STOCK TITAN

[Form 4] Southside Bancshares, Inc. Insider Trading Activity

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

Julie Shamburger, CFO of Southside Bancshares, Inc. (SBSI), reported insider activity on Form 4. The filing shows a 09/04/2025 transaction recording 69 dividend-equivalent rights received in connection with RSUs at a $0 price, and lists total 28,751 shares directly beneficially owned after the transaction. The report also discloses indirect holdings of 4,787 shares via a 401(k) SSB Trust, 4,157 shares held by an ESOP, 3,250 shares in a spouse IRA, and 3,787 shares in an IRA. The filing notes that dividend-equivalent rights follow the same terms as the underlying RSUs and that some shares reflect participation in the company Dividend Reinvestment Program. The Form 4 was signed by an attorney-in-fact on 09/08/2025.

Julie Shamburger, CFO di Southside Bancshares, Inc. (SBSI), ha riportato un'operazione di insider trading nel Modulo 4. La comunicazione registra una transazione del 04/09/2025 con l'acquisizione di 69 diritti equivalenti a dividendi relativi a RSU a prezzo $0 e dichiara un totale di 28.751 azioni di proprietà diretta dopo l'operazione. Il rapporto rivela inoltre partecipazioni indirette: 4.787 azioni tramite un 401(k) SSB Trust, 4.157 azioni detenute da un ESOP, 3.250 azioni in un IRA del coniuge e 3.787 azioni in un IRA. Nel filing si precisa che i diritti equivalenti a dividendi seguono gli stessi termini delle RSU sottostanti e che una parte delle azioni deriva dalla partecipazione al Programma di Reinvestimento dei Dividendi della società. Il Modulo 4 è stato firmato per procura l'08/09/2025.

Julie Shamburger, directora financiera de Southside Bancshares, Inc. (SBSI), declaró actividad de insider en el Formulario 4. La presentación refleja una transacción del 04/09/2025 en la que se registraron 69 derechos equivalentes a dividendos recibidos en relación con RSU a precio $0, y enumera un total de 28.751 acciones de propiedad directa tras la operación. El informe también revela participaciones indirectas de 4.787 acciones vía un 401(k) SSB Trust, 4.157 acciones en poder de un ESOP, 3.250 acciones en un IRA del cónyuge y 3.787 acciones en un IRA. La presentación indica que los derechos equivalentes a dividendos siguen los mismos términos que las RSU subyacentes y que algunas acciones reflejan participación en el Programa de Reinversión de Dividendos de la compañía. El Formulario 4 fue firmado por apoderado el 08/09/2025.

Julie Shamburger, Southside Bancshares, Inc. (SBSI)의 최고재무책임자(CFO)는 Form 4에 내부자 거래를 보고했습니다. 제출서에는 2025-09-04자로 RSU와 관련해 가격 $0로 수령한 69개의 배당 유사 권리 거래가 기록되어 있으며, 거래 후 직접 보유 총 28,751주로 기재되어 있습니다. 보고서에는 또한 간접 보유로 401(k) SSB 신탁을 통한 4,787주, ESOP가 보유한 4,157주, 배우자 IRA의 3,250주, IRA의 3,787주가 공시되어 있습니다. 제출서에는 배당 유사 권리가 기초 RSU와 동일한 조건을 따른다는 점과 일부 주식이 회사의 배당 재투자 프로그램 참여를 반영한다는 점이 명시되어 있습니다. Form 4는 2025-09-08에 대리권자(Attorney-in-fact)가 서명했습니다.

Julie Shamburger, directrice financière de Southside Bancshares, Inc. (SBSI), a déclaré une opération d'initié sur le formulaire 4. Le dépôt indique une transaction datée du 04/09/2025 enregistrant 69 droits équivalents de dividendes reçus en lien avec des RSU au prix de 0 $, et précise un total de 28 751 actions détenues directement après l'opération. Le rapport divulgue également des participations indirectes de 4 787 actions via un 401(k) SSB Trust, 4 157 actions détenues par un ESOP, 3 250 actions dans un IRA du conjoint et 3 787 actions dans un IRA. Le dépôt note que les droits équivalents de dividendes suivent les mêmes conditions que les RSU sous-jacentes et que certaines actions résultent de la participation au programme de réinvestissement des dividendes de la société. Le formulaire 4 a été signé par un mandataire le 08/09/2025.

