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 a routine insider update on ownership. A director and officer serving as president reported two transactions in common stock on 11/16/2025 and 11/17/2025 under transaction code F. The filings show dispositions of 40 shares at $28.84 per share and 157 shares at $28.09 per share. After these transactions, the insider reported 10,794 common shares held directly and 602 common shares held indirectly through an ESOP, indicating a relatively small change in overall ownership.
Southside Bancshares, Inc. reported an insider transaction by its Chief Accounting Officer. On 11/17/2025, the officer disposed of 79 shares of common stock at a price of $28.09 per share, with the transaction reported under code F. After this transaction, the officer beneficially owned 2,696 shares directly and 2,075 shares indirectly through an ESOP. The filing was made as a Form 4 by a single reporting person.
Southside Bancshares (SBSI) reported Q3 2025 results with net income of $4.9M and EPS of $0.16, down from $0.68 a year ago. Net interest income was $55.7M, little changed year over year, while provision for credit losses was $1.1M.
Results were driven by a $24.4M net loss on sales of available-for-sale securities in the quarter, which turned total noninterest income to a loss. For the nine months, net income was $48.2M and EPS $1.59. Deposits ended at $6.96B, up from $6.65B at year-end, and total assets were $8.38B. The company reduced FHLB borrowings to $101.3M from $731.9M.
Shareholders’ equity increased to $834.9M, aided by other comprehensive income, with AOCI improving to $(108.1)M. The company issued subordinated notes, bringing subordinated notes (net) to $239.6M. The board continued a quarterly dividend of $0.36 per share. Shares outstanding were 30,066,126 as of October 24, 2025.
Southside Bancshares, Inc. furnished an 8-K to disclose it issued a press release announcing financial results for the third quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and dated October 24, 2025.
The information under Item 2.02 is being furnished pursuant to General Instruction B.2 and is not deemed “filed” under Section 18 of the Exchange Act.
BlackRock, Inc. filed Amendment No. 16 to Schedule 13G for Southside Bancshares, Inc. (SBSI), reporting beneficial ownership of 4,043,073 common shares, or 13.4% of the class as of 09/30/2025.
BlackRock reports sole voting power over 3,969,539 shares and sole dispositive power over 4,043,073 shares, with no shared voting or dispositive power. The filing states the securities are held in the ordinary course and not for the purpose of changing or influencing control. An affiliated fund, iShares Core S&P Small-Cap ETF, has an interest exceeding five percent of the outstanding common stock.
Southside Bancshares, Inc. increased its Stock Repurchase Plan authorization by 1.0 million shares to a total of 2.0 million shares. The company has purchased approximately 868,000 shares at an average price of $28.43, leaving about 1.1 million shares available. Repurchases may occur in open market or privately negotiated transactions, and the plan can be modified, suspended or discontinued at any time.
The boards of the Company and Southside Bank will expand to fourteen members with the appointments of Keith M. Donahoe, Jeb W. Jones, and Raymond C. McKinney, CPA, effective November 15, 2025. Donahoe, the Company and Bank President, will receive no additional board compensation. McKinney will join the Company’s Audit and Risk Committees; all three will serve on key Bank committees. Initial terms run through the 2026 Annual Meeting.
The boards also approved Mitchell Craddock as Chief Operating Officer, effective upon the retirement of Brian K. McCabe on November 14, 2025. The Company noted the passing of Director Emeritus William Sheehy on October 5, 2025.
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.