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Southside Bancshares (SBSI) CEO updates insider holdings after gift, RSU dividends

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

Rhea-AI Filing Summary

Southside Bancshares Inc. (SBSI) Chief Executive Officer and director reported routine changes in personal holdings of the company’s common stock. On 12/04/2025, the insider acquired 155 shares at a stated price of $0, reflecting dividend-equivalent rights tied to restricted stock units, bringing directly held shares to 56,783.

On 12/05/2025, the insider disposed of 765 shares by gift at a stated price of $0, leaving 56,018 shares held directly. In addition to these direct holdings, the insider reports indirect ownership of 31,329 shares through an ESOP and 8,567 shares through a 401(k) SSB Trust, which include shares acquired under the company’s Dividend Reinvestment Program. No derivative securities are reported.

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*
GIBSON LEE R

(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
CHIEF EXECUTIVE OFFICER
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 155(1) A $0 56,783 D
Common Stock 12/05/2025 G 765 D $0 56,018 D
Common Stock 31,329(2) I by ESOP
Common Stock 8,567(2) I 401k SSB Trust
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.
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 insider transactions did the SBSI CEO report on this Form 4?

The Chief Executive Officer of Southside Bancshares Inc. (SBSI) reported acquiring 155 shares of common stock on 12/04/2025 and gifting 765 shares on 12/05/2025, both at a stated price of $0.

How many SBSI shares does the reporting person own directly after these transactions?

After the reported transactions, the insider directly owns 56,018 shares of Southside Bancshares Inc. common stock.

What indirect ownership in Southside Bancshares Inc. (SBSI) does the insider report?

The insider reports indirect ownership of 31,329 shares through an ESOP and 8,567 shares through a 401(k) SSB Trust, which include shares acquired via the company’s Dividend Reinvestment Program.

What is the nature of the 155 SBSI shares acquired on 12/04/2025?

The 155 shares acquired on 12/04/2025 represent dividend equivalent rights received due to a cash dividend on restricted stock units held by the insider, and are subject to the same terms and conditions as the underlying RSUs.

What does the transaction code "G" mean for the 765 SBSI shares on 12/05/2025?

The transaction code "G" indicates a gift of 765 shares of Southside Bancshares Inc. common stock on 12/05/2025, reported at a stated price of $0.

Are any derivative securities reported by the SBSI insider in this filing?

No derivative securities (such as options or warrants) are reported; Table II shows no derivative transactions or holdings for this insider.

Southside Bancshares Inc

NYSE:SBSI

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SBSI Stock Data

928.74M
28.39M
5.49%
58.67%
3.42%
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United States
TYLER