Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | CRO | 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 | 8,416 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 44 · Balance 8,416 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 | Indirect401k | 3,659 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,659 F2: Includes shares acquired under the company's Dividend Reinvestment Program and shares acquired through monthly payroll contributions. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,886 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,886 F3: Includes shares acquired under the Company's Dividend Reinvestment Program. |
| Common StockSEC Table I · non-derivative | IndirectSpouse IRA | 303 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 303 |
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 and shares acquired through monthly payroll contributions.
F3: 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 21:43 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0002034308-26-000002 · wk-form4_1788903781.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,416 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 |
| June 20, 2026 Filed Jun 22, 2026 19:51 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 176 | $33.63 | $5,918.88 |
DisclosureSEC source: 0000705432-26-000095 · wk-form4_1782157881.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,372 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 19:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0002034308-26-000001 · wk-form4_1780516583.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,548 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 19:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000039 · wk-form4_1773086151.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,499 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 |
| December 04, 2025 Filed Dec 8, 2025 20:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000230 · wk-form4_1765227331.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,449 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 |
| November 21, 2025 Filed Nov 24, 2025 23:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 2,189 | $0.00 | $0.00 |
DisclosureSEC source: 0002034308-25-000002 · wk-form4_1764025707.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,424 Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 18:16 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 102 | $38.09 | $3,885.18 |
DisclosureSEC source: 0000705432-25-000210 · wk-form4_1763489760.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,235 Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 20:04 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000186 · wk-form4_1757361893.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,337 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 |
| June 29, 2025 Filed Jun 30, 2025 14:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 129 | $29.39 | $3,791.31 |
DisclosureSEC source: 0000705432-25-000134 · wk-form4_1751292893.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,308 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 20, 2025 Filed Jun 24, 2025 17:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 167 | $27.97 | $4,670.99 |
DisclosureSEC source: 0000705432-25-000130 · wk-form4_1750785689.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,437 Read SEC document |
| June 05, 2025 Filed Jun 10, 2025 00:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000127 · wk-form4_1749515531.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,604 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 21:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000044 · wk-form4_1741643759.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,559 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 |
| December 06, 2024 Filed Dec 10, 2024 20:28 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000280 · wk-form4_1733862510.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,517 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 |
| November 17, 2024 Filed Nov 19, 2024 17:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 98 | $35.89 | $3,517.22 |
DisclosureSEC source: 0000705432-24-000252 · wk-form4_1732036694.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,482 Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 19:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000218 · wk-form4_1725911212.xml · nonDerivative · entry 1 Martinez Anne · CIK 0002034308 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,580 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.