Southside Bancshares exec granted 28 shares

Southside Bancshares’ Chief Banking Officer received a small RSU-linked dividend equivalent share grant and now holds direct and ESOP-based SBSI shares.

Available on EDGAR 09/08/2026 - 05:09 PM EDT Accepted by SEC EDGAR 09/08/2026 - 05:09 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

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

SOUTHSIDE BANCSHARES INC (SBSI) reports that Chief Banking Officer Sherri Anthony received a grant of 28 shares of Common Stock on September 3, 2026 as a dividend equivalent right tied to existing restricted stock units (RSUs). These rights follow the same terms and conditions as the underlying RSUs.

After this award, Anthony holds 4,291 shares of Common Stock directly and 714 shares indirectly through an ESOP account, which includes shares accumulated under the company’s Dividend Reinvestment Program. No transactions are reported as made under a Rule 10b5-1 trading plan.

Insider Trade Summary

Grant/Award: 28 shares

Grant/Award 1 txn

Insider Anthony Sherri

Role Chief Banking Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	28	$0.00	$0.00
Holding	Common Stock F2	--	--	--

Holdings After Transaction: Common Stock — 4,291 shares (Direct); Common Stock — 714 shares (Indirect, ESOP)

Holdings Before and After: Common Stock, 4,263 to 4,291 shares (Direct)

Footnotes (2)

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.

Key Figures

Shares granted as dividend equivalent rights: 28 shares Direct Common Stock holdings after transaction: 4,291 shares Indirect ESOP Common Stock holdings: 714 shares +1 more

4 metrics

Shares granted as dividend equivalent rights 28 shares Grant on September 3, 2026 tied to RSUs held by the officer

Direct Common Stock holdings after transaction 4,291 shares Direct ownership reported for Sherri Anthony following the award

Indirect ESOP Common Stock holdings 714 shares Held indirectly through ESOP, including Dividend Reinvestment Program shares

Rule 10b5-1 plan usage 0 transactions under a Rule 10b5-1 plan Document-level checkbox indicates no 10b5-1 trading plan

Key Terms

dividend equivalent rights, RSUs, Dividend Reinvestment Program, ESOP

4 terms

dividend equivalent rights financial

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

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.

RSUs financial

"cash dividend on RSUs held by the reporting person"

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

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.

ESOP financial

"Indirect ownership reported as ESOP"

An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.

FAQ

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

What insider transaction did SBSI report for Chief Banking Officer Sherri Anthony?

Sherri Anthony received a grant of 28 shares of Common Stock on September 3, 2026 as dividend equivalent rights on RSUs, meaning the award mirrors the terms and conditions of the underlying restricted stock units.

How many SBSI shares does Sherri Anthony hold directly after this Form 4 transaction?

Following the reported grant, Sherri Anthony holds 4,291 shares of Southside Bancshares Common Stock in direct ownership, as reported in the filing.

What indirect SBSI holdings does Sherri Anthony report on this Form 4?

The Form 4 shows 714 shares of Southside Bancshares Common Stock held indirectly through an ESOP account, and a footnote states this amount includes shares acquired under the Company’s Dividend Reinvestment Program.

Were Sherri Anthony’s SBSI transactions made under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not marked as using a trading plan, and no footnote states that the September 3, 2026 award occurred under a Rule 10b5-1 or similar pre-arranged plan.

What are dividend equivalent rights as reported for SBSI’s Chief Banking Officer?

The footnote explains that the 28-share grant reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held, and that these dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs.

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

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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^*

Anthony Sherri

(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 Banking 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		28(1)	A	$0	4,291	D
Common Stock								714(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:

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)