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 Operating Officer John Mitchell Craddock Jr. acquired 1,796 shares of the company’s common stock on February 4, 2026. The shares were acquired at a reported price of $0.00 per share, indicating they were received without cash payment. Following this transaction, he directly owns 5,447 common shares of Southside Bancshares Inc.
Southside Bancshares Chief Treasury Officer Suni M. Davis reported an acquisition of company stock. On February 4, 2026, Davis acquired 1,768 shares of common stock at a reported price of $0, increasing direct ownership to 13,180 shares.
The filing also lists indirect holdings of 9,289 common shares through a 401(k) plan and 2,340 common shares through an ESOP, reflecting total reported beneficial ownership split between direct and retirement-related accounts.
Southside Bancshares Inc. President and CEO Keith Donahoe, who is also a director, reported acquiring additional company stock. On February 4, 2026, he acquired 9,860 shares of common stock at a price of $0 per share, bringing his direct holdings to 20,557 shares.
The filing also shows indirect ownership of 609 shares of common stock held through an employee stock ownership plan (ESOP). The Form 4 indicates this is an individual filing by a single reporting person.
Southside Bancshares insider activity: Regional President, ETX, Jared C. Green reported receiving 442 shares of Southside Bancshares common stock on 02/04/2026 at a price of $0 per share, bringing his directly held stake to 5,466 shares.
He also reports indirect ownership of 1,805 common shares through an ESOP and 2,168 common shares through a 401(k) account, showing both direct and retirement-plan-related exposure to Southside Bancshares stock.
Southside Bancshares director Calhoun Kirk A. bought 300 shares of the company’s common stock on February 3, 2026 at $33.15 per share. After this purchase, he beneficially owns 17,123 shares directly and an additional 1,063 shares indirectly through an IRA.
Southside Bancshares Inc. CHIEF TREASURY OFFICER Suni M. Davis reported two dispositions of company common stock. On 02/01/2026, 195 shares were disposed of at $32.19 per share under transaction code F, and on 02/02/2026, 90 shares were disposed of at $33.10 per share, also coded F.
After these transactions, Davis directly beneficially owned 11,412 common shares and indirectly held 9,289 shares through a 401(k) and 2,340 shares through an ESOP as of the reported dates. A footnote states one price reflects the prior business day’s close and that holdings include shares from the company’s Dividend Reinvestment Program.
Southside Bancshares Inc chief compliance officer Arnold T L Jr reported routine transactions in the company’s common stock. On February 1, 2026, 255 shares were disposed of at $32.19, leaving 19,492 shares held directly. On February 2, 2026, 127 shares were disposed of at $33.10, leaving 19,365 shares held directly.
He also reports 1,691 shares held indirectly through an ESOP. A footnote explains that when a transaction falls on a non-business day, the reported price reflects the prior business day’s closing price, clarifying how the per-share values were determined.
Southside Bancshares CFO Julie Shamburger reported routine insider transactions in company common stock. On February 1, 2026, a transaction coded F disposed of 339 shares at $32.19, and on February 2, 2026, another F transaction disposed of 182 shares at $33.10. After these transactions, she directly beneficially owned 28,301 shares of common stock. The filing also lists indirect beneficial ownership of 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 CEO Lee R. Gibson reported two small share disposals in company stock. On February 1, 2026, he disposed of 747 shares of common stock in a transaction coded F at $32.19 per share, leaving 55,271 directly owned shares.
On February 2, 2026, he disposed of a further 413 shares in another F-coded transaction at $33.10 per share, with 54,858 shares then held directly. He also reports indirect ownership of 31,329 shares through an ESOP and 8,567 shares through a 401k SSB Trust. A footnote states that when a transaction occurs on a non-business day, the price used reflects the prior business day’s closing price.
Southside Bancshares Inc. reported an insider stock transfer by a director on a Form 4. The director made gifts of common stock, disposing of 3,236 shares on 12/09/2025 and 12,610 shares on 12/11/2025 at a reported price of $0 per share, reflecting their status as gifts. After these transactions, the director holds 34,365 shares of common stock directly. Indirect holdings include 201,952 shares held in a spousal trust, 6,795 shares in an IRA, and 5,721 shares in a spouse’s IRA.
