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. Chief Banking Officer Sherri Anthony reported a compensation-related stock award. On June 1, 2026, she received 32 shares of Common Stock as a grant at $0.00 per share, bringing her direct holdings to 4,391 shares.
The filing also shows 706 shares held indirectly through an ESOP. Footnotes explain that some shares reflect dividend equivalent rights on RSUs and shares acquired under the company’s Dividend Reinvestment Program, indicating no open-market buying or selling activity in this report.
Southside Bancshares Inc. President and CEO Keith Donahoe reported a compensation-related stock award. On June 1, 2026, he received an acquisition of 152 shares of Common Stock at $0.0000 per share, described as a grant, award, or other acquisition.
After this award, his directly held Common Stock position increased to 20,535 shares. The filing also shows an indirect holding of 842 shares through an ESOP. Footnotes explain that some shares reflect dividend equivalent rights on RSUs and shares acquired under the company's Dividend Reinvestment Program, underscoring that these are compensation and reinvestment-related, not open-market purchases or sales.
Southside Bancshares Chief Operating Officer John Mitchell Craddock Jr. reported a routine tax-related share disposition. On May 30, 2026, 206 shares of common stock were withheld at $32.76 per share to cover tax obligations. After this, he holds 5,304 shares directly and 217 shares indirectly through an ESOP.
Southside Bancshares Regional President Jared C. Green reported routine share activity involving company common stock. A total of 75 shares were disposed of at $32.76 per share as a tax-withholding transaction, meaning the shares were used to cover tax obligations rather than sold on the open market. Following this, he holds 5,414 shares directly, along with indirect holdings of 2,066 shares through an ESOP and 2,193 shares through a 401(k) plan.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Lee R. Gibson received a grant of 1,246 shares of Common Stock as a stock award on May 14, 2026. The award carried a price of $0.0000 per share, indicating it was compensation rather than an open-market purchase.
Following this grant, Gibson directly holds 58,719 Southside Bancshares shares. He also has indirect holdings of 8,665 shares through a 401k SSB Trust and 31,904 shares held by an ESOP, giving him a mix of direct and benefit-plan-related ownership in the company.
Frailey Alton L. reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Alton L. Frailey reported receiving 2,337 shares of Common Stock as a grant or award on May 14. The shares were issued at a reported price of $0.00 per share, indicating a non-cash equity award. After this transaction, he directly holds 13,357 common shares.
Southside Bancshares director Patricia Ann Callan reported an acquisition of company stock through a compensation-related grant. She received 1,246 shares of Common Stock on May 14, 2026 at a reported price of $0.0000 per share, reflecting a grant or award rather than an open-market purchase. Following this transaction, she directly holds 7,136 shares of Southside Bancshares common stock. In addition, she indirectly holds 5,039 shares through an IRA account.
Southside Bancshares Inc. director Kirk A. Calhoun reported a grant of 1,751 shares of Common Stock, received at no cash cost as a grant, award, or other acquisition. After this award, he directly holds 18,893 shares and indirectly holds 1,063 shares through an IRA, indicating a routine equity-based compensation update rather than an open-market trade.
Southside Bancshares Inc. director Jeb Weldon Jones received a stock grant of 1,246 shares of Common Stock as a compensation-related award. The shares were acquired at a reported price of $0.00 per share, which typically indicates a grant rather than an open-market purchase.
After this grant, Jones directly holds 2,246 shares of Southside Bancshares common stock. The filing also shows 1,000 shares held indirectly through an IRA, which is recorded as a holding entry rather than a new transaction.
Garrett John Robert reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director and Chairman of the Board John Robert Garrett received an award of 1,246 shares of Common Stock on May 14, 2026. The grant was recorded at a price of $0.00 per share as equity compensation. Following this award, he directly owns 26,928 shares of Southside Bancshares Common Stock.
