Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | SEVP | December 15, 2017 | December 18, 2017 |
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 December 15, 2017 · Filed December 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,563 |
Reported balance
After 2017-12-15 transaction · row 1
1 source rowRow 1 · 2017-12-15 · Sale · Disposed 750 · Balance 3,563 |
| Common StockSEC Table I · non-derivative | IndirectIRA Rollover | 4,619 |
Reported balance
Holding disclosure · report date 2017-12-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,619 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,219.9444 |
Reported balance
Holding disclosure · report date 2017-12-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,219.9444 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 38,881 |
Reported balance
Holding disclosure · report date 2017-12-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 38,881 |
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 |
|---|---|---|---|---|---|---|
| December 15, 2017 Filed Dec 18, 2017 21:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 750 | $35.19 | $26,394.38 |
DisclosureSEC source: 0000705432-17-000155 · f4forpmb.xml · nonDerivative · entry 1 Boyd Peter M · CIK 0001570359 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 19:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000148 · f4forpmb.xml · nonDerivative · entry 1 Boyd Peter M · CIK 0001570359 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,313 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000102 · f4forpmb.xml · nonDerivative · entry 2 Boyd Peter M · CIK 0001570359 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,299 F3 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000102 · f4forpmb.xml · nonDerivative · entry 1 Boyd Peter M · CIK 0001570359 · SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,290 F1 · price: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. F2 · balance_after: Amount includes shares received pursuant to a 2.5% stock dividend. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000052 · f4forpmb.xml · nonDerivative · entry 2 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,147 F2 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000052 · f4forpmb.xml · nonDerivative · entry 1 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134 F1 · price: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 21, 2017 Filed Jun 2, 2017 18:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 71.092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000052 · f4forpmb.xml · nonDerivative · entry 5 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 2,129.2544 F5 · price: 2016 Contribution allocation Read SEC document |
| March 15, 2017 Filed Jun 2, 2017 18:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 14.976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000052 · f4forpmb.xml · nonDerivative · entry 4 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 2,058.1624 F4 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 19:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000020 · f4forpmb.xml · nonDerivative · entry 2 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,130 F2 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 19:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000020 · f4forpmb.xml · nonDerivative · entry 1 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,118 F1 · price: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| December 31, 2016 Filed Jun 2, 2017 18:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 0.913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000052 · f4forpmb.xml · nonDerivative · entry 3 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 2,043.1864 F3 · price: Forfeiture allocation Read SEC document |
| December 20, 2016 Filed Mar 10, 2017 19:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 0.662 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000020 · f4forpmb.xml · nonDerivative · entry 4 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 2,042.2734 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. And allocation of fractional shares that have occurred since the date of the reporting person's last ownership report. Read SEC document |
| December 07, 2016 Filed Mar 10, 2017 19:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 16.219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000020 · f4forpmb.xml · nonDerivative · entry 3 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 2,041.6114 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. And allocation of fractional shares that have occurred since the date of the reporting person's last ownership report. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 20:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000248 · f4forpmb.xml · nonDerivative · entry 2 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,114 F2 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 20:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000248 · f4forpmb.xml · nonDerivative · entry 1 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,102 F1 · price: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| September 08, 2016 Filed Dec 2, 2016 20:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 14.737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000248 · f4forpmb.xml · nonDerivative · entry 3 Boyd Peter M · CIK 0001570359 · Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 2,025.3924 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. 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.