Southside Bancshares officer awarded 41 SBSI shares

DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.

Southside Bancshares Inc. chief treasury officer Suni M. Davis reported a compensation-related stock award and updated indirect holdings. Davis received a grant of 41 shares of Common Stock at $0.00 per share on a dividend-equivalent basis tied to existing RSUs, bringing direct ownership to 13,808 shares. The filing also shows 2,612 shares held through an ESOP and 10,850 shares in a 401(k) plan, reflecting shares accumulated via the company’s dividend reinvestment and payroll contribution programs.

Insider Trade Summary

Grant/Award: 41 shares

Grant/Award 3 txns

Insider DAVIS SUNI M

Role CHIEF TREASURY OFFICER

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	41	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 13,808 shares (Direct); Common Stock — 10,850 shares (Indirect, 401K); Common Stock — 2,612 shares (Indirect, ESOP)

Footnotes (3)

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.
3. F3. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions.

Key Figures

Stock award: 41 shares Award price: $0.00/share Direct holdings: 13,808 shares +2 more

5 metrics

Stock award 41 shares Grant/award acquisition at $0.00 per share on Common Stock

Award price $0.00/share Price per share for 41-share Common Stock award

Direct holdings 13,808 shares Total Common Stock directly held after the award

ESOP holdings 2,612 shares Common Stock held indirectly through ESOP as of transaction date

401K holdings 10,850 shares Common Stock held indirectly through 401K as of transaction date

Key Terms

dividend equivalent rights, RSUs, Dividend Reinvestment Program, ESOP, +1 more

5 terms

dividend equivalent rights financial

"Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person."

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

"Reflects dividend equivalent rights received pursuant to a 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

"nature_of_ownership: "ESOP" for 2,612 shares of Common Stock held indirectly."

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.

401K financial

"nature_of_ownership: "401K" for 10,850 shares of Common Stock held indirectly."

An employer-sponsored retirement savings plan in the United States that lets workers set aside part of their paycheck into investments with tax advantages; some plans also include employer matching contributions, which is like free money added to your savings. It matters to investors because 401(k) balances represent a large pool of household retirement assets that influence personal financial security, investor behavior, and long-term demand for stocks and bonds.

FAQ

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

What insider transaction did Suni M. Davis report for SBSI?

Suni M. Davis reported receiving a 41-share Common Stock award at $0.00 per share. The award represents dividend equivalent rights on existing RSUs and is a compensation-related, non-market acquisition rather than an open-market stock purchase or sale.

How many Southside Bancshares (SBSI) shares does Suni M. Davis now hold directly?

After the reported award, Suni M. Davis directly holds 13,808 shares of Southside Bancshares Common Stock. This total includes the newly credited 41 shares of dividend equivalent rights tied to previously granted restricted stock units (RSUs).

What indirect SBSI holdings does Suni M. Davis report in ESOP and 401K plans?

The filing shows 2,612 shares of SBSI Common Stock held indirectly through an ESOP and 10,850 shares held through a 401K plan. These balances include shares acquired via the company’s Dividend Reinvestment Program and monthly payroll contributions.

Was the SBSI stock acquired by Suni M. Davis an open-market purchase?

No, the 41-share increase was a grant or award at $0.00 per share. Footnotes explain it reflects dividend equivalent rights on RSUs, making this a compensation-related accrual rather than an open-market stock purchase transaction.

What do dividend equivalent rights mean in the SBSI Form 4 for Suni M. Davis?

Dividend equivalent rights give the holder additional share credits when cash dividends are paid on underlying RSUs. In this case, Suni M. Davis received 41 Common Stock shares as dividend equivalents, subject to the same terms and conditions as the original RSU awards.

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

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Accepted by SEC EDGAR 06/03/2026 - 04:30 PM EDT Learn about SEC filing dates

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 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 TREASURY OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026

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	06/01/2026		A		41(1)	A	$0	13,808(2)	D
Common Stock								10,850(3)	I	401K
Common Stock								2,612(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.

3. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions.

Remarks:

	Lindsey Bibby Bailes, attorney in fact	06/03/2026
	** 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)