Southside Bancshares (SBSI) CAO reports 135-share tax-withholding disposition
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Southside Bancshares Chief Accounting Officer April Pinkley reported routine share movements. On June 20, 2026, 135 shares of common stock were disposed of at $33.63 per share to cover tax obligations, a non-market “F” code tax-withholding transaction. After this, she directly owned 4,289 common shares and indirectly held 2,307 shares through an ESOP account.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
PINKLEY APRIL
Role
CAO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 135 | $33.63 | $5K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 4,289 shares (Direct, null);
Common Stock — 2,307 shares (Indirect, ESOP)
Footnotes (1)
Key Figures
Tax-withheld shares: 135 shares
Tax-withholding price: $33.63 per share
Direct holdings after transaction: 4,289 shares
+1 more
4 metrics
Tax-withheld shares
135 shares
Code F tax-withholding disposition of common stock
Tax-withholding price
$33.63 per share
Value used for 135-share tax-withholding transaction
Direct holdings after transaction
4,289 shares
Common stock directly owned following Form 4 event
Indirect ESOP holdings
2,307 shares
Common stock held indirectly through ESOP after event
Key Terms
ESOP, tax-withholding disposition, Common Stock, transaction code "F"
4 terms
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.
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.
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.
transaction code "F" financial
"transaction_code": "F""