ANDERSON LAWRENCE LAZELLE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Lawrence L. Anderson reported a compensation-related stock grant on Form 4. He received 1,673 shares of Common Stock at a price of $0.00 per share as a grant, increasing his directly held stake to 5,475 shares. The filing also shows 15,929 shares of Common Stock held indirectly through the Lawrence L Anderson Spousal Trust, reflecting additional beneficial ownership reported in an indirect capacity.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Susan Elaine Anderson reported a compensation-related stock grant on Form 4. She received 1,246 shares of Common Stock as a grant or award at a stated price of $0.0000 per share, increasing her directly held position to 12,748 shares. The filing also lists indirect holdings of 681 shares in an IRA and 23,143 shares in a spousal IRA, reflecting updated totals for these accounts.
Southside Bancshares director Hilliard J. Shands reported a stock grant of 1,246 common shares of SOUTHSIDE BANCSHARES INC. The shares were acquired at a stated price of $0.00 per share as a grant, increasing his direct holdings to 35,627 common shares.
In addition to these direct holdings, he reports indirect ownership of Southside Bancshares common stock through a spouse’s IRA with 5,721 shares, an IRA with 6,795 shares, and a spousal trust with 201,952 shares, all as of the reported date.
McKinney Raymond C reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Raymond C. McKinney received a grant of 1,246 shares of Common Stock. The award was reported at a price of $0.00 per share, indicating it is a compensation-related grant rather than an open-market purchase. Following this grant, he directly holds 1,246 shares.
Southside Bancshares Inc. director Preston L. Smith reported a grant of 2,568 shares of Common Stock as compensation. The shares were acquired at a stated price of $0.00 per share, indicating a non-cash award rather than an open-market purchase. Following this grant, Smith directly holds 23,064 shares of Southside Bancshares Inc. common stock. This filing reflects a routine equity award for a company director, not a market trade.
Southside Bancshares director Shannon Dacus received a stock award, increasing her direct ownership. On this Form 4, she acquired 1,246 shares of common stock as a grant with a reported price of $0.00 per share, bringing her direct holdings to 9,735 shares after the transaction.
Southside Bancshares director Lee R. Gibson received a stock award and related tax withholding in company shares. On March 17, 2026, he acquired 4,082 shares of Common Stock as a grant or award, reflecting settlement of performance-based restricted stock units earned under ROATCE goals and continued employment conditions. To cover tax obligations, 993 shares were withheld at $29.94 per share, leaving him with 57,473 directly held shares afterward. He also holds 8,665 shares indirectly through a 401k SSB Trust and 31,904 shares indirectly through an ESOP, showing a substantial ongoing equity position tied to the company’s performance.
Southside Bancshares, Inc. CCO Arnold T. L. Jr reported routine equity compensation activity in company common stock. On March 17, 2026, he acquired 1,328 shares at no cost as a grant/award tied to performance-based restricted stock units that were earned based on ROATCE goals and his continued employment. On the same date, 322 shares were disposed of at $29.94 per share to cover tax withholding obligations, a non-market transaction. Following these entries, he directly owns 22,517 common shares and has an additional 1,928 shares held indirectly through an ESOP, indicating a largely unchanged and modestly increased long-term stake.
Southside Bancshares Inc. CFO Julie Shamburger reported a compensation-related stock transaction involving common shares. She received a grant of 1,907 shares at no cost, tied to previously awarded performance-based restricted stock units earned based on ROATCE goals and continued employment. To cover tax obligations, 464 shares were withheld at $29.94 per share, leaving her with 32,603 shares held directly afterward. She also holds additional common stock indirectly through retirement and benefit accounts, including shares in a 401k SSB Trust, an ESOP, an IRA, and a spouse IRA.
