Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | CHIEF LENDING OFFICER | September 03, 2026 | September 08, 2026 |
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 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,543 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 55 · Balance 8,543 F1: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 222 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 222 F2: Includes shares acquired under the Company's Dividend Reinvestment Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs.
F2: Includes shares acquired under the Company's Dividend Reinvestment Program.
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 03, 2026 Filed Sep 8, 2026 21:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0002020287-26-000003 · wk-form4_1788901730.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,543 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| July 18, 2026 Filed Jul 20, 2026 21:42 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 351 | $34.84 | $12,228.84 |
DisclosureSEC source: 0002020287-26-000002 · wk-form4_1784583734.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,488 F1 · price: As transaction was on a non-business day, the price reflects the closing price of the previous business day. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 19:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0002020287-26-000001 · wk-form4_1780515535.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,839 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 19:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000041 · wk-form4_1773086162.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,770 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 20:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 164 | $33.55 | $5,502.20 |
DisclosureSEC source: 0000705432-26-000021 · wk-form4_1770755909.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,699 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000016 · wk-form4_1770414264.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,863 Read SEC document |
| December 04, 2025 Filed Dec 8, 2025 21:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000231 · wk-form4_1765228425.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,919 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000176 · wk-form4_1757361316.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,862 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| July 18, 2025 Filed Jul 21, 2025 15:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 334 | $31.04 | $10,367.36 |
DisclosureSEC source: 0000705432-25-000137 · wk-form4_1753111268.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,807 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 21:49 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000123 · wk-form4_1749505758.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,141 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 19:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000023 · wk-form4_1741634965.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,062 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 21:28 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,972 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000014 · wk-form4_1738963724.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,990 Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000277 · wk-form4_1733861553.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,018 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F2 · price: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000215 · wk-form4_1725906707.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,977 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. Read SEC document |
| July 18, 2024 Filed Jul 19, 2024 18:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 319 | $31.19 | $9,949.61 |
DisclosureSEC source: 0000705432-24-000164 · wk-form4_1721412727.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,935 Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 22:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000107 · wk-form4_1718058579.xml · nonDerivative · entry 1 Burchard Curtis · CIK 0002020287 · CHIEF LENDING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,254 F1 · shares: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F1 · price: Reflects dividend equivalent rights received pursuant to a cash dividend on RSUs held by the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. 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.