Southside Bancshares reported a routine insider stock transaction by one of its officers, who serves as CCO. On 12/04/2025, the officer acquired 53 shares of common stock at a price of $0. These shares reflect dividend equivalent rights credited in connection with a cash dividend on restricted stock units (RSUs), and they carry the same terms and conditions as the underlying RSUs.
Following this transaction, the officer beneficially owns 19,747 shares of Southside Bancshares common stock directly and 1,691 shares indirectly through an ESOP, which includes shares acquired under the company’s Dividend Reinvestment Program. No derivative securities were reported in this filing.
Southside Bancshares Inc. (SBSI) Chief Executive Officer and director reported routine changes in personal holdings of the company’s common stock. On 12/04/2025, the insider acquired 155 shares at a stated price of $0, reflecting dividend-equivalent rights tied to restricted stock units, bringing directly held shares to 56,783.
On 12/05/2025, the insider disposed of 765 shares by gift at a stated price of $0, leaving 56,018 shares held directly. In addition to these direct holdings, the insider reports indirect ownership of 31,329 shares through an ESOP and 8,567 shares through a 401(k) SSB Trust, which include shares acquired under the company’s Dividend Reinvestment Program. No derivative securities are reported.
Southside Bancshares, Inc. reported a small insider equity transaction involving one of its senior executives. The company’s Chief Banking Officer acquired 17 shares of common stock on 12/04/2025 at a stated price of $0, reflecting dividend equivalent rights tied to previously granted restricted stock units (RSUs). These dividend equivalents are subject to the same vesting and other terms as the underlying RSUs. Following this transaction, the officer directly held 4,326 shares of Southside Bancshares common stock and indirectly held 563 shares through the company’s employee stock ownership plan (ESOP). The filing is administrative in nature and records routine equity-based compensation and dividend reinvestment activity.
Southside Bancshares, Inc. CFO reports a routine share acquisition. A company officer filed a Form 4 disclosing the acquisition of 71 shares of common stock on 12/04/2025, recorded at a price of $0 because they were received as dividend equivalent rights tied to restricted stock units (RSUs). After this transaction, the officer beneficially owns 28,822 shares directly, along with additional indirect holdings through a 401(k) SSB Trust, an ESOP, an IRA, and a spouse’s IRA. The filing notes that these dividend equivalent rights follow the same terms and conditions as the underlying RSUs and that some of the total shares include amounts accumulated through the company’s Dividend Reinvestment Program.
Southside Bancshares Inc. reported that its Chief Treasury Officer acquired a small number of additional shares through company-related programs. On 12/04/2025, the officer acquired 41 shares of common stock at a reported price of $0, reflecting dividend equivalent rights credited on restricted stock units (RSUs). After this transaction, the officer directly owns 11,670 shares of Southside Bancshares common stock. The filing also shows indirect ownership of 9,289 shares in a 401(k) plan and 2,340 shares in the company ESOP, which include shares accumulated through the company’s Dividend Reinvestment Program and payroll contributions.
Southside Bancshares, Inc. reported a routine insider equity update for an officer. The company’s Chief Lending Officer acquired 57 shares of common stock on 12/04/2025 at a price of $0. These shares represent dividend equivalent rights credited on restricted stock units (RSUs) already held by the officer and are subject to the same terms and conditions as those RSUs.
Following this transaction, the officer directly beneficially owns 6,919 shares of Southside Bancshares common stock. The filing reflects normal equity-based compensation mechanics rather than an open-market purchase or sale.
Southside Bancshares, Inc. officer (CRO) reported a routine change in ownership of company stock on a Form 4. On 12/04/2025, the insider acquired 25 shares of common stock at a price of $0, reflecting dividend equivalent rights credited on restricted stock units (RSUs) rather than an open-market purchase.
After this transaction, the insider directly owns 8,449 shares of Southside Bancshares common stock. Additional indirect holdings include 3,126 shares in a 401(k) plan, 2,578 shares in an ESOP, and 303 shares held in a spouse’s IRA. The filing notes that some of these balances include shares acquired through the company’s Dividend Reinvestment Program and via monthly payroll contributions.
