Every Form 4 that Southside Bancshares, Inc. (SBSI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow SBSI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SBSI filings page.
SOUTHSIDE BANCSHARES INC (SBSI) reported that Chief Operating Officer John Mitchell Craddock Jr. sold 415 shares of common stock on September 11, 2026 in an open-market or private transaction at $32.01 per share. After this sale, he held 4,378 shares directly and 222 shares indirectly through an ESOP. No Rule 10b5-1 trading plan is reported.
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.
SOUTHSIDE BANCSHARES INC (SBSI) reports that chief risk officer Anne Martinez acquired 44 shares of Common Stock on September 3, 2026 through a grant of dividend equivalent rights tied to restricted stock units, at no cash cost per share. After this award, she holds 8,416 shares directly and additional indirect holdings through a 401(k) plan, an employee stock ownership plan, and a spouse individual retirement account. No transactions in this filing were made under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (SBSI) reports that Regional President, ETX, Jared C. Green received a grant of 19 shares of common stock on September 3, 2026 as dividend equivalent rights tied to previously granted restricted stock units, at no cash cost per share. Following this award, he holds 5,451 shares directly, plus additional indirect holdings in a 401(k) plan and an employee stock ownership plan that include shares acquired through the company’s dividend reinvestment program. No Rule 10b5-1 trading plan is reported for these transactions.
SOUTHSIDE BANCSHARES INC (SBSI) reported that director J. Hilliard Shands acquired 14 shares of common stock on September 3, 2026 as a grant of dividend equivalent rights tied to restricted stock units, at no cash cost. After this, he holds 42,180 shares directly, plus indirect holdings through a spousal trust, an IRA, and a spouse’s IRA.
SOUTHSIDE BANCSHARES INC (SBSI) reports that Chief Financial Officer Julie Shamburger acquired 74 shares of common stock on September 3, 2026 as a grant of dividend equivalent rights tied to existing RSUs, at no cash cost. Following this award, she holds 32,748 shares directly. She also reports indirect holdings of 5,009 shares through a 401k SSB Trust, 4,277 shares by an ESOP, 4,075 shares in an IRA, and 3,250 shares in a spouse IRA, some of which include shares acquired under the company’s Dividend Reinvestment Program. No transactions are reported under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc (SBSI) reported that director Preston L. Smith received an award of 30 shares of common stock on September 3, 2026 as dividend equivalent rights on restricted stock units he holds. These dividend equivalent rights are subject to the same terms and conditions as the underlying restricted stock units.
After this award, Smith held 23,122 shares of common stock directly and 1,430 shares indirectly through his spouse. No transactions in this report are stated to have been made under a Rule 10b5-1 trading plan.
Southside Bancshares, Inc. (SBSI) reported that its Chief Accounting Officer, April Pinkley, received a grant of 33 shares of common stock on September 3, 2026, as dividend equivalent rights tied to existing RSUs. Following this award, she holds 4,322 shares directly and 2,333 shares indirectly through an ESOP, which includes shares acquired under the company’s Dividend Reinvestment Program. No Rule 10b5-1 trading plan is reported.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. Frailey Alton L. reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) reported an insider equity award for director Alton L. Frailey. On September 3, 2026, he received 154 shares of Common Stock at $0.00 per share as dividend equivalent rights on existing RSUs, bringing his directly held Common Stock to 13,659 shares. No Rule 10b5-1 trading plan is reported.
SOUTHSIDE BANCSHARES INC (SBSI) reported that Chief Operating Officer John Mitchell Craddock Jr. acquired 55 shares of Common Stock on September 3, 2026 through a grant of dividend equivalent rights tied to existing RSUs, at no cash price. Following this award, he holds 4,926 shares directly and 222 shares indirectly through an ESOP, which include shares obtained under the company’s Dividend Reinvestment Program. No Rule 10b5-1 trading plan is reported.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) reported that its chief treasury officer, Suni M. Davis, received an award of 43 shares of Common Stock on September 3, 2026. The shares reflect dividend equivalent rights credited on restricted stock units and are subject to the same terms as the underlying awards.
