Southside Bancshares Insider Filing: 1,671 ESOP Shares Included

Rhea-AI Filing Summary

Arnold T. L. Jr., Chief Compliance Officer of Southside Bancshares, Inc. (SBSI), reported changes in his beneficial ownership on 09/04/2025. The filing shows an acquisition of 51 shares recorded as dividend equivalent rights on restricted stock units at a $0 price and 1,671 shares held indirectly through the company ESOP or acquired via the Dividend Reinvestment Program. After the reported transaction the reporting person beneficially owns 19,694 shares directly and 1,671 shares indirectly. The form is a routine Section 16 Form 4 disclosure signed by an attorney-in-fact on 09/08/2025 and includes explanatory notes about dividend equivalents and the DRIP.

Positive

• Transparent disclosure of dividend-equivalent RSU accruals and DRIP/ESOP holdings
• Compliance with Section 16 reporting including explanatory notes and signature

Negative

• None.

Insights

Financial Analyst

TL;DR: Small, routine insider share increases driven by dividend equivalents and DRIP; not material to company valuation.

The transaction consists of 51 shares from dividend equivalents on RSUs and inclusion of 1,671 shares from the dividend reinvestment/ESOP, leaving a total beneficial ownership of 21,365 shares split between direct and indirect holdings. These are customary equity compensation and reinvestment events rather than open-market buys or sales. No cash purchase or option exercise occurred and no unusual timing or size is disclosed. Impact on outstanding shares or control is not indicated in the filing.

Corporate Governance Expert

TL;DR: Disclosure meets Section 16 requirements; filings show standard compensation mechanics with clear explanations.

The Form 4 identifies the reporting person as an officer (CCO) and discloses dividend equivalent rights tied to RSUs and shares from the company DRIP/ESOP. The filing includes required explanatory remarks and a signature via attorney-in-fact dated 09/08/2025. There are no indications of delinquent reporting, related-party transfers, or transactions outside routine compensation plans in the provided content.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Arnold T L Jr

Role CCO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	51	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 19,694 shares (Direct); Common Stock — 1,671 shares (Indirect, ESOP)

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.

Form 4 Insider Transactions: What Each Field Means →

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^*

Arnold T L Jr

(Last) (First) (Middle)

1201 S BECKHAM

(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)
	CCO

3. Date of Earliest Transaction (Month/Day/Year)
09/04/2025

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	09/04/2025		A		51(1)	A	$0(1)	19,694	D
Common Stock								1,671(2)	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:

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	09/08/2025
	** 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 Form 4 for Southside Bancshares (SBSI) filed by Arnold T. L. Jr. report?

The filing reported 51 shares received as dividend-equivalent rights on RSUs and inclusion of 1,671 shares from the Dividend Reinvestment Program/ESOP, with 19,694 shares directly owned after the transaction.

When was the transaction dated on the Form 4 for SBSI?

The transaction date is 09/04/2025, and the Form 4 was signed by an attorney-in-fact on 09/08/2025.

What is the reported price for the acquired shares on the Form 4?

The 51 shares from dividend equivalents are reported at a $0 price, consistent with dividend-equivalent credits on RSUs.

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

The form identifies the reporting person as a Director and as an Officer (CCO) of the company.

Does the Form 4 indicate any open-market purchases or sales by the reporting person?

No. The provided content shows dividend equivalents and DRIP/ESOP acquisitions, not open-market purchases or cash sales.