Does the Southside Bancshares (SBSI) Form 4 show any insider share sales by Anne Martinez?

The Form 4 shows one acquisition of 50 common shares and no reported sales by Anne Martinez. Other entries relate to indirect holdings in retirement and ESOP accounts, with the transaction summary indicating no sell transactions and a neutral net buy-sell share position overall.

Southside Bancshares CRO granted 50 SBSI shares

Southside Bancshares Inc. CRO Anne Martinez reported an equity award of 50 shares of common stock, received at no cost, classified as a grant or other acquisition.

Accepted by SEC EDGAR 03/09/2026 - 03:55 PM EDT

Filing Impact

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Filing Sentiment

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Form Type

Rhea-AI Filing Summary

Southside Bancshares Inc. CRO Anne Martinez reported an equity award of 50 shares of common stock, received at no cost, classified as a grant or other acquisition. Following this award, she directly holds 8,499 common shares. The filing also shows additional indirect holdings of 3,396 shares through a 401(k), 2,822 shares through the company ESOP, and 303 shares in a spouse IRA. Footnotes explain that some amounts reflect dividend equivalent rights on restricted stock units and shares accumulated via the company’s dividend reinvestment program, payroll contributions, ESOP contributions, forfeiture allocations, and dividend reinvestments.

Insider Trade Summary

Grant/Award: 50 shares

Grant/Award 1 txn

Insider Martinez Anne

Role CRO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	50	$0.00	$0.00
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 8,499 shares (Direct); Common Stock — 3,396 shares (Indirect, 401k); Common Stock — 2,822 shares (Indirect, ESOP); Common Stock — 303 shares (Indirect, Spouse IRA)

Holdings Before and After: Common Stock, 8,449 to 8,499 shares (Direct)

Footnotes (3)

F1. 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.
F2. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions.
F3. Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.

FAQ

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

What insider transaction did Southside Bancshares (SBSI) report for Anne Martinez?

Southside Bancshares reported that CRO Anne Martinez received a grant of 50 shares of common stock at no cost. This award is classified as a grant or other acquisition and increases her directly held shares while leaving overall insider activity neutral in terms of buy versus sell volume.

How many Southside Bancshares (SBSI) shares does Anne Martinez hold after this Form 4?

After the reported grant, Anne Martinez directly holds 8,499 Southside Bancshares common shares. The filing also lists indirect holdings of 3,396 shares in a 401(k), 2,822 shares via the ESOP, and 303 shares in a spouse IRA, reflecting multiple ownership channels.

What do the dividend equivalent rights mean in the Southside Bancshares (SBSI) Form 4?

Dividend equivalent rights reflect amounts received due to cash dividends on restricted stock units held by Anne Martinez. These rights are subject to the same terms and conditions as the underlying RSUs, effectively mirroring dividend benefits that regular shareholders receive on outstanding common shares.

How were additional Southside Bancshares (SBSI) shares accumulated in the 401(k) and ESOP accounts?

The filing notes that some indirect holdings include shares acquired under Southside Bancshares’ Dividend Reinvestment Program and through monthly payroll contributions. ESOP amounts also include shares from the company’s annual ESOP contribution, forfeiture allocations, and quarterly dividend reinvestment, gradually increasing long-term ownership.

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

Form 4 Insider Transactions: What Each Field Means →

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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^*

Martinez Anne

(Last)

(First)

(Middle)

1201 S. BECKHAM AVE

(Street)

TYLER

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)
	CRO

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)
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	03/05/2026		A		50⁽¹⁾	A	$0	8,499	D
Common Stock								3,396⁽²⁾	I	401k
Common Stock								2,822⁽³⁾	I	ESOP
Common Stock								303	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:

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. Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions.

3. 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