Julie Shamburger, CFO von Southside Bancshares, Inc. (SBSI), meldete Insideraktivitäten mittels Formular 4. Die Einreichung weist eine Transaktion vom 04.09.2025 aus, bei der 69 dividendenäquivalente Rechte im Zusammenhang mit RSUs zum Preis von $0 erhalten wurden, und nennt nach der Transaktion insgesamt 28.751 direkt wirtschaftlich gehaltene Aktien. Der Bericht legt ferner indirekte Beteiligungen offen: 4.787 Aktien über einen 401(k) SSB Trust, 4.157 Aktien, gehalten von einem ESOP, 3.250 Aktien in einem IRA des Ehepartners sowie 3.787 Aktien in einem IRA. In der Einreichung wird darauf hingewiesen, dass die dividendenäquivalenten Rechte denselben Bedingungen wie die zugrunde liegenden RSUs unterliegen und dass einige Aktien aus der Teilnahme am Dividenden-Reinvestitionsprogramm des Unternehmens stammen. Das Formular 4 wurde am 08.09.2025 von einem Bevollmächtigten unterschrieben.

Positive
  • Continued ownership by the CFO with 28,751 direct shares reported after the transaction, indicating alignment with company equity
  • Dividend-equivalent rights and Dividend Reinvestment Program participation show compensation and reinvestment rather than open-market sales
Negative
  • None.

Insights

TL;DR: Routine insider reporting showing retention through dividend-equivalents and benefit-plan holdings; no sales disclosed.

The Form 4 documents customary equity-related adjustments rather than active trading. The 69 dividend-equivalent rights arise from RSUs and are recorded at $0, consistent with non-cash dividend treatment. Multiple indirect holdings across a 401(k) trust, ESOP and IRAs indicate long-term employment-related ownership structures rather than open-market purchases. No dispositions or option exercises are reported, suggesting no immediate liquidity event by the officer.

TL;DR: Non-derivative acquisition entries reflect compensation-related share accruals and DRIP participation; impact is immaterial to market supply.

The transaction recorded on 09/04/2025 is tied to dividend-equivalent rights on RSUs and share reinvestment, not an open-market buy or sale. Beneficial ownership totals are explicitly stated: 28,751 direct shares and several indirect tranches (4,787; 4,157; 3,250; 3,787). Given the sizes reported and absence of cash purchases or sales, this filing is likely neutral from a market-liquidity or valuation perspective.

Julie Shamburger, CFO di Southside Bancshares, Inc. (SBSI), ha riportato un'operazione di insider trading nel Modulo 4. La comunicazione registra una transazione del 04/09/2025 con l'acquisizione di 69 diritti equivalenti a dividendi relativi a RSU a prezzo $0 e dichiara un totale di 28.751 azioni di proprietà diretta dopo l'operazione. Il rapporto rivela inoltre partecipazioni indirette: 4.787 azioni tramite un 401(k) SSB Trust, 4.157 azioni detenute da un ESOP, 3.250 azioni in un IRA del coniuge e 3.787 azioni in un IRA. Nel filing si precisa che i diritti equivalenti a dividendi seguono gli stessi termini delle RSU sottostanti e che una parte delle azioni deriva dalla partecipazione al Programma di Reinvestimento dei Dividendi della società. Il Modulo 4 è stato firmato per procura l'08/09/2025.

Julie Shamburger, directora financiera de Southside Bancshares, Inc. (SBSI), declaró actividad de insider en el Formulario 4. La presentación refleja una transacción del 04/09/2025 en la que se registraron 69 derechos equivalentes a dividendos recibidos en relación con RSU a precio $0, y enumera un total de 28.751 acciones de propiedad directa tras la operación. El informe también revela participaciones indirectas de 4.787 acciones vía un 401(k) SSB Trust, 4.157 acciones en poder de un ESOP, 3.250 acciones en un IRA del cónyuge y 3.787 acciones en un IRA. La presentación indica que los derechos equivalentes a dividendos siguen los mismos términos que las RSU subyacentes y que algunas acciones reflejan participación en el Programa de Reinversión de Dividendos de la compañía. El Formulario 4 fue firmado por apoderado el 08/09/2025.

