STOCK TITAN

Southside Bancshares (SBSI) CFO logs Form 4 stock disposals and indirect holdings

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

Rhea-AI Filing Summary

Southside Bancshares CFO Julie Shamburger reported routine insider transactions in company common stock. On February 1, 2026, a transaction coded F disposed of 339 shares at $32.19, and on February 2, 2026, another F transaction disposed of 182 shares at $33.10. After these transactions, she directly beneficially owned 28,301 shares of common stock. The filing also lists indirect beneficial ownership of 4,843 shares through a 401k SSB Trust, 4,206 shares through an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse’s IRA.

Positive

  • None.

Negative

  • None.
Insider SHAMBURGER JULIE
Role CFO
Type Security Shares Price Value
Tax Withholding Common Stock 182 $33.10 $6K
Tax Withholding Common Stock 339 $32.19 $11K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 28,301 shares (Direct); Common Stock — 4,843 shares (Indirect, 401k SSB Trust)
Footnotes (1)
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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)
02/01/2026
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 02/01/2026 F 339 D $32.19(1) 28,483 D
Common Stock 02/02/2026 F 182 D $33.1 28,301 D
Common Stock 4,843 I 401k SSB Trust
Common Stock 4,206 I by ESOP
Common Stock 3,787 I IRA
Common Stock 3,250 I Spouse 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. As transaction was on a non-business day, the price reflects the closing price of the previous business day.
Remarks:
Lindsey Bibby Bailes, attorney in fact 02/03/2026
** 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.

FAQ

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

Julie Shamburger reported two dispositions of Southside Bancshares common stock coded F. One on February 1, 2026 for 339 shares at $32.19 and another on February 2, 2026 for 182 shares at $33.10, both reported as directly owned.

How many Southside Bancshares (SBSI) shares does the CFO own after the reported transactions?

After the reported trades, the CFO directly beneficially owns 28,301 Southside Bancshares common shares. The filing also lists additional indirect holdings through a 401k SSB Trust, an ESOP, an IRA, and a spouse’s IRA, bringing total reported beneficial ownership higher.

What does transaction code F mean in the SBSI CFO Form 4 filing?

The Form 4 uses transaction code F for both reported stock movements. Code F is a standard SEC code indicating a specific type of disposition related to equity awards; the filing itself simply records these as F-coded non-derivative transactions in Southside Bancshares common stock.

On what dates did the SBSI CFO’s reported share transactions occur?

The reported transactions occurred on February 1, 2026 and February 2, 2026. The Form 4 lists one F-coded disposition of 339 common shares on February 1 and another F-coded disposition of 182 common shares on February 2, each at the prices shown for those dates.

What indirect holdings of Southside Bancshares stock are reported for the CFO?

The filing shows indirect beneficial ownership of 4,843 Southside Bancshares shares through a 401k SSB Trust, 4,206 through an ESOP, 3,787 in an IRA, and 3,250 in a spouse’s IRA. These positions are marked as indirect, separate from her directly held common shares.

How large are the SBSI CFO’s reported transactions compared with her total holdings?

The reported transactions involve 339 and 182 shares of Southside Bancshares common stock. These amounts are small compared with the tens of thousands of shares the Form 4 reports as beneficially owned directly and indirectly by the CFO across various accounts and plans.