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. Chief Operating Officer John Mitchell Craddock Jr. acquired 1,796 shares of the company’s common stock on February 4, 2026. The shares were acquired at a reported price of $0.00 per share, indicating they were received without cash payment. Following this transaction, he directly owns 5,447 common shares of Southside Bancshares Inc.
Southside Bancshares Chief Treasury Officer Suni M. Davis reported an acquisition of company stock. On February 4, 2026, Davis acquired 1,768 shares of common stock at a reported price of $0, increasing direct ownership to 13,180 shares.
The filing also lists indirect holdings of 9,289 common shares through a 401(k) plan and 2,340 common shares through an ESOP, reflecting total reported beneficial ownership split between direct and retirement-related accounts.
Southside Bancshares Inc. President and CEO Keith Donahoe, who is also a director, reported acquiring additional company stock. On February 4, 2026, he acquired 9,860 shares of common stock at a price of $0 per share, bringing his direct holdings to 20,557 shares.
The filing also shows indirect ownership of 609 shares of common stock held through an employee stock ownership plan (ESOP). The Form 4 indicates this is an individual filing by a single reporting person.
Southside Bancshares insider activity: Regional President, ETX, Jared C. Green reported receiving 442 shares of Southside Bancshares common stock on 02/04/2026 at a price of $0 per share, bringing his directly held stake to 5,466 shares.
He also reports indirect ownership of 1,805 common shares through an ESOP and 2,168 common shares through a 401(k) account, showing both direct and retirement-plan-related exposure to Southside Bancshares stock.
Southside Bancshares director Calhoun Kirk A. bought 300 shares of the company’s common stock on February 3, 2026 at $33.15 per share. After this purchase, he beneficially owns 17,123 shares directly and an additional 1,063 shares indirectly through an IRA.
Southside Bancshares Inc. CHIEF TREASURY OFFICER Suni M. Davis reported two dispositions of company common stock. On 02/01/2026, 195 shares were disposed of at $32.19 per share under transaction code F, and on 02/02/2026, 90 shares were disposed of at $33.10 per share, also coded F.
After these transactions, Davis directly beneficially owned 11,412 common shares and indirectly held 9,289 shares through a 401(k) and 2,340 shares through an ESOP as of the reported dates. A footnote states one price reflects the prior business day’s close and that holdings include shares from the company’s Dividend Reinvestment Program.
Southside Bancshares Inc chief compliance officer Arnold T L Jr reported routine transactions in the company’s common stock. On February 1, 2026, 255 shares were disposed of at $32.19, leaving 19,492 shares held directly. On February 2, 2026, 127 shares were disposed of at $33.10, leaving 19,365 shares held directly.
He also reports 1,691 shares held indirectly through an ESOP. A footnote explains that when a transaction falls on a non-business day, the reported price reflects the prior business day’s closing price, clarifying how the per-share values were determined.
Southside Bancshares CFO Julie Shamburger reported routine insider transactions in company common stock. On February 1, 2026, a transaction coded F disposed of 339 shares at $32.19, and on February 2, 2026, another F transaction disposed of 182 shares at $33.10. After these transactions, she directly beneficially owned 28,301 shares of common stock. The filing also lists indirect beneficial ownership of 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 CEO Lee R. Gibson reported two small share disposals in company stock. On February 1, 2026, he disposed of 747 shares of common stock in a transaction coded F at $32.19 per share, leaving 55,271 directly owned shares.
On February 2, 2026, he disposed of a further 413 shares in another F-coded transaction at $33.10 per share, with 54,858 shares then held directly. He also reports indirect ownership of 31,329 shares through an ESOP and 8,567 shares through a 401k SSB Trust. A footnote states that when a transaction occurs on a non-business day, the price used reflects the prior business day’s closing price.
Southside Bancshares, Inc. furnished an update on its business by announcing financial results for the fourth quarter and full year ended December 31, 2025. The company released these results through a press release dated January 29, 2026, which is attached as Exhibit 99.1.
The information was provided under an item covering results of operations and financial condition and is designated as “furnished,” not “filed,” meaning it is not automatically subject to certain liability provisions or incorporated into other regulatory filings unless specifically referenced.