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 (SBSI) reported that director Jeb Weldon Jones acquired 14 shares of common stock on September 3, 2026 as a grant or award tied to existing restricted stock units. A footnote states these are dividend equivalent rights subject to the same terms as the underlying RSUs.
After this award, Jones held 2,274 shares of common stock directly and 1,000 shares indirectly through an IRA. No transactions were reported as made under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (symbol: SBSI) is the issuer of record for a Form 4 filing submitted to the SEC. Burchard Curtis reported acquisition or exercise transactions in this Form 4 filing.
SOUTHSIDE BANCSHARES INC (SBSI) reported that Chief Lending Officer Curtis Burchard received an award of 55 shares of common stock on September 3, 2026 as dividend equivalent rights tied to existing restricted stock units, with no cash price per share. Following this award, he held 8,543 common shares directly and 222 shares indirectly through the company’s employee stock ownership and dividend reinvestment programs. No Rule 10b5-1 trading plan is reported for these transactions.
Southside Bancshares Inc (SBSI) reported that director Shannon Dacus acquired 14 shares of common stock-equivalent through a grant on September 3, 2026. These represent dividend equivalent rights credited in connection with a cash dividend on RSUs held, bringing the director's directly held position to 9,763 shares.
SOUTHSIDE BANCSHARES INC (SBSI) director Susan Elaine Anderson reported an acquisition of 14 shares of Common Stock on September 3, 2026 as a grant or award. These shares reflect dividend equivalent rights credited on restricted stock units (RSUs) she holds and carry the same terms as the underlying RSUs. Following this grant, she holds 12,776 shares directly and has additional indirect holdings of 23,143 shares in a Spousal IRA and 681 shares in an IRA.
No transactions are reported under a Rule 10b5-1 trading plan.
SOUTHSIDE BANCSHARES INC (SBSI) director Shands Hilliard J reported an acquisition of 6,525 shares of common stock on June 24, 2026, classified as an acquisition by will or laws of descent and distribution at a stated price of $0.00 per share. Following this, he directly holds 42,166 shares, and also reports indirect holdings of 201,952 shares through a Spousal Trust, 6,795 shares in an IRA, and 5,721 shares in a spouse’s IRA.
Southside Bancshares, Inc. reported higher net income for the quarter and six months ended June 30, 2026. Quarterly net income was 26,837 (in thousands) versus 21,813 a year earlier, and diluted EPS was $0.90 versus $0.72. Net interest income rose to 57,334 (in thousands), with total interest and dividend income of 103,920 (in thousands) and interest expense of 46,586 (in thousands). Noninterest income increased to 14,004 (in thousands) and noninterest expense dipped to 38,676 (in thousands), lifting pre‑tax income to 32,579 (in thousands).
For the first half of 2026, net income grew to 50,096 (in thousands) from 43,320, with diluted EPS of $1.68 versus $1.42. Total assets were 8,763,714 (in thousands), driven by loan growth to 4,949,567 (in thousands). Total deposits declined to 6,169,395 (in thousands), while FHLB borrowings rose to 995,848 (in thousands) and other borrowings to 419,787 (in thousands). Shareholders’ equity increased to 882,464 (in thousands) as retained earnings rose and accumulated other comprehensive loss narrowed.
Asset quality indicators changed significantly. Nonperforming assets fell to 9,798 (in thousands) from 38,243 at December 31, 2025, helped by payoff of a $27.5 million restructured commercial real estate loan. The allowance for loan losses was 45,595 (in thousands). The company also redeemed $100.0 million of 3.875% subordinated notes and now carries 147,587 (in thousands) of 7.00% subordinated debt plus 60,282 (in thousands) of trust preferred subordinated debentures.
Southside Bancshares, Inc. reported strong second‑quarter 2026 results, with net income of $26.8 million and diluted EPS of $0.90, up from $21.8 million and $0.72 a year earlier. Annualized return on average assets was 1.23%, and return on average tangible common equity was 16.09%.
Net interest income for the quarter was $57.3 million, up 5.7% year over year, while noninterest income rose 15.3% to $14.0 million and noninterest expense fell 1.5% to $38.7 million, contributing to an efficiency ratio (FTE) of 52.96%. For the first half of 2026, net income was $50.1 million and diluted EPS $1.68.
Total assets reached $8.76 billion and loans $4.95 billion at June 30, 2026. Asset quality remained strong, with nonperforming assets of $9.8 million, or 0.11% of total assets, and net charge‑offs of $0.3 million for the quarter. Management noted modest linked‑quarter loan growth but cited strong production and stated it expects mid‑single‑digit loan growth for the year.
Southside Bancshares Inc. chief lending officer Curtis Burchard reported a tax-withholding disposition of 351 shares of common stock on July 18, 2026, at $34.84 per share, with the price based on the prior business day’s close. Following this withholding, he directly holds 8,488 shares, and an additional 220 shares are held indirectly through an ESOP. The filing indicates the transaction was not made under a Rule 10b5-1 trading plan.
Southside Bancshares Chief Banking Officer Sherri Anthony reported routine share updates. A total of 128 shares of Common Stock were disposed of at $33.63 per share as a tax-withholding transaction, leaving 4,263 shares held directly and 706 shares held indirectly through an ESOP.
Southside Bancshares Chief Accounting Officer April Pinkley reported routine share movements. On June 20, 2026, 135 shares of common stock were disposed of at $33.63 per share to cover tax obligations, a non-market “F” code tax-withholding transaction. After this, she directly owned 4,289 common shares and indirectly held 2,307 shares through an ESOP account.