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Southside Bancshares (SBSI) lending chief reports 71-share stock award

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

Rhea-AI Filing Summary

Burchard Curtis reported acquisition or exercise transactions in this Form 4 filing.

Southside Bancshares Inc. Chief Lending Officer Curtis Burchard reported an award of 71 shares of common stock on March 5, 2026, at a stated price of $0.00 per share, bringing his directly held shares to 8,770.

A footnote explains these reflect dividend equivalent rights credited in connection with cash dividends on his restricted stock units. A separate entry shows 217 shares held indirectly through an ESOP, which include annual contributions, forfeiture allocations and quarterly dividend reinvestments.

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Negative

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Insider Burchard Curtis
Role CHIEF LENDING OFFICER
Type Security Shares Price Value
Grant/Award Common Stock 71 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 8,770 shares (Direct); Common Stock — 217 shares (Indirect, ESOP)
Footnotes (1)
  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. Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
Form 4 Insider Transactions: What Each Field Means →
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*
Burchard Curtis
(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)
CHIEF LENDING OFFICER
3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026
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 03/05/2026 A 71(1) A $0 8,770 D
Common Stock 217(2) 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:
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. Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
Remarks:
Lindsey Bibby Bailes, attorney in fact 03/09/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Southside Bancshares (SBSI) report for Curtis Burchard?

Southside Bancshares reported that Chief Lending Officer Curtis Burchard was awarded 71 shares of common stock on March 5, 2026. The award was recorded at a price of $0.00 per share and increased his directly held stake to 8,770 shares.

How many Southside Bancshares (SBSI) shares does Curtis Burchard hold directly and indirectly?

After the reported award, Curtis Burchard directly holds 8,770 shares of Southside Bancshares common stock. The filing also shows 217 additional shares held indirectly through an ESOP, reflecting plan contributions, forfeiture allocations and quarterly dividend reinvestments.

What is the nature of the 71-share award to Curtis Burchard at Southside Bancshares (SBSI)?

The 71-share award represents dividend equivalent rights credited due to a cash dividend on restricted stock units held by Curtis Burchard. These dividend equivalent rights are subject to the same terms and conditions as the underlying restricted stock units described in the footnote.

How are ESOP shares described in the Southside Bancshares (SBSI) filing for Curtis Burchard?

The filing states that 217 indirectly held shares in Curtis Burchard’s ESOP account include shares from the company’s annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment. These ESOP shares are categorized as indirect ownership in the Form 4.

What transaction code is used for Curtis Burchard’s 71-share Southside Bancshares (SBSI) award?

The 71-share award to Curtis Burchard is labeled with transaction code “A,” described as a grant, award or other acquisition. This code is associated with an acquisition-type transaction rather than an open-market purchase or sale of Southside Bancshares common stock.