secwatch / observer

SouthState Bank Corp — fact timeline

Source-grounded facts extracted from SouthState Bank Corp's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

SSB SouthState Bank Corp JSON

James W. Roquemore departed as Director at SouthState Bank Corp.

“With deep sadness, SouthState Bank Corporation (the “Company”), announced that James W. Roquemore, a member of the Company’s Board of Directors, passed away on July 9, 2026, after a long illness.”
Earnings Releases

SouthState Bank Corp reported financial results for three-month period ended March 31, 2026.

“On April 23, 2026, SouthState Bank Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three-month period ended March 31, 2026, along with certain other financial information.”
Debt Financings

SouthState Bank Corp incurred senior notes of $350,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 7.000% Fixed-to-Floating Rate maturing 2035.

“of this Current Report on Form 8-K and are hereby incorporated by reference into this Item 2.03. ​ I tem 8.01 Other Events ​ Pursuant to the previously announced offering of $350,000,000 aggregate principal amount of 7.000% Fixed-to-Floating Rate Subordinated Notes due 2035 (the “Notes”) to be issued by SouthState Corporation (the “Company”), the Company and U.S.”
M&A Transactions

SouthState Bank Corp completed an acquisition involving Independent Bank Group, Inc. for approximately 24.9 million shares of SouthState Common Stock (closed 2025-01-01).

“Merger Agreement, a copy of which is filed hereto as Exhibit 2.1 and incorporated herein by reference. ​ The total aggregate consideration payable in the Merger was approximately 24.9 million shares of SouthState Common Stock. The issuance of shares of SouthState Common Stock in connection with the Merger was registered under the Securities Act of 1933, as amended”

Janet Froetscher was appointed as Director at SouthState Bank Corp.

“the board of directors of the Company (the “Board”) unanimously approved the appointments of David R. Brooks, the current Chairman and Chief Executive Officer of IBTX, G. Stacy Smith, the current Lead Independent Director of IBTX, and Janet Froetscher (collectively the “IBTX Directors”) to the Board (as well as the board of directors of SouthState Bank), effective as of the Effective Time in accordance with the terms of the Merger Agreement.”

G. Stacy Smith was appointed as Director at SouthState Bank Corp.

“the board of directors of the Company (the “Board”) unanimously approved the appointments of David R. Brooks, the current Chairman and Chief Executive Officer of IBTX, G. Stacy Smith, the current Lead Independent Director of IBTX, and Janet Froetscher (collectively the “IBTX Directors”) to the Board (as well as the board of directors of SouthState Bank), effective as of the Effective Time in accordance with the terms of the Merger Agreement.”

David R. Brooks was appointed as Director at SouthState Bank Corp.

“the board of directors of the Company (the “Board”) unanimously approved the appointments of David R. Brooks, the current Chairman and Chief Executive Officer of IBTX, G. Stacy Smith, the current Lead Independent Director of IBTX, and Janet Froetscher (collectively the “IBTX Directors”) to the Board (as well as the board of directors of SouthState Bank), effective as of the Effective Time in accordance with the terms of the Merger Agreement.”

Merriann Metz was appointed as director at SouthState Bank Corp.

“On July 24, 2024, at a regularly scheduled quarterly meeting of the Board of Directors (the “Board”) of SouthState Corporation (the “Company”), the Board unanimously approved increasing the board size from 11 to 12 members and appointed Merriann Metz, age 49, to fill the new Board seat.”
Material Agreements

SouthState Bank Corp entered into Agreement and Plan of Merger with Independent Bank Group, Inc. (effective 2024-05-17).

“On May 17, 2024, SouthState Corporation, a South Carolina corporation (“SouthState”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Independent Bank Group, Inc., a Texas corporation (“IBTX”).”

David Brooks was appointed as member of the board of directors at SouthState Bank Corp.

“SouthState entered into a transition agreement with Mr. David Brooks setting forth the terms of his service as a member of the board of directors of SouthState for a period from the effective time of the Merger until the date of SouthState’s annual meeting of shareholders expected to be held in April 2027”
Earnings Releases

SouthState Bank Corp reported financial results for the three-month period ended March 31, 2024.

