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. 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.
Southside Bancshares Inc. director reported buying additional company stock. On 12/04/2025, the insider purchased 1,807 shares of common stock at a price of $30.68 per share in an open-market transaction.
After this purchase, the reporting person directly owns 389,288 shares of Southside Bancshares common stock, with additional shares held indirectly through various trusts and an IRA. The filing reflects ongoing insider ownership rather than any change in the company’s operations or financial performance.
Southside Bancshares, Inc. (SBSI) filed an initial beneficial ownership report on Form 3 for a board member. The reporting person is identified as a Director of Southside Bancshares and is filing individually, not as part of a group. The filing states in the remarks section that no securities are beneficially owned, and both the non-derivative and derivative securities tables contain no reported holdings. The form is signed on behalf of the reporting person by Lindsey Bibby Bailes as attorney-in-fact, referencing an attached power of attorney.
Southside Bancshares, Inc. (SBSI) reported a change in ownership by its Chief Accounting Officer. On 11/21/2025, the officer acquired 1,633 shares of Southside Bancshares common stock at a reported price of $0 per share, which typically reflects an award rather than an open-market purchase. Following this transaction, the officer directly owns 4,329 shares of common stock and indirectly holds 2,075 shares through an ESOP. The filing was made as a Form 4 by a single reporting person, documenting this equity award and updated beneficial ownership.
Southside Bancshares, Inc. (SBSI) reported an insider equity transaction by its Chief Banking Officer. On 11/21/2025, the officer acquired 1,438 shares of common stock at a reported price of $0, indicating a likely stock award or similar equity grant rather than an open-market purchase. Following this transaction, the officer beneficially owns 4,309 shares directly and 556 shares indirectly through an ESOP. This filing reflects routine insider compensation-related activity rather than a major corporate event.