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Southside Bancshares (SBSI) treasury chief awarded 1,768 shares

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

Rhea-AI Filing Summary

Southside Bancshares Chief Treasury Officer Suni M. Davis reported an acquisition of company stock. On February 4, 2026, Davis acquired 1,768 shares of common stock at a reported price of $0, increasing direct ownership to 13,180 shares.

The filing also lists indirect holdings of 9,289 common shares through a 401(k) plan and 2,340 common shares through an ESOP, reflecting total reported beneficial ownership split between direct and retirement-related accounts.

Positive

  • None.

Negative

  • None.
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*
DAVIS SUNI M

(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)
CHIEF TREASURY OFFICER
3. Date of Earliest Transaction (Month/Day/Year)
02/04/2026
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 02/04/2026 A 1,768 A $0 13,180 D
Common Stock 9,289 I 401K
Common Stock 2,340 I ESOP
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:
Remarks:
Lindsey Bibby Bailes, attorney in fact 02/06/2026
** 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 insider transaction did SBSI report for Suni M. Davis?

Southside Bancshares reported that Chief Treasury Officer Suni M. Davis acquired 1,768 shares of common stock on February 4, 2026. The transaction was recorded at a price of $0 per share, typically indicating a stock award or similar non-cash grant.

How many Southside Bancshares (SBSI) shares does Suni M. Davis now hold directly?

After the reported transaction, Suni M. Davis directly holds 13,180 shares of Southside Bancshares common stock. This reflects the addition of 1,768 shares acquired on February 4, 2026, as disclosed in the Form 4 insider filing.

What indirect SBSI share holdings are reported for Suni M. Davis?

The filing shows indirect ownership of 9,289 Southside Bancshares common shares through a 401(k) plan and 2,340 common shares through an ESOP. These positions are reported separately from Davis’s 13,180 directly held shares of common stock.

What does a transaction price of $0 mean in the SBSI Form 4 filing?

The transaction lists a price of $0 per share for the 1,768 common shares acquired by Suni M. Davis. This usually indicates a non-cash acquisition, such as a stock award or similar grant, rather than an open-market purchase for cash.

What role does Suni M. Davis hold at Southside Bancshares (SBSI)?

Suni M. Davis is identified as the Chief Treasury Officer of Southside Bancshares. This officer role is disclosed in the Form 4, which reports Davis’s direct and indirect beneficial ownership of the company’s common stock following the February 4, 2026 transaction.
Southside Bancshares Inc

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