“On April 25, 2024, SouthState Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three-month period ended March 31, 2024, along with certain other financial information.”
Shareholder Votes

SouthState Bank Corp shareholders approved Appointment of Independent Registered Public Accounting Firm at the 2024-04-24 meeting.

“Proposal 4 : Appointment of Independent Registered Public Accounting Firm. The shareholders voted to ratify, as an advisory, non-binding vote, the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024. The results of the vote were as follows: Voting For 69,237,331 Voting Against 265,843 Abstain from Voting 126,403 Non-Votes —”
Shareholder Votes

SouthState Bank Corp shareholders approved Amended and Restated 2020 Omnibus Incentive Plan at the 2024-04-24 meeting.

“Proposal 3 : Amended and Restated 2020 Omnibus Incentive Plan. The shareholders voted to approve the Amended and Restated 2020 Omnibus Incentive Plan, as disclosed in the proxy statement. The results of the vote were as follows: ​ Voting For 59,486,109 Voting Against 2,887,808 Abstain from Voting 121,531 Non-Votes 7,134,129”
Shareholder Votes

SouthState Bank Corp shareholders approved Compensation of Named Executive Officers at the 2024-04-24 meeting.

“Proposal 2: Compensation of Named Executive Officer s. The shareholders voted to approve the non-binding advisory proposal on the compensation of the Company’s Named Executive Officers, as disclosed in the proxy statement. The results of the vote were as follows: ​ Voting For 53,860,190 Voting Against 8,461,810 Abstain from Voting 173,448 Non-Votes 7,134,129”
Shareholder Votes

SouthState Bank Corp shareholders approved Election of Directors at the 2024-04-24 meeting.

“Proposal No. 1: Election of Directors. The following directors were elected to serve until the annual meeting of shareholders in 2025 or until their successors are duly designated and qualified. Each nominee was an incumbent director, no other person was nominated, and each nominee was elected. The number of votes cast was approximately as follows: ​ Nominees for Director Votes For Votes Withheld/Abstained Broker Non-Votes Ronald M. Cofield, Sr. 62,257,867 237,581 7,134,129 Shantella E. Cooper 60,126,558 2,368,890 7,134,129 John C. Corbett 62,232,662 262,786 7,134,129 Jean E. Davis 60,133,126 2,362,322 7,134,129 Martin B. Davis 62,234,938 260,510 7,134,129 Douglas J. Hertz 61,994,678 500,770 7,134,129 G. Ruffner Page, Jr. 62,242,462 252,986 7,134,129 William Knox Pou, Jr. 54,649,116 7,846,332 7,134,129 James W. Roquemore 62,257,836 237,612 7,134,129 David G. Salyers 62,198,181 297,267 7,134,129 Joshua A. Snively 60,313,889 2,181,559 7,134,129”
Cybersecurity Incidents

SouthState Bank Corp disclosed a cybersecurity incident: On February 6, 2024, SouthState Bank, N.A. detected a cybersecurity incident. Upon detection, SouthState initiated incident response and business continuity protocols, took measures to disrupt unauthorized activity, conducted an investigation with a cybersecurity firm, and notified banking regulator. Impact: The cybersecurity incident had a significant impact on certain of SouthState's business processes, but as of the filing date, it has not had a material impact on SouthState's overall financial condition or results of operations, and SouthState has determined that the incident is not reasonably likel. Company determined it not material. Discovered 2024-02-06.

“it has not had a material impact on SouthState’s overall financial condition or results of operations, and SouthState has determined that the incident is not reasonably likely to have a material impact on its financial conditions or results of operations.”
Cybersecurity Incidents

SouthState Bank Corp disclosed a cybersecurity incident: detected a cybersecurity incident on February 6, 2024; proactively isolated parts of its network causing some disruption to business processes. Impact: incident has not had a material impact on operations as of filing date; ongoing investigation; not yet determined if reasonably likely to materially impact financial condition or results. Materiality is still being assessed. Discovered 2024-02-06.

