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.
Julie Shamburger, CFO of Southside Bancshares, Inc. (SBSI), reported insider activity on Form 4. The filing shows a 09/04/2025 transaction recording 69 dividend-equivalent rights received in connection with RSUs at a $0 price, and lists total 28,751 shares directly beneficially owned after the transaction. The report also discloses indirect holdings of 4,787 shares via a 401(k) SSB Trust, 4,157 shares held by an ESOP, 3,250 shares in a spouse IRA, and 3,787 shares in an IRA. The filing notes that dividend-equivalent rights follow the same terms as the underlying RSUs and that some shares reflect participation in the company Dividend Reinvestment Program. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
Anne Martinez, Chief Risk Officer of Southside Bancshares, Inc. (SBSI), reported a non-derivative acquisition on 09/04/2025 converting 29 dividend-equivalent rights into common stock at no cash price, reflecting dividend equivalents paid on restricted stock units. After the reported transaction, Ms. Martinez directly beneficially owns 6,337 shares of SBSI common stock.
She also discloses indirect holdings of 2,965 shares in a 401(k), 2,548 shares in an ESOP, and 303 shares in a spouse IRA. The Form 4 was signed by an attorney-in-fact on 09/08/2025. The filing records the transaction as an issuance tied to dividend equivalents on RSUs and provides no information on any derivative instruments or cash purchases.
April Pinkley, Chief Accounting Officer of Southside Bancshares, Inc. (SBSI), reported a small insider acquisition tied to equity compensation. On 09/04/2025 she received 22 dividend equivalent rights related to restricted stock units at a stated price of $0, which are treated as an acquisition. After the transaction the filing shows 2,775 shares beneficially owned directly and 2,075 shares beneficially owned indirectly through an ESOP. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
The reporting person, Chief Treasury Officer of Southside Bancshares Inc. (SBSI), reported a non-derivative acquisition related to equity awards. The filing shows 39 dividend equivalent rights were received tied to restricted stock units and credited at no cash cost, and the reporting person now beneficially owns 11,629 common shares. Ownership is held directly for 11,629 shares and indirectly via a 401(k) account (8,975 shares) and an ESOP (2,313 shares). The filing notes shares include participation in the company’s dividend reinvestment program.
Jared C. Green, Regional President, ETX and a director/officer of Southside Bancshares, Inc. (SBSI), reported transactions dated 09/04/2025. He received 23 dividend-equivalent rights relating to restricted stock units at no cash cost, which are treated like the underlying RSUs. After the reported transactions he beneficially owns 5,130 shares directly. He also holds 2,143 shares indirectly through a 401(k) and 1,784 shares indirectly through an ESOP, including shares acquired via the company’s dividend reinvestment program. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
Arnold T. L. Jr., Chief Compliance Officer of Southside Bancshares, Inc. (SBSI), reported changes in his beneficial ownership on 09/04/2025. The filing shows an acquisition of 51 shares recorded as dividend equivalent rights on restricted stock units at a $0 price and 1,671 shares held indirectly through the company ESOP or acquired via the Dividend Reinvestment Program. After the reported transaction the reporting person beneficially owns 19,694 shares directly and 1,671 shares indirectly. The form is a routine Section 16 Form 4 disclosure signed by an attorney-in-fact on 09/08/2025 and includes explanatory notes about dividend equivalents and the DRIP.
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.