brooks Executive Vice President, Chief Administrative Officer | 173.1K | 12.5K | — | — | 30.0K | 11.5K | 227.0K | 0.00% | ↗ |
| 130 | 2009 | Robert R. Hill, Jr. President and Chief Executive Officer | 408.0K | — | 848.6K | 88.1K | — | 46.3K | 1.39M | 67.34% | ↗ |
| 131 | 2009 | John C. Pollok Senior Executive Vice President, and Chief Operating Officer | 261.1K | — | 779.3K | 51.2K | — | 33.2K | 1.12M | 73.83% | ↗ |
| 132 | 2009 | John C. Pollok Senior Executive Vice President, Chief Operating Officer | 261.1K | — | 779.3K | 51.2K | — | 33.2K | 1.12M | 73.83% | ↗ |
| 133 | 2009 | Joseph E. Burns Senior Executive Vice President, and Chief Risk Officer | 193.8K | — | 391.0K | 28.5K | — | 33.6K | 646.9K | 64.85% | ↗ |
| 134 | 2009 | Joe E. Burns Senior Executive Vice President, and Chief Risk Officer | 193.8K | — | 391.0K | 28.5K | — | 33.6K | 646.9K | 64.85% | ↗ |
| 135 | 2009 | Thomas S. Camp President and CEO of South Carolina Bank and Trust of the Piedmont | 206.6K | — | 100.0K | 20.3K | — | 74.1K | 400.9K | 30.00% | ↗ |
| 136 | 2009 | John F. Windley President of SCBT, N.A. | 219.3K | — | — | 32.3K | — | 46.9K | 298.4K | 10.81% | ↗ |
| 137 | 2008 | Robert R. Hill, Jr. President and Chief Executive Officer | 400.0K | — | 190.6K | 79.7K | — | 91.8K | 762.1K | 35.47% | ↗ |
| 138 | 2008 | John C. Pollok Senior Executive Vice President, Chief Operating Officer | 256.0K | — | 73.3K | 36.2K | — | 82.2K | 447.8K | 24.46% | ↗ |
| 139 | 2008 | John C. Pollok Senior Executive Vice President, and Chief Operating Officer | 256.0K | — | 73.3K | 36.2K | — | 82.2K | 447.8K | 24.46% | ↗ |
| 140 | 2008 | John C. Pollok Senior Executive Vice President, Chief Operating Officer and Chief Financial Officer | 256.0K | — | 66.2K | 36.0K | — | 82.8K | 441.0K | 23.17% | ↗ |
| 141 | 2008 | John F. Windley President of SCBT, N.A. | 215.0K | — | 60.7K | 33.7K | — | 49.2K | 358.7K | 26.34% | ↗ |
| 142 | 2008 | Richard C. Mathis Executive Vice President and Chief Risk Officer | 190.0K | — | 45.3K | 25.5K | — | 94.0K | 354.7K | 19.94% | ↗ |
| 143 | 2008 | Thomas S. Camp President and CEO of South Carolina Bank and Trust of the Piedmont | 202.5K | — | 35.6K | 21.1K | — | 77.0K | 336.2K | 16.87% | ↗ |
| 144 | 2008 | Joe E. Burns Senior Executive Vice President, and Chief Risk Officer | 190.0K | — | 45.3K | 28.8K | — | 58.1K | 322.2K | 23.01% | ↗ |
| 145 | 2008 | Joseph E. Burns Senior Executive Vice President, and Chief Risk Officer | 190.0K | — | 45.3K | 28.8K | — | 58.1K | 322.2K | 23.01% | ↗ |
| 146 | 2007 | Robert R. Hill, Jr. President and Chief Executive Officer | 330.0K | — | 237.8K | 81.5K | 128.3K | 75.7K | 853.3K | 37.42% | ↗ |
| 147 | 2007 | John C. Pollok Senior Executive Vice President, Chief Operating Officer | 228.5K | — | 69.9K | 38.0K | 86.9K | 71.6K | 494.8K | 21.80% | ↗ |
| 148 | 2007 | John C. Pollok Senior Executive Vice President, Chief Operating Officer and Chief Financial Officer | 228.5K | — | 46.7K | 35.6K | 86.9K | 71.6K | 469.3K | 17.53% | ↗ |
| 149 | 2007 | John F. Windley President of SCBT, N.A. | 205.0K | — | 51.1K | 33.3K | 66.4K | 40.4K | 396.3K | 21.31% | ↗ |
| 150 | 2007 | Joe E. Burns Senior Executive Vice President, and Chief Risk Officer | 175.0K | — | 41.7K | 26.9K | 56.7K | 48.4K | 348.7K | 19.67% | ↗ |
| 151 | 2007 | Thomas S. Camp President and CEO of South Carolina Bank and Trust of the Piedmont | 192.5K | — | 41.7K | 19.5K | 62.4K | 31.4K | 347.5K | 17.63% | ↗ |
| 152 | 2007 | Richard C. Mathis Executive Vice President and Chief Risk Officer | 185.0K | — | 32.5K | 21.1K | 59.9K | 39.6K | 338.2K | 15.86% | ↗ |
| 153 | 2006 | Robert R. Hill, Jr. President and Chief Executive Officer | 300.0K | — | 48.9K | 56.1K | 118.4K | 75.6K | 599.0K | 17.53% | ↗ |
| 154 | 2006 | John C. Pollok Senior Executive Vice President, Chief Operating Officer and Chief Financial Officer | 204.2K | — | 31.0K | 36.4K | 78.6K | 81.0K | 431.2K | 15.62% | ↗ |
