Southside Bancshares Inc SEC Filings

Michael J. Bosworth, a director of Southside Bancshares, Inc. (SBSI), reported a transaction dated 09/04/2025 on Form 4. The filing shows the reporting person acquired 24 shares of common stock at a reported price of $0, which the filer explains represent dividend equivalent rights received in connection with restricted stock units (RSUs). The Form 4 lists 82,851 shares beneficially owned following the reported transaction in a direct ownership capacity and additionally discloses 16,179 shares held indirectly through Bosworth & Associates Inc. The form was signed on 09/08/2025 by Lindsey Bibby Bailes as attorney-in-fact.

Southside Bancshares (SBSI) director Shannon Dacus reported a Form 4 showing a non‑derivative acquisition on 09/04/2025. The filing records an acquisition coded "A" of 15 shares at a $0 price, which the filer explains are dividend equivalent rights paid in cash on restricted stock units (RSUs). After this transaction the reporting person beneficially owns 8,457 shares in a direct form. The Form 4 was signed by an attorney‑in‑fact on 09/08/2025. No option, convertible or other derivative positions are reported in this filing.

Reporting person: Kirk A. Calhoun, director of Southside Bancshares, Inc. (SBSI). Transaction: On 09/04/2025 the reporting person received 18 dividend equivalent rights related to RSUs, recorded at $0. After the reported transaction the reporting person beneficially owned 16,804 shares directly and 1,063 shares indirectly (IRA). The filing notes the 18 units reflect dividend equivalents paid on RSUs and are subject to the same terms as the underlying RSUs.

Southside Bancshares, Inc. agreed to issue and sell $150,000,000 aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 under an underwriting agreement with Keefe, Bruyette & Woods acting as representative. The offering will be made pursuant to the companys effective Form S-3 registration statement and related prospectus supplements and is expected to close subject to customary closing conditions. The underwriting agreement contains customary representations, warranties, covenants, indemnification obligations and termination provisions, and a copy is filed as Exhibit 1.1.

Southside Bancshares, Inc. is offering $150,000,000 of 7.00% fixed-to-floating rate subordinated notes due August 15, 2035. Interest is fixed at 7.00% from issuance through August 15, 2030, then converts to a floating rate equal to Three-Month Term SOFR plus 357 basis points (with SOFR floored at zero), payable quarterly; issue date is August 14, 2025 and issue price is 100%. Net proceeds are expected to be approximately $147,125,000 after underwriting discounts and commissions of $2,250,000 (1.50%). The issuer may redeem beginning August 15, 2030 or earlier in whole (but not in part) upon a Tax Event, Tier 2 Capital Event or required investment company registration, subject to Federal Reserve approval. The Notes are unsecured and subordinated, structurally subordinated to subsidiary liabilities and rank equally with the company’s existing subordinated notes. As of June 30, 2025, consolidated assets were $8.34 billion, loans $4.6 billion, deposits $6.6 billion, total equity $807.2 million, and the company reported net income of $88.5 million for 2024 and $43.3 million for the six months ended June 30, 2025.

On 4 Aug 2025, Southside Bancshares, Inc. (NYSE: SBSI) filed a Form 8-K to furnish, under Item 7.01 (Reg FD), an investor presentation dated the same day. The slide deck (Exhibit 99.1) will be used in investor meetings beginning 4 Aug 2025 and is posted on the company website under Investor Relations › Events. Management explicitly states the materials are furnished, not filed; therefore they are excluded from Securities Act or Exchange Act incorporation unless later referenced. No earnings data, guidance, acquisitions, or other material business developments are included—this report solely provides the presentation’s availability and complies with fair-disclosure requirements. Item 9.01 lists the exhibits (99.1 presentation, 104 cover-page XBRL). The filing carries neutral investment significance, signalling routine investor outreach rather than any operational change.