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 small insider share acquisition by its Chief Accounting Officer. On 12/04/2025, the officer acquired 20 shares of common stock at a reported price of $0, reflecting dividend equivalent rights credited on restricted stock units. After this transaction, the officer beneficially owned 4,349 shares directly and 2,093 shares indirectly through the company’s ESOP. The filing is a routine Form 4 disclosure of equity awards and dividend-related credits rather than an open-market share purchase.
Southside Bancshares Inc. officer reports small stock acquisition
A Southside Bancshares Inc. (SBSI) officer, listed as Regional President, ETX, filed a Form 4 disclosing a minor change in ownership. On 12/04/2025, the officer acquired 18 shares of common stock at a price of $0, increasing directly held shares to 5,024. The filing explains that this reflects dividend equivalent rights received from a cash dividend on restricted stock units, which carry the same terms as the underlying RSUs, and also notes that reported totals include shares acquired under the company’s Dividend Reinvestment Program.
After the transaction, the officer beneficially owns 5,024 common shares directly, 2,168 shares indirectly through a 401(k), and 1,805 shares indirectly through an ESOP, illustrating a mix of direct and retirement-plan-based ownership.
Southside Bancshares Inc. reported an insider share acquisition by a senior executive. A director and officer serving as President acquired 60 shares of common stock on 12/04/2025 at a stated price of $0, reflecting dividend equivalent rights granted on restricted stock units. After this transaction, the insider beneficially owns 10,697 shares directly. In addition, 609 shares are held indirectly through the company’s ESOP and include shares accumulated under Southside Bancshares’ Dividend Reinvestment Program. This filing records routine equity-based compensation and reinvested dividends for the executive.
Southside Bancshares Inc. director reported a small change in holdings of the company’s common stock. On 12/04/2025, the insider acquired 16 shares of common stock at $0, described as dividend equivalent rights tied to previously granted restricted stock units (RSUs). After this transaction, the reporting person holds 50,211 shares directly.
In addition to the direct holdings, the insider reports indirect ownership of 201,952 shares through a spousal trust, 6,795 shares through an IRA, and 5,721 shares through a spouse’s IRA. The filing notes that the dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs.
Southside Bancshares, Inc. (SBSI) director reports small stock accrual from dividend equivalents. A director of Southside Bancshares filed a Form 4 disclosing an acquisition of 28 shares of common stock on 12/04/2025 at a reported price of $0. This reflects dividend equivalent rights credited in connection with a cash dividend on previously granted restricted stock units (RSUs), which follow the same terms and conditions as the underlying RSUs.
Following this transaction, the reporting person beneficially owns 20,469 shares directly and 1,430 shares indirectly through a spouse. The filing is an administrative update showing routine equity-based compensation adjustments rather than a large open-market purchase or sale.
Southside Bancshares, Inc. (SBSI) reported an insider ownership update for a director. On 12/04/2025, the director acquired 127 shares of common stock at a price of $0, bringing their directly held stake to 10,894 shares. The filing explains that these 127 shares reflect dividend equivalent rights received in connection with a cash dividend on restricted stock units (RSUs) already held by the reporting person. These dividend equivalent rights carry the same terms and conditions as the underlying RSUs, meaning they follow the same vesting and restriction schedule.
Southside Bancshares, Inc. reported a small change in insider holdings by a director. On 12/04/2025, the director acquired 16 shares of common stock at a price of $0, bringing their total beneficial ownership to 8,473 shares held directly. The new shares reflect dividend equivalent rights credited on restricted stock units (RSUs) in connection with a cash dividend, and these rights are subject to the same terms and conditions as the underlying RSUs.
Southside Bancshares Inc. reported a small insider equity change under Form 4. A director who also serves as COB received 16 shares of common stock on 12/04/2025 at a price of $0, increasing their directly owned position to 25,666 shares after the transaction.
The company explains that these 16 shares reflect dividend equivalent rights granted in connection with a cash dividend on restricted stock units (RSUs) held by the insider. These dividend equivalents follow the same terms and conditions as the underlying RSUs, meaning they are tied to the existing restricted stock awards rather than an open-market purchase.
Southside Bancshares, Inc. insider reports small stock accrual from dividends. A director of Southside Bancshares reported acquiring 19 shares of common stock of the company on 12/04/2025 at a price of $0. After this transaction, the director beneficially owns 16,823 shares directly and 1,063 shares indirectly through an IRA. The filing explains that these additional shares reflect dividend equivalent rights credited on restricted stock units, meaning the dividends paid on underlying RSUs were converted into additional share-based rights under the same terms as the original awards.
Southside Bancshares, Inc. reported a small stock acquisition by a director. On 12/04/2025, the reporting person acquired 16 shares of common stock of Southside Bancshares, Inc. as an "A" (acquired) transaction at a price of $0 per share.
The filing explains that these 16 shares reflect dividend equivalent rights received in connection with a cash dividend on restricted stock units (RSUs) already held by the director, and these rights follow the same terms and conditions as the underlying RSUs. After this transaction, the director beneficially owns 5,874 shares directly and 5,039 shares indirectly through an IRA.