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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.
BOSWORTH MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Michael J. Bosworth received 24 shares of common stock on March 5, 2026 as a grant tied to dividend equivalent rights on his restricted stock units, at a stated price of $0 per share. This award increased his direct holdings to 82,900 common shares. He also holds an additional 16,179 common shares indirectly through Bosworth & Associates Inc.
Southside Bancshares Inc. director Alton L. Frailey reported an automatic share award. On the reported date, he acquired 126 shares of common stock at a price of $0.00 per share, increasing his directly held stake to 11,020 shares.
According to the footnote, these shares reflect dividend equivalent rights credited from a cash dividend on restricted stock units (RSUs) he holds. The dividend equivalents are subject to the same terms and conditions as the underlying RSUs, meaning they follow the same vesting and other restrictions.
Southside Bancshares Inc. CFO Julie Shamburger reported an acquisition of 73 shares of Common Stock on March 5, 2026, recorded as a grant or award at $0.0000 per share. Following this grant, her directly held shares totaled 31,160.
She also reported indirect ownership through several accounts, including 4,899 shares in a 401k SSB Trust, 4,472 shares held by an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA. Footnotes state these holdings reflect dividend equivalent rights on RSUs, dividend reinvestment, and ESOP-related contributions.
Southside Bancshares director Hilliard J. Shands reported an equity award of 16 shares of Common Stock on March 5, 2026. The shares were granted at a price of $0.00 per share as a grant, award, or other acquisition tied to existing compensation.
A footnote explains this reflects dividend equivalent rights received from a cash dividend on RSUs already held, and these rights are subject to the same terms and conditions as the underlying RSUs. Following this event, Shands directly held 34,381 common shares, with additional indirect holdings through a spousal trust and IRA accounts.
SMITH PRESTON L reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Preston L. Smith reported an award of 27 shares of common stock on March 5, 2026. These shares reflect dividend equivalent rights received from a cash dividend on restricted stock units (RSUs) he holds, and carry the same terms as the underlying RSUs.
After this grant, Smith directly owns 20,496 shares of Southside Bancshares common stock. He also has indirect ownership of 1,430 shares through his spouse, reported separately as indirect beneficial ownership.
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.