Southside Bancshares Inc. reported a small insider share acquisition by its Chief Accounting Officer. On 12/04/2025, the officer acquired 20 shares of common stock at a reported price of $0, reflecting dividend equivalent rights credited on restricted stock units. After this transaction, the officer beneficially owned 4,349 shares directly and 2,093 shares indirectly through the company’s ESOP. The filing is a routine Form 4 disclosure of equity awards and dividend-related credits rather than an open-market share purchase.
Southside Bancshares Inc. officer reports small stock acquisition
A Southside Bancshares Inc. (SBSI) officer, listed as Regional President, ETX, filed a Form 4 disclosing a minor change in ownership. On 12/04/2025, the officer acquired 18 shares of common stock at a price of $0, increasing directly held shares to 5,024. The filing explains that this reflects dividend equivalent rights received from a cash dividend on restricted stock units, which carry the same terms as the underlying RSUs, and also notes that reported totals include shares acquired under the company’s Dividend Reinvestment Program.
After the transaction, the officer beneficially owns 5,024 common shares directly, 2,168 shares indirectly through a 401(k), and 1,805 shares indirectly through an ESOP, illustrating a mix of direct and retirement-plan-based ownership.
Southside Bancshares Inc. reported an insider share acquisition by a senior executive. A director and officer serving as President acquired 60 shares of common stock on 12/04/2025 at a stated price of $0, reflecting dividend equivalent rights granted on restricted stock units. After this transaction, the insider beneficially owns 10,697 shares directly. In addition, 609 shares are held indirectly through the company’s ESOP and include shares accumulated under Southside Bancshares’ Dividend Reinvestment Program. This filing records routine equity-based compensation and reinvested dividends for the executive.
Southside Bancshares Inc. director reported a small change in holdings of the company’s common stock. On 12/04/2025, the insider acquired 16 shares of common stock at $0, described as dividend equivalent rights tied to previously granted restricted stock units (RSUs). After this transaction, the reporting person holds 50,211 shares directly.
In addition to the direct holdings, the insider reports indirect ownership of 201,952 shares through a spousal trust, 6,795 shares through an IRA, and 5,721 shares through a spouse’s IRA. The filing notes that the dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs.
Southside Bancshares, Inc. (SBSI) director reports small stock accrual from dividend equivalents. A director of Southside Bancshares filed a Form 4 disclosing an acquisition of 28 shares of common stock on 12/04/2025 at a reported price of $0. This reflects dividend equivalent rights credited in connection with a cash dividend on previously granted restricted stock units (RSUs), which follow the same terms and conditions as the underlying RSUs.
Following this transaction, the reporting person beneficially owns 20,469 shares directly and 1,430 shares indirectly through a spouse. The filing is an administrative update showing routine equity-based compensation adjustments rather than a large open-market purchase or sale.
Southside Bancshares, Inc. (SBSI) reported an insider ownership update for a director. On 12/04/2025, the director acquired 127 shares of common stock at a price of $0, bringing their directly held stake to 10,894 shares. The filing explains that these 127 shares reflect dividend equivalent rights received in connection with a cash dividend on restricted stock units (RSUs) already held by the reporting person. These dividend equivalent rights carry the same terms and conditions as the underlying RSUs, meaning they follow the same vesting and restriction schedule.
Southside Bancshares, Inc. reported a small change in insider holdings by a director. On 12/04/2025, the director acquired 16 shares of common stock at a price of $0, bringing their total beneficial ownership to 8,473 shares held directly. The new shares reflect dividend equivalent rights credited on restricted stock units (RSUs) in connection with a cash dividend, and these rights are subject to the same terms and conditions as the underlying RSUs.
Southside Bancshares Inc. reported a small insider equity change under Form 4. A director who also serves as COB received 16 shares of common stock on 12/04/2025 at a price of $0, increasing their directly owned position to 25,666 shares after the transaction.
