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Southside Bancshares (SBSI) CFO reports 73-share stock grant and updated holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Southside Bancshares Inc. CFO Julie Shamburger reported an acquisition of 73 shares of Common Stock on March 5, 2026, recorded as a grant or award at $0.0000 per share. Following this grant, her directly held shares totaled 31,160.

She also reported indirect ownership through several accounts, including 4,899 shares in a 401k SSB Trust, 4,472 shares held by an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA. Footnotes state these holdings reflect dividend equivalent rights on RSUs, dividend reinvestment, and ESOP-related contributions.

Positive

  • None.

Negative

  • None.
Insider SHAMBURGER JULIE
Role CFO
Type Security Shares Price Value
Grant/Award Common Stock 73 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 31,160 shares (Direct); Common Stock — 4,899 shares (Indirect, 401k SSB Trust)
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. Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
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 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)
CFO
3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026
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 03/05/2026 A 73(1) A $0 31,160 D
Common Stock 4,899(2) I 401k SSB Trust
Common Stock 4,472(3) 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 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. Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
Remarks:
Lindsey Bibby Bailes, attorney in fact 03/09/2026
** 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.

FAQ

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

Southside Bancshares reported that CFO Julie Shamburger received a grant of 73 Common Stock shares on March 5, 2026. The transaction was recorded at $0.0000 per share and classified as a grant, award, or other acquisition under code A.

How many Southside Bancshares (SBSI) shares does the CFO hold directly after this filing?

After the reported grant, CFO Julie Shamburger directly held 31,160 shares of Southside Bancshares Common Stock. This total reflects the position following the March 5, 2026 acquisition of 73 shares, according to the share balance reported in the Form 4 data.

What indirect Southside Bancshares (SBSI) holdings are reported for the CFO?

The filing shows indirect holdings for the CFO, including 4,899 shares in a 401k SSB Trust, 4,472 shares held by an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA, each reported as total shares following the transactions.

What do the Form 4 footnotes say about Southside Bancshares (SBSI) RSUs and dividends?

Footnotes explain that some reported amounts reflect dividend equivalent rights received on RSUs, which follow the same terms as the RSUs. Additional notes state totals include shares from the Dividend Reinvestment Program and annual ESOP contributions and related allocations.

Does the Southside Bancshares (SBSI) Form 4 show any insider share sales?

The provided Form 4 data shows no reported sales for CFO Julie Shamburger. It records one acquisition of 73 shares as a grant or award and several lines updating indirect holdings, with the transaction summary indicating no sell or dispose transactions.

What is the transaction code used in the Southside Bancshares (SBSI) Form 4 for the CFO’s grant?

The Form 4 uses transaction code A for CFO Julie Shamburger’s acquisition of 73 shares. Code A designates a grant, award, or other acquisition of non-derivative securities, consistent with the description in the transaction details for this Southside Bancshares filing.