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Southside Bancshares (SBSI) CFO reports new 3,046-share stock award

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

Rhea-AI Filing Summary

Southside Bancshares’ CFO Julie Shamburger received an equity award of 3,046 shares of common stock on February 4, 2026, at a stated price of $0 per share, increasing her directly held shares to 31,347.

In addition to these directly owned shares, she is reported as indirectly holding 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.
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)
02/04/2026
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 02/04/2026 A 3,046 A $0 31,347 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:
Remarks:
Lindsey Bibby Bailes, attorney in fact 02/06/2026
** 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?

SBSI CFO Julie Shamburger reported receiving 3,046 shares of Southside Bancshares common stock. The shares were acquired on February 4, 2026, at a stated price of $0 per share, indicating an award or grant rather than an open-market purchase.

How many SBSI shares does the CFO directly own after this transaction?

After the reported transaction, the CFO directly owns 31,347 shares of Southside Bancshares common stock. This figure reflects her holdings following the 3,046-share award recorded on February 4, 2026, and is listed as directly owned in the filing.

What indirect SBSI share holdings are reported for the CFO?

The filing shows several indirect holdings: 4,843 shares in 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. These positions supplement, but are separate from, her directly owned shares.

Was the SBSI CFO’s share acquisition a purchase in the open market?

No, the 3,046-share acquisition was recorded at a price of $0 per share. This pricing indicates the shares were granted or awarded, rather than bought in the open market at a prevailing market price.

What role does Julie Shamburger hold at Southside Bancshares (SBSI)?

Julie Shamburger is identified as an officer of Southside Bancshares, serving in the role of Chief Financial Officer. The Form 4 lists her position specifically as CFO, confirming her executive status within the company’s leadership team.

Does the SBSI Form 4 show any derivative securities for the CFO?

No, the filing’s derivative securities table does not list any options, warrants, or other derivative instruments for the CFO. Only non-derivative common stock positions, both direct and indirect, are detailed in the reported holdings.
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