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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, Inc. is soliciting proxies for its 2026 Annual Meeting of Shareholders to be held on May 14, 2026. Shareholders will vote on the election of six director nominees, a non-binding advisory vote on executive compensation, ratification of Ernst & Young LLP as auditor, and an amendment to authorize up to 8,000,000 shares of flexible preferred stock.
The record date for voting is March 16, 2026. The proxy materials describe board composition and succession (one director retiring), director compensation (a $101,000 annual retainer with at least 40% in RSUs and additional committee retainers), corporate governance practices, committee charters, and ownership tables showing major holders and insider holdings as of February 27, 2026.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. reported an automatic share acquisition related to existing equity awards. On March 5, 2026, he received 63 shares of common stock as dividend equivalent rights on restricted stock units, with no cash price per share.
Following this grant, his directly held common stock increased to 5,510 shares. He also indirectly holds 217 common shares through an ESOP account, reflecting annual contributions, forfeiture allocations, and dividend reinvestment. The filing shows award-related share accruals rather than an open-market purchase or sale.
Southside Bancshares Inc. director Patricia Ann Callan reported an automatic share award. On a transaction dated March 5, 2026, she acquired 16 shares of common stock at $0.00 per share as a grant or award. A footnote explains these shares reflect dividend equivalent rights credited from a cash dividend on her restricted stock units and are subject to the same terms as those RSUs. Following the award, she held 5,890 common shares directly, and a separate line shows 5,039 common shares held indirectly in an IRA.
Southside Bancshares Inc. Chief Banking Officer Sherri Anthony reported an acquisition of 33 shares of common stock on March 5, 2026. The shares were granted at a price of $0.00 per share as dividend equivalent rights tied to restricted stock units.
After this grant, Anthony directly owned 4,359 common shares. In addition, she indirectly held 698 common shares through an ESOP, which includes the company’s annual ESOP contribution, forfeiture allocations and quarterly dividend reinvestments.
Southside Bancshares, Inc. Regional President, ETX, Jared C. Green reported an automatic stock award. He acquired 23 shares of common stock on a grant/award basis at $0.00 per share, bringing his directly held total to 5,489 shares.
The filing also updates his indirect holdings through an ESOP and a 401(k) plan, which now stand at 2,044 shares and 2,193 shares, respectively. Footnotes state these changes reflect dividend equivalents on RSUs and shares received via the company’s ESOP contribution, forfeiture allocation, dividend reinvestment, and Dividend Reinvestment Program.
Southside Bancshares director John Robert Garrett reported a small equity award. On March 5, 2026, he acquired 16 shares of common stock at $0.00 per share as dividend equivalent rights tied to his existing RSUs. Following this grant, he directly owns 25,682 common shares.
PINKLEY APRIL reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Chief Accounting Officer April Pinkley reported an equity award of 38 shares of common stock on March 5, 2026. The award was recorded at $0.00 per share and increased her directly held stake to 4,387 common shares. A separate line shows 2,281 common shares held indirectly through an ESOP, reflecting annual contributions, forfeiture allocations and dividend reinvestments. Footnotes explain that the 38-share award represents dividend equivalent rights tied to existing restricted stock units and is subject to the same terms as those RSUs.
Southside Bancshares Inc. reported that its CCO, Arnold T L Jr, received an award of 55 shares of common stock on March 5, 2026. The shares reflect dividend equivalent rights credited from a cash dividend on RSUs he already holds.
Following this grant or award acquisition, he directly owned 21,511 shares of Southside Bancshares common stock. He also indirectly held 1,928 shares through the company ESOP, which includes shares from annual ESOP contributions, forfeiture allocations, and quarterly dividend reinvestment.
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.