“the incident has not had a material impact on the Company's operations, and the Company has not determined the incident is reasonably likely to materially impact the Company's financial conditions or results of operations”
Earnings Releases

SouthState Bank Corp reported financial results for the three- and twelve-month periods ended December 31, 2023.

“On January 25, 2024, SouthState Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three- and twelve-month periods ended December 31, 2023, along with certain other financial information.”
Earnings Releases

SouthState Bank Corp reported financial results for the three- and nine-month periods ended September 30, 2023.

“On October 26, 2023, SouthState Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three- and nine-month periods ended September 30, 2023, along with certain other financial information.”
Earnings Releases

SouthState Bank Corp reported financial results for the three- and six-month periods ended June 30, 2023.

“On July 27, 2023, SouthState Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three- and six-month periods ended June 30, 2023, along with certain other financial information.”
Earnings Releases

SouthState Bank Corp reported financial results for the three-month period ended March 31, 2023.

“On April 27, 2023, SouthState Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three-month period ended March 31, 2023, along with certain other financial information.”
Shareholder Votes

SouthState Bank Corp shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm at the 2023-04-26 meeting.

“Proposal 4: Appointment of Independent Registered Public Accounting Firm. The shareholders voted to ratify, as an advisory, non-binding vote, the appointment of Ernst & Young LLP, Certified Public Accountants, as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. The results of the vote were as follows: ​ Voting For 66,348,959 Voting Against 447,089 Abstain from Voting 18,297 Non-Votes — ​ 66,814,345”
Shareholder Votes

SouthState Bank Corp shareholders approved Non-binding advisory vote on frequency of say-on-pay votes at the 2023-04-26 meeting.

“Proposal 3: Compensation of Named Executive Officer s. The shareholders voted to approve, on a non-binding advisory basis, holding a non-binding, advisory vote every year on executive compensation, as disclosed in the proxy statement. The results of the vote were as follows: ​ ​ Voting For One Year 56,610,971 ​ Two Years 102,134 ​ Three Years 2,399,024 Abstain from Voting ​ 143,438 Non-Votes ​ — ​ ​ 59,255,567”
Shareholder Votes

SouthState Bank Corp shareholders approved Compensation of Named Executive Officers (advisory vote) at the 2023-04-26 meeting.

“Proposal 2: Compensation of Named Executive Officer s. The shareholders voted to approve the non-binding advisory proposal on the compensation of the Company’s Named Executive Officers, as disclosed in the proxy statement. The results of the vote were as follows: ​ ​ Voting For 58,348,772 Voting Against 780,601 Abstain from Voting 126,194 Non-Votes 7,558,778 ​ 66,814,345”
Shareholder Votes

SouthState Bank Corp shareholders approved Election of Directors at the 2023-04-26 meeting.

“Proposal No. 1: Election of Directors. The following directors were elected to serve until the annual meeting of shareholders in 2024 or until their successors are duly designated and qualified. Each nominee was an incumbent director, no other person was nominated, and each nominee was elected. The number of votes cast was approximately as follows: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Nominees for Director ​ Votes For ​ Votes Against ​ Votes Withheld/Abstentions ​ Broker Non-Votes Ronald M. Cofield, Sr. ​ 58,804,203 ​ — ​ 451,364 ​ 7,558,778 Shantella E. Cooper ​ 57,551,096 ​ — ​ 1,704,471 ​ 7,558,778 John C. Corbett ​ 58,744,630 ​ — ​ 510,937 ​ 7,558,778 Jean E. Davis ​ 57,535,344 ​ — ​ 1,720,223 ​ 7,558,778 Martin B. Davis ​ 58,779,214 ​ — ​ 476,353 ​ 7,558,778 Douglas J. Hertz ​ 58,551,270 ​ — ​ 704,297 ​ 7,558,778 G. Ruffner Page, Jr. ​ 58,789,142 ​ — ​ 466,425 ​ 7,558,778 William Knox Pou, Jr. ​ 53,489,518 ​ — ​ 5,766,049 ​ 7,558,778 James W. Roquemore ​ 58,785,853 ​ — ​ 469,714 ​ 7,558,778 Davi”

Doug Hertz was appointed as independent Chair of the Board at SouthState Bank Corp.

