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.
Southside Bancshares CFO Julie Shamburger reported updated holdings of the company’s common stock. She received an award of 71 shares on June 1, 2026, recorded as a compensation-related acquisition and reflecting dividend equivalent rights tied to her RSUs.
After this award, she directly holds 32,674 shares of common stock. She also reports several indirect positions, including shares held in a spouse IRA, a personal IRA, an ESOP account, and a 401(k) SSB Trust, which together supplement her direct ownership.
SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Preston L. Smith reported a small compensation-related stock increase. He received 28 shares of common stock at no cost as dividend equivalent rights tied to restricted stock units. After this grant, he directly holds 23,092 shares and indirectly holds 1,430 shares through his spouse.
SHANDS HILLIARD J reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Hilliard J. Shands reported a small equity-based compensation adjustment. He received 14 shares of Common Stock at no cost as a grant tied to dividend equivalent rights on restricted stock units, and now directly holds 35,641 shares.
The filing also lists indirect holdings in various retirement and spousal accounts, including 5,721 shares in a spouse’s IRA, 6,795 shares in an IRA, and 201,952 shares in a spousal trust. These entries reflect reported ownership positions rather than new market purchases or sales.
Martinez Anne reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares CRO Anne Martinez reported an updated ownership position in common stock. She received a grant of 49 shares of common stock on June 1, 2026 at $0.0000 per share as a compensation-related award, bringing her direct holdings to 8,548 shares.
She also reports indirect beneficial ownership of 303 shares through a spouse IRA, 2,853 shares through an ESOP, and 3,528 shares through a 401(k). Footnotes indicate some of these amounts include shares and dividend equivalent rights accumulated under the company’s Dividend Reinvestment Program and cash dividends on RSUs.
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.