Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director · COB | September 07, 2017 | September 07, 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 September 07, 2017 · Filed September 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSelf Cust fbo Granddaughter | 0 |
Reported balance
After 2017-09-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-09-07 · Gift · Disposed 9,173.4278 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 242,358 |
Reported balance
Holding disclosure · report date 2017-09-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 242,358 |
| Common StockSEC Table I · non-derivative | IndirectSelf Cust fbo Grandson | 5,133.8204 |
Reported balance
Holding disclosure · report date 2017-09-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,133.8204 |
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 |
|---|---|---|---|---|---|---|
| September 07, 2017 Filed Sep 7, 2017 15:05 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 9,173.4278 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000104 · f4forwdn.xml · nonDerivative · entry 1 NORTON JOE · CIK 0001217145 · Director · COB 10b5-1 filing: Not disclosed Ownership: Indirect · Self Cust fbo Granddaughter Disclosed balance after: 0 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.