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.
Southside Bancshares, Inc. reported a new executive benefit arrangement and upcoming board changes. Its subsidiary Southside Bank entered into a split dollar life insurance agreement with President and CEO Keith Donahoe, under which the bank owns the policies and shares death benefits with his beneficiary.
If Mr. Donahoe dies while employed, his beneficiary receives $2,100,000, increased annually by a 5% inflation factor, subject to the net death proceeds. If he dies after leaving the bank with vested status, the benefit equals 1.5 times his base salary for his final year of employment. After retirement, the bank will pay an annual gross-up bonus to cover federal income taxes on this economic benefit.
The filing also notes that director Michael J. Bosworth will retire from the boards of the company and the bank at the 2026 Annual Meeting of Shareholders on May 14, 2026 under the mandatory age policy. Following his retirement, the board size will decrease from 14 to 13 members.
Southside Bancshares CFO Julie Shamburger reported a small share disposition in company stock. On February 6, 2026, she had 260 shares of common stock withheld or disposed of at $33.55 per share, leaving 31,087 shares held directly.
She also reported indirect holdings of common stock through retirement and benefit-related accounts, including 4,843 shares in a 401k SSB Trust, 4,206 shares by ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse IRA.
Southside Bancshares director Lee R. Gibson reported a share transaction dated February 6, 2026. The filing shows the disposition of 556 shares of common stock at $33.55 per share, coded as an "F" transaction. After this, Gibson directly holds 54,302 common shares, plus indirect holdings of 31,329 shares through an ESOP and 8,567 shares through a 401k SSB Trust.
Southside Bancshares Inc. chief lending officer reports small share disposition
Officer Curtis Burchard, listed as chief lending officer of Southside Bancshares Inc. (SBSI), reported a transaction in the company’s common stock on February 6, 2026. He disposed of 164 shares of common stock at a price of $33.55 per share under transaction code F.
Following this transaction, Burchard beneficially owned 8,699 shares of Southside Bancshares common stock, held in direct ownership form.
Southside Bancshares Inc. President and CEO Keith Donahoe, who also serves as a director, reported a routine change in his holdings of Southside Bancshares Inc. common stock. On February 6, 2026, he disposed of 331 shares of common stock at $33.55 per share, a transaction reported with code F. After this transaction, he held 20,226 shares of common stock directly. He also reported 609 shares held indirectly through an ESOP, reflecting additional beneficial ownership.
Southside Bancshares Inc. chief credit officer Arnold T. L. Jr. reported a disposition of 196 shares of common stock on February 6, 2026 at $33.55 per share, coded as transaction type "F." After this transaction, he directly holds 21,456 common shares.
He also has an additional 1,691 shares reported as indirectly owned through an ESOP, reflecting his total reported beneficial holdings split between direct ownership and employee stock plan interests.
Southside Bancshares Inc. executive reports small share transaction. Chief Treasury Officer Suni M. Davis reported a Form 4 entry dated February 6, 2026, with a transaction coded "F" involving 175 shares of common stock at $33.55 per share.
Following this transaction, Davis directly beneficially owned 13,005 shares of Southside Bancshares common stock. The filing also lists indirect beneficial ownership of 9,289 shares through a 401(k) plan and 2,340 shares through an ESOP arrangement.
Southside Bancshares’ CFO Julie Shamburger received an equity award of 3,046 shares of common stock on February 4, 2026, at a stated price of $0 per share, increasing her directly held shares to 31,347.
In addition to these directly owned shares, she is reported as indirectly holding 4,843 shares through a 401k SSB Trust, 4,206 shares through an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse’s IRA.
Southside Bancshares chief lending officer Curtis Burchard reported a stock award. On February 4, 2026, he acquired 1,944 shares of common stock at $0 per share, increasing his directly held position to 8,863 shares. The transaction was reported as a direct, non-derivative acquisition.
Southside Bancshares Inc. reported that its Chief Credit Officer, Arnold T L Jr, acquired 2,287 shares of common stock on February 4, 2026 at a reported price of $0 per share, indicating a stock award rather than an open‑market purchase.
Following this transaction, he beneficially owns 21,652 shares directly and 1,691 shares indirectly through the company’s ESOP, increasing his overall equity stake in the bank.