Southside Bancshares officer receives performance stock award

Southside Bancshares chief treasury officer Suni M. Davis received a stock award that vested based on performance goals.

Accepted by SEC EDGAR 03/18/2026 - 12:20 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Southside Bancshares chief treasury officer Suni M. Davis received a stock award that vested based on performance goals. On March 17, 2026, Davis acquired 933 shares of common stock at no cost through the settlement of performance-based restricted stock units tied to return on average tangible common equity and continued employment. On the same date, 227 shares were disposed of at $29.94 per share to satisfy tax obligations, leaving a net increase in directly held shares. After these transactions, Davis directly owned 13,753 common shares, with additional indirect holdings through a 401(k) plan and an employee stock ownership plan.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider DAVIS SUNI M

Role CHIEF TREASURY OFFICER

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	933	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	227	$29.94	$7K
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 13,753 shares (Direct); Common Stock — 10,507 shares (Indirect, 401K); Common Stock — 2,584 shares (Indirect, ESOP)

Holdings Before and After: Common Stock, 13,047 to 13,753 shares (Direct)

Footnotes (1)

1. F1. Reflects the settlement of performance-based restricted stock units ("PSUs") granted to the reporting person on February 2, 2023, such PSUs were earned based on achievement of goals related to ROATCE and the reporting person's continued employment with the Company.

FAQ

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What insider transaction did Suni M. Davis report at SOUTHSIDE BANCSHARES INC (SBSI)?

Suni M. Davis reported vesting of 933 shares of Southside Bancshares common stock from performance-based restricted stock units. Of these, 227 shares were withheld at $29.94 per share to cover taxes, resulting in a net increase in directly owned shares.

Was the Southside Bancshares (SBSI) Form 4 transaction a market purchase or sale?

The Form 4 shows a stock award vesting and tax withholding, not an open-market trade. Shares were granted at no cost and 227 shares were disposed of at $29.94 per share solely to satisfy tax liabilities on the award.

How many Southside Bancshares (SBSI) shares does Suni M. Davis hold after this Form 4?

After the reported transactions, Suni M. Davis directly holds 13,753 Southside Bancshares common shares. The filing also reports indirect holdings of 10,507 shares in a 401(k) plan and 2,584 shares through an employee stock ownership plan.

What performance conditions were tied to Suni M. Davis’s Southside Bancshares stock units?

The vested shares reflect performance-based restricted stock units granted on February 2, 2023. According to the filing, they were earned based on achieving goals related to return on average tangible common equity and Davis’s continued employment with Southside Bancshares.

Does the Southside Bancshares (SBSI) Form 4 indicate any remaining derivative or option positions?

The Form 4’s derivative summary is empty, indicating no derivative securities, such as stock options or similar instruments, are reported as outstanding in this filing. The reported holdings consist entirely of Southside Bancshares common stock positions.

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Form 4 Insider Transactions: What Each Field Means →

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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 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)
	CHIEF TREASURY OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/17/2026

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	03/17/2026		A		933(1)	A	$0	13,980	D
Common Stock	03/17/2026		F		227	D	$29.94	13,753	D
Common Stock								10,507	I	401K
Common Stock								2,584	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 the settlement of performance-based restricted stock units ("PSUs") granted to the reporting person on February 2, 2023, such PSUs were earned based on achievement of goals related to ROATCE and the reporting person's continued employment with the Company.

Remarks:

	Lindsey Bibby Bailes, attorney in fact	03/18/2026
	** 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)