After this award, Davis directly holds 13,862 shares of Common Stock, with additional indirect holdings of 2,642 shares through the company’s employee stock ownership plan and 11,082 shares through a 401(k) account, which include purchases via the company’s dividend reinvestment and payroll contribution programs. No Rule 10b5-1 trading plan is reported for these holdings.
SOUTHSIDE BANCSHARES INC (SBSI) reported that President and CEO Keith Donahoe acquired 158 shares of common stock on September 3, 2026 as a grant/award at $0.00 per share. These represent dividend equivalent rights credited on RSUs he holds, and bring his directly held shares to 20,693.
In addition, he holds 852 shares of common stock indirectly through an ESOP, which include shares acquired under the company’s Dividend Reinvestment Program.
SOUTHSIDE BANCSHARES INC (SBSI) director Lee R. Gibson reported an acquisition of common stock on September 3, 2026. He received 97 shares of common stock as dividend equivalent rights tied to restricted stock units (RSUs) in connection with a cash dividend. These dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. After this award, he holds 58,909 shares directly, and a separate IRA account holds 40,567 shares indirectly. No Rule 10b5-1 trading plan is reported for this transaction.
Southside Bancshares Inc (SBSI) director and chairman of the board John Robert Garrett reported an acquisition of 14 shares of common stock on September 3, 2026. The shares reflect dividend equivalent rights credited on restricted stock units in connection with a cash dividend and were granted at no cash price. Following this award, he directly holds 26,956 common shares, and no Rule 10b5-1 trading plan is reported.
SOUTHSIDE BANCSHARES INC (SBSI) reported that Chief Credit Officer Arnold T. L. Jr received an award of 56 shares of Common Stock on September 3, 2026 as a grant of dividend equivalent rights tied to cash dividends on his restricted stock units. Following this grant, he holds 22,626 shares directly and 1,971 shares indirectly through an ESOP account that includes shares acquired under the company’s Dividend Reinvestment Program.
No transactions were reported under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. CALLAN PATRICIA ANN reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) reported that director Patricia Ann Callan received a grant of 14 shares of Common Stock on September 3, 2026, at no cash cost, as dividend equivalent rights tied to her existing restricted stock units. This increased her directly held common shares to 7,164, with an additional 5,039 shares held indirectly through an IRA. No transactions are reported as being made under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. Calhoun Kirk A. reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) director Kirk A. Calhoun reported an award of 20 shares of Common Stock on September 3, 2026, at no cash cost, reflecting dividend equivalent rights credited on his RSUs. Following this, he holds 18,932 shares directly and 1,063 shares indirectly through an IRA. No Rule 10b5-1 plan is reported.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. Anthony Sherri reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) reports that Chief Banking Officer Sherri Anthony received a grant of 28 shares of Common Stock on September 3, 2026 as a dividend equivalent right tied to existing restricted stock units (RSUs). These rights follow the same terms and conditions as the underlying RSUs.
After this award, Anthony holds 4,291 shares of Common Stock directly and 714 shares indirectly through an ESOP account, which includes shares accumulated under the company’s Dividend Reinvestment Program. No transactions are reported as made under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (SBSI) director Raymond C. McKinney reported an acquisition of 14 shares of common stock on September 3, 2026. The shares reflect dividend equivalent rights received on his existing RSUs in connection with a cash dividend and are subject to the same terms as those RSUs. Following this award, he directly holds 1,274 shares of common stock. No Rule 10b5-1 trading plan is reported for this transaction.
SOUTHSIDE BANCSHARES INC (SBSI) reported that director Lawrence L. Anderson acquired 19 shares of common stock on September 3, 2026 as a grant of dividend equivalent rights tied to restricted stock units (RSUs), bringing his directly held stake to 5,512 shares. In addition, 15,929 shares are reported as indirectly owned through the Lawrence L Anderson Spousal Trust. No Rule 10b5-1 trading plan is reported for these holdings.
