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.
Southside Bancshares Inc. executive reports small share transaction. Chief Treasury Officer Suni M. Davis reported a Form 4 entry dated February 6, 2026, with a transaction coded "F" involving 175 shares of common stock at $33.55 per share.
Following this transaction, Davis directly beneficially owned 13,005 shares of Southside Bancshares common stock. The filing also lists indirect beneficial ownership of 9,289 shares through a 401(k) plan and 2,340 shares through an ESOP arrangement.
Southside Bancshares’ CFO Julie Shamburger received an equity award of 3,046 shares of common stock on February 4, 2026, at a stated price of $0 per share, increasing her directly held shares to 31,347.
In addition to these directly owned shares, she is reported as indirectly holding 4,843 shares through a 401k SSB Trust, 4,206 shares through an ESOP, 3,787 shares in an IRA, and 3,250 shares in a spouse’s IRA.
Southside Bancshares chief lending officer Curtis Burchard reported a stock award. On February 4, 2026, he acquired 1,944 shares of common stock at $0 per share, increasing his directly held position to 8,863 shares. The transaction was reported as a direct, non-derivative acquisition.
Southside Bancshares Inc. reported that its Chief Credit Officer, Arnold T L Jr, acquired 2,287 shares of common stock on February 4, 2026 at a reported price of $0 per share, indicating a stock award rather than an open‑market purchase.
Following this transaction, he beneficially owns 21,652 shares directly and 1,691 shares indirectly through the company’s ESOP, increasing his overall equity stake in the bank.
Southside Bancshares Inc. Chief Operating Officer John Mitchell Craddock Jr. acquired 1,796 shares of the company’s common stock on February 4, 2026. The shares were acquired at a reported price of $0.00 per share, indicating they were received without cash payment. Following this transaction, he directly owns 5,447 common shares of Southside Bancshares Inc.
Southside Bancshares Chief Treasury Officer Suni M. Davis reported an acquisition of company stock. On February 4, 2026, Davis acquired 1,768 shares of common stock at a reported price of $0, increasing direct ownership to 13,180 shares.
The filing also lists indirect holdings of 9,289 common shares through a 401(k) plan and 2,340 common shares through an ESOP, reflecting total reported beneficial ownership split between direct and retirement-related accounts.
Southside Bancshares Inc. President and CEO Keith Donahoe, who is also a director, reported acquiring additional company stock. On February 4, 2026, he acquired 9,860 shares of common stock at a price of $0 per share, bringing his direct holdings to 20,557 shares.
The filing also shows indirect ownership of 609 shares of common stock held through an employee stock ownership plan (ESOP). The Form 4 indicates this is an individual filing by a single reporting person.
Southside Bancshares insider activity: Regional President, ETX, Jared C. Green reported receiving 442 shares of Southside Bancshares common stock on 02/04/2026 at a price of $0 per share, bringing his directly held stake to 5,466 shares.
He also reports indirect ownership of 1,805 common shares through an ESOP and 2,168 common shares through a 401(k) account, showing both direct and retirement-plan-related exposure to Southside Bancshares stock.
Southside Bancshares director Calhoun Kirk A. bought 300 shares of the company’s common stock on February 3, 2026 at $33.15 per share. After this purchase, he beneficially owns 17,123 shares directly and an additional 1,063 shares indirectly through an IRA.
Southside Bancshares Inc. CHIEF TREASURY OFFICER Suni M. Davis reported two dispositions of company common stock. On 02/01/2026, 195 shares were disposed of at $32.19 per share under transaction code F, and on 02/02/2026, 90 shares were disposed of at $33.10 per share, also coded F.
After these transactions, Davis directly beneficially owned 11,412 common shares and indirectly held 9,289 shares through a 401(k) and 2,340 shares through an ESOP as of the reported dates. A footnote states one price reflects the prior business day’s close and that holdings include shares from the company’s Dividend Reinvestment Program.