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 Chief Operating Officer John Mitchell Craddock Jr. reported a routine tax-related share disposition. On May 30, 2026, 206 shares of common stock were withheld at $32.76 per share to cover tax obligations. After this, he holds 5,304 shares directly and 217 shares indirectly through an ESOP.
Southside Bancshares Regional President Jared C. Green reported routine share activity involving company common stock. A total of 75 shares were disposed of at $32.76 per share as a tax-withholding transaction, meaning the shares were used to cover tax obligations rather than sold on the open market. Following this, he holds 5,414 shares directly, along with indirect holdings of 2,066 shares through an ESOP and 2,193 shares through a 401(k) plan.
Southside Bancshares, Inc. reported results of its 2026 annual shareholder meeting. Shareholders approved an amendment to the Restated Certificate of Formation authorizing the issuance of up to 8,000,000 shares of flexible preferred stock, giving the company added capital-structure flexibility if it chooses to issue preferred in the future.
Shareholders also elected six directors with staggered terms, approved on a non-binding advisory basis the compensation of named executive officers, and ratified Ernst & Young LLP as independent auditor for the year ending December 31, 2026. Meeting participation was high, with 26,767,647 common shares represented, or 89.99% of the 29,743,585 shares outstanding as of the March 16, 2026 record date.
GIBSON LEE R reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Lee R. Gibson received a grant of 1,246 shares of Common Stock as a stock award on May 14, 2026. The award carried a price of $0.0000 per share, indicating it was compensation rather than an open-market purchase.
Following this grant, Gibson directly holds 58,719 Southside Bancshares shares. He also has indirect holdings of 8,665 shares through a 401k SSB Trust and 31,904 shares held by an ESOP, giving him a mix of direct and benefit-plan-related ownership in the company.
Frailey Alton L. reported acquisition or exercise transactions in this Form 4 filing.
Southside Bancshares director Alton L. Frailey reported receiving 2,337 shares of Common Stock as a grant or award on May 14. The shares were issued at a reported price of $0.00 per share, indicating a non-cash equity award. After this transaction, he directly holds 13,357 common shares.
Southside Bancshares director Patricia Ann Callan reported an acquisition of company stock through a compensation-related grant. She received 1,246 shares of Common Stock on May 14, 2026 at a reported price of $0.0000 per share, reflecting a grant or award rather than an open-market purchase. Following this transaction, she directly holds 7,136 shares of Southside Bancshares common stock. In addition, she indirectly holds 5,039 shares through an IRA account.
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.