Southside Bancshares director inherits 6,525 shares

Q: What insider transaction did SBSI director Shands Hilliard J report on June 24, 2026?

Shands Hilliard J reported acquiring 6,525 shares of SOUTHSIDE BANCSHARES INC common stock on June 24, 2026. The acquisition was classified as by will or laws of descent and distribution, at a stated price of $0.00 per share.

Q: What indirect holdings in SBSI does Shands Hilliard J report?

Shands Hilliard J reports indirect holdings of 201,952 shares through a Spousal Trust, 6,795 shares in an IRA, and 5,721 shares in a spouse’s IRA. These positions are categorized as indirect ownership in SOUTHSIDE BANCSHARES INC common stock.

Q: Does the SBSI Form 4 indicate use of a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox is not checked, so the reported SBSI insider transactions are not affirmed as made under a Rule 10b5-1 trading plan. No footnote description of a trading plan is provided in the data shown.

SOUTHSIDE BANCSHARES INC (SBSI) director Shands Hilliard J reported an acquisition of 6,525 shares of common stock on June 24, 2026, classified as an acquisition by will or laws of descent and distribution at a stated price of $0.00 per share.

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Form Type

Rhea-AI Filing Summary

SOUTHSIDE BANCSHARES INC (SBSI) director Shands Hilliard J reported an acquisition of 6,525 shares of common stock on June 24, 2026, classified as an acquisition by will or laws of descent and distribution at a stated price of $0.00 per share. Following this, he directly holds 42,166 shares, and also reports indirect holdings of 201,952 shares through a Spousal Trust, 6,795 shares in an IRA, and 5,721 shares in a spouse’s IRA.

Insider Trade Summary

Estate Transfer: 6,525 shares

Estate Transfer 4 txns

Insider SHANDS HILLIARD J

Role Director

Type	Security	Shares	Price	Value
Estate Transfer	Common Stock	6,525	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 42,166 shares (Direct); Common Stock — 201,952 shares (Indirect, Spousal Trust); Common Stock — 6,795 shares (Indirect, IRA); Common Stock — 5,721 shares (Indirect, Spouse - IRA)

Key Figures

Shares acquired: 6,525 shares Direct holdings after transaction: 42,166 shares Spousal Trust holdings: 201,952 shares +3 more

6 metrics

Shares acquired 6,525 shares Common Stock acquired by will or laws of descent and distribution on 2026-06-24

Direct holdings after transaction 42,166 shares Direct ownership of Common Stock following the 2026-06-24 acquisition

Spousal Trust holdings 201,952 shares Indirect ownership through Spousal Trust as of 2026-06-24

IRA holdings 6,795 shares Indirect ownership through IRA as of 2026-06-24

Spouse IRA holdings 5,721 shares Indirect ownership through spouse’s IRA as of 2026-06-24

Restructuring shares 6,525 shares Shares flagged in transaction summary as restructuring-related on 2026-06-24

Key Terms

laws of descent and distribution, Spousal Trust, IRA

3 terms

laws of descent and distribution regulatory

"Acquisition or disposition by will or laws of descent and distribution"

Spousal Trust financial

"Indirect ownership type reported as Spousal Trust"

IRA financial

"Indirect ownership type reported as IRA and Spouse - IRA"

An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did SBSI director Shands Hilliard J report on June 24, 2026?

Shands Hilliard J reported acquiring 6,525 shares of SOUTHSIDE BANCSHARES INC common stock on June 24, 2026. The acquisition was classified as by will or laws of descent and distribution, at a stated price of $0.00 per share.

How many SBSI shares does Shands Hilliard J hold directly after the reported transaction?

After the June 24, 2026 transaction, Shands Hilliard J directly holds 42,166 shares of SOUTHSIDE BANCSHARES INC common stock. This figure reflects his direct ownership position immediately following the estate-related acquisition of 6,525 shares.

What indirect holdings in SBSI does Shands Hilliard J report?

Shands Hilliard J reports indirect holdings of 201,952 shares through a Spousal Trust, 6,795 shares in an IRA, and 5,721 shares in a spouse’s IRA. These positions are categorized as indirect ownership in SOUTHSIDE BANCSHARES INC common stock.

Was the June 24, 2026 SBSI insider transaction a market purchase or sale?

The June 24, 2026 transaction was not a market trade; it is coded as an acquisition by will or laws of descent and distribution. The Form 4 lists a price of $0.00 per share, indicating it was an estate-related transfer, not an open-market buy or sell.

Does the SBSI Form 4 indicate use of a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox is not checked, so the reported SBSI insider transactions are not affirmed as made under a Rule 10b5-1 trading plan. No footnote description of a trading plan is provided in the data shown.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/18/2026 - 03:32 PM EDT Accepted by SEC EDGAR 08/18/2026 - 03:31 PM EDT

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^*

SHANDS HILLIARD J

(Last)

(First)

(Middle)

1201 S BECKHAM AVE

(Street)

TYLER

TEXAS

75701

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
SOUTHSIDE BANCSHARES INC [ SBSI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/24/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/24/2026		W		6,525	A	$0	42,166	D
Common Stock								201,952	I	Spousal Trust
Common Stock								6,795	I	IRA
Common Stock								5,721	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

See attached Power of Attorney- EX-24.

	Austin Fleet, attorney in fact	08/18/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR