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Southside Bancshares (SBSI) treasury chief logs Form 4 stock move

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

Rhea-AI Filing Summary

Southside Bancshares Inc. executive reports small share transaction. Chief Treasury Officer Suni M. Davis reported a Form 4 entry dated February 6, 2026, with a transaction coded "F" involving 175 shares of common stock at $33.55 per share.

Following this transaction, Davis directly beneficially owned 13,005 shares of Southside Bancshares common stock. The filing also lists indirect beneficial ownership of 9,289 shares through a 401(k) plan and 2,340 shares through an ESOP arrangement.

Positive

  • None.

Negative

  • None.
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 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)
CHIEF TREASURY OFFICER
3. Date of Earliest Transaction (Month/Day/Year)
02/06/2026
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 02/06/2026 F 175 D $33.55 13,005 D
Common Stock 9,289 I 401K
Common Stock 2,340 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:
Remarks:
Lindsey Bibby Bailes, attorney in fact 02/10/2026
** 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 SBSI report for Suni M. Davis?

Southside Bancshares Inc. reported that Chief Treasury Officer Suni M. Davis had a Form 4 transaction on February 6, 2026, coded "F" for 175 common shares at $33.55 per share, reflecting a small change in directly held stock.

How many SBSI shares does Suni M. Davis own after this Form 4?

After the reported transaction, Suni M. Davis beneficially owns 13,005 Southside Bancshares common shares directly, plus 9,289 shares indirectly through a 401(k) plan and 2,340 shares indirectly through an ESOP, according to the Form 4 filing data.

What does transaction code "F" indicate in the SBSI Form 4?

The Form 4 for Southside Bancshares lists the transaction involving 175 shares under transaction code "F" on February 6, 2026. The filing records the code and price of $33.55 per share but does not further describe the nature of this code in the excerpt.

Is the SBSI Form 4 transaction by Suni M. Davis direct or indirect?

The 175-share transaction coded "F" is reported as directly held (marked "D") by Suni M. Davis. Additional holdings listed in the filing, including 401(k) and ESOP positions, are reported as indirect beneficial ownership interests in Southside Bancshares common stock.

What indirect SBSI share holdings are reported for Suni M. Davis?

The Form 4 shows indirect beneficial ownership of 9,289 Southside Bancshares common shares through a 401(k) arrangement and 2,340 common shares through an ESOP. These indirect positions are separate from the 13,005 shares reported as directly owned after the transaction.
Southside Bancshares Inc

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3.42%
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