Southside Bancshares treasurer awarded 43 shares

Chief treasury officer Suni M. Davis received 43 additional SBSI shares via dividend-related awards, increasing reported direct and plan-based holdings.

Rhea-AI Filing Summary

SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.

SOUTHSIDE BANCSHARES INC (SBSI) reported that its chief treasury officer, Suni M. Davis, received an award of 43 shares of Common Stock on September 3, 2026. The shares reflect dividend equivalent rights credited on restricted stock units and are subject to the same terms as the underlying awards.

After this award, Davis directly holds 13,862 shares of Common Stock, with additional indirect holdings of 2,642 shares through the company’s employee stock ownership plan and 11,082 shares through a 401(k) account, which include purchases via the company’s dividend reinvestment and payroll contribution programs. No Rule 10b5-1 trading plan is reported for these holdings.

Insider Trade Summary

Grant/Award: 43 shares

Grant/Award 3 txns

Insider DAVIS SUNI M

Role CHIEF TREASURY OFFICER

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1, F2	43	$0.00	$0.00
holding	Common Stock F2	--	--	--
holding	Common Stock F3	--	--	--

Holdings After Transaction: Common Stock — 13,862 shares (Direct); Common Stock — 2,642 shares (Indirect, ESOP); Common Stock — 11,082 shares (Indirect, 401K)

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

Key Figures

Shares awarded: 43 shares of Common Stock Direct holdings after award: 13,862 shares Indirect ESOP holdings: 2,642 shares +2 more

5 metrics

Shares awarded 43 shares of Common Stock Grant reported for September 3, 2026 as dividend equivalent rights on restricted stock units

Direct holdings after award 13,862 shares Common Stock directly held by Suni M. Davis following the September 3, 2026 transaction

Indirect ESOP holdings 2,642 shares Common Stock held indirectly through the company’s employee stock ownership plan

Indirect 401(k) holdings 11,082 shares Common Stock held indirectly through a 401(k) account, including reinvested dividends and payroll contributions

Award price per share $0.00 per share Reported price for the 43-share award of Common Stock

Key Terms

dividend equivalent rights, Restricted Stock Units, Dividend Reinvestment Program, employee stock ownership plan, +1 more

5 terms

dividend equivalent rights financial

"Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held"

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.

Restricted Stock Units financial

"cash dividend on RSUs held by the reporting person"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Dividend Reinvestment Program financial

"Includes shares acquired under the Company's Dividend Reinvestment Program"

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.

employee stock ownership plan financial

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

An employee stock ownership plan (ESOP) is a company-run program that gives workers ownership stakes by allocating or letting them buy company shares, often through a retirement-style account. For investors, ESOPs matter because they align employees’ incentives with company performance—like turning staff into shareholders—which can boost productivity and long-term value but may also concentrate employee retirement savings in company stock, affecting financial risk and share demand.

401(k) financial

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

A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.

FAQ

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

What insider transaction did SBSI report for Suni M. Davis on September 3, 2026?

SOUTHSIDE BANCSHARES INC reported that chief treasury officer Suni M. Davis received an award of 43 shares of Common Stock on September 3, 2026. The award reflects dividend equivalent rights credited on restricted stock units already held.

How many SBSI shares does Suni M. Davis hold directly after this Form 4 filing?

After the reported award, Suni M. Davis directly holds 13,862 shares of SOUTHSIDE BANCSHARES INC Common Stock. This figure reflects the updated direct ownership position following the September 3, 2026 transaction.

What indirect SBSI share holdings does Suni M. Davis report in this Form 4?

In addition to direct holdings, Suni M. Davis reports 2,642 shares held indirectly through the company’s employee stock ownership plan and 11,082 shares held indirectly through a 401(k) account, including amounts acquired via the Dividend Reinvestment Program and monthly payroll contributions.

Were the 43 SBSI shares purchased on the market by Suni M. Davis?

No. The 43 shares were received as dividend equivalent rights credited on restricted stock units in connection with a cash dividend. They are subject to the same terms and conditions as the underlying restricted stock units, rather than being open-market purchases.

Does this SBSI insider transaction involve a Rule 10b5-1 trading plan?

No. The Form 4 indicates that no Rule 10b5-1 trading plan is reported in connection with the September 3, 2026 award or the reported holdings, meaning the transactions are not affirmed as occurring under a pre-arranged trading plan.

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

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Available on EDGAR 09/08/2026 - 05:25 PM Accepted by SEC EDGAR 09/08/2026 - 05:24 PM 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^*

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)
09/03/2026

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	09/03/2026		A		43(1)	A	$0	13,862(2)	D
Common Stock								2,642(2)	I	ESOP
Common Stock								11,082(3)	I	401K

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.

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

Remarks:

See attached Power of Attorney- EX-24.

	Lindsey Bibby Bailes, attorney in fact	09/08/2026
	** 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)