Martin Bernard Davis
CIK 1674959 · EVP & CIO · last filed 2026-05-04
Martin Bernard Davis is an EVP & CIO who has filed 42 SEC Form 4 insider transactions across 4 companies since 2016. The most recent filing, for SSB, was dated May 4, 2026. Across all open-market trades the lifetime net is −$1.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $4.7M across reported positions. 18 SEC filings were submitted jointly with SOUTH STATE Corp.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
SOJE price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
SUITE 202
WINTER HAVEN, FL 33880
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SSB | Director | 9,639 | $104.92 | $1.01M | $84.0K | 17 | 2026-05-04 |
| SOJF | EVP & CIO | 102,090 | $23.15 | $2.36M | -$100.8K | 4 | 2025-03-04 |
| SOJE | EVP and CIO | 88,393 | $15.31 | $1.35M | -$702.5K | 12 | 2024-12-06 |
| SOUTHERN CO (SOLN) Delisted | EVP and CIO | 30,525 | $56.16 | $1.71M | -$452.3K | 3 | 2022-02-15 |
Recent Filings
42 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-04 | SSB | Grant (A) | — | $0 | EDGAR |
| 2025-11-03 | SSB | Exer (M) | +1,136 | $0 | EDGAR |
| 2025-06-11 | SO | Notice (144) | −30,000 | -$2.68M | EDGAR |
| 2025-06-03 | SO | Notice (144) | −1,115 | -$100.3K | EDGAR |
| 2025-05-02 | SSB | Grant (A) | — | $0 | EDGAR |
| 2025-03-04 | SOJF | Sell (S) | −1,125 | -$100.8K | EDGAR |
| 2025-03-03 | SO | Notice (144) | −1,125 | -$100.8K | EDGAR |
| 2025-02-18 | SOJF | Mixed | +986 | -$69.3K | EDGAR |
| 2025-02-07 | SOJF | Mixed | +12,952 | -$876.2K | EDGAR |
| 2025-02-04 | SOJF | Mixed | +884 | -$71.4K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.