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.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Lee R. Gibson reported an equity award of 82 shares of Common Stock, received as a grant at no cash cost on March 5, 2026. This increased his directly held shares to 54,384.
He also reports indirect holdings of 31,904 shares through an ESOP and 8,665 shares in a 401(k) trust. Footnotes note that some shares reflect dividend equivalent rights on RSUs, annual ESOP contributions, forfeiture allocations, and dividend reinvestments under company programs.
Southside Bancshares director Shannon Dacus received additional common stock through a stock-based award. On a Form 4, Dacus reported an acquisition of 16 shares of common stock at a price of $0.00 per share, increasing directly held ownership to 8,489 shares.
The footnote explains these 16 shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) already held. These dividend equivalent rights follow the same vesting and other terms as the underlying RSUs, meaning they are tied to the same conditions as the original award.
Burchard Curtis reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. Chief Lending Officer Curtis Burchard reported an award of 71 shares of common stock on March 5, 2026, at a stated price of $0.00 per share, bringing his directly held shares to 8,770.
A footnote explains these reflect dividend equivalent rights credited in connection with cash dividends on his restricted stock units. A separate entry shows 217 shares held indirectly through an ESOP, which include annual contributions, forfeiture allocations and quarterly dividend reinvestments.
SOUTHSIDE BANCSHARES INC director Lawrence Lazelle Anderson reported an acquisition of 22 shares of common stock on March 5, 2026. The shares reflect dividend equivalent rights received from a cash dividend on RSUs, bringing his directly held shares to 3,802. He also reports 15,929 shares held indirectly through the Lawrence L Anderson Spousal Trust.
Southside Bancshares Inc. CRO Anne Martinez reported an equity award of 50 shares of common stock, received at no cost, classified as a grant or other acquisition. Following this award, she directly holds 8,499 common shares. The filing also shows additional indirect holdings of 3,396 shares through a 401(k), 2,822 shares through the company ESOP, and 303 shares in a spouse IRA. Footnotes explain that some amounts reflect dividend equivalent rights on restricted stock units and shares accumulated via the company’s dividend reinvestment program, payroll contributions, ESOP contributions, forfeiture allocations, and dividend reinvestments.
Southside Bancshares director Kirk A. Calhoun reported an automatic stock award rather than an open-market trade. He acquired 19 shares of common stock at no cost as dividend equivalent rights tied to his restricted stock units, following a cash dividend. After this award, his direct holdings total 17,142 shares of Southside Bancshares common stock. He also reports indirect ownership of 1,063 shares held in an IRA.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Susan Elaine Anderson reported an automatic grant of 16 shares of common stock on March 5, 2026. These shares are dividend equivalent rights tied to previously granted RSUs and were issued at no cost, increasing her direct holdings to 11,502 shares.
She also reported indirect ownership of 23,143 shares held in a spousal IRA and 681 shares held in an IRA.
DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares chief treasury officer Suni M. Davis received a grant of 42 shares of common stock on March 5, 2026. The award reflects dividend equivalent rights paid in stock on restricted stock units, with no cash price per share.
After this grant, Davis directly holds 13,047 common shares. Indirect holdings include 10,507 shares in a 401(k) plan, which comprise dividend reinvestment program shares and those bought through monthly payroll contributions, and 2,584 shares in the company ESOP from annual contributions and dividend reinvestments.
Southside Bancshares Inc. President and CEO Keith Donahoe reported an equity award in company stock. On the reported date, he acquired 157 shares of Common Stock through a grant or award at $0.00 per share, bringing his directly held stake to 20,383 shares. A footnote states these reflect dividend equivalent rights tied to restricted stock units subject to the same terms and conditions as the underlying awards. Separately, he also reports 833 shares held indirectly through an ESOP, which a footnote explains includes shares from the company’s annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
Southside Bancshares, Inc. reports full-year 2025 results and provides an overview of its banking operations and regulatory environment. The Texas-based community bank holding company had total assets of $8.51 billion, loans of $4.82 billion, deposits of $6.87 billion and equity of $847.6 million as of December 31, 2025.
Net income was $69.2 million with diluted EPS of $2.29, compared with $88.5 million and $2.91 in 2024. The company operates 53 branches across key Texas markets and manages approximately $1.65 billion in wealth management and trust assets while maintaining strong regulatory capital ratios above well‑capitalized thresholds.