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Southside Bancshares, Inc. filings document formal disclosures for a Texas bank holding company and its wholly owned subsidiary, Southside Bank. Form 8-K reports include quarterly operating results, net interest margin commentary, credit-quality measures, securities portfolio actions, subordinated note redemption activity, and other material events.
Proxy materials describe board composition, director elections, executive compensation, pay-versus-performance tables, and shareholder voting matters. The filing record also captures governance changes, officer appointments, compensatory arrangements, and capital-structure matters tied to the company's common stock and subordinated debt.
Southside Bancshares Chief Banking Officer Sherri Anthony reported routine share updates. A total of 128 shares of Common Stock were disposed of at $33.63 per share as a tax-withholding transaction, leaving 4,263 shares held directly and 706 shares held indirectly through an ESOP.
Southside Bancshares Chief Accounting Officer April Pinkley reported routine share movements. On June 20, 2026, 135 shares of common stock were disposed of at $33.63 per share to cover tax obligations, a non-market “F” code tax-withholding transaction. After this, she directly owned 4,289 common shares and indirectly held 2,307 shares through an ESOP account.
Southside Bancshares Inc. CRO Anne Martinez reported updated holdings of the company’s common stock. A tax-related share disposition of 176 shares at $33.63 per share was recorded as a tax-withholding transaction, leaving 8,372 shares held directly afterward.
She also reports indirect ownership through retirement and benefit accounts, including 303 shares in a Spouse IRA, 2,853 shares in an ESOP, and 3,528 shares in a 401k plan. These entries reflect how her Southside Bancshares equity is spread across different personal and benefit accounts rather than open-market trading activity.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported an open-market sale of 486 shares of Common Stock at $33.38 per share. After the sale, he directly holds 4,871 shares and indirectly holds 217 shares through an ESOP.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported a compensation-related stock award. He received 53 shares of Common Stock on a grant or award basis, at a stated price of $0.00 per share, bringing his direct holdings to 5,357 shares.
The filing also reflects 217 shares held indirectly through an ESOP. Footnotes explain that some holdings include dividend equivalent rights tied to RSUs and shares acquired under the company’s Dividend Reinvestment Program. No open-market purchases or sales were reported.
DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. chief treasury officer Suni M. Davis reported a compensation-related stock award and updated indirect holdings. Davis received a grant of 41 shares of Common Stock at $0.00 per share on a dividend-equivalent basis tied to existing RSUs, bringing direct ownership to 13,808 shares. The filing also shows 2,612 shares held through an ESOP and 10,850 shares in a 401(k) plan, reflecting shares accumulated via the company’s dividend reinvestment and payroll contribution programs.
Southside Bancshares CFO Julie Shamburger reported updated holdings of the company’s common stock. She received an award of 71 shares on June 1, 2026, recorded as a compensation-related acquisition and reflecting dividend equivalent rights tied to her RSUs.
After this award, she directly holds 32,674 shares of common stock. She also reports several indirect positions, including shares held in a spouse IRA, a personal IRA, an ESOP account, and a 401(k) SSB Trust, which together supplement her direct ownership.
SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Preston L. Smith reported a small compensation-related stock increase. He received 28 shares of common stock at no cost as dividend equivalent rights tied to restricted stock units. After this grant, he directly holds 23,092 shares and indirectly holds 1,430 shares through his spouse.
SHANDS HILLIARD J reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Hilliard J. Shands reported a small equity-based compensation adjustment. He received 14 shares of Common Stock at no cost as a grant tied to dividend equivalent rights on restricted stock units, and now directly holds 35,641 shares.
The filing also lists indirect holdings in various retirement and spousal accounts, including 5,721 shares in a spouse’s IRA, 6,795 shares in an IRA, and 201,952 shares in a spousal trust. These entries reflect reported ownership positions rather than new market purchases or sales.
Martinez Anne reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares CRO Anne Martinez reported an updated ownership position in common stock. She received a grant of 49 shares of common stock on June 1, 2026 at $0.0000 per share as a compensation-related award, bringing her direct holdings to 8,548 shares.
She also reports indirect beneficial ownership of 303 shares through a spouse IRA, 2,853 shares through an ESOP, and 3,528 shares through a 401(k). Footnotes indicate some of these amounts include shares and dividend equivalent rights accumulated under the company’s Dividend Reinvestment Program and cash dividends on RSUs.