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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. director Raymond C. McKinney reported a compensation-related share award. He acquired 14 shares of common stock at no cost as dividend equivalent rights tied to his existing RSUs following a cash dividend. After this award, he directly holds 1,260 common shares.
PINKLEY APRIL reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares CAO April Pinkley reported new equity awards and updated holdings. She received an award of 37 shares of Common Stock at $0.0000 per share, increasing her direct ownership to 4,424 shares. A separate entry reflects 2,307 shares held indirectly through an ESOP.
Footnotes explain that some shares arise from dividend equivalent rights on RSUs and from the company’s Dividend Reinvestment Program, indicating these are compensation and reinvestment-related allocations rather than open-market purchases or sales.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Lee R. Gibson reported a small stock award and updated holdings. He received 93 shares of common stock as a grant tied to dividend equivalent rights on restricted stock units, with no open-market buying or selling.
After this award, he directly holds 58,812 common shares and indirectly holds 40,567 shares through an IRA. The filing reflects routine, compensation-related share accrual rather than a discretionary trade.
Southside Bancshares director Jeb Weldon Jones reported a small equity award rather than an open-market trade. On this Form 4, he acquired 14 shares of common stock at no cost as a grant or award, increasing his directly held stake to 2,260 shares. A footnote explains these 14 shares reflect dividend equivalent rights tied to restricted stock units, meaning they were issued in connection with a cash dividend on previously granted RSUs. The filing also notes an indirect holding of 1,000 shares in an IRA.
Southside Bancshares Inc. regional president Jared C. Green reported an equity compensation update in the form of a small stock award. He received a grant of 18 shares of common stock at no cash cost, treated as a grant, award, or other acquisition.
After this grant, Green directly holds 5,432 shares of Southside Bancshares common stock. He also reports indirect holdings of 2,066 shares through an ESOP and 2,217 shares through a 401(k) plan as of the same date.
Footnotes explain that the award reflects dividend equivalent rights credited on restricted stock units (RSUs), and that some reported holdings include shares acquired under the company’s Dividend Reinvestment Program.
Southside Bancshares director Alton L. Frailey received a small equity-related award, increasing his direct stake in the company. He acquired 148 shares of common stock on June 1, 2026 at no cost, bringing his direct holdings to 13,505 shares.
The footnote explains these 148 shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) he already holds. These dividend equivalents follow the same vesting and other terms as the underlying RSUs, making this a routine, compensation-related adjustment rather than an open-market purchase.
Southside Bancshares Inc. chief lending officer Curtis Burchard reported a small stock-based compensation award. He acquired 69 shares of common stock at no cost through a grant or similar award, partly reflecting dividend equivalent rights tied to restricted stock units. Following this award, he holds 8,839 shares directly and 220 shares indirectly through the company’s ESOP and dividend reinvestment program, indicating a modest increase in his overall equity stake.
Southside Bancshares Inc. director Patricia Ann Callan reported a small compensation-related stock acquisition rather than an open-market trade. On June 1, 2026, she received 14 shares of common stock with a reported price of $0.00 per share, classified as a grant or award. A footnote explains these represent dividend equivalent rights credited in connection with a cash dividend on restricted stock units, and they carry the same terms as the underlying RSUs, making this a routine adjustment to her equity compensation. Following the transaction, she directly holds 7,150 shares of common stock and indirectly holds 5,039 shares through an IRA, as reflected in the filing.
Garrett John Robert reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC director and COB Garrett John Robert received 14 shares of Common Stock as a grant on June 1, 2026. The award was recorded at $0.00 per share because it reflects a stock-based compensation item, not a market purchase.
According to the footnote, these shares represent dividend equivalent rights tied to existing RSUs and are subject to the same terms and conditions as those RSUs. After this grant, Garrett John Robert directly holds 26,942 shares of Southside Bancshares common stock.
Southside Bancshares director Kirk A. Calhoun reported a small equity award tied to existing RSUs. On June 1, 2026, he acquired 19 shares of common stock at $0.00 per share as a grant or award, reflecting dividend equivalent rights from a cash dividend on his restricted stock units.
Following this award, Calhoun directly holds 18,912 shares of Southside Bancshares common stock and indirectly holds 1,063 shares through an IRA. The filing indicates this was a compensation-related acquisition rather than an open-market purchase or sale.