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.
The Southside Bancshares, Inc. (SBSI) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. As a New York Stock Exchange–listed bank holding company, Southside Bancshares uses SEC filings to report material events, financial results, capital markets transactions, and governance changes related to Southside Bank and the consolidated organization.
Recent 8-K filings described in the input illustrate the range of topics covered. Item 2.02 filings reference quarterly earnings press releases for periods ended March 31, June 30, and September 30, 2025, providing investors with official details on net income, net interest income, margins, noninterest income and expenses, asset quality metrics, and balance sheet data. Other 8-Ks under Items 1.01 and 2.03 outline the terms of Southside’s 7.00% fixed-to-floating rate subordinated notes due 2035, including their intended Tier 2 capital treatment and key interest and redemption features.
Governance-related 8-Ks under Item 5.02 report on board and executive changes, such as the planned retirement of the Chief Executive Officer, the appointment of the company’s President as future CEO, the expansion of the board, and the designation of a new Chief Operating Officer. Additional filings under Item 8.01 discuss stock repurchase plan authorizations and, in a January 2026 filing, the notice to redeem outstanding 3.875% fixed-to-floating rate subordinated notes due 2030.
On Stock Titan, these filings are updated as they are made available through EDGAR and can be paired with AI-powered summaries that explain the significance of each document in clear language. Users can quickly see which filings relate to earnings (such as 10-Q and 10-K when available), capital instruments, stock repurchase plans, or leadership changes, and can review Form 4 insider transaction reports alongside other disclosures to build a more complete picture of Southside Bancshares, Inc.’s regulatory and corporate history.
Southside Bancshares, Inc. reported an executive appointment-related disclosure. The filing describes Mr. Donahoe, age 55, who has over 30 years of banking experience and has served as President of the Company and Southside since May 2024, overseeing credit, commercial lending, information technology and bank operations.
His prior roles at Southside Bank began in 2021 as Austin Market President, progressing to Central Texas Regional President, and earlier he spent 26 years at Frost Bank, including 10 years as an Executive Vice President.
Brian K. McCabe, Chief Operating Officer of Southside Bancshares, Inc. (SBSI), reported a small non‑derivative acquisition and his beneficial ownership breakdown. The filing records receipt of 46 dividend equivalent rights related to RSUs at a $0 price, described as dividend equivalents that follow the same terms as the underlying restricted stock units. Following the reported transaction, Mr. McCabe is shown as beneficially owning 17,500 shares directly, plus 15,369 shares indirectly through the company ESOP and 8,734 shares indirectly via the 401(k) SSB Trust.
Keith Donahoe, President and Director of Southside Bancshares, Inc. (SBSI), reported a transaction dated 09/04/2025 on a Form 4 filed 09/08/2025. The filing shows he received 66 shares of common stock as dividend equivalent rights paid on restricted stock units (RSUs) at a stated price of $0. After that transaction he beneficially owns 10,834 shares directly. The filing also reports 602 shares held indirectly through an ESOP as shares acquired under the company’s Dividend Reinvestment Program. The form is signed by an attorney-in-fact.
Southside Bancshares, Inc. (SBSI) reporting person Lee R. Gibson, who is both a director and the Chief Executive Officer, reported a non-derivative acquisition related to equity awards dated 09/04/2025. The report shows 149 shares were acquired as dividend equivalent rights on restricted stock units at a reported price of $0, and after the transaction the reporting person directly beneficially owns 62,148 shares. The filing also discloses indirect holdings of 30,967 shares through an ESOP and 8,468 shares through a 401(k) SSB trust. The form notes inclusion of shares from the company’s Dividend Reinvestment Program.
Julie Shamburger, CFO of Southside Bancshares, Inc. (SBSI), reported insider activity on Form 4. The filing shows a 09/04/2025 transaction recording 69 dividend-equivalent rights received in connection with RSUs at a $0 price, and lists total 28,751 shares directly beneficially owned after the transaction. The report also discloses indirect holdings of 4,787 shares via a 401(k) SSB Trust, 4,157 shares held by an ESOP, 3,250 shares in a spouse IRA, and 3,787 shares in an IRA. The filing notes that dividend-equivalent rights follow the same terms as the underlying RSUs and that some shares reflect participation in the company Dividend Reinvestment Program. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
Anne Martinez, Chief Risk Officer of Southside Bancshares, Inc. (SBSI), reported a non-derivative acquisition on 09/04/2025 converting 29 dividend-equivalent rights into common stock at no cash price, reflecting dividend equivalents paid on restricted stock units. After the reported transaction, Ms. Martinez directly beneficially owns 6,337 shares of SBSI common stock.
She also discloses indirect holdings of 2,965 shares in a 401(k), 2,548 shares in an ESOP, and 303 shares in a spouse IRA. The Form 4 was signed by an attorney-in-fact on 09/08/2025. The filing records the transaction as an issuance tied to dividend equivalents on RSUs and provides no information on any derivative instruments or cash purchases.
April Pinkley, Chief Accounting Officer of Southside Bancshares, Inc. (SBSI), reported a small insider acquisition tied to equity compensation. On 09/04/2025 she received 22 dividend equivalent rights related to restricted stock units at a stated price of $0, which are treated as an acquisition. After the transaction the filing shows 2,775 shares beneficially owned directly and 2,075 shares beneficially owned indirectly through an ESOP. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
The reporting person, Chief Treasury Officer of Southside Bancshares Inc. (SBSI), reported a non-derivative acquisition related to equity awards. The filing shows 39 dividend equivalent rights were received tied to restricted stock units and credited at no cash cost, and the reporting person now beneficially owns 11,629 common shares. Ownership is held directly for 11,629 shares and indirectly via a 401(k) account (8,975 shares) and an ESOP (2,313 shares). The filing notes shares include participation in the company’s dividend reinvestment program.
Jared C. Green, Regional President, ETX and a director/officer of Southside Bancshares, Inc. (SBSI), reported transactions dated 09/04/2025. He received 23 dividend-equivalent rights relating to restricted stock units at no cash cost, which are treated like the underlying RSUs. After the reported transactions he beneficially owns 5,130 shares directly. He also holds 2,143 shares indirectly through a 401(k) and 1,784 shares indirectly through an ESOP, including shares acquired via the company’s dividend reinvestment program. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
Arnold T. L. Jr., Chief Compliance Officer of Southside Bancshares, Inc. (SBSI), reported changes in his beneficial ownership on 09/04/2025. The filing shows an acquisition of 51 shares recorded as dividend equivalent rights on restricted stock units at a $0 price and 1,671 shares held indirectly through the company ESOP or acquired via the Dividend Reinvestment Program. After the reported transaction the reporting person beneficially owns 19,694 shares directly and 1,671 shares indirectly. The form is a routine Section 16 Form 4 disclosure signed by an attorney-in-fact on 09/08/2025 and includes explanatory notes about dividend equivalents and the DRIP.