Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director · President and CEO | 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 | 20,693 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 158 · Balance 20,693 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 | 852 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 852 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 21:24 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 158 | $0.00 | $0.00 |
DisclosureSEC source: 0001932608-26-000002 · wk-form4_1788902648.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,693 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 01, 2026 Filed Jun 3, 2026 19:28 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 152 | $0.00 | $0.00 |
DisclosureSEC source: 0001932608-26-000001 · wk-form4_1780514900.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,535 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 | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000035 · wk-form4_1773086127.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,383 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 | 331 | $33.55 | $11,105.05 |
DisclosureSEC source: 0000705432-26-000020 · wk-form4_1770755903.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,226 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 9,860 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000012 · wk-form4_1770414239.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,557 Read SEC document |
| December 04, 2025 Filed Dec 8, 2025 20:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000227 · wk-form4_1765227314.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,697 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 17, 2025 Filed Nov 18, 2025 18:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 157 | $28.09 | $4,410.13 |
DisclosureSEC source: 0000705432-25-000209 · wk-form4_1763489754.xml · nonDerivative · entry 2 Donahoe Keith · CIK 0001932608 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,637 Read SEC document |
| November 16, 2025 Filed Nov 18, 2025 18:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 40 | $28.84 | $1,153.60 |
DisclosureSEC source: 0000705432-25-000209 · wk-form4_1763489754.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,794 Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 20:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000193 · wk-form4_1757362394.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,834 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 05, 2025 Filed Jun 9, 2025 21:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000119 · wk-form4_1749505508.xml · nonDerivative · entry 2 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,768 F2 · 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: 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 22, 2025 Filed Jun 9, 2025 21:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 359 | $29.28 | $10,511.52 |
DisclosureSEC source: 0000705432-25-000119 · wk-form4_1749505508.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,694 F1 · shares: Transaction was inadvertently omitted on previous transaction date. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000031 · wk-form4_1741639263.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,053 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 | 3,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000012 · wk-form4_1738963702.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,967 Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 20:11 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000272 · wk-form4_1733861502.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,068 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 16:42 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 150 | $35.89 | $5,383.50 |
DisclosureSEC source: 0000705432-24-000250 · wk-form4_1732034518.xml · nonDerivative · entry 2 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,035 Read SEC document |
| November 16, 2024 Filed Nov 19, 2024 16:42 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 39 | $35.89 | $1,399.71 |
DisclosureSEC source: 0000705432-24-000250 · wk-form4_1732034518.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,185 Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 18:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000209 · wk-form4_1725906644.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,224 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 06, 2024 Filed Jun 10, 2024 23:10 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000117 · wk-form4_1718061016.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,182 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 22, 2024 Filed Mar 26, 2024 13:24 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 417 | $28.10 | $11,717.70 |
DisclosureSEC source: 0000705432-24-000049 · wk-form4_1711459481.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,130 Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:57 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000044 · wk-form4_1709593017.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,547 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 07, 2023 Filed Dec 11, 2023 17:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000202 · wk-form4_1702316298.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,482 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, 2023 Filed Nov 20, 2023 23:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 143 | $29.18 | $4,172.74 |
DisclosureSEC source: 0000705432-23-000186 · wk-form4_1700522494.xml · nonDerivative · entry 2 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,420 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 23:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000186 · wk-form4_1700522494.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,563 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 19:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000168 · wk-form4_1694027517.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,958 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 06, 2023 Filed Jun 8, 2023 14:27 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000116 · wk-form4_1686234456.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,900 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 22, 2023 Filed Mar 23, 2023 21:50 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 397 | $33.55 | $13,319.35 |
DisclosureSEC source: 0000705432-23-000050 · wf-form4_167960821135366.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,839 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:51 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000028 · wf-form4_167813950389397.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,236 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 08, 2022 Filed Dec 12, 2022 13:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000214 · wf-form4_167085238838213.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 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, 2022 Filed Nov 21, 2022 20:04 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000178 · wf-form4_166906108148633.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,111 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000141 · wf-form4_166249724333407.xml · nonDerivative · entry 1 Donahoe Keith · CIK 0001932608 · RP CTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,857 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.