Welcome to our dedicated page for Southside Bancshares SEC filings (Ticker: SBSI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Southside Bancshares, Inc. (SBSI) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. As a New York Stock Exchange–listed bank holding company, Southside Bancshares uses SEC filings to report material events, financial results, capital markets transactions, and governance changes related to Southside Bank and the consolidated organization.
Recent 8-K filings described in the input illustrate the range of topics covered. Item 2.02 filings reference quarterly earnings press releases for periods ended March 31, June 30, and September 30, 2025, providing investors with official details on net income, net interest income, margins, noninterest income and expenses, asset quality metrics, and balance sheet data. Other 8-Ks under Items 1.01 and 2.03 outline the terms of Southside’s 7.00% fixed-to-floating rate subordinated notes due 2035, including their intended Tier 2 capital treatment and key interest and redemption features.
Governance-related 8-Ks under Item 5.02 report on board and executive changes, such as the planned retirement of the Chief Executive Officer, the appointment of the company’s President as future CEO, the expansion of the board, and the designation of a new Chief Operating Officer. Additional filings under Item 8.01 discuss stock repurchase plan authorizations and, in a January 2026 filing, the notice to redeem outstanding 3.875% fixed-to-floating rate subordinated notes due 2030.
On Stock Titan, these filings are updated as they are made available through EDGAR and can be paired with AI-powered summaries that explain the significance of each document in clear language. Users can quickly see which filings relate to earnings (such as 10-Q and 10-K when available), capital instruments, stock repurchase plans, or leadership changes, and can review Form 4 insider transaction reports alongside other disclosures to build a more complete picture of Southside Bancshares, Inc.’s regulatory and corporate history.
The Vanguard Group filed Amendment No. 7 to a Schedule 13G/A reporting 0% beneficial ownership of Southside Bancshares Inc Common Stock. The amendment states that, following an internal realignment on January 12, 2026, certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538. The filing lists Amount beneficially owned: 0 and is signed by Ashley Grim, Head of Global Fund Administration, on 03/27/2026.
Southside Bancshares, Inc. has released its 2026 proxy statement for the May 14, 2026 annual shareholder meeting in Tyler, Texas. Shareholders are being asked to elect six directors with staggered terms, cast a non-binding advisory vote on executive compensation, approve an amendment to the Restated Certificate of Formation to authorize issuance of up to 8,000,000 shares of flexible preferred stock, and ratify Ernst & Young LLP as independent auditor for 2026.
The proxy details a 14-member classified board (moving to 13 after a planned retirement), with 85% of directors deemed independent and all key committees chaired by independent directors. It describes board and bank committee structures, risk oversight, cybersecurity governance, and extensive community, ESG and human capital initiatives, including 2025 donations of over $1.1 million and approximately $697 million in Community Development loans.
The filing also outlines director compensation (a $101,000 annual retainer plus role-based retainers, partly paid in RSUs), stock ownership requirements for non-employee directors, and executive leadership biographies. It includes beneficial ownership information showing 29,743,585 common shares outstanding as of March 16, 2026, and more than 5% holdings by BlackRock, Inc. and The Vanguard Group.
Southside Bancshares director Lee R. Gibson received a stock award and related tax withholding in company shares. On March 17, 2026, he acquired 4,082 shares of Common Stock as a grant or award, reflecting settlement of performance-based restricted stock units earned under ROATCE goals and continued employment conditions. To cover tax obligations, 993 shares were withheld at $29.94 per share, leaving him with 57,473 directly held shares afterward. He also holds 8,665 shares indirectly through a 401k SSB Trust and 31,904 shares indirectly through an ESOP, showing a substantial ongoing equity position tied to the company’s performance.
Southside Bancshares, Inc. CCO Arnold T. L. Jr reported routine equity compensation activity in company common stock. On March 17, 2026, he acquired 1,328 shares at no cost as a grant/award tied to performance-based restricted stock units that were earned based on ROATCE goals and his continued employment. On the same date, 322 shares were disposed of at $29.94 per share to cover tax withholding obligations, a non-market transaction. Following these entries, he directly owns 22,517 common shares and has an additional 1,928 shares held indirectly through an ESOP, indicating a largely unchanged and modestly increased long-term stake.
Southside Bancshares Inc. CFO Julie Shamburger reported a compensation-related stock transaction involving common shares. She received a grant of 1,907 shares at no cost, tied to previously awarded performance-based restricted stock units earned based on ROATCE goals and continued employment. To cover tax obligations, 464 shares were withheld at $29.94 per share, leaving her with 32,603 shares held directly afterward. She also holds additional common stock indirectly through retirement and benefit accounts, including shares in a 401k SSB Trust, an ESOP, an IRA, and a spouse IRA.
Southside Bancshares chief treasury officer Suni M. Davis received a stock award that vested based on performance goals. On March 17, 2026, Davis acquired 933 shares of common stock at no cost through the settlement of performance-based restricted stock units tied to return on average tangible common equity and continued employment. On the same date, 227 shares were disposed of at $29.94 per share to satisfy tax obligations, leaving a net increase in directly held shares. After these transactions, Davis directly owned 13,753 common shares, with additional indirect holdings through a 401(k) plan and an employee stock ownership plan.
Southside Bancshares, Inc. is soliciting proxies for its 2026 Annual Meeting of Shareholders to be held on May 14, 2026. Shareholders will vote on the election of six director nominees, a non-binding advisory vote on executive compensation, ratification of Ernst & Young LLP as auditor, and an amendment to authorize up to 8,000,000 shares of flexible preferred stock.
The record date for voting is March 16, 2026. The proxy materials describe board composition and succession (one director retiring), director compensation (a $101,000 annual retainer with at least 40% in RSUs and additional committee retainers), corporate governance practices, committee charters, and ownership tables showing major holders and insider holdings as of February 27, 2026.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported an automatic share acquisition related to existing equity awards. On March 5, 2026, he received 63 shares of common stock as dividend equivalent rights on restricted stock units, with no cash price per share.
Following this grant, his directly held common stock increased to 5,510 shares. He also indirectly holds 217 common shares through an ESOP account, reflecting annual contributions, forfeiture allocations, and dividend reinvestment. The filing shows award-related share accruals rather than an open-market purchase or sale.
Southside Bancshares Inc. director Patricia Ann Callan reported an automatic share award. On a transaction dated March 5, 2026, she acquired 16 shares of common stock at $0.00 per share as a grant or award. A footnote explains these shares reflect dividend equivalent rights credited from a cash dividend on her restricted stock units and are subject to the same terms as those RSUs. Following the award, she held 5,890 common shares directly, and a separate line shows 5,039 common shares held indirectly in an IRA.