“the Board appointed Doug Hertz as independent Chair of the Board, effective at the end of Mr. Hill’s term as Executive Chair, for a one-year term until the 2024 Annual Shareholder Meeting or until his successor is named.”

Robert R. Hill, Jr. departed as Executive Chairman at SouthState Bank Corp.

“On March 2, 2023, SouthState Corporation (the “Company”) entered into a separation and transition agreement with Robert R. Hill, Jr., the Company’s Executive Chairman, pursuant to which Mr. Hill will be separating from his employment effective as of April 26, 2023”
Earnings Releases

SouthState Bank Corp reported financial results for three and twelve-month periods ended December 31, 2022.

“On January 26, 2023, SouthState Corporation (“SouthState” or the “Company”) issued a press release announcing its financial results for the three and twelve-month periods ended December 31, 2022, along with certain other financial information.”

Richard Murray changed role as Chief Banking Officer at SouthState Bank Corp.

“Richard Murray, current President of the Company, will take over Mr. Lapointe’s responsibilities as Chief Banking Officer as of April 1, 2023.”

Greg A. Lapointe changed role as Senior Banking Advisor at SouthState Bank Corp.

“Mr. Lapointe will continue to serve as Chief Banking Officer until April 1, 2023, at which time he will transition to the role of Senior Banking Advisor until the Retirement Date in order to facilitate a smooth transition to a new Chief Banking Officer.”

Greg A. Lapointe departed as Chief Banking Officer at SouthState Bank Corp.

“On October 3, 2022, SouthState Corporation (the “Company”) announced that Greg A. Lapointe, the Company’s Chief Banking Officer, will retire from the Company, effective December 31, 2023 (the “Retirement Date”).”

James W. Roquemore was appointed as Director at SouthState Bank Corp.

“the Board appointed James W. Roquemore, age 67, to fill the vacancy created by Ms. Hartley’s retirement.”

Cynthia A. Hartley retired as Director at SouthState Bank Corp.

“the effective date and time of Ms. Hartley’s retirement is the close of business on April 27, 2022.”

Cynthia A. Hartley resigned as Director at SouthState Bank Corp.

“On March 24, 2022, Cynthia A. Hartley, a member of the SouthState Corporation (“SouthState” or the “Company”) and SouthState Bank, N.A. Boards of Directors (the “Board”) and of the Board Compensation, Governance and Nominating, and Culture Committees, notified SouthState that she intends to resign from the Board for family health reasons.”

Rich Oglesby was appointed as President of the Atlanta Division at SouthState Bank Corp.

“Rich Oglesby, the President of the Atlanta Division of Atlantic Capital, will serve in the same position at SouthState Bank”

Kurt Shreiner was appointed as President of the Corporate Financial Services Division at SouthState Bank Corp.

“Kurt Shreiner, the President of the Corporate Financial Services Division of Atlantic Capital, will serve in the same position at SouthState Bank”

Douglas L. Williams was appointed as President of the Atlanta Banking Group and Head of Corporate Banking at SouthState Bank Corp.

“Douglas L. Williams, the current President and Chief Executive Officer of Atlantic Capital, will serve as the President of the Atlanta Banking Group and Head of Corporate Banking for SouthState Bank”

Douglas J. Hertz was appointed as Director at SouthState Bank Corp.

“the Company Board unanimously approved the appointment of Shantella E. Cooper and Douglas J. Hertz (together, the “ACBI Directors”) to the Company Board and the Bank Board effective as of the effective time of the merger”

Shantella E. Cooper was appointed as Director at SouthState Bank Corp.

“the Company Board unanimously approved the appointment of Shantella E. Cooper and Douglas J. Hertz (together, the “ACBI Directors”) to the Company Board and the Bank Board effective as of the effective time of the merger”

Ronald M. Cofield, Sr. was appointed as Director at SouthState Bank Corp.

“On February 24, 2022, the Board of Directors (the “Company Board”) of SouthState Corporation (“SouthState” or the “Company”) unanimously appointed Ronald M. Cofield, Sr., as a director for the Company, effective as of February 24, 2022.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.