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 (SBSI) director Shannon Dacus reported a Form 4 showing a non‑derivative acquisition on 09/04/2025. The filing records an acquisition coded "A" of 15 shares at a $0 price, which the filer explains are dividend equivalent rights paid in cash on restricted stock units (RSUs). After this transaction the reporting person beneficially owns 8,457 shares in a direct form. The Form 4 was signed by an attorney‑in‑fact on 09/08/2025. No option, convertible or other derivative positions are reported in this filing.
Reporting person: Kirk A. Calhoun, director of Southside Bancshares, Inc. (SBSI). Transaction: On 09/04/2025 the reporting person received 18 dividend equivalent rights related to RSUs, recorded at $0. After the reported transaction the reporting person beneficially owned 16,804 shares directly and 1,063 shares indirectly (IRA). The filing notes the 18 units reflect dividend equivalents paid on RSUs and are subject to the same terms as the underlying RSUs.
Southside Bancshares, Inc. completed a public offering of $150,000,000 in 7.00% fixed-to-floating rate subordinated notes due 2035. The notes pay a fixed 7.00% annual interest rate, with payments each February 15 and August 15 until August 15, 2030, then switch to a floating rate based on a benchmark expected to be Three-Month Term SOFR plus 357 basis points, with quarterly payments through 2035.
The notes are intended to qualify as Tier 2 regulatory capital and generated approximately $147,750,000 in net proceeds after underwriting discounts and commissions. The company plans to use the funds for general corporate purposes, which may include redeeming its outstanding 3.875% fixed-to-floating rate subordinated notes due 2030 on November 15, 2025, repaying or refinancing other debt, repurchasing common stock, and potential acquisitions. The notes are unsecured subordinated obligations, ranking junior to senior debt and structurally subordinated to liabilities of subsidiaries.
Southside Bancshares, Inc. agreed to issue and sell $150,000,000 aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 under an underwriting agreement with Keefe, Bruyette & Woods acting as representative. The offering will be made pursuant to the companys effective Form S-3 registration statement and related prospectus supplements and is expected to close subject to customary closing conditions. The underwriting agreement contains customary representations, warranties, covenants, indemnification obligations and termination provisions, and a copy is filed as Exhibit 1.1.
Southside Bancshares, Inc. is offering $150,000,000 of 7.00% fixed-to-floating rate subordinated notes due August 15, 2035. Interest is fixed at 7.00% from issuance through August 15, 2030, then converts to a floating rate equal to Three-Month Term SOFR plus 357 basis points (with SOFR floored at zero), payable quarterly; issue date is August 14, 2025 and issue price is 100%. Net proceeds are expected to be approximately $147,125,000 after underwriting discounts and commissions of $2,250,000 (1.50%). The issuer may redeem beginning August 15, 2030 or earlier in whole (but not in part) upon a Tax Event, Tier 2 Capital Event or required investment company registration, subject to Federal Reserve approval. The Notes are unsecured and subordinated, structurally subordinated to subsidiary liabilities and rank equally with the company’s existing subordinated notes. As of June 30, 2025, consolidated assets were $8.34 billion, loans $4.6 billion, deposits $6.6 billion, total equity $807.2 million, and the company reported net income of $88.5 million for 2024 and $43.3 million for the six months ended June 30, 2025.
On 4 Aug 2025, Southside Bancshares, Inc. (NYSE: SBSI) filed a Form 8-K to furnish, under Item 7.01 (Reg FD), an investor presentation dated the same day. The slide deck (Exhibit 99.1) will be used in investor meetings beginning 4 Aug 2025 and is posted on the company website under Investor Relations › Events. Management explicitly states the materials are furnished, not filed; therefore they are excluded from Securities Act or Exchange Act incorporation unless later referenced. No earnings data, guidance, acquisitions, or other material business developments are included—this report solely provides the presentation’s availability and complies with fair-disclosure requirements. Item 9.01 lists the exhibits (99.1 presentation, 104 cover-page XBRL). The filing carries neutral investment significance, signalling routine investor outreach rather than any operational change.