Southside CRO granted 49 company shares

Martinez Anne reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 49 shares

Grant/Award 4 txns

Insider Martinez Anne

Role CRO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	49	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 8,548 shares (Direct); Common Stock — 3,528 shares (Indirect, 401k); Common Stock — 2,853 shares (Indirect, ESOP); Common Stock — 303 shares (Indirect, Spouse IRA)

Footnotes (3)

1. F1. 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. F2. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions.
3. F3. Includes shares acquired under the Company's Dividend Reinvestment Program.

Key Figures

Stock award: 49 shares Award price: $0.0000 per share Direct holdings: 8,548 shares +3 more

6 metrics

Stock award 49 shares Grant of common stock on June 1, 2026 (code A)

Award price $0.0000 per share Compensation-related grant, not an open-market purchase

Direct holdings 8,548 shares Total common stock directly owned after the award

Spouse IRA holdings 303 shares Indirect ownership through spouse IRA

ESOP holdings 2,853 shares Indirect ownership through ESOP account

401(k) holdings 3,528 shares Indirect ownership through 401(k) plan

Key Terms

dividend equivalent rights, Dividend Reinvestment Program, RSUs, ESOP, +1 more

5 terms

dividend equivalent rights financial

"Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person."

Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.

Dividend Reinvestment Program financial

"Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions."

A dividend reinvestment program lets investors automatically use cash dividends to buy more shares of the same company instead of taking the money as cash. Think of it like an automatic savings plan that turns small payouts into additional ownership, often including fractional shares, which can speed up compound growth and reduce the need for manual buying decisions — a convenience that can boost long-term returns for shareholders.

RSUs financial

"Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs."

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

ESOP financial

"nature_of_ownership": "ESOP""

An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.

Spouse IRA financial

"nature_of_ownership": "Spouse IRA""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Southside Bancshares (SBSI) CRO Anne Martinez report in this Form 4?

Anne Martinez reported an updated ownership position in Southside Bancshares common stock. The filing shows a 49-share stock award and details her direct and indirect holdings across personal, spouse IRA, ESOP, and 401(k) accounts as of June 1, 2026.

How many Southside Bancshares (SBSI) shares did the CRO receive in this transaction?

The CRO received a grant of 49 shares of Southside Bancshares common stock. The award was recorded at a price of $0.0000 per share, reflecting a compensation-related stock grant rather than an open-market purchase of shares.

What are Anne Martinez’s direct share holdings in Southside Bancshares (SBSI) after this filing?

After the reported award, Anne Martinez directly holds 8,548 shares of Southside Bancshares common stock. This figure reflects her personal ownership only and excludes indirect holdings through retirement plans or accounts associated with her or her spouse.

What indirect Southside Bancshares (SBSI) holdings does the CRO report?

She reports 303 shares through a spouse IRA, 2,853 shares through an ESOP, and 3,528 shares through a 401(k). These indirect positions represent retirement and benefit plan holdings in addition to her directly owned Southside Bancshares shares.

What do the dividend equivalent rights mean in the Southside Bancshares (SBSI) Form 4?

Dividend equivalent rights reflect additional units credited when cash dividends are paid on RSUs. In this filing, they are subject to the same terms as the underlying RSUs and are included in the reported holdings and Dividend Reinvestment Program-related share accumulations.

Was this Southside Bancshares (SBSI) Form 4 a market purchase or sale by the CRO?

The Form 4 shows a grant of 49 shares with a transaction code A, indicating a compensation-related award or other acquisition. It does not report any open-market purchases or sales; instead, it updates Martinez’s ownership totals across various accounts.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/03/2026 - 03:56 PM EDT Learn about SEC filing dates

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 TEXAS 75701

(City) (State) (Zip)

UNITED STATES

(Country)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	06/01/2026		A		49(1)	A	$0	8,548	D
Common Stock								3,528(2)	I	401k
Common Stock								2,853(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	06/03/2026
	** 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.
* Form 4: SEC 1474 (03-26)