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Southside Bancshares (SBSI) CFO logs modest insider share disposition

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

Rhea-AI Filing Summary

Southside Bancshares CFO Julie Shamburger reported a small share disposition in company stock. On February 6, 2026, she had 260 shares of common stock withheld or disposed of at $33.55 per share, leaving 31,087 shares held directly.

She also reported indirect holdings of common stock through retirement and benefit-related accounts, including 4,843 shares in a 401k SSB Trust, 4,206 shares by ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse 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)
02/06/2026
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 02/06/2026 F 260 D $33.55 31,087 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 02/10/2026
** 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 Southside Bancshares (SBSI) report on February 6, 2026?

Southside Bancshares reported CFO Julie Shamburger disposed of 260 shares of common stock at $33.55 per share. After this transaction, she directly held 31,087 shares, according to the Form 4 insider filing for that date.

Who is the insider involved in the latest Southside Bancshares (SBSI) Form 4 filing?

The insider is Julie Shamburger, the Chief Financial Officer of Southside Bancshares. She reported a disposition of 260 shares and disclosed direct ownership of 31,087 shares of common stock, along with several indirect retirement and benefit-related holdings.

How many Southside Bancshares (SBSI) shares does the CFO hold directly after the reported transaction?

After the reported transaction, CFO Julie Shamburger directly holds 31,087 shares of Southside Bancshares common stock. This figure reflects her position following the disposition of 260 shares at $33.55 per share on February 6, 2026.

What indirect Southside Bancshares (SBSI) holdings does the CFO report?

The CFO reports indirect ownership of Southside Bancshares shares through several accounts: 4,843 shares in a 401k SSB Trust, 4,206 shares by ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA, all listed as indirect holdings.

What does transaction code "F" mean in the Southside Bancshares (SBSI) Form 4?

The Form 4 lists transaction code “F” for the 260-share disposition at $33.55. Code “F” is a standard SEC code used in insider reports; here it simply labels how this particular non-derivative stock transaction is categorized in the filing.

Does the latest Southside Bancshares (SBSI) insider filing involve derivative securities?

No, the filing shows activity only in non-derivative common stock. Table II for derivative securities is present but contains no listed options, warrants, or other derivative instruments, indicating no derivative transactions were reported in this Form 4.
Southside Bancshares Inc

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