| 155 | 2006 | John C. Pollok Senior Executive Vice President and Chief Operating Officer | 204.2K | — | 31.0K | 36.4K | 78.6K | 81.0K | 431.2K | 15.62% | ↗ |
| 156 | 2006 | Thomas S. Camp President and CEO South Carolina Bank and Trust of the Piedmont, N.A. | 185.4K | — | 22.7K | 25.9K | 60.9K | 47.4K | 342.3K | 14.19% | ↗ |
| 157 | 2006 | Thomas S. Camp President and CEO of South Carolina Bank and Trust of the Piedmont | 185.4K | — | 22.7K | 25.9K | 60.9K | 47.4K | 342.3K | 14.19% | ↗ |
| 158 | 2006 | Richard C. Mathis Executive Vice President and Chief Financial Officer | 178.3K | — | 25.4K | 30.3K | 46.9K | 54.3K | 335.2K | 16.62% | ↗ |
| 159 | 2006 | Richard C. Mathis Executive Vice President and Chief Risk Officer | 178.3K | — | 25.4K | 30.3K | 46.9K | 54.3K | 335.2K | 16.62% | ↗ |
| 160 | 2006 | John F. Windley President of SCBT, N.A. | 191.0K | — | 9.8K | 16.0K | 64.1K | 40.6K | 321.5K | 8.03% | ↗ |
| 161 | 2006 | John F. Windley President of South Carolina Bank and Trust, N.A. | 191.0K | — | 9.8K | 16.0K | 64.1K | 40.6K | 321.5K | 8.03% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John C. Corbett | CEO & Chairman | 5M | male |
| Stephen Dean Young | Senior Executive Vice President & Chief Strategy Officer | 2M | male |
| William E. Matthews | Senior Executive Vice President & Chief Financial Officer | 2M | male |
| Richard Murray | President & Chief Banking Officer | 2M | male |
| Renee R. Brooks | Chief Operating Officer | 2M | female |
| Beth S. DeSimone | Chief Risk Officer, General Counsel & Corporate Secretary | — | female |
| Sara G. Arana | Senior Vice President & Chief Accounting Officer | — | female |
| Jonathan S. Kivett | Chief Credit Officer of Central & Northern Banking Group | — | male |
| V. Nicole Comer | Senior Vice President & Deputy General Counsel | — | female |
| John C. Pollok | Senior Executive Vice President | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2015-02-13 | 2015-02-26 | Thom Tillis | NC | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-03-27 | 2023-06-02 | Richard W. Allen | GA12 | Spouse | Sale | $100,001 - $250,000 | ↗ |
| 2023-03-26 | 2023-06-01 | Richard W. Allen | GA12 | Self | Sale (Full) | $100,001 - $250,000 | ↗ |
| 2023-03-09 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2023-01-13 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2022-05-05 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2022-04-04 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2022-02-16 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2022-02-09 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2022-01-18 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2022-01-13 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2021-09-28 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $100,001 - $250,000 | ↗ |
| 2021-06-09 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2021-05-13 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2021-05-13 | 2021-06-12 | Richard W. Allen | gA12 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2021-02-18 | 2023-08-10 | Richard W. Allen | GA12 | — | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2021-02-18 | 2021-03-14 | Richard W. Allen | GA12 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2021-02-10 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2021-02-10 | 2021-03-14 | Richard W. Allen | GA12 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2021-01-13 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $50,001 - $100,000 | ↗ |
| 2020-11-16 | 2023-08-10 | Richard W. Allen | GA12 | Spouse | Sale (Partial) | $15,001 - $50,000 | ↗ |
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Community Opinion for SSB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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