Recent 8-K filings for SSB

• April 23, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 8.01item 9.01 ◈ Earnings Releases

  SouthState Q1 2026 net income $226M ($2.28 EPS); TBVPS up 14% YoY

  Net income $226M, diluted EPS $2.28; adjusted EPS $2.28 vs $2.15 in 1Q25.

• January 22, 2026, 6:59 PM ET other material materiality 0.75 positive item 2.02item 7.01item 8.01item 9.01

  SouthState board approves repurchase of up to 5.56M shares; declares $0.60 quarterly dividend

  New stock repurchase plan authorizes up to 5,560,000 shares through December 31, 2027.

• July 24, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 8.01item 9.01

  SouthState increases dividend 11% to $0.60; Q2 earnings released

  Quarterly cash dividend raised from $0.54 to $0.60 per share.

• June 13, 2025, 7:59 PM ET debt materiality 0.60 neutral item 2.03item 9.01 ◈ Debt Financings

  SouthState issues $350M 7% fixed-to-floating subordinated notes due 2035

  $350M aggregate principal, 7.000% fixed rate through June 2030, then SOFR+319 bps floating through June 2035.

• March 6, 2025, 6:59 PM ET other material materiality 0.80 positive item 1.01item 7.01item 9.01

  SouthState closes $457M sale-leaseback of 165 branches; reinvests in shorter-duration securities

  Closed sale of 165 branches to Blue Owl affiliates for $457M net cash, generating ~$229M pre-tax gain.

• March 5, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 9.01

  SouthState completes acquisition of Independent Bank Group; pro forma total assets $64.5B, net income $585.5M

  Acquisition closed Jan 1, 2025; combined pro forma total assets $64.5B as of Dec 31, 2024.

• January 13, 2025, 6:59 PM ET other material materiality 0.75 positive item 1.01item 9.01

  SouthState sells 170 bank branches for $475M, expects $225M pre-tax gain in sale-leaseback with Blue Owl

  Sale-leaseback of ~170 branches across six states to Blue Owl affiliates for ~$475M cash.

• January 2, 2025, 6:59 PM ET M&A materiality 0.90 positive item 1.01item 2.03item 2.01item 5.02item 7.01item 8.01item 9.01 ◈ executive_change ×3

  SouthState closes acquisition of Independent Financial for ~24.9M shares; expands into TX and CO

  Merger completed Jan 1, 2025; combined assets ~$65B; expands presence in Texas and enters Colorado.

• December 13, 2024, 6:59 PM ET M&A materiality 0.85 positive item 8.01

  SouthState receives all regulatory approvals for Independent Bank Group merger; close ~Jan 1, 2025

  Federal Reserve Board and OCC approved both holding company and bank subsidiary mergers on Dec 13, 2024.

• August 14, 2024, 7:59 PM ET M&A materiality 0.70 positive item 5.07item 9.01

  SouthState shareholders approve merger with Independent Bank Group; 99.6% vote in favor

  Merger Proposal approved with 63,116,968 votes for, 107,399 against, 205,885 abstain.

• July 24, 2024, 7:59 PM ET dividend materiality 0.60 positive item 2.02item 7.01item 8.01item 9.01

  SouthState raises quarterly dividend to $0.54 from $0.52 per share

  Board increased quarterly cash dividend to $0.54 per share (3.8% increase).

• May 20, 2024, 7:59 PM ET M&A materiality 0.90 neutral item 1.01item 5.02item 7.01item 9.01 ◈ executive_change◈ Material Agreements

  SouthState to acquire Independent Bank Group in all-stock merger; IBTX shareholders to get 0.60 SSB shares each

  Each IBTX share converted into 0.60 SouthState shares; fractional shares paid in cash.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.40 · Most common event other_material

10 positive 0 negative 26 neutral

source · SSB on sec.gov