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Southside Bancshares insider filing: 23 dividend-equivalent RSU credits for Jared Green

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

Rhea-AI Filing Summary

Jared C. Green, Regional President, ETX and a director/officer of Southside Bancshares, Inc. (SBSI), reported transactions dated 09/04/2025. He received 23 dividend-equivalent rights relating to restricted stock units at no cash cost, which are treated like the underlying RSUs. After the reported transactions he beneficially owns 5,130 shares directly. He also holds 2,143 shares indirectly through a 401(k) and 1,784 shares indirectly through an ESOP, including shares acquired via the company’s dividend reinvestment program. The Form 4 was signed by an attorney-in-fact on 09/08/2025.

Positive

  • Dividend-equivalent rights received on RSUs, reflecting compensation alignment with shareholders
  • Participation in the Dividend Reinvestment Program resulting in additional shares in 401(k) and ESOP accounts
  • Complete Section 16 disclosure filed and signed (via attorney-in-fact), supporting transparency

Negative

  • None.

Insights

TL;DR: Routine insider equity accruals from RSU dividend equivalents and benefit plans; no material ownership shift.

The filing documents a common, non-cash acquisition of dividend-equivalent rights on RSUs and discloses beneficial ownership across direct and indirect accounts, including 401(k) and ESOP holdings. This is a standard Section 16 disclosure that enhances transparency about executive holdings but does not reflect open-market trading or a change in control. The signature by an attorney-in-fact is typical for administrative filing execution.

TL;DR: Minor incremental share accruals from dividend reinvestment and RSU dividend equivalents; immaterial to capitalization.

The transaction reported—23 dividend-equivalent rights credited to RSUs and shares acquired via the dividend reinvestment plan—results in modest increases in the reporting person's stake. The total direct beneficial ownership of 5,130 shares and indirect holdings in retirement/ESOP plans are small relative to typical public-company floats, indicating limited market impact.

Insider Green Jared C.
Role Regional President, ETX
Type Security Shares Price Value
Grant/Award Common Stock 23 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 5,130 shares (Direct); Common Stock — 2,143 shares (Indirect, 401k)
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.
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*
Green Jared C.

(Last) (First) (Middle)
1201 S. BECKHAM

(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)
Regional President, ETX
3. Date of Earliest Transaction (Month/Day/Year)
09/04/2025
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 09/04/2025 A 23(1) A $0(1) 5,130 D
Common Stock 2,143(2) I 401k
Common Stock 1,784(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:
Lindsey Bibby Bailes, attorney in fact 09/08/2025
** 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

Who filed the Form 4 for SBSI and what is their role?

The Form 4 was filed for Jared C. Green, who is a Director and Regional President, ETX, of Southside Bancshares, Inc.

What transactions were reported on the SBSI Form 4 dated 09/04/2025?

The filing reports receipt of 23 dividend-equivalent rights related to RSUs at $0 cost and share additions via the company’s dividend reinvestment program.

How many SBSI shares does the reporting person beneficially own after the transaction?

Following the reported transaction the reporting person beneficially owns 5,130 shares directly, plus 2,143 indirectly (401k) and 1,784 indirectly (ESOP).

When was the Form 4 signed and who signed it?

The Form 4 was signed by an attorney-in-fact, Lindsey Bibby Bailes, on 09/08/2025.

Do the reported transactions involve open-market purchases or sales?

No. The reported entries reflect dividend-equivalent rights and dividend reinvestment, not open-market purchases or sales.