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.
The Southside Bancshares, Inc. (SBSI) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. As a New York Stock Exchange–listed bank holding company, Southside Bancshares uses SEC filings to report material events, financial results, capital markets transactions, and governance changes related to Southside Bank and the consolidated organization.
Recent 8-K filings described in the input illustrate the range of topics covered. Item 2.02 filings reference quarterly earnings press releases for periods ended March 31, June 30, and September 30, 2025, providing investors with official details on net income, net interest income, margins, noninterest income and expenses, asset quality metrics, and balance sheet data. Other 8-Ks under Items 1.01 and 2.03 outline the terms of Southside’s 7.00% fixed-to-floating rate subordinated notes due 2035, including their intended Tier 2 capital treatment and key interest and redemption features.
Governance-related 8-Ks under Item 5.02 report on board and executive changes, such as the planned retirement of the Chief Executive Officer, the appointment of the company’s President as future CEO, the expansion of the board, and the designation of a new Chief Operating Officer. Additional filings under Item 8.01 discuss stock repurchase plan authorizations and, in a January 2026 filing, the notice to redeem outstanding 3.875% fixed-to-floating rate subordinated notes due 2030.
On Stock Titan, these filings are updated as they are made available through EDGAR and can be paired with AI-powered summaries that explain the significance of each document in clear language. Users can quickly see which filings relate to earnings (such as 10-Q and 10-K when available), capital instruments, stock repurchase plans, or leadership changes, and can review Form 4 insider transaction reports alongside other disclosures to build a more complete picture of Southside Bancshares, Inc.’s regulatory and corporate history.
Southside Bancshares Inc. Chief Banking Officer Sherri Anthony reported an acquisition of 33 shares of common stock on March 5, 2026. The shares were granted at a price of $0.00 per share as dividend equivalent rights tied to restricted stock units.
After this grant, Anthony directly owned 4,359 common shares. In addition, she indirectly held 698 common shares through an ESOP, which includes the company’s annual ESOP contribution, forfeiture allocations and quarterly dividend reinvestments.
Southside Bancshares, Inc. Regional President, ETX, Jared C. Green reported an automatic stock award. He acquired 23 shares of common stock on a grant/award basis at $0.00 per share, bringing his directly held total to 5,489 shares.
The filing also updates his indirect holdings through an ESOP and a 401(k) plan, which now stand at 2,044 shares and 2,193 shares, respectively. Footnotes state these changes reflect dividend equivalents on RSUs and shares received via the company’s ESOP contribution, forfeiture allocation, dividend reinvestment, and Dividend Reinvestment Program.
Southside Bancshares director John Robert Garrett reported a small equity award. On March 5, 2026, he acquired 16 shares of common stock at $0.00 per share as dividend equivalent rights tied to his existing RSUs. Following this grant, he directly owns 25,682 common shares.
PINKLEY APRIL reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Chief Accounting Officer April Pinkley reported an equity award of 38 shares of common stock on March 5, 2026. The award was recorded at $0.00 per share and increased her directly held stake to 4,387 common shares. A separate line shows 2,281 common shares held indirectly through an ESOP, reflecting annual contributions, forfeiture allocations and dividend reinvestments. Footnotes explain that the 38-share award represents dividend equivalent rights tied to existing restricted stock units and is subject to the same terms as those RSUs.
Southside Bancshares Inc. reported that its CCO, Arnold T L Jr, received an award of 55 shares of common stock on March 5, 2026. The shares reflect dividend equivalent rights credited from a cash dividend on RSUs he already holds.
Following this grant or award acquisition, he directly owned 21,511 shares of Southside Bancshares common stock. He also indirectly held 1,928 shares through the company ESOP, which includes shares from annual ESOP contributions, forfeiture allocations, and quarterly dividend reinvestment.
BOSWORTH MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Michael J. Bosworth received 24 shares of common stock on March 5, 2026 as a grant tied to dividend equivalent rights on his restricted stock units, at a stated price of $0 per share. This award increased his direct holdings to 82,900 common shares. He also holds an additional 16,179 common shares indirectly through Bosworth & Associates Inc.
Southside Bancshares Inc. director Alton L. Frailey reported an automatic share award. On the reported date, he acquired 126 shares of common stock at a price of $0.00 per share, increasing his directly held stake to 11,020 shares.
According to the footnote, these shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) he holds. The dividend equivalents are subject to the same terms and conditions as the underlying RSUs, meaning they follow the same vesting and other restrictions.
Southside Bancshares Inc. CFO Julie Shamburger reported an acquisition of 73 shares of Common Stock on March 5, 2026, recorded as a grant or award at $0.0000 per share. Following this grant, her directly held shares totaled 31,160.
She also reported indirect ownership through several accounts, including 4,899 shares in a 401k SSB Trust, 4,472 shares held by an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA. Footnotes state these holdings reflect dividend equivalent rights on RSUs, dividend reinvestment, and ESOP-related contributions.
Southside Bancshares director Hilliard J. Shands reported an equity award of 16 shares of Common Stock on March 5, 2026. The shares were granted at a price of $0.00 per share as a grant, award, or other acquisition tied to existing compensation.
A footnote explains this reflects dividend equivalent rights received from a cash dividend on RSUs already held, and these rights are subject to the same terms and conditions as the underlying RSUs. Following this event, Shands directly held 34,381 common shares, with additional indirect holdings through a spousal trust and IRA accounts.
SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Preston L. Smith reported an award of 27 shares of common stock on March 5, 2026. These shares reflect dividend equivalent rights received from a cash dividend on restricted stock units (RSUs) he holds, and carry the same terms as the underlying RSUs.
After this grant, Smith directly owns 20,496 shares of Southside Bancshares common stock. He also has indirect ownership of 1,430 shares through his spouse, reported separately as indirect beneficial ownership.