SBSI executive logs 75-share tax withholding

Southside Bancshares Regional President Jared C. Green reported routine share activity involving company common stock.

Rhea-AI Filing Summary

Southside Bancshares Regional President Jared C. Green reported routine share activity involving company common stock. A total of 75 shares were disposed of at $32.76 per share as a tax-withholding transaction, meaning the shares were used to cover tax obligations rather than sold on the open market. Following this, he holds 5,414 shares directly, along with indirect holdings of 2,066 shares through an ESOP and 2,193 shares through a 401(k) plan.

Insider Trade Summary

Exercise Price or Tax Liability: 75 shares

Exercise Price or Tax Liability 3 txns

Insider Green Jared C.

Role Regional President, ETX

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	75	$32.76	$2K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 5,414 shares (Direct); Common Stock — 2,193 shares (Indirect, 401k); Common Stock — 2,066 shares (Indirect, ESOP)

Key Figures

Tax-withholding shares: 75 shares Tax-withholding price: $32.76/share Direct holdings after: 5,414 shares +2 more

5 metrics

Tax-withholding shares 75 shares Common Stock disposed in tax-withholding transaction (code F)

Tax-withholding price $32.76/share Price per share for 75-share tax-withholding disposition

Direct holdings after 5,414 shares Direct SBSI common stock owned after transaction

ESOP indirect holdings 2,066 shares Indirect SBSI common stock via ESOP as of transaction date

401(k) indirect holdings 2,193 shares Indirect SBSI common stock via 401(k) as of transaction date

Key Terms

tax-withholding disposition, ESOP, 401k, Common Stock

4 terms

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

ESOP financial

"nature_of_ownership": "ESOP""

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""

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.

Common Stock financial

"security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What insider transaction did SBSI executive Jared C. Green report on this Form 4?

Jared C. Green reported a tax-withholding disposition of 75 shares of Southside Bancshares common stock. The shares, valued at $32.76 each, were used to satisfy tax obligations rather than being sold in the open market.

Was the SBSI Form 4 transaction by Jared C. Green a market sale of shares?

No, the filing shows a code F tax-withholding disposition of 75 shares, not an open-market sale. The shares were applied to cover tax liabilities associated with equity compensation instead of being sold to outside buyers.

How many SBSI shares does Jared C. Green hold directly after the reported transaction?

After the tax-withholding disposition, Jared C. Green directly holds 5,414 shares of Southside Bancshares common stock. This direct position is separate from his additional indirect holdings in retirement and employee stock plans.

What indirect SBSI share holdings does Jared C. Green report in this Form 4?

The Form 4 reports 2,066 shares held indirectly through an ESOP and 2,193 shares held indirectly through a 401(k) plan. These positions are in Southside Bancshares common stock and are classified as indirect ownership.

What does transaction code F mean in the SBSI Form 4 for Jared C. Green?

Transaction code F indicates a tax-related disposition where shares are delivered to pay an exercise price or tax liability. In this case, 75 SBSI shares were used to satisfy taxes, not as a discretionary sale in the open market.

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

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Accepted by SEC EDGAR 06/02/2026 - 05:01 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^*

Green Jared C.

(Last) (First) (Middle)

1201 S. BECKHAM

(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)
	Regional President, ETX

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/30/2026

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	05/30/2026		F		75	D	$32.76	5,414	D
Common Stock								2,193	I	401k
Common Stock								2,066	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	06/02/2026
	** 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)