STOCK TITAN

Southside Bancshares (SBSI) CRO reports 25-share RSU dividend credit on Form 4

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Southside Bancshares, Inc. officer (CRO) reported a routine change in ownership of company stock on a Form 4. On 12/04/2025, the insider acquired 25 shares of common stock at a price of $0, reflecting dividend equivalent rights credited on restricted stock units (RSUs) rather than an open-market purchase.

After this transaction, the insider directly owns 8,449 shares of Southside Bancshares common stock. Additional indirect holdings include 3,126 shares in a 401(k) plan, 2,578 shares in an ESOP, and 303 shares held in a spouse’s IRA. The filing notes that some of these balances include shares acquired through the company’s Dividend Reinvestment Program and via monthly payroll contributions.

Positive

  • None.

Negative

  • None.
Insider Martinez Anne
Role CRO
Type Security Shares Price Value
Grant/Award Common Stock 25 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 8,449 shares (Direct); Common Stock — 3,126 shares (Indirect, 401k)
Footnotes (1)
  1. Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions. Includes shares acquired under the Company's Dividend Reinvestment Program.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Martinez Anne

(Last) (First) (Middle)
1201 S. BECKHAM AVE

(Street)
TYLER TX 75701

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SOUTHSIDE BANCSHARES INC [ SBSI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
CRO
3. Date of Earliest Transaction (Month/Day/Year)
12/04/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 12/04/2025 A 25(1) A $0 8,449 D
Common Stock 3,126(2) I 401k
Common Stock 2,578(3) I ESOP
Common Stock 303 I Spouse IRA
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs.
2. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions.
3. Includes shares acquired under the Company's Dividend Reinvestment Program.
Remarks:
Lindsey Bibby Bailes, attorney in fact 12/08/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did the SBSI insider report in this Form 4 filing?

The Southside Bancshares (SBSI) officer reported acquiring 25 shares of common stock on 12/04/2025, credited as dividend equivalent rights on existing RSUs.

Was the SBSI insider stock transaction an open-market purchase?

No. The 25 shares were received as dividend equivalent rights tied to RSUs, with a stated price of $0, not as a market purchase.

How many SBSI shares does the reporting person now own directly?

After the reported transaction, the insider directly owns 8,449 shares of Southside Bancshares common stock.

What indirect SBSI share holdings does the insider report?

The insider reports indirect ownership of 3,126 shares in a 401(k), 2,578 shares in an ESOP, and 303 shares in a spouse’s IRA.

How were additional SBSI shares accumulated over time by the insider?

The filing explains that certain reported totals include shares acquired through the company’s Dividend Reinvestment Program and through monthly payroll contributions.

What role does the reporting person hold at Southside Bancshares (SBSI)?

The reporting person is identified as an officer of Southside Bancshares, serving in the role of CRO.