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. director Kirk A. Calhoun reported a grant of 1,751 shares of Common Stock, received at no cash cost as a grant, award, or other acquisition. After this award, he directly holds 18,893 shares and indirectly holds 1,063 shares through an IRA, indicating a routine equity-based compensation update rather than an open-market trade.
Southside Bancshares Inc. director Jeb Weldon Jones received a stock grant of 1,246 shares of Common Stock as a compensation-related award. The shares were acquired at a reported price of $0.00 per share, which typically indicates a grant rather than an open-market purchase.
After this grant, Jones directly holds 2,246 shares of Southside Bancshares common stock. The filing also shows 1,000 shares held indirectly through an IRA, which is recorded as a holding entry rather than a new transaction.
Garrett John Robert reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director and Chairman of the Board John Robert Garrett received an award of 1,246 shares of Common Stock on May 14, 2026. The grant was recorded at a price of $0.00 per share as equity compensation. Following this award, he directly owns 26,928 shares of Southside Bancshares Common Stock.
ANDERSON LAWRENCE LAZELLE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Lawrence L. Anderson reported a compensation-related stock grant on Form 4. He received 1,673 shares of Common Stock at a price of $0.00 per share as a grant, increasing his directly held stake to 5,475 shares. The filing also shows 15,929 shares of Common Stock held indirectly through the Lawrence L Anderson Spousal Trust, reflecting additional beneficial ownership reported in an indirect capacity.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares Inc. director Susan Elaine Anderson reported a compensation-related stock grant on Form 4. She received 1,246 shares of Common Stock as a grant or award at a stated price of $0.0000 per share, increasing her directly held position to 12,748 shares. The filing also lists indirect holdings of 681 shares in an IRA and 23,143 shares in a spousal IRA, reflecting updated totals for these accounts.
Southside Bancshares director Hilliard J. Shands reported a stock grant of 1,246 common shares of SOUTHSIDE BANCSHARES INC. The shares were acquired at a stated price of $0.00 per share as a grant, increasing his direct holdings to 35,627 common shares.
In addition to these direct holdings, he reports indirect ownership of Southside Bancshares common stock through a spouse’s IRA with 5,721 shares, an IRA with 6,795 shares, and a spousal trust with 201,952 shares, all as of the reported date.
McKinney Raymond C reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Raymond C. McKinney received a grant of 1,246 shares of Common Stock. The award was reported at a price of $0.00 per share, indicating it is a compensation-related grant rather than an open-market purchase. Following this grant, he directly holds 1,246 shares.
Southside Bancshares Inc. director Preston L. Smith reported a grant of 2,568 shares of Common Stock as compensation. The shares were acquired at a stated price of $0.00 per share, indicating a non-cash award rather than an open-market purchase. Following this grant, Smith directly holds 23,064 shares of Southside Bancshares Inc. common stock. This filing reflects a routine equity award for a company director, not a market trade.
Southside Bancshares director Shannon Dacus received a stock award, increasing her direct ownership. On this Form 4, she acquired 1,246 shares of common stock as a grant with a reported price of $0.00 per share, bringing her direct holdings to 9,735 shares after the transaction.
Southside Bancshares, Inc. reports first‑quarter 2026 results showing modest growth and a cleaner balance sheet. Total assets reached $8.80 billion, up from $8.51 billion, as loans grew to $4.95 billion and deposits held steady at $6.87 billion.
Net income rose to $23.3 million from $21.5 million, with diluted earnings per share increasing to $0.78 from $0.71. Net interest income improved to $57.7 million, while the provision for credit losses increased to $1.4 million, reflecting ongoing credit risk management.
Credit quality metrics strengthened. Nonperforming assets fell sharply to $9.7 million from $38.2 million, largely due to payoff of a previously restructured commercial real estate loan. The allowance for loan losses was $46.0 million against a largely performing loan book, and restructured loans declined significantly.
The securities portfolio remained sizable, with $1.65 billion available-for-sale and $1.22 billion held-to-maturity, but accumulated other comprehensive loss widened to $102.6 million, mainly from unrealized losses as interest rates and spreads moved. The company also completed the redemption of $100.0 million of 3.875% subordinated notes, reducing long-term debt while maintaining $150.0 million of 7.00% subordinated notes outstanding.