STOCK TITAN

Southside Bancshares director granted 14 shares

A Southside Bancshares director received 14 dividend-equivalent shares linked to existing RSUs, modestly increasing her reported holdings.

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Form Type
4

Rhea-AI Filing Summary

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

SOUTHSIDE BANCSHARES INC (SBSI) reported that director Patricia Ann Callan received a grant of 14 shares of Common Stock on September 3, 2026, at no cash cost, as dividend equivalent rights tied to her existing restricted stock units. This increased her directly held common shares to 7,164, with an additional 5,039 shares held indirectly through an IRA. No transactions are reported as being made under a Rule 10b5-1 trading plan.

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Insider CALLAN PATRICIA ANN
Role Director
Type Security Shares Price Value
Grant/Award Common Stock F1 14 $0.00 $0.00
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 7,164 shares (Direct); Common Stock — 5,039 shares (Indirect, IRA)
Footnotes (1)
  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.
Shares acquired 14 shares of Common Stock Grant of dividend equivalent rights on September 3, 2026
Direct holdings after transaction 7,164 shares Common Stock directly owned by Patricia Ann Callan after the grant
Indirect holdings 5,039 shares Common Stock held for Patricia Ann Callan through an IRA
Transaction price per share $0.00 per share Dividend equivalent rights granted at no cash cost
Reporting person role Director Status of Patricia Ann Callan at Southside Bancshares
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.
restricted stock units financial
"cash dividend on RSUs held by the reporting person"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
IRA financial
"shares of Common Stock held indirectly through an IRA"
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.

FAQ

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

What insider transaction did SBSI report for Patricia Ann Callan?

SOUTHSIDE BANCSHARES INC reported that director Patricia Ann Callan received a grant of 14 shares of Common Stock on September 3, 2026, as dividend equivalent rights on her restricted stock units, at no cash price, increasing her directly held position.

How many SBSI shares does Patricia Ann Callan hold directly after this transaction?

After the September 3, 2026 grant, Patricia Ann Callan holds 7,164 shares of Southside Bancshares common stock in a directly owned account, as reported in the filing.

What additional SBSI shares does Patricia Ann Callan hold indirectly?

The filing states that Patricia Ann Callan has an additional 5,039 shares of Southside Bancshares common stock held indirectly through an IRA account as of the same reporting date.

What are the 14 SBSI shares granted to Patricia Ann Callan based on?

The 14 shares represent dividend equivalent rights received in connection with a cash dividend on restricted stock units she holds. These rights are subject to the same terms and conditions as the underlying restricted stock units.

Were Patricia Ann Callan’s SBSI transactions under a Rule 10b5-1 plan?

No. The filing indicates that no Rule 10b5-1 trading plan is reported in connection with the September 3, 2026 grant to Patricia Ann Callan.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
CALLAN PATRICIA ANN

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/03/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock09/03/2026A14(1)A$07,164D
Common Stock5,039IIRA
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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.
Remarks:
See attached Power of Attorney- EX-24.
Lindsey Bibby Bailes, attorney in fact09/08/2026
** Signature of Reporting PersonDate
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)

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