Welcome to our dedicated page for Southside Bancshares SEC filings (Ticker: SBSI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Southside Bancshares, Inc. filings document formal disclosures for a Texas bank holding company and its wholly owned subsidiary, Southside Bank. Form 8-K reports include quarterly operating results, net interest margin commentary, credit-quality measures, securities portfolio actions, subordinated note redemption activity, and other material events.
Proxy materials describe board composition, director elections, executive compensation, pay-versus-performance tables, and shareholder voting matters. The filing record also captures governance changes, officer appointments, compensatory arrangements, and capital-structure matters tied to the company's common stock and subordinated debt.
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. furnished an update on its business by announcing financial results for the fourth quarter and full year ended December 31, 2025. The company released these results through a press release dated January 29, 2026, which is attached as Exhibit 99.1.
The information was provided under an item covering results of operations and financial condition and is designated as “furnished,” not “filed,” meaning it is not automatically subject to certain liability provisions or incorporated into other regulatory filings unless specifically referenced.
Southside Bancshares, Inc. reported that it is redeeming all of its outstanding 3.875% Fixed to Floating Rate Subordinated Notes due 2030. The company has notified UMB Bank, National Association, as trustee, that it will redeem an aggregate principal amount of $100 million of these notes on February 15, 2026, the specified redemption date.
The $100 million principal being redeemed includes $7 million of notes that the company had previously repurchased. The notes will be redeemed at 100% of their principal amount, plus any accrued and unpaid interest up to, but not including, the redemption date. After that date, interest on the notes will no longer accrue.
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, Inc. reported the initial holdings of one of its executives in connection with an event dated 11/15/2025. The reporting person is identified as the company’s Chief Operating Officer and filed individually. The executive beneficially owns 3,651 shares of Southside Bancshares common stock in a direct ownership capacity. No derivative securities such as options or warrants are listed as beneficially owned. The filing also notes that a power of attorney is on file, authorizing an attorney-in-fact to sign the form on the reporting person’s behalf.
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.