Southside Bancshares chief treasury officer Suni M. Davis received a stock award that vested based on performance goals. On March 17, 2026, Davis acquired 933 shares of common stock at no cost through the settlement of performance-based restricted stock units tied to return on average tangible common equity and continued employment. On the same date, 227 shares were disposed of at $29.94 per share to satisfy tax obligations, leaving a net increase in directly held shares. After these transactions, Davis directly owned 13,753 common shares, with additional indirect holdings through a 401(k) plan and an employee stock ownership plan.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported an automatic share acquisition related to existing equity awards. On March 5, 2026, he received 63 shares of common stock as dividend equivalent rights on restricted stock units, with no cash price per share.
Following this grant, his directly held common stock increased to 5,510 shares. He also indirectly holds 217 common shares through an ESOP account, reflecting annual contributions, forfeiture allocations, and dividend reinvestment. The filing shows award-related share accruals rather than an open-market purchase or sale.
Southside Bancshares Inc. director Patricia Ann Callan reported an automatic share award. On a transaction dated March 5, 2026, she acquired 16 shares of common stock at $0.00 per share as a grant or award. A footnote explains these shares reflect dividend equivalent rights credited from a cash dividend on her restricted stock units and are subject to the same terms as those RSUs. Following the award, she held 5,890 common shares directly, and a separate line shows 5,039 common shares held indirectly in an IRA.
Southside Bancshares Inc. Chief Banking Officer Sherri Anthony reported an acquisition of 33 shares of common stock on March 5, 2026. The shares were granted at a price of $0.00 per share as dividend equivalent rights tied to restricted stock units.
After this grant, Anthony directly owned 4,359 common shares. In addition, she indirectly held 698 common shares through an ESOP, which includes the company’s annual ESOP contribution, forfeiture allocations and quarterly dividend reinvestments.
Southside Bancshares, Inc. Regional President, ETX, Jared C. Green reported an automatic stock award. He acquired 23 shares of common stock on a grant/award basis at $0.00 per share, bringing his directly held total to 5,489 shares.
The filing also updates his indirect holdings through an ESOP and a 401(k) plan, which now stand at 2,044 shares and 2,193 shares, respectively. Footnotes state these changes reflect dividend equivalents on RSUs and shares received via the company’s ESOP contribution, forfeiture allocation, dividend reinvestment, and Dividend Reinvestment Program.
Southside Bancshares director John Robert Garrett reported a small equity award. On March 5, 2026, he acquired 16 shares of common stock at $0.00 per share as dividend equivalent rights tied to his existing RSUs. Following this grant, he directly owns 25,682 common shares.
PINKLEY APRIL reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Chief Accounting Officer April Pinkley reported an equity award of 38 shares of common stock on March 5, 2026. The award was recorded at $0.00 per share and increased her directly held stake to 4,387 common shares. A separate line shows 2,281 common shares held indirectly through an ESOP, reflecting annual contributions, forfeiture allocations and dividend reinvestments. Footnotes explain that the 38-share award represents dividend equivalent rights tied to existing restricted stock units and is subject to the same terms as those RSUs.
Southside Bancshares Inc. reported that its CCO, Arnold T L Jr, received an award of 55 shares of common stock on March 5, 2026. The shares reflect dividend equivalent rights credited from a cash dividend on RSUs he already holds.
Following this grant or award acquisition, he directly owned 21,511 shares of Southside Bancshares common stock. He also indirectly held 1,928 shares through the company ESOP, which includes shares from annual ESOP contributions, forfeiture allocations, and quarterly dividend reinvestment.
BOSWORTH MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Michael J. Bosworth received 24 shares of common stock on March 5, 2026 as a grant tied to dividend equivalent rights on his restricted stock units, at a stated price of $0 per share. This award increased his direct holdings to 82,900 common shares. He also holds an additional 16,179 common shares indirectly through Bosworth & Associates Inc.
Southside Bancshares Inc. director Alton L. Frailey reported an automatic share award. On the reported date, he acquired 126 shares of common stock at a price of $0.00 per share, increasing his directly held stake to 11,020 shares.
