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. (SBSI) reported a routine insider equity transaction by a company officer who serves as Regional President, ETX. On 11/18/2025, the officer disposed of 19 shares of common stock at a price of $28.17 per share in a transaction coded "F," which typically reflects shares withheld to cover taxes on an equity award.
After this small transaction, the officer beneficially owns 5,006 shares of Southside Bancshares common stock directly. The officer also holds 2,143 shares indirectly through a 401(k) plan and 1,784 shares indirectly through an ESOP, showing continued equity ownership aligned with the company’s performance.
Southside Bancshares, Inc. (SBSI) reported an insider transaction by its Chief Banking Officer on a Form 4. On 11/17/2025, the officer disposed of 36 shares of common stock at a price of $28.09 per share under transaction code F. After this transaction, the officer beneficially owned 2,871 shares of SBSI common stock directly and 556 shares indirectly through an ESOP. The filing reflects a relatively small change in the officer’s overall holdings.
Southside Bancshares, Inc. (SBSI) reported equity transactions by a regional president on a Form 4. The officer disposed of 40 shares of common stock on 11/16/2025 at $28.84 per share and 65 shares on 11/17/2025 at $28.09 per share, each coded "F" in the form. Following these transactions, the officer beneficially owned 5,025 shares of common stock directly, 2,143 shares indirectly through a 401(k), and 1,784 shares indirectly through an ESOP.
Southside Bancshares, Inc. (SBSI) Chief Risk Officer reported a small insider transaction in company stock. On 11/17/2025, the officer disposed of 102 shares of common stock at a price of $38.09 per share. After this transaction, the officer directly owns 6,235 shares of common stock. The officer also holds additional indirect interests, including 2,965 shares in a 401(k), 2,548 shares in an ESOP, and 303 shares in a spouse’s IRA.
Southside Bancshares Inc. (SBSI) reported a routine insider update on ownership. A director and officer serving as president reported two transactions in common stock on 11/16/2025 and 11/17/2025 under transaction code F. The filings show dispositions of 40 shares at $28.84 per share and 157 shares at $28.09 per share. After these transactions, the insider reported 10,794 common shares held directly and 602 common shares held indirectly through an ESOP, indicating a relatively small change in overall ownership.
Southside Bancshares, Inc. reported an insider transaction by its Chief Accounting Officer. On 11/17/2025, the officer disposed of 79 shares of common stock at a price of $28.09 per share, with the transaction reported under code F. After this transaction, the officer beneficially owned 2,696 shares directly and 2,075 shares indirectly through an ESOP. The filing was made as a Form 4 by a single reporting person.
Southside Bancshares (SBSI) reported Q3 2025 results with net income of $4.9M and EPS of $0.16, down from $0.68 a year ago. Net interest income was $55.7M, little changed year over year, while provision for credit losses was $1.1M.
Results were driven by a $24.4M net loss on sales of available-for-sale securities in the quarter, which turned total noninterest income to a loss. For the nine months, net income was $48.2M and EPS $1.59. Deposits ended at $6.96B, up from $6.65B at year-end, and total assets were $8.38B. The company reduced FHLB borrowings to $101.3M from $731.9M.
Shareholders’ equity increased to $834.9M, aided by other comprehensive income, with AOCI improving to $(108.1)M. The company issued subordinated notes, bringing subordinated notes (net) to $239.6M. The board continued a quarterly dividend of $0.36 per share. Shares outstanding were 30,066,126 as of October 24, 2025.
Southside Bancshares, Inc. furnished an 8-K to disclose it issued a press release announcing financial results for the third quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and dated October 24, 2025.
The information under Item 2.02 is being furnished pursuant to General Instruction B.2 and is not deemed “filed” under Section 18 of the Exchange Act.
BlackRock, Inc. filed Amendment No. 16 to Schedule 13G for Southside Bancshares, Inc. (SBSI), reporting beneficial ownership of 4,043,073 common shares, or 13.4% of the class as of 09/30/2025.
BlackRock reports sole voting power over 3,969,539 shares and sole dispositive power over 4,043,073 shares, with no shared voting or dispositive power. The filing states the securities are held in the ordinary course and not for the purpose of changing or influencing control. An affiliated fund, iShares Core S&P Small-Cap ETF, has an interest exceeding five percent of the outstanding common stock.
Southside Bancshares, Inc. increased its Stock Repurchase Plan authorization by 1.0 million shares to a total of 2.0 million shares. The company has purchased approximately 868,000 shares at an average price of $28.43, leaving about 1.1 million shares available. Repurchases may occur in open market or privately negotiated transactions, and the plan can be modified, suspended or discontinued at any time.
The boards of the Company and Southside Bank will expand to fourteen members with the appointments of Keith M. Donahoe, Jeb W. Jones, and Raymond C. McKinney, CPA, effective November 15, 2025. Donahoe, the Company and Bank President, will receive no additional board compensation. McKinney will join the Company’s Audit and Risk Committees; all three will serve on key Bank committees. Initial terms run through the 2026 Annual Meeting.
The boards also approved Mitchell Craddock as Chief Operating Officer, effective upon the retirement of Brian K. McCabe on November 14, 2025. The Company noted the passing of Director Emeritus William Sheehy on October 5, 2025.