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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. 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.
Southside Bancshares director Lawrence Lazelle Anderson reported a small, compensation-related change in his holdings. He acquired 18 shares of Common Stock at $0.00 per share as a grant of dividend equivalent rights on existing RSUs, so this was not an open-market purchase. After this award, he holds 5,493 shares directly and 15,929 shares indirectly through the Lawrence L Anderson Spousal Trust, indicating a routine adjustment to his equity position rather than a discretionary trade.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Susan Elaine Anderson reported a small stock award and updated holdings in a Form 4. She received 14 shares of common stock with no cash price, described as dividend equivalent rights tied to existing RSUs and subject to the same terms. After this award, she directly holds 12,762 common shares, while indirect holdings include 23,143 shares in a Spousal IRA and 681 shares in an IRA.
Southside Bancshares' Chief Credit Officer, Arnold T L Jr, reported a small stock award. He received 53 shares of common stock as a grant or other acquisition at no cost, increasing his direct holdings to 22,570 shares. He also indirectly holds 1,949 shares through an ESOP. Footnotes note dividend equivalent rights on RSUs and participation in the Dividend Reinvestment Program.
Southside Bancshares Inc. director Shannon Dacus received 14 shares of Common Stock as a grant tied to existing RSUs. The shares were acquired on June 1, 2026 at a stated price of $0.00 per share, reflecting dividend equivalent rights from a cash dividend on previously granted RSUs. After this award, Dacus directly owns 9,749 shares of Southside Bancshares common stock.
Southside Bancshares Inc. Chief Banking Officer Sherri Anthony reported a compensation-related stock award. On June 1, 2026, she received 32 shares of Common Stock as a grant at $0.00 per share, bringing her direct holdings to 4,391 shares.
The filing also shows 706 shares held indirectly through an ESOP. Footnotes explain that some shares reflect dividend equivalent rights on RSUs and shares acquired under the company’s Dividend Reinvestment Program, indicating no open-market buying or selling activity in this report.
Southside Bancshares Inc. President and CEO Keith Donahoe reported a compensation-related stock award. On June 1, 2026, he received an acquisition of 152 shares of Common Stock at $0.0000 per share, described as a grant, award, or other acquisition.
After this award, his directly held Common Stock position increased to 20,535 shares. The filing also shows an indirect holding of 842 shares through an ESOP. Footnotes explain that some shares reflect dividend equivalent rights on RSUs and shares acquired under the company's Dividend Reinvestment Program, underscoring that these are compensation and reinvestment-related, not open-market purchases or sales.