Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director | March 12, 2020 | March 12, 2020 |
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 March 12, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 2,000 |
Reported balance
After 2020-03-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-12 · Purchase · Acquired 2,000 · Balance 2,000 |
| Common StockSEC Table I · non-derivative | Direct | 20,742 |
Reported balance
Holding disclosure · report date 2020-03-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,742 F1: Amount includes shares received pursuant to stock dividends of 5% on June 28, 2016 and 2.5% on June 27, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount includes shares received pursuant to stock dividends of 5% on June 28, 2016 and 2.5% on June 27, 2017.
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 |
|---|---|---|---|---|---|---|
| March 12, 2020 Filed Mar 12, 2020 22:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 2,000 | $26.47 | $52,940.00 |
DisclosureSEC source: 0000705432-20-000037 · wf-form4_158405282141019.xml · nonDerivative · entry 1 LOVELADY MELVIN B · CIK 0001314034 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 2,000 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.