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.
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.