According to the footnote, these shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) he holds. The dividend equivalents are subject to the same terms and conditions as the underlying RSUs, meaning they follow the same vesting and other restrictions.
Southside Bancshares Inc. CFO Julie Shamburger reported an acquisition of 73 shares of Common Stock on March 5, 2026, recorded as a grant or award at $0.0000 per share. Following this grant, her directly held shares totaled 31,160.
She also reported indirect ownership through several accounts, including 4,899 shares in a 401k SSB Trust, 4,472 shares held by an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA. Footnotes state these holdings reflect dividend equivalent rights on RSUs, dividend reinvestment, and ESOP-related contributions.
Southside Bancshares director Hilliard J. Shands reported an equity award of 16 shares of Common Stock on March 5, 2026. The shares were granted at a price of $0.00 per share as a grant, award, or other acquisition tied to existing compensation.
A footnote explains this reflects dividend equivalent rights received from a cash dividend on RSUs already held, and these rights are subject to the same terms and conditions as the underlying RSUs. Following this event, Shands directly held 34,381 common shares, with additional indirect holdings through a spousal trust and IRA accounts.
SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Preston L. Smith reported an award of 27 shares of common stock on March 5, 2026. These shares reflect dividend equivalent rights received from a cash dividend on restricted stock units (RSUs) he holds, and carry the same terms as the underlying RSUs.
After this grant, Smith directly owns 20,496 shares of Southside Bancshares common stock. He also has indirect ownership of 1,430 shares through his spouse, reported separately as indirect beneficial ownership.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Lee R. Gibson reported an equity award of 82 shares of Common Stock, received as a grant at no cash cost on March 5, 2026. This increased his directly held shares to 54,384.
He also reports indirect holdings of 31,904 shares through an ESOP and 8,665 shares in a 401(k) trust. Footnotes note that some shares reflect dividend equivalent rights on RSUs, annual ESOP contributions, forfeiture allocations, and dividend reinvestments under company programs.
Southside Bancshares director Shannon Dacus received additional common stock through a stock-based award. On a Form 4, Dacus reported an acquisition of 16 shares of common stock at a price of $0.00 per share, increasing directly held ownership to 8,489 shares.
The footnote explains these 16 shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) already held. These dividend equivalent rights follow the same vesting and other terms as the underlying RSUs, meaning they are tied to the same conditions as the original award.
Burchard Curtis reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. Chief Lending Officer Curtis Burchard reported an award of 71 shares of common stock on March 5, 2026, at a stated price of $0.00 per share, bringing his directly held shares to 8,770.
A footnote explains these reflect dividend equivalent rights credited in connection with cash dividends on his restricted stock units. A separate entry shows 217 shares held indirectly through an ESOP, which include annual contributions, forfeiture allocations and quarterly dividend reinvestments.
SOUTHSIDE BANCSHARES INC director Lawrence Lazelle Anderson reported an acquisition of 22 shares of common stock on March 5, 2026. The shares reflect dividend equivalent rights received from a cash dividend on RSUs, bringing his directly held shares to 3,802. He also reports 15,929 shares held indirectly through the Lawrence L Anderson Spousal Trust.
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.
Southside Bancshares director Kirk A. Calhoun reported an automatic stock award rather than an open-market trade. He acquired 19 shares of common stock at no cost as dividend equivalent rights tied to his restricted stock units, following a cash dividend. After this award, his direct holdings total 17,142 shares of Southside Bancshares common stock. He also reports indirect ownership of 1,063 shares held in an IRA.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Susan Elaine Anderson reported an automatic grant of 16 shares of common stock on March 5, 2026. These shares are dividend equivalent rights tied to previously granted RSUs and were issued at no cost, increasing her direct holdings to 11,502 shares.
She also reported indirect ownership of 23,143 shares held in a spousal IRA and 681 shares held in an IRA.
DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares chief treasury officer Suni M. Davis received a grant of 42 shares of common stock on March 5, 2026. The award reflects dividend equivalent rights paid in stock on restricted stock units, with no cash price per share.
After this grant, Davis directly holds 13,047 common shares. Indirect holdings include 10,507 shares in a 401(k) plan, which comprise dividend reinvestment program shares and those bought through monthly payroll contributions, and 2,584 shares in the company ESOP from annual contributions and dividend reinvestments.
Southside Bancshares Inc. President and CEO Keith Donahoe reported an equity award in company stock. On the reported date, he acquired 157 shares of Common Stock through a grant or award at $0.00 per share, bringing his directly held stake to 20,383 shares. A footnote states these reflect dividend equivalent rights tied to restricted stock units subject to the same terms and conditions as the underlying awards. Separately, he also reports 833 shares held indirectly through an ESOP, which a footnote explains includes shares from the company’s annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
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.
Southside Bancshares director Lee R. Gibson reported a share transaction dated February 6, 2026. The filing shows the disposition of 556 shares of common stock at $33.55 per share, coded as an "F" transaction. After this, Gibson directly holds 54,302 common shares, plus indirect holdings of 31,329 shares through an ESOP and 8,567 shares through a 401k SSB Trust.
Southside Bancshares Inc. chief lending officer reports small share disposition
Officer Curtis Burchard, listed as chief lending officer of Southside Bancshares Inc. (SBSI), reported a transaction in the company’s common stock on February 6, 2026. He disposed of 164 shares of common stock at a price of $33.55 per share under transaction code F.
Following this transaction, Burchard beneficially owned 8,699 shares of Southside Bancshares common stock, held in direct ownership form.
Southside Bancshares Inc. President and CEO Keith Donahoe, who also serves as a director, reported a routine change in his holdings of Southside Bancshares Inc. common stock. On February 6, 2026, he disposed of 331 shares of common stock at $33.55 per share, a transaction reported with code F. After this transaction, he held 20,226 shares of common stock directly. He also reported 609 shares held indirectly through an ESOP, reflecting additional beneficial ownership.
Southside Bancshares Inc. chief credit officer Arnold T. L. Jr. reported a disposition of 196 shares of common stock on February 6, 2026 at $33.55 per share, coded as transaction type "F." After this transaction, he directly holds 21,456 common shares.
He also has an additional 1,691 shares reported as indirectly owned through an ESOP, reflecting his total reported beneficial holdings split between direct ownership and employee stock plan interests.
Southside Bancshares Inc. executive reports small share transaction. Chief Treasury Officer Suni M. Davis reported a Form 4 entry dated February 6, 2026, with a transaction coded "F" involving 175 shares of common stock at $33.55 per share.
Following this transaction, Davis directly beneficially owned 13,005 shares of Southside Bancshares common stock. The filing also lists indirect beneficial ownership of 9,289 shares through a 401(k) plan and 2,340 shares through an ESOP arrangement.
Southside Bancshares’ CFO Julie Shamburger received an equity award of 3,046 shares of common stock on February 4, 2026, at a stated price of $0 per share, increasing her directly held shares to 31,347.
In addition to these directly owned shares, she is reported as indirectly holding 4,843 shares through a 401k SSB Trust, 4,206 shares through an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse’s IRA.
Southside Bancshares chief lending officer Curtis Burchard reported a stock award. On February 4, 2026, he acquired 1,944 shares of common stock at $0 per share, increasing his directly held position to 8,863 shares. The transaction was reported as a direct, non-derivative acquisition.
Southside Bancshares Inc. reported that its Chief Credit Officer, Arnold T L Jr, acquired 2,287 shares of common stock on February 4, 2026 at a reported price of $0 per share, indicating a stock award rather than an open‑market purchase.
Following this transaction, he beneficially owns 21,652 shares directly and 1,691 shares indirectly through the company’s ESOP, increasing his overall equity stake in the bank.