SouthState Bank Corp

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
ASSETS
Current assets:
Cash and Cash Equivalents, at Carrying Value $374.4m $377.6m
Total cash and cash equivalents $374.4m $377.6m $409.0m $688.7m $4.6b $6.8b $1.3b $998.9m $1.4b $3.2b
Property, Plant and Equipment, Net $183.5m $255.6m $241.1m $317.3m
Goodwill $338.3m $999.6m $1.0b $1.0b $1.6b $1.6b $1.9b $1.9b $1.9b $3.1b
Intangible Assets, Net (Excluding Goodwill) $39.8m $73.8m $62.9m $49.8m $162.6m $128.1m $116.5m $88.8m $66.5m $386.3m
Core deposit and other intangibles $39.8m $73.8m $62.9m $49.8m $162.6m $128.1m $116.5m $88.8m $66.5m $386.3m
Operating Lease, Right-of-Use Asset $87.4m $113.4m $110.3m $108.0m $100.3m $95.8m $507.1m
Other assets $72.9m $126.6m $119.5m $176.3m $344.3m $438.8m $515.6m $466.9m $433.8m $653.2m
Additional Financial Items
Cash and due from banks $202.0m $255.8m $251.4m $262.0m $363.3m $476.7m $548.4m $510.9m $525.5m $583.4m
Federal funds sold and interest-earning deposits with banks $3.6b $6.0b $580.5m $236.4m $593.8m $2.3b
Deposits in other financial institutions (restricted cash) $36.2m $117.6m $124.9m $426.7m $663.5m $347.6m $183.7m $251.5m $272.8m $302.2m
Trading securities, at fair value $10.7m $77.7m $31.3m $31.3m $102.9m $110.2m
Securities held to maturity (fair value of $1,732,850 and $1,834,527) $6.1m $2.5m $955.5m $1.8b $2.7b $2.5b $2.3b $2.0b
Securities available for sale, at fair value $999.4m $1.7b $1.5b $2.0b $3.3b $5.2b $5.3b $4.8b $4.3b $6.3b
Other investments $9.5m $20.5m $25.6m $49.1m $160.4m $160.6m $179.7m $192.0m $223.6m $353.4m
Loans held for sale $50.6m $70.9m $22.9m $59.4m $290.5m $191.7m $29.0m $50.9m $279.4m $345.3m
Less allowance for credit losses ($56.9m) ($457.3m) ($301.8m) ($356.4m) ($456.6m) ($465.3m) ($585.2m)
Loans, net $6.6b $10.6b $11.0b $11.3b $24.2b $23.6b $29.8b $31.9b $33.4b $48.0b
Bank property held for sale $5.4m $36.0m $9.6m $17.8m $12.4m $78.5m
Premises and equipment, net $183.5m $255.6m $241.1m $317.3m $579.2m $558.5m $520.6m $519.2m $502.6m $994.2m
Bank owned life insurance ("BOLI") $104.1m $225.1m $230.1m $234.6m $559.4m $783.0m $964.7m $991.5m $1.0b $1.3b
Deferred tax assets $31.1m $45.9m $37.1m $31.3m $110.9m $65.0m $177.8m $164.4m $179.9m $112.6m
Derivatives assets $16.3m $813.9m $414.7m $211.0m $172.9m $161.5m $222.9m
Mortgage servicing rights $29.0m $31.1m $34.7m $30.5m $43.8m $65.6m $86.6m $85.2m $89.8m $84.0m
Noninterest-bearing $2.2b $3.0b $3.1b $3.2b $9.7b $11.5b $13.2b $10.6b $10.2b $13.4b
Interest-bearing $5.1b $8.5b $8.6b $8.9b $21.0b $23.6b $23.2b $26.4b $27.9b $41.8b
Federal funds purchased $56.6m $384.7m $381.2m $213.6m $248.2m $260.2m $306.8m
Securities sold under agreements to repurchase $242.2m $394.9m $400.0m $342.8m $241.0m $254.7m $311.4m
Corporate and subordinated debentures $115.8m $390.2m $327.1m $392.3m $391.9m $391.5m $696.5m
Reserve for unfunded commitments $335k $43.4m $30.5m $67.2m $56.3m $45.3m $69.6m
Derivative liabilities $31.3m $804.8m $410.1m $1.0b $804.5m $879.9m $554.7m
Other liabilities $62.5m $121.7m $126.4m $256.3m $430.1m $553.3m $443.1m $478.1m $598.3m $1.1b
Surplus $711.3m $1.8b $1.8b $1.6b $3.8b $3.7b $4.2b $4.2b $4.3b $6.5b
Total investment securities $1.0b $1.7b $1.5b $2.0b $4.4b $7.2b $8.2b $7.5b $6.8b $8.7b
Total loans $6.1b $1.3m $10.5b $11.0b $24.7b $23.9b $30.2b $32.4b $33.9b $48.6b
Total deposits $7.3b $11.5b $11.6b $12.2b $30.7b $35.1b $36.4b $37.0b $38.1b $55.1b
Total shareholders' equity $1.1b $2.3b $2.4b $2.4b $4.6b $4.8b $5.1b $5.5b $5.9b $9.1b
Assets $8.9b $14.5b $14.7b $15.9b $37.8b $42.0b $43.9b $44.9b $46.4b $67.2b
Total assets $8.9b $14.5b $14.7b $15.9b $37.8b $42.0b $43.9b $44.9b $46.4b $67.2b
LIABILITIES AND EQUITY
Long-term Debt, Excluding Current Maturities $55.4m
Liabilities $7.8b $12.2b $12.3b $13.5b $33.1b $37.2b $38.8b $39.4b $40.5b $58.1b
Total liabilities $7.8b $12.2b $12.3b $13.5b $33.1b $37.2b $38.8b $39.4b $40.5b $58.1b
Stockholders’ equity:
Common Stock, Value, Issued $60.6m $91.9m $89.6m $84.4m $177.4m $173.3m $189.3m $190.1m $190.8m $247.8m
Additional Paid in Capital $711.3m $1.8b $1.8b $1.6b $3.8b $3.7b $4.2b $4.2b $4.3b $6.5b
Retained Earnings (Accumulated Deficit) $370.9m $419.8m $551.1m $679.9m $657.5m $997.7m $1.3b $1.7b $2.0b $2.6b
Accumulated Other Comprehensive Income (Loss), Net of Tax ($8.2m) ($10.4m) ($24.9m) $1.0m $47.6m ($21.1m) ($677.1m) ($582.5m) ($606.9m) ($283.4m)
Common stock - $2.50 par value; authorized 160,000,000 shares; 99,138,204 and 76,322,206 shares issued and outstanding, respectively 60.6m 91.9m 89.6m 84.4m 177.4m 173.3m 189.3m 190.1m 190.8m 247.8m
Accumulated other comprehensive loss ($8.2m) ($10.4m) ($24.9m) $1.0m $47.6m ($21.1m) ($677.1m) ($582.5m) ($606.9m) ($283.4m)
Stockholders' Equity Attributable to Parent $1.1b $2.3b $2.4b $2.4b $4.6b $4.8b $5.1b $5.5b $5.9b $9.1b
Liabilities and Equity $8.9b $14.5b $14.7b $15.9b $37.8b $42.0b $43.9b $44.9b $46.4b $67.2b
Total liabilities and shareholders' equity $8.9b $14.5b $14.7b $15.9b $37.8b $42.0b $43.9b $44.9b $46.4b $67.2b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.