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.
Garrett John Robert, identified as a director and Chairman of the Board of Southside Bancshares, Inc. (SBSI), reported a non-derivative transaction on 09/04/2025 that increased his beneficial ownership to 25,650 shares of common stock. The Form 4 records a Code A acquisition of 15 dividend-equivalent rights related to restricted stock units, received at a $0 price; the filing explains these rights were paid as a cash dividend on RSUs and are subject to the RSU terms. The form was signed on 09/08/2025 by an attorney-in-fact, Lindsey Bibby Bailes.
Reporting person: Burchard Curtis, listed as Chief Lending Officer and Director of Southside Bancshares, Inc. (SBSI). Transaction: On 09/04/2025 the reporting person received 55 shares of Common Stock as dividend equivalent rights related to restricted stock units (RSUs), at a reported price of $0. After the transaction, the reporting person beneficially owned 6,862 shares in a direct ownership form. The filing includes an explanatory note that the dividend equivalents are subject to the same terms and conditions as the underlying RSUs. The Form 4 was signed by an attorney-in-fact, Lindsey Bibby Bailes, on 09/08/2025.
Anthony Sherri, Chief Banking Officer and Director of Southside Bancshares, Inc. (SBSI), reported transactions dated 09/04/2025 on a Form 4. The filing shows 18 dividend-equivalent units credited in connection with restricted stock units (RSUs) at a $0 price, and 2,907 shares reported as beneficially owned following the transaction in a direct capacity. The filing also discloses 556 shares held indirectly through the company’s ESOP and acquired via the Dividend Reinvestment Program. The Form 4 was signed by an attorney-in-fact on 09/08/2025. The filing explains the 18 units reflect dividend equivalents on RSUs and the 556 shares include DRIP purchases.
Preston L. Smith, a director of Southside Bancshares, Inc. (SBSI), received dividend equivalent rights tied to restricted stock units. The Form 4 reports a transaction dated 09/04/2025 showing 26 shares acquired at $0 as dividend equivalents on RSUs. After the transaction the reporting person directly beneficially owned 20,441 shares and indirectly owned 1,430 shares through a spouse.
The form is filed individually and signed by an attorney-in-fact on 09/08/2025. The filer checked the box indicating the reporting person is a director. The filing explains the shares reflect cash-dividend equivalent rights subject to the same RSU terms.
Shands Hilliard J, a director of Southside Bancshares, Inc. (SBSI), reported a transaction dated 09/04/2025 showing the receipt of 15 dividend-equivalent rights related to restricted stock units at no cash cost. After the reported acquisition, the reporting person directly beneficially owns 50,195 shares and has additional indirect holdings of 201,952 shares (spousal trust), 6,795 shares (IRA) and 5,721 shares (spouse IRA). The filing explains these items are dividend equivalents paid on RSUs and are subject to the same terms as the underlying RSUs. The form was signed by an attorney-in-fact on 09/08/2025.
Alton L. Frailey, a director of Southside Bancshares, Inc. (SBSI), reported a non‑derivative acquisition on 09/04/2025. The filing shows 122 shares were acquired as dividend equivalent rights tied to restricted stock units (RSUs); the report lists a $0 price for that entry and states the dividend equivalents are subject to the same terms as the underlying RSUs. After the transaction the reporting person beneficially owns 10,767 shares of Common Stock. The form was signed by attorney‑in‑fact Lindsey Bibby Bailes on 09/08/2025.
Lawrence L. Anderson, a director of Southside Bancshares, Inc. (SBSI), reported a non-derivative acquisition on 09/04/2025 representing 21 dividend-equivalent rights related to restricted stock units (RSUs). The Form 4 shows these dividend-equivalent rights were recorded at $0 and resulted in the reporting person holding 3,758 shares directly and 15,929 shares indirectly through the Lawrence L Anderson Spousal Trust. The filing notes the dividend equivalents follow the same terms as the underlying RSUs. The form was signed by an attorney-in-fact on 09/08/2025.
Susan Elaine Anderson, a director of Southside Bancshares, Inc. (SBSI), received 15 shares on 09/04/2025 as dividend equivalent rights tied to restricted stock units (RSUs). The shares were issued at $0 as part of a cash dividend treatment and increased Ms. Anderson's direct beneficial ownership to 11,470 shares. The filing also reports indirect holdings of 23,143 shares (spousal IRA) and 681 shares (IRA). The Form 4 was signed by an attorney-in-fact on 09/08/2025. The disclosure reflects a routine equity issuance tied to compensation/dividend mechanics rather than an open-market purchase or sale.
Patricia Ann Callan, a director of Southside Bancshares, Inc. (SBSI), received dividend-equivalent rights tied to restricted stock units on 09/04/2025. The Form 4 reports an acquisition coded "A" for 15 dividend-equivalent units at no cash price, which increased her direct beneficial ownership to 5,858 shares. The filing also shows she beneficially owns 5,039 shares indirectly in an IRA. The filing explains these dividend equivalents arise from a cash dividend on RSUs and follow the same terms as the underlying RSUs.
The form was executed by an attorney-in-fact on 09/08/2025. No cash purchase or sale of shares is reported; this is a routine compensation-related ownership adjustment.
Michael J. Bosworth, a director of Southside Bancshares, Inc. (SBSI), reported a transaction dated 09/04/2025 on Form 4. The filing shows the reporting person acquired 24 shares of common stock at a reported price of $0, which the filer explains represent dividend equivalent rights received in connection with restricted stock units (RSUs). The Form 4 lists 82,851 shares beneficially owned following the reported transaction in a direct ownership capacity and additionally discloses 16,179 shares held indirectly through Bosworth & Associates Inc. The form was signed on 09/08/2025 by Lindsey Bibby Bailes as attorney-in-fact.