SOUTHSIDE BANCSHARES INC (SBSI) reported that director Jeb Weldon Jones acquired 14 shares of common stock on September 3, 2026 as a grant or award tied to existing restricted stock units. A footnote states these are dividend equivalent rights subject to the same terms as the underlying RSUs.
After this award, Jones held 2,274 shares of common stock directly and 1,000 shares indirectly through an IRA. No transactions were reported as made under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. Burchard Curtis reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) reported that Chief Lending Officer Curtis Burchard received an award of 55 shares of common stock on September 3, 2026 as dividend equivalent rights tied to existing restricted stock units, with no cash price per share. Following this award, he held 8,543 common shares directly and 222 shares indirectly through the company’s employee stock ownership and dividend reinvestment programs. No Rule 10b5-1 trading plan is reported for these transactions.
Southside Bancshares Inc (SBSI) reported that director Shannon Dacus acquired 14 shares of common stock-equivalent through a grant on September 3, 2026. These represent dividend equivalent rights credited in connection with a cash dividend on RSUs held, bringing the director's directly held position to 9,763 shares.
SOUTHSIDE BANCSHARES INC (SBSI) director Susan Elaine Anderson reported an acquisition of 14 shares of Common Stock on September 3, 2026 as a grant or award. These shares reflect dividend equivalent rights credited on restricted stock units (RSUs) she holds and carry the same terms as the underlying RSUs. Following this grant, she holds 12,776 shares directly and has additional indirect holdings of 23,143 shares in a Spousal IRA and 681 shares in an IRA.
No transactions are reported under a Rule 10b5-1 trading plan.
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.
Southside Bancshares Inc. chief lending officer Curtis Burchard reported a tax-withholding disposition of 351 shares of common stock on July 18, 2026, at $34.84 per share, with the price based on the prior business day’s close. Following this withholding, he directly holds 8,488 shares, and an additional 220 shares are held indirectly through an ESOP. The filing indicates the transaction was not made under a Rule 10b5-1 trading plan.
Southside Bancshares Chief Banking Officer Sherri Anthony reported routine share updates. A total of 128 shares of Common Stock were disposed of at $33.63 per share as a tax-withholding transaction, leaving 4,263 shares held directly and 706 shares held indirectly through an ESOP.
Southside Bancshares Chief Accounting Officer April Pinkley reported routine share movements. On June 20, 2026, 135 shares of common stock were disposed of at $33.63 per share to cover tax obligations, a non-market “F” code tax-withholding transaction. After this, she directly owned 4,289 common shares and indirectly held 2,307 shares through an ESOP account.
Southside Bancshares Inc. CRO Anne Martinez reported updated holdings of the company’s common stock. A tax-related share disposition of 176 shares at $33.63 per share was recorded as a tax-withholding transaction, leaving 8,372 shares held directly afterward.
She also reports indirect ownership through retirement and benefit accounts, including 303 shares in a Spouse IRA, 2,853 shares in an ESOP, and 3,528 shares in a 401k plan. These entries reflect how her Southside Bancshares equity is spread across different personal and benefit accounts rather than open-market trading activity.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported an open-market sale of 486 shares of Common Stock at $33.38 per share. After the sale, he directly holds 4,871 shares and indirectly holds 217 shares through an ESOP.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported a compensation-related stock award. He received 53 shares of Common Stock on a grant or award basis, at a stated price of $0.00 per share, bringing his direct holdings to 5,357 shares.
The filing also reflects 217 shares held indirectly through an ESOP. Footnotes explain that some holdings include dividend equivalent rights tied to RSUs and shares acquired under the company’s Dividend Reinvestment Program. No open-market purchases or sales were reported.
DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. chief treasury officer Suni M. Davis reported a compensation-related stock award and updated indirect holdings. Davis received a grant of 41 shares of Common Stock at $0.00 per share on a dividend-equivalent basis tied to existing RSUs, bringing direct ownership to 13,808 shares. The filing also shows 2,612 shares held through an ESOP and 10,850 shares in a 401(k) plan, reflecting shares accumulated via the company’s dividend reinvestment and payroll contribution programs.
Southside Bancshares CFO Julie Shamburger reported updated holdings of the company’s common stock. She received an award of 71 shares on June 1, 2026, recorded as a compensation-related acquisition and reflecting dividend equivalent rights tied to her RSUs.
After this award, she directly holds 32,674 shares of common stock. She also reports several indirect positions, including shares held in a spouse IRA, a personal IRA, an ESOP account, and a 401(k) SSB Trust, which together supplement her direct ownership.
SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Preston L. Smith reported a small compensation-related stock increase. He received 28 shares of common stock at no cost as dividend equivalent rights tied to restricted stock units. After this grant, he directly holds 23,092 shares and indirectly holds 1,430 shares through his spouse.
SHANDS HILLIARD J reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Hilliard J. Shands reported a small equity-based compensation adjustment. He received 14 shares of Common Stock at no cost as a grant tied to dividend equivalent rights on restricted stock units, and now directly holds 35,641 shares.
The filing also lists indirect holdings in various retirement and spousal accounts, including 5,721 shares in a spouse’s IRA, 6,795 shares in an IRA, and 201,952 shares in a spousal trust. These entries reflect reported ownership positions rather than new market purchases or sales.
Martinez Anne reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares CRO Anne Martinez reported an updated ownership position in common stock. She received a grant of 49 shares of common stock on June 1, 2026 at $0.0000 per share as a compensation-related award, bringing her direct holdings to 8,548 shares.
She also reports indirect beneficial ownership of 303 shares through a spouse IRA, 2,853 shares through an ESOP, and 3,528 shares through a 401(k). Footnotes indicate some of these amounts include shares and dividend equivalent rights accumulated under the company’s Dividend Reinvestment Program and cash dividends on RSUs.
Southside Bancshares Inc. director Raymond C. McKinney reported a compensation-related share award. He acquired 14 shares of common stock at no cost as dividend equivalent rights tied to his existing RSUs following a cash dividend. After this award, he directly holds 1,260 common shares.
PINKLEY APRIL reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares CAO April Pinkley reported new equity awards and updated holdings. She received an award of 37 shares of Common Stock at $0.0000 per share, increasing her direct ownership to 4,424 shares. A separate entry reflects 2,307 shares held indirectly through an ESOP.
Footnotes explain that some shares arise from dividend equivalent rights on RSUs and from the company’s Dividend Reinvestment Program, indicating these are compensation and reinvestment-related allocations rather than open-market purchases or sales.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Lee R. Gibson reported a small stock award and updated holdings. He received 93 shares of common stock as a grant tied to dividend equivalent rights on restricted stock units, with no open-market buying or selling.
After this award, he directly holds 58,812 common shares and indirectly holds 40,567 shares through an IRA. The filing reflects routine, compensation-related share accrual rather than a discretionary trade.
Southside Bancshares director Jeb Weldon Jones reported a small equity award rather than an open-market trade. On this Form 4, he acquired 14 shares of common stock at no cost as a grant or award, increasing his directly held stake to 2,260 shares. A footnote explains these 14 shares reflect dividend equivalent rights tied to restricted stock units, meaning they were issued in connection with a cash dividend on previously granted RSUs. The filing also notes an indirect holding of 1,000 shares in an IRA.
Southside Bancshares Inc. regional president Jared C. Green reported an equity compensation update in the form of a small stock award. He received a grant of 18 shares of common stock at no cash cost, treated as a grant, award, or other acquisition.
After this grant, Green directly holds 5,432 shares of Southside Bancshares common stock. He also reports indirect holdings of 2,066 shares through an ESOP and 2,217 shares through a 401(k) plan as of the same date.