The company explains that these 16 shares reflect dividend equivalent rights granted in connection with a cash dividend on restricted stock units (RSUs) held by the insider. These dividend equivalents follow the same terms and conditions as the underlying RSUs, meaning they are tied to the existing restricted stock awards rather than an open-market purchase.
Southside Bancshares, Inc. insider reports small stock accrual from dividends. A director of Southside Bancshares reported acquiring 19 shares of common stock of the company on 12/04/2025 at a price of $0. After this transaction, the director beneficially owns 16,823 shares directly and 1,063 shares indirectly through an IRA. The filing explains that these additional shares reflect dividend equivalent rights credited on restricted stock units, meaning the dividends paid on underlying RSUs were converted into additional share-based rights under the same terms as the original awards.
Southside Bancshares, Inc. reported a small stock acquisition by a director. On 12/04/2025, the reporting person acquired 16 shares of common stock of Southside Bancshares, Inc. as an "A" (acquired) transaction at a price of $0 per share.
The filing explains that these 16 shares reflect dividend equivalent rights received in connection with a cash dividend on restricted stock units (RSUs) already held by the director, and these rights follow the same terms and conditions as the underlying RSUs. After this transaction, the director beneficially owns 5,874 shares directly and 5,039 shares indirectly through an IRA.
Southside Bancshares Inc. director reports small stock acquisition via dividend equivalents. A company director filed a Form 4 disclosing the acquisition of 16 shares of Southside Bancshares common stock on 12/04/2025 at a price of $0. These shares reflect dividend equivalent rights credited in connection with a cash dividend on restricted stock units (RSUs) already held by the insider and are subject to the same terms and conditions as the underlying RSUs.
Following this transaction, the director beneficially owns 11,486 shares of common stock directly, 23,143 shares through a spousal IRA, and 681 shares through a personal IRA. The filing indicates the report is made by a single reporting person in their capacity as a director of Southside Bancshares Inc.
Southside Bancshares, Inc. director reports small stock accrual from RSU dividends
A director of Southside Bancshares, Inc. reported acquiring 22 shares of common stock on 12/04/2025 at a stated price of $0. According to the filing, these shares reflect dividend equivalent rights that were credited based on a cash dividend paid on the director’s restricted stock units (RSUs) and are subject to the same terms and conditions as the underlying RSUs.
After this transaction, the director beneficially owns 3,780 shares of common stock directly and 15,929 shares indirectly through the Lawrence L Anderson Spousal Trust. The filing is an ownership update and does not describe any change to the company’s operations or financial results.
Southside Bancshares, Inc. insider transaction: A director of Southside Bancshares, Inc. (SBSI) reported acquiring 25 shares of common stock on 12/04/2025. The transaction was coded as an acquisition at a price of $0, reflecting dividend equivalent rights granted on restricted stock units (RSUs). These dividend equivalent rights arise when the company pays a cash dividend and are subject to the same terms and conditions as the underlying RSUs.
Following this transaction, the reporting person beneficially owns 82,876 Southside Bancshares common shares directly and 16,179 shares indirectly through Bosworth & Associates Inc. The form is filed for a single reporting person in the capacity of a director.
Southside Bancshares, Inc. reported insider share transfers by its Chief Executive Officer, who is also a director. On 12/03/2025, the reporting person made a transaction coded "G" (a gift) involving 5,065 shares of common stock at a reported price of $0. On 12/04/2025, an additional "G" transaction involved 455 shares, also at $0, reflecting another gift of stock.
After these transactions, the officer directly owned 56,628 shares of Southside Bancshares common stock. In addition, the filing shows indirect ownership of 30,967 shares held through an ESOP and 8,468 shares held through a 401(k) SSB Trust. The form is filed as an individual Form 4 for one reporting person.
Southside Bancshares Inc. director reported buying additional company stock. On 12/04/2025, the insider purchased 1,807 shares of common stock at a price of $30.68 per share in an open-market transaction.
After this purchase, the reporting person directly owns 389,288 shares of Southside Bancshares common stock, with additional shares held indirectly through various trusts and an IRA. The filing reflects ongoing insider ownership rather than any change in the company’s operations or financial performance.
