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.
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.
Shands Hilliard J, a director of Southside Bancshares, Inc. (SBSI), reported a transaction dated 09/04/2025 showing the receipt of 15 dividend-equivalent rights related to restricted stock units at no cash cost. After the reported acquisition, the reporting person directly beneficially owns 50,195 shares and has additional indirect holdings of 201,952 shares (spousal trust), 6,795 shares (IRA) and 5,721 shares (spouse IRA). The filing explains these items are dividend equivalents paid on RSUs and are subject to the same terms as the underlying RSUs. The form was signed by an attorney-in-fact on 09/08/2025.
Alton L. Frailey, a director of Southside Bancshares, Inc. (SBSI), reported a non‑derivative acquisition on 09/04/2025. The filing shows 122 shares were acquired as dividend equivalent rights tied to restricted stock units (RSUs); the report lists a $0 price for that entry and states the dividend equivalents are subject to the same terms as the underlying RSUs. After the transaction the reporting person beneficially owns 10,767 shares of Common Stock. The form was signed by attorney‑in‑fact Lindsey Bibby Bailes on 09/08/2025.
Lawrence L. Anderson, a director of Southside Bancshares, Inc. (SBSI), reported a non-derivative acquisition on 09/04/2025 representing 21 dividend-equivalent rights related to restricted stock units (RSUs). The Form 4 shows these dividend-equivalent rights were recorded at $0 and resulted in the reporting person holding 3,758 shares directly and 15,929 shares indirectly through the Lawrence L Anderson Spousal Trust. The filing notes the dividend equivalents follow the same terms as the underlying RSUs. The form was signed by an attorney-in-fact on 09/08/2025.
Susan Elaine Anderson, a director of Southside Bancshares, Inc. (SBSI), received 15 shares on 09/04/2025 as dividend equivalent rights tied to restricted stock units (RSUs). The shares were issued at $0 as part of a cash dividend treatment and increased Ms. Anderson's direct beneficial ownership to 11,470 shares. The filing also reports indirect holdings of 23,143 shares (spousal IRA) and 681 shares (IRA). The Form 4 was signed by an attorney-in-fact on 09/08/2025. The disclosure reflects a routine equity issuance tied to compensation/dividend mechanics rather than an open-market purchase or sale.
Patricia Ann Callan, a director of Southside Bancshares, Inc. (SBSI), received dividend-equivalent rights tied to restricted stock units on 09/04/2025. The Form 4 reports an acquisition coded "A" for 15 dividend-equivalent units at no cash price, which increased her direct beneficial ownership to 5,858 shares. The filing also shows she beneficially owns 5,039 shares indirectly in an IRA. The filing explains these dividend equivalents arise from a cash dividend on RSUs and follow the same terms as the underlying RSUs.
The form was executed by an attorney-in-fact on 09/08/2025. No cash purchase or sale of shares is reported; this is a routine compensation-related ownership adjustment.