Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Chief Retail Officer | June 29, 2023 | June 30, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SOUTHSIDE BANCSHARES INC
Report date June 29, 2023 · Filed June 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,862 |
Reported balance
After 2023-06-29 transaction · row 1
1 source rowRow 1 · 2023-06-29 · Tax withholding · Disposed 104 · Balance 2,862 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 1,556 |
Reported balance
Holding disclosure · report date 2023-06-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,556 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 29, 2023 Filed Jun 30, 2023 21:50 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 104 | $26.43 | $2,748.72 |
DisclosureSEC source: 0000705432-23-000135 · wk-form4_1688161802.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,862 Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 14:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000114 · wk-form4_1686233292.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,966 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:54 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000030 · wf-form4_167813964250988.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| December 14, 2022 Filed Dec 14, 2022 23:06 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 390 | $35.15 | $13,708.50 |
DisclosureSEC source: 0000705432-22-000258 · wf-form4_167105917970283.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,904 Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 13:52 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000226 · wf-form4_167085313423572.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,294 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| November 21, 2022 Filed Nov 23, 2022 19:03 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 43 | $36.05 | $1,550.15 |
DisclosureSEC source: 0000705432-22-000196 · wf-form4_166923017852884.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,263 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 20:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,345 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000180 · wf-form4_166906235824241.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,306 Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 19:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 78 | $35.36 | $2,758.08 |
DisclosureSEC source: 0000705432-22-000153 · wf-form4_166491263150670.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,961 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000139 · wf-form4_166249660980150.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,039 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 928 | $34.83 Strike: $34.83 | $32,322.24 |
DisclosureSEC source: 0000705432-22-000130 · wf-form4_165973185923771.xml · derivative · entry 7 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,858 Underlying: Common Stock · 928 shares Expires 2029-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 612 | $34.50 Strike: $34.50 | $21,114.00 |
DisclosureSEC source: 0000705432-22-000130 · wf-form4_165973185923771.xml · derivative · entry 6 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 612 shares Expires 2028-06-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 465 | $39.42 | $18,330.30 |
DisclosureSEC source: 0000705432-22-000130 · wf-form4_165973185923771.xml · nonDerivative · entry 4 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,021 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,540 | $39.45 | $60,753.00 |
DisclosureSEC source: 0000705432-22-000130 · wf-form4_165973185923771.xml · nonDerivative · entry 3 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,486 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 928 | $34.83 | $32,322.24 |
DisclosureSEC source: 0000705432-22-000130 · wf-form4_165973185923771.xml · nonDerivative · entry 2 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 612 | $34.50 | $21,114.00 |
DisclosureSEC source: 0000705432-22-000130 · wf-form4_165973185923771.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 29, 2022 Filed Jun 30, 2022 20:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 99 | $37.08 | $3,670.92 |
DisclosureSEC source: 0000705432-22-000115 · wf-form4_165662093254758.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,486 Read SEC document |
| June 18, 2022 Filed Jun 21, 2022 16:53 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 40 | $36.77 | $1,470.80 |
DisclosureSEC source: 0000705432-22-000102 · wf-form4_165583040511773.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,585 Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000093 · wf-form4_165455195956946.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,625 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000036 · wf-form4_164669282998757.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,604 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 19:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000215 · wf-form4_163942535633196.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,584 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| November 21, 2021 Filed Nov 22, 2021 18:06 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 41 | $43.78 | $1,794.98 |
DisclosureSEC source: 0000705432-21-000192 · wf-form4_163760440160853.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,561 Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 15:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 612 | $0.00 Strike: $34.50 | $0.00 |
DisclosureSEC source: 0000705432-21-000178 · wf-form4_163578115662622.xml · derivative · entry 5 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612 Underlying: Common Stock · 612 shares Expires 2028-06-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 15:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 344 | $41.34 | $14,220.96 |
DisclosureSEC source: 0000705432-21-000178 · wf-form4_163578115662622.xml · nonDerivative · entry 3 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,602 Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 15:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 612 | $41.35 | $25,306.20 |
DisclosureSEC source: 0000705432-21-000178 · wf-form4_163578115662622.xml · nonDerivative · entry 2 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,946 Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 15:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 612 | $34.50 | $21,114.00 |
DisclosureSEC source: 0000705432-21-000178 · wf-form4_163578115662622.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,558 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 30, 2021 Filed Sep 30, 2021 21:54 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 75 | $38.29 | $2,871.75 |
DisclosureSEC source: 0000705432-21-000162 · wf-form4_163303887338776.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,946 Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 21:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000155 · wf-form4_163105079233532.xml · nonDerivative · entry 1 Blackstone Cindy · CIK 0001874066 · Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,021 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.