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. (SBSI) reported an insider ownership update for a director. On 12/04/2025, the director acquired 127 shares of common stock at a price of $0, bringing their directly held stake to 10,894 shares. The filing explains that these 127 shares reflect dividend equivalent rights received in connection with a cash dividend on restricted stock units (RSUs) already held by the reporting person. These dividend equivalent rights carry the same terms and conditions as the underlying RSUs, meaning they follow the same vesting and restriction schedule.
Southside Bancshares, Inc. reported a small change in insider holdings by a director. On 12/04/2025, the director acquired 16 shares of common stock at a price of $0, bringing their total beneficial ownership to 8,473 shares held directly. The new shares reflect dividend equivalent rights credited on restricted stock units (RSUs) in connection with a cash dividend, and these rights are subject to the same terms and conditions as the underlying RSUs.
Southside Bancshares Inc. reported a small insider equity change under Form 4. A director who also serves as COB received 16 shares of common stock on 12/04/2025 at a price of $0, increasing their directly owned position to 25,666 shares after the transaction.
The company explains that these 16 shares reflect dividend equivalent rights granted in connection with a cash dividend on restricted stock units (RSUs) held by the insider. These dividend equivalents follow the same terms and conditions as the underlying RSUs, meaning they are tied to the existing restricted stock awards rather than an open-market purchase.
Southside Bancshares, Inc. insider reports small stock accrual from dividends. A director of Southside Bancshares reported acquiring 19 shares of common stock of the company on 12/04/2025 at a price of $0. After this transaction, the director beneficially owns 16,823 shares directly and 1,063 shares indirectly through an IRA. The filing explains that these additional shares reflect dividend equivalent rights credited on restricted stock units, meaning the dividends paid on underlying RSUs were converted into additional share-based rights under the same terms as the original awards.
Southside Bancshares, Inc. reported a small stock acquisition by a director. On 12/04/2025, the reporting person acquired 16 shares of common stock of Southside Bancshares, Inc. as an "A" (acquired) transaction at a price of $0 per share.
The filing explains that these 16 shares reflect dividend equivalent rights received in connection with a cash dividend on restricted stock units (RSUs) already held by the director, and these rights follow the same terms and conditions as the underlying RSUs. After this transaction, the director beneficially owns 5,874 shares directly and 5,039 shares indirectly through an IRA.
Southside Bancshares Inc. director reports small stock acquisition via dividend equivalents. A company director filed a Form 4 disclosing the acquisition of 16 shares of Southside Bancshares common stock on 12/04/2025 at a price of $0. These shares reflect dividend equivalent rights credited in connection with a cash dividend on restricted stock units (RSUs) already held by the insider and are subject to the same terms and conditions as the underlying RSUs.
Following this transaction, the director beneficially owns 11,486 shares of common stock directly, 23,143 shares through a spousal IRA, and 681 shares through a personal IRA. The filing indicates the report is made by a single reporting person in their capacity as a director of Southside Bancshares Inc.
Southside Bancshares, Inc. director reports small stock accrual from RSU dividends
A director of Southside Bancshares, Inc. reported acquiring 22 shares of common stock on 12/04/2025 at a stated price of $0. According to the filing, these shares reflect dividend equivalent rights that were credited based on a cash dividend paid on the director’s restricted stock units (RSUs) and are subject to the same terms and conditions as the underlying RSUs.
After this transaction, the director beneficially owns 3,780 shares of common stock directly and 15,929 shares indirectly through the Lawrence L Anderson Spousal Trust. The filing is an ownership update and does not describe any change to the company’s operations or financial results.
Southside Bancshares, Inc. insider transaction: A director of Southside Bancshares, Inc. (SBSI) reported acquiring 25 shares of common stock on 12/04/2025. The transaction was coded as an acquisition at a price of $0, reflecting dividend equivalent rights granted on restricted stock units (RSUs). These dividend equivalent rights arise when the company pays a cash dividend and are subject to the same terms and conditions as the underlying RSUs.
Following this transaction, the reporting person beneficially owns 82,876 Southside Bancshares common shares directly and 16,179 shares indirectly through Bosworth & Associates Inc. The form is filed for a single reporting person in the capacity of a director.
Southside Bancshares Inc. reported the initial holdings of one of its directors in a Form 3 insider ownership statement. The filing shows the director beneficially owns a total of 2,000 shares of Southside Bancshares common stock, split between 1,000 shares held directly and 1,000 shares held indirectly through an IRA. The individual filing acts in the capacity of a director, and the form was signed by an attorney-in-fact under a power of attorney, indicating the use of authorized representation for insider reporting compliance.
Southside Bancshares, Inc. reported insider share transfers by its Chief Executive Officer, who is also a director. On 12/03/2025, the reporting person made a transaction coded "G" (a gift) involving 5,065 shares of common stock at a reported price of $0. On 12/04/2025, an additional "G" transaction involved 455 shares, also at $0, reflecting another gift of stock.
After these transactions, the officer directly owned 56,628 shares of Southside Bancshares common stock. In addition, the filing shows indirect ownership of 30,967 shares held through an ESOP and 8,468 shares held through a 401(k) SSB Trust. The form is filed as an individual Form 4 for one reporting person.