Southern First Bancshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:SFST Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Dec 24	BuyUS$6,795	Terry Grayson-Caprio	Individual	160	US$42.47
25 Nov 24	SellUS$45,230	Julie Fairchild	Individual	1,000	US$45.23
17 Sep 24	SellUS$84,978	Leighton Cubbage	Individual	2,500	US$34.25
16 Sep 24	SellUS$83,728	Leighton Cubbage	Individual	2,515	US$33.75
13 Sep 24	SellUS$118,438	Leighton Cubbage	Individual	3,744	US$32.70
09 Sep 24	SellUS$40,013	Leighton Cubbage	Individual	1,290	US$31.02
21 May 24	SellUS$23,633	Leighton Cubbage	Individual	812	US$29.11
15 May 24	SellUS$48,418	Leighton Cubbage	Individual	1,771	US$27.34
10 May 24	SellUS$68,857	Leighton Cubbage	Individual	2,497	US$27.71
24 Apr 24	SellUS$16,800	Anne Ellefson	Individual	600	US$28.00
21 Mar 24	SellUS$164,297	R. Seaver	Individual	5,263	US$31.31
19 Mar 24	SellUS$527	R. Seaver	Individual	17	US$31.00
15 Mar 24	SellUS$146,650	R. Seaver	Individual	4,720	US$31.60
13 Mar 24	BuyUS$2,916	Anna Locke	Individual	90	US$32.40

Insider Trading Volume

Insider Buying: SFST insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of SFST?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	490,792	6.01%
General Public	1,252,026	15.3%
Hedge Funds	1,389,731	17%
Institutions	5,027,298	61.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.69% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.89%	FJ Capital Management, LLC	807,223	US$32.8m	0%	3.2%
9.74%	T. Rowe Price Group, Inc.	795,017	US$32.3m	4%	no data
9.46%	BlackRock, Inc.	772,265	US$31.4m	0.98%	no data
7.14%	Endeavour Capital Advisors Inc.	582,508	US$23.7m	11.3%	8.09%
5.15%	The Vanguard Group, Inc.	420,051	US$17.1m	1.57%	no data
4.54%	1st & Main Growth Partners	370,243	US$15.1m	-7.73%	1.53%
4.17%	Dimensional Fund Advisors LP	340,021	US$13.8m	5.27%	no data
3.39%	Columbia Management Investment Advisers, LLC	276,939	US$11.3m	1.76%	no data
2.1%	Geode Capital Management, LLC	171,207	US$7.0m	1.88%	no data
1.92%	State Street Global Advisors, Inc.	156,538	US$6.4m	1.06%	no data
1.66%	AllianceBernstein L.P.	135,355	US$5.5m	0.19%	no data
1.28%	Renaissance Technologies LLC	104,807	US$4.3m	13.6%	0.01%
1.22%	Mark Cothran	99,591	US$4.0m	0%	no data
1.02%	R. Seaver	83,470	US$3.4m	0%	no data
1.01%	American Century Investment Management Inc	82,593	US$3.4m	3.17%	no data
0.94%	Northern Trust Global Investments	76,720	US$3.1m	-0.48%	no data
0.9%	CapFinancial Partners, LLC, Asset Management Arm	73,034	US$3.0m	0.04%	0.01%
0.89%	Hotchkis and Wiley Capital Management, LLC	72,484	US$2.9m	-21.1%	0.01%
0.87%	SeaCrest Wealth Management, LLC	71,260	US$2.9m	-23.9%	0.3%
0.83%	Russell Investment Management, LLC	67,715	US$2.8m	4.96%	no data
0.82%	Bridgeway Capital Management, LLC	67,198	US$2.7m	-5.17%	0.04%
0.7%	GAMCO Investors, Inc.	57,241	US$2.3m	-1.25%	0.01%
0.7%	James Orders	57,007	US$2.3m	0%	no data
0.68%	Acadian Asset Management LLC	55,484	US$2.3m	1.89%	0.01%
0.66%	Wellington Management Group LLP	53,903	US$2.2m	-39.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 10:01
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Southern First Bancshares, Inc. is covered by 4 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Marinac	FIG Partners
Christopher Marinac	Janney Montgomery Scott LLC
Jefferson Harralson	Keefe, Bruyette, & Woods