Julie Shamburger, Southside Bancshares, Inc. (SBSI)의 최고재무책임자(CFO)는 Form 4에 내부자 거래를 보고했습니다. 제출서에는 2025-09-04자로 RSU와 관련해 가격 $0로 수령한 69개의 배당 유사 권리 거래가 기록되어 있으며, 거래 후 직접 보유 총 28,751주로 기재되어 있습니다. 보고서에는 또한 간접 보유로 401(k) SSB 신탁을 통한 4,787주, ESOP가 보유한 4,157주, 배우자 IRA의 3,250주, IRA의 3,787주가 공시되어 있습니다. 제출서에는 배당 유사 권리가 기초 RSU와 동일한 조건을 따른다는 점과 일부 주식이 회사의 배당 재투자 프로그램 참여를 반영한다는 점이 명시되어 있습니다. Form 4는 2025-09-08에 대리권자(Attorney-in-fact)가 서명했습니다.

Julie Shamburger, directrice financière de Southside Bancshares, Inc. (SBSI), a déclaré une opération d'initié sur le formulaire 4. Le dépôt indique une transaction datée du 04/09/2025 enregistrant 69 droits équivalents de dividendes reçus en lien avec des RSU au prix de 0 $, et précise un total de 28 751 actions détenues directement après l'opération. Le rapport divulgue également des participations indirectes de 4 787 actions via un 401(k) SSB Trust, 4 157 actions détenues par un ESOP, 3 250 actions dans un IRA du conjoint et 3 787 actions dans un IRA. Le dépôt note que les droits équivalents de dividendes suivent les mêmes conditions que les RSU sous-jacentes et que certaines actions résultent de la participation au programme de réinvestissement des dividendes de la société. Le formulaire 4 a été signé par un mandataire le 08/09/2025.

Julie Shamburger, CFO von Southside Bancshares, Inc. (SBSI), meldete Insideraktivitäten mittels Formular 4. Die Einreichung weist eine Transaktion vom 04.09.2025 aus, bei der 69 dividendenäquivalente Rechte im Zusammenhang mit RSUs zum Preis von $0 erhalten wurden, und nennt nach der Transaktion insgesamt 28.751 direkt wirtschaftlich gehaltene Aktien. Der Bericht legt ferner indirekte Beteiligungen offen: 4.787 Aktien über einen 401(k) SSB Trust, 4.157 Aktien, gehalten von einem ESOP, 3.250 Aktien in einem IRA des Ehepartners sowie 3.787 Aktien in einem IRA. In der Einreichung wird darauf hingewiesen, dass die dividendenäquivalenten Rechte denselben Bedingungen wie die zugrunde liegenden RSUs unterliegen und dass einige Aktien aus der Teilnahme am Dividenden-Reinvestitionsprogramm des Unternehmens stammen. Das Formular 4 wurde am 08.09.2025 von einem Bevollmächtigten unterschrieben.

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)
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 69(1) A $0(1) 28,751 D
Common Stock 4,787(2) I 401k SSB Trust
Common Stock 4,157(2) I by ESOP
Common Stock 3,250 I Spouse IRA
Common Stock 3,787 I 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.
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

What transaction did SBSI CFO Julie Shamburger report on Form 4?

The Form 4 reports receipt of 69 dividend-equivalent rights related to RSUs on 09/04/2025 and updates beneficial ownership totals.

How many shares does Julie Shamburger directly own after the reported transaction?

The filing shows 28,751 shares directly beneficially owned following the reported transaction.

What indirect holdings does the Form 4 disclose for Julie Shamburger?

Indirect holdings include 4,787 shares via a 401(k) SSB Trust, 4,157 via ESOP, 3,250 via spouse IRA, and 3,787 via IRA.

Were any open-market purchases or sales reported in this Form 4 for SBSI?

No open-market purchases or sales are reported; the entries reflect dividend-equivalent rights and reinvested dividends at a $0 price.

When was the Form 4 signed and filed?

The filing was signed by an attorney-in-fact on 09/08/2025 and references the transaction date of 09/04/2025.
Southside Bancshares Inc

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