Footnotes explain that the award reflects dividend equivalent rights credited on restricted stock units (RSUs), and that some reported holdings include shares acquired under the company’s Dividend Reinvestment Program.
Southside Bancshares director Alton L. Frailey received a small equity-related award, increasing his direct stake in the company. He acquired 148 shares of common stock on June 1, 2026 at no cost, bringing his direct holdings to 13,505 shares.
The footnote explains these 148 shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) he already holds. These dividend equivalents follow the same vesting and other terms as the underlying RSUs, making this a routine, compensation-related adjustment rather than an open-market purchase.
Southside Bancshares Inc. chief lending officer Curtis Burchard reported a small stock-based compensation award. He acquired 69 shares of common stock at no cost through a grant or similar award, partly reflecting dividend equivalent rights tied to restricted stock units. Following this award, he holds 8,839 shares directly and 220 shares indirectly through the company’s ESOP and dividend reinvestment program, indicating a modest increase in his overall equity stake.
Southside Bancshares Inc. director Patricia Ann Callan reported a small compensation-related stock acquisition rather than an open-market trade. On June 1, 2026, she received 14 shares of common stock with a reported price of $0.00 per share, classified as a grant or award. A footnote explains these represent dividend equivalent rights credited in connection with a cash dividend on restricted stock units, and they carry the same terms as the underlying RSUs, making this a routine adjustment to her equity compensation. Following the transaction, she directly holds 7,150 shares of common stock and indirectly holds 5,039 shares through an IRA, as reflected in the filing.
Garrett John Robert reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC director and COB Garrett John Robert received 14 shares of Common Stock as a grant on June 1, 2026. The award was recorded at $0.00 per share because it reflects a stock-based compensation item, not a market purchase.
According to the footnote, these shares represent dividend equivalent rights tied to existing RSUs and are subject to the same terms and conditions as those RSUs. After this grant, Garrett John Robert directly holds 26,942 shares of Southside Bancshares common stock.
Southside Bancshares director Kirk A. Calhoun reported a small equity award tied to existing RSUs. On June 1, 2026, he acquired 19 shares of common stock at $0.00 per share as a grant or award, reflecting dividend equivalent rights from a cash dividend on his restricted stock units.
Following this award, Calhoun directly holds 18,912 shares of Southside Bancshares common stock and indirectly holds 1,063 shares through an IRA. The filing indicates this was a compensation-related acquisition rather than an open-market purchase or sale.
Southside Bancshares director Lawrence Lazelle Anderson reported a small, compensation-related change in his holdings. He acquired 18 shares of Common Stock at $0.00 per share as a grant of dividend equivalent rights on existing RSUs, so this was not an open-market purchase. After this award, he holds 5,493 shares directly and 15,929 shares indirectly through the Lawrence L Anderson Spousal Trust, indicating a routine adjustment to his equity position rather than a discretionary trade.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Susan Elaine Anderson reported a small stock award and updated holdings in a Form 4. She received 14 shares of common stock with no cash price, described as dividend equivalent rights tied to existing RSUs and subject to the same terms. After this award, she directly holds 12,762 common shares, while indirect holdings include 23,143 shares in a Spousal IRA and 681 shares in an IRA.
Southside Bancshares' Chief Credit Officer, Arnold T L Jr, reported a small stock award. He received 53 shares of common stock as a grant or other acquisition at no cost, increasing his direct holdings to 22,570 shares. He also indirectly holds 1,949 shares through an ESOP. Footnotes note dividend equivalent rights on RSUs and participation in the Dividend Reinvestment Program.
Southside Bancshares Inc. director Shannon Dacus received 14 shares of Common Stock as a grant tied to existing RSUs. The shares were acquired on June 1, 2026 at a stated price of $0.00 per share, reflecting dividend equivalent rights from a cash dividend on previously granted RSUs. After this award, Dacus directly owns 9,749 shares of Southside Bancshares common stock.