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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 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.
Southside Bancshares Chief Operating Officer John Mitchell Craddock Jr. reported a routine tax-related share disposition. On May 30, 2026, 206 shares of common stock were withheld at $32.76 per share to cover tax obligations. After this, he holds 5,304 shares directly and 217 shares indirectly through an ESOP.
Southside Bancshares Regional President Jared C. Green reported routine share activity involving company common stock. A total of 75 shares were disposed of at $32.76 per share as a tax-withholding transaction, meaning the shares were used to cover tax obligations rather than sold on the open market. Following this, he holds 5,414 shares directly, along with indirect holdings of 2,066 shares through an ESOP and 2,193 shares through a 401(k) plan.
Southside Bancshares, Inc. reported results of its 2026 annual shareholder meeting. Shareholders approved an amendment to the Restated Certificate of Formation authorizing the issuance of up to 8,000,000 shares of flexible preferred stock, giving the company added capital-structure flexibility if it chooses to issue preferred in the future.
Shareholders also elected six directors with staggered terms, approved on a non-binding advisory basis the compensation of named executive officers, and ratified Ernst & Young LLP as independent auditor for the year ending December 31, 2026. Meeting participation was high, with 26,767,647 common shares represented, or 89.99% of the 29,743,585 shares outstanding as of the March 16, 2026 record date.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Lee R. Gibson received a grant of 1,246 shares of Common Stock as a stock award on May 14, 2026. The award carried a price of $0.0000 per share, indicating it was compensation rather than an open-market purchase.
Following this grant, Gibson directly holds 58,719 Southside Bancshares shares. He also has indirect holdings of 8,665 shares through a 401k SSB Trust and 31,904 shares held by an ESOP, giving him a mix of direct and benefit-plan-related ownership in the company.