Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director · CEO | September 01, 2016 | December 02, 2016 |
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 01, 2016 · Filed December 02, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,814 |
Ending reported balance
After 2016-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-12-01 · Other · Acquired 14 · Balance 114,786 F1: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Row 2 · 2016-12-01 · Other · Acquired 28 · Balance 114,814 F2: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 21,883.3265 |
Reported balance
After 2016-09-08 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-09-08 · Other · Acquired 159.223 · Balance 21,883.3265 F3: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. |
| Common StockSEC Table I · non-derivative | Indirect401k SSB Trust / Self Emp S/P | 26,115.4234 |
Reported balance
After 2016-09-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2016-09-01 · Other · Acquired 188.832 · Balance 26,115.4234 F3: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 3,687 |
Reported balance
Holding disclosure · report date 2016-09-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,687 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person.
F2: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person.
F3: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend.
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 01, 2016 Filed Dec 2, 2016 20:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000250 · f4forsed.xml · nonDerivative · entry 2 DAWSON CHARLES E · CIK 0001217140 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,814 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 20:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000250 · f4forsed.xml · nonDerivative · entry 1 DAWSON CHARLES E · CIK 0001217140 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,786 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 20:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 159.223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000250 · f4forsed.xml · nonDerivative · entry 3 DAWSON CHARLES E · CIK 0001217140 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 21,883.3265 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| September 01, 2016 Filed Dec 2, 2016 20:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 188.832 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000250 · f4forsed.xml · nonDerivative · entry 4 DAWSON CHARLES E · CIK 0001217140 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust / Self Emp S/P Disclosed balance after: 26,115.4234 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.