STOCK TITAN

Southside Bancshares COO disposes 133 shares

Southside Bancshares’ COO had 133 shares withheld to cover option exercise price or taxes, leaving 4,793 direct and 222 ESOP shares.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SOUTHSIDE BANCSHARES INC (SBSI) reports that Chief Operating Officer John Mitchell Craddock Jr. had 133 shares of common stock disposed of on September 5, 2026 as a payment of exercise price or tax liability by delivering or withholding securities at a reference price of $32.83 per share, which the company notes reflects the prior business day’s closing price because the transaction date was a non-business day. After this event, he held 4,793 shares directly and 222 shares indirectly through an ESOP. No transactions are reported as made under a Rule 10b5-1 trading plan.

Positive

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Negative

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Insider Craddock John Mitchell Jr.
Role Chief Operating Officer
Type Security Shares Price Value
Exercise Price or Tax Liability Common Stock F1 133 $32.83 $4K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 4,793 shares (Direct); Common Stock — 222 shares (Indirect, ESOP)
Footnotes (1)
  1. F1. As transaction was on a non-business day, the price reflects the closing price of the previous business day.
Shares disposed for exercise price or tax liability 133 shares Common stock on September 5, 2026, code F
Reference price per share $32.83 per share Value used for the 133-share disposition; prior business day close
Direct holdings after transaction 4,793 shares Common stock directly owned by COO after September 5, 2026 event
Indirect ESOP holdings after transaction 222 shares Common stock held indirectly through ESOP after reported date
Exercise price or tax liability disposition count 1 transaction Number of code F events in this Form 4
Payment of exercise price or tax liability by delivering or withholding securities financial
"Transaction code F is described as payment of exercise price or tax liability"
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is indicated for these transactions"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
ESOP financial
"222 shares are reported as indirect ownership through an 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.
non-business day financial
"As transaction was on a non-business day, the price reflects the closing price"

FAQ

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

What insider transaction did SBSI’s COO report on September 5, 2026?

The COO, John Mitchell Craddock Jr., reported a disposition of 133 shares of Southside Bancshares common stock on September 5, 2026 to pay an option exercise price or tax liability by delivering or withholding shares.

At what price were the 133 SBSI shares valued in the COO’s Form 4?

The 133 shares were valued at $32.83 per share. A footnote explains this price reflects the closing price of the previous business day because the transaction occurred on a non-business day.

How many SBSI shares does the COO hold after this reported transaction?

After the reported transaction, the COO held 4,793 shares directly of Southside Bancshares common stock and 222 shares indirectly through an ESOP position reported as indirect ownership.

Was the SBSI COO’s September 5, 2026 transaction under a Rule 10b5-1 plan?

No. The filing indicates no Rule 10b5-1 trading plan for the reported transactions, meaning the document-level 10b5-1 checkbox was not marked as being pursuant to such a plan.

What does the transaction code F mean in the SBSI COO’s Form 4?

Transaction code F represents payment of an option exercise price or tax liability by delivering or withholding securities, rather than an ordinary open-market purchase or sale of Southside Bancshares shares.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Craddock John Mitchell Jr.

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Operating Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/05/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock09/05/2026F133D$32.83(1)4,793D
Common Stock222IESOP
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. As transaction was on a non-business day, the price reflects the closing price of the previous business day.
Remarks:
Lindsey Bibby Bailes, attorney in fact09/09/2026
** Signature of Reporting PersonDate
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)

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