Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director | December 01, 2016 | June 16, 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 01, 2016 · Filed June 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 6,198.8124 |
Reported balance
After 2016-12-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2016-12-01 · Other · Acquired 48.176 · Balance 6,198.8124 F1: Dividend Reinvestment Program "DRP" |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 6,242.8724 |
Reported balance
After 2017-03-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-03-09 · Other · Acquired 44.06 · Balance 6,242.8724 F1: Dividend Reinvestment Program "DRP" |
| Common StockSEC Table I · non-derivative | IndirectPres Cochise Co | 35,346.532 |
Reported balance
After 2016-12-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-12-01 · Other · Acquired 274.831 · Balance 35,346.532 F1: Dividend Reinvestment Program "DRP" |
| Common StockSEC Table I · non-derivative | IndirectPres Cochise Co | 35,597.901 |
Reported balance
After 2017-03-09 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2017-03-09 · Other · Acquired 251.369 · Balance 35,597.901 F1: Dividend Reinvestment Program "DRP" |
| Common StockSEC Table I · non-derivative | IndirectPres Cochise Co | 34,247.901 |
Reported balance
After 2017-06-15 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2017-06-15 · Sale · Disposed 1,350 · Balance 34,247.901 |
| Common StockSEC Table I · non-derivative | IndirectJoint with Wife | 30,641.887 |
Reported balance
After 2016-12-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2016-12-01 · Other · Acquired 238.247 · Balance 30,641.887 F1: Dividend Reinvestment Program "DRP" |
| Common StockSEC Table I · non-derivative | IndirectJoint with Wife | 30,859.795 |
Reported balance
After 2017-03-09 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2017-03-09 · Other · Acquired 217.908 · Balance 30,859.795 F1: Dividend Reinvestment Program "DRP" |
| Common StockSEC Table I · non-derivative | IndirectJoint with Wife | 29,259.795 |
Reported balance
After 2017-06-15 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2017-06-15 · Sale · Disposed 1,600 · Balance 29,259.795 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment Program "DRP"
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 15, 2017 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,600 | $35.29 | $56,464.00 |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 8 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Wife Disclosed balance after: 29,259.795 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,350 | $35.33 | $47,695.50 |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 5 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Pres Cochise Co Disclosed balance after: 34,247.901 Read SEC document |
| March 09, 2017 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 217.908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 7 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Wife Disclosed balance after: 30,859.795 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| March 09, 2017 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 251.369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 4 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Pres Cochise Co Disclosed balance after: 35,597.901 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| March 09, 2017 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 44.06 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 2 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 6,242.8724 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 01, 2016 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 238.247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 6 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Wife Disclosed balance after: 30,641.887 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 01, 2016 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 274.831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 3 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Pres Cochise Co Disclosed balance after: 35,346.532 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 01, 2016 Filed Jun 16, 2017 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 48.176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000069 · f4foracc.xml · nonDerivative · entry 1 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 6,198.8124 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,000 | $31.89 | $31,890.00 |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 7 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Wife Disclosed balance after: 30,403.64 Read SEC document |
| September 01, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 230.455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 6 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Wife Disclosed balance after: 31,403.64 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| September 01, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 257.377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 4 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Pres Cochise Co Disclosed balance after: 35,071.701 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| September 01, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 45.112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 2 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 6,150.6364 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| June 02, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 242.17 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 5 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Wife Disclosed balance after: 31,173.185 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| June 02, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 278.224 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 3 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Pres Cochise Co Disclosed balance after: 34,814.324 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| June 02, 2016 Filed Nov 3, 2016 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 47.4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000234 · f4foracc.xml · nonDerivative · entry 1 CADE ALTON JR · CIK 0001276741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 6,105.5244 F1 · price: Dividend Reinvestment Program "DRP" 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.