Southside Bancshares, Inc. (SBSI) reported a change in ownership by its Chief Accounting Officer. On 11/21/2025, the officer acquired 1,633 shares of Southside Bancshares common stock at a reported price of $0 per share, which typically reflects an award rather than an open-market purchase. Following this transaction, the officer directly owns 4,329 shares of common stock and indirectly holds 2,075 shares through an ESOP. The filing was made as a Form 4 by a single reporting person, documenting this equity award and updated beneficial ownership.
Southside Bancshares, Inc. (SBSI) reported an insider equity transaction by its Chief Banking Officer. On 11/21/2025, the officer acquired 1,438 shares of common stock at a reported price of $0, indicating a likely stock award or similar equity grant rather than an open-market purchase. Following this transaction, the officer beneficially owns 4,309 shares directly and 556 shares indirectly through an ESOP. This filing reflects routine insider compensation-related activity rather than a major corporate event.
Southside Bancshares, Inc. (SBSI) reported an insider share acquisition by its Chief Risk Officer. On 11/21/2025, the officer acquired 2,189 shares of Southside Bancshares common stock at a reported price of $0 per share, increasing their direct holdings. Following this transaction, the officer directly owns 8,424 shares of common stock.
In addition to the directly held shares, the reporting person has indirect ownership interests in company stock through various accounts, including 2,965 shares held in a 401(k), 2,548 shares held through an ESOP, and 303 shares held in a spouse’s IRA.
Southside Bancshares, Inc. (SBSI) reported a routine insider equity transaction by a company officer who serves as Regional President, ETX. On 11/18/2025, the officer disposed of 19 shares of common stock at a price of $28.17 per share in a transaction coded "F," which typically reflects shares withheld to cover taxes on an equity award.
After this small transaction, the officer beneficially owns 5,006 shares of Southside Bancshares common stock directly. The officer also holds 2,143 shares indirectly through a 401(k) plan and 1,784 shares indirectly through an ESOP, showing continued equity ownership aligned with the company’s performance.
Southside Bancshares, Inc. (SBSI) reported an insider transaction by its Chief Banking Officer on a Form 4. On 11/17/2025, the officer disposed of 36 shares of common stock at a price of $28.09 per share under transaction code F. After this transaction, the officer beneficially owned 2,871 shares of SBSI common stock directly and 556 shares indirectly through an ESOP. The filing reflects a relatively small change in the officer’s overall holdings.
Southside Bancshares, Inc. (SBSI) reported equity transactions by a regional president on a Form 4. The officer disposed of 40 shares of common stock on 11/16/2025 at $28.84 per share and 65 shares on 11/17/2025 at $28.09 per share, each coded "F" in the form. Following these transactions, the officer beneficially owned 5,025 shares of common stock directly, 2,143 shares indirectly through a 401(k), and 1,784 shares indirectly through an ESOP.
Southside Bancshares, Inc. (SBSI) Chief Risk Officer reported a small insider transaction in company stock. On 11/17/2025, the officer disposed of 102 shares of common stock at a price of $38.09 per share. After this transaction, the officer directly owns 6,235 shares of common stock. The officer also holds additional indirect interests, including 2,965 shares in a 401(k), 2,548 shares in an ESOP, and 303 shares in a spouse’s IRA.
Southside Bancshares Inc. (SBSI) reported a routine insider update on ownership. A director and officer serving as president reported two transactions in common stock on 11/16/2025 and 11/17/2025 under transaction code F. The filings show dispositions of 40 shares at $28.84 per share and 157 shares at $28.09 per share. After these transactions, the insider reported 10,794 common shares held directly and 602 common shares held indirectly through an ESOP, indicating a relatively small change in overall ownership.
Southside Bancshares, Inc. reported an insider transaction by its Chief Accounting Officer. On 11/17/2025, the officer disposed of 79 shares of common stock at a price of $28.09 per share, with the transaction reported under code F. After this transaction, the officer beneficially owned 2,696 shares directly and 2,075 shares indirectly through an ESOP. The filing was made as a Form 4 by a single reporting person.