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.
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.
ANDERSON SUSAN ELAINE reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Susan Elaine Anderson reported an automatic grant of 16 shares of common stock on March 5, 2026. These shares are dividend equivalent rights tied to previously granted RSUs and were issued at no cost, increasing her direct holdings to 11,502 shares.
She also reported indirect ownership of 23,143 shares held in a spousal IRA and 681 shares held in an IRA.
DAVIS SUNI M reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares chief treasury officer Suni M. Davis received a grant of 42 shares of common stock on March 5, 2026. The award reflects dividend equivalent rights paid in stock on restricted stock units, with no cash price per share.
After this grant, Davis directly holds 13,047 common shares. Indirect holdings include 10,507 shares in a 401(k) plan, which comprise dividend reinvestment program shares and those bought through monthly payroll contributions, and 2,584 shares in the company ESOP from annual contributions and dividend reinvestments.
Southside Bancshares Inc. President and CEO Keith Donahoe reported an equity award in company stock. On the reported date, he acquired 157 shares of Common Stock through a grant or award at $0.00 per share, bringing his directly held stake to 20,383 shares. A footnote states these reflect dividend equivalent rights tied to restricted stock units subject to the same terms and conditions as the underlying awards. Separately, he also reports 833 shares held indirectly through an ESOP, which a footnote explains includes shares from the company’s annual ESOP contribution, forfeiture allocation and quarterly dividend reinvestment.
Southside Bancshares, Inc. reports full-year 2025 results and provides an overview of its banking operations and regulatory environment. The Texas-based community bank holding company had total assets of $8.51 billion, loans of $4.82 billion, deposits of $6.87 billion and equity of $847.6 million as of December 31, 2025.
Net income was $69.2 million with diluted EPS of $2.29, compared with $88.5 million and $2.91 in 2024. The company operates 53 branches across key Texas markets and manages approximately $1.65 billion in wealth management and trust assets while maintaining strong regulatory capital ratios above well‑capitalized thresholds.
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.