Southside Bancshares CFO receives stock award

Southside Bancshares Inc. CFO Julie Shamburger reported a compensation-related stock transaction involving common shares.

Rhea-AI Filing Summary

Southside Bancshares Inc. CFO Julie Shamburger reported a compensation-related stock transaction involving common shares. She received a grant of 1,907 shares at no cost, tied to previously awarded performance-based restricted stock units earned based on ROATCE goals and continued employment. To cover tax obligations, 464 shares were withheld at $29.94 per share, leaving her with 32,603 shares held directly afterward. She also holds additional common stock indirectly through retirement and benefit accounts, including shares in a 401k SSB Trust, an ESOP, an IRA, and a spouse IRA.

Insights

Equity Compensation Analyst

CFO received earned stock award; part withheld for taxes, routine event.

The CFO of Southside Bancshares Inc. received 1,907 common shares as settlement of performance-based RSUs granted on February 2, 2023. The award was earned based on ROATCE performance targets and continued employment, indicating it is compensation-related rather than an open-market purchase.

Of these shares, 464 were disposed of via tax withholding at $29.94 per share, a standard mechanism where the company withholds shares instead of cash to satisfy tax liabilities. After these transactions, the CFO holds 32,603 shares directly, plus several indirect positions through retirement and benefit plans.

This pattern (grant plus tax withholding, with no open-market buying or selling) is typically viewed as routine equity compensation administration. It does not, by itself, signal a directional view on the stock price, since there are no discretionary market trades in this filing.

Insider Trade Summary

6 transactions reported

Mixed 6 txns

Insider SHAMBURGER JULIE

Role CFO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	1,907	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	464	$29.94	$14K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 32,603 shares (Direct); Common Stock — 4,899 shares (Indirect, 401k SSB Trust); Common Stock — 4,472 shares (Indirect, by ESOP); Common Stock — 3,787 shares (Indirect, IRA); Common Stock — 3,250 shares (Indirect, Spouse IRA)

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

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

What insider transaction did Southside Bancshares (SBSI) report for its CFO?

Southside Bancshares reported that CFO Julie Shamburger received a grant of 1,907 shares of common stock as settlement of previously granted performance-based restricted stock units, with part of the award earned based on ROATCE goals and her continued employment with the company.

How many Southside Bancshares shares were withheld for taxes in this Form 4?

The filing shows 464 shares of Southside Bancshares common stock were withheld at $29.94 per share to cover tax obligations. This tax-withholding disposition is a non-market transaction, commonly used when equity awards vest or settle, and does not represent an open-market sale.

How many Southside Bancshares shares does the CFO hold directly after the transaction?

After the reported transactions, CFO Julie Shamburger directly owns 32,603 shares of Southside Bancshares common stock. This figure reflects the grant of 1,907 shares and the withholding of 464 shares for taxes, as disclosed in the non-derivative transaction table.

What was the source of the 1,907 Southside Bancshares shares granted to the CFO?

The 1,907 shares represent settlement of performance-based restricted stock units granted on February 2, 2023. These PSUs were earned based on meeting return on average tangible common equity (ROATCE) targets and the CFO’s continued employment with Southside Bancshares over the performance period.

Does the Southside Bancshares CFO have additional indirect share holdings?

Yes. Beyond her direct 32,603 shares, the CFO also has indirect holdings in Southside Bancshares common stock through a 401k SSB Trust, an ESOP, an IRA, and a spouse IRA. Each indirect account is listed separately in the filing with its own share balance.

Does this Southside Bancshares Form 4 show any open-market buying or selling?

No open-market purchases or sales are reported. The Form 4 shows a stock grant under performance-based equity compensation and a tax-withholding disposition, where 464 shares were surrendered at $29.94 per share to satisfy tax liabilities, rather than being sold on the open market.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 03/18/2026 - 12:20 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^*

SHAMBURGER JULIE

(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)
	CFO

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		1,907(1)	A	$0	33,067	D
Common Stock	03/17/2026		F		464	D	$29.94	32,603	D
Common Stock								4,899	I	401k SSB Trust
Common Stock								4,472	I	by ESOP
Common Stock								3,787	I	IRA
Common Stock								3,250	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 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)