Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director · COB | 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 | 26,956 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 14 · Balance 26,956 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. |
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.
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 |
|---|---|---|---|---|---|---|
| February 20, 2018 Filed Feb 20, 2018 19:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 130 | $34.64 | $4,503.20 |
DisclosureSEC source: 0000705432-18-000019 · f4forjrg.xml · nonDerivative · entry 1 Garrett John Robert · CIK 0001462542 · Director · VCOB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,909.9649 F1 · balance_after: Includes shares acquired under the company's Dividend Reinvestment Program. Read SEC document |
| November 28, 2017 Filed Nov 28, 2017 20:17 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 82 | $35.24 | $2,889.68 |
DisclosureSEC source: 0000705432-17-000139 · f4forjrg.xml · nonDerivative · entry 1 Garrett John Robert · CIK 0001462542 · Director · VCOB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,684.5076 Read SEC document |
| September 25, 2017 Filed Sep 25, 2017 20:08 UTC Amendment | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 130 | $34.08 | $4,429.88 |
DisclosureSEC source: 0000705432-17-000112 · f4aforjrg.xml · nonDerivative · entry 1 Garrett John Robert · CIK 0001462542 · Director · VCOB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,602.5076 F1 · kind: Amend to correct transaction code to a "P". Read SEC document |
| September 25, 2017 Filed Sep 25, 2017 19:50 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 130 | $34.08 | $4,429.88 |
DisclosureSEC source: 0000705432-17-000111 · f4forjrg.xml · nonDerivative · entry 1 Garrett John Robert · CIK 0001462542 · Director · VCOB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,602.5076 Read SEC document |
| June 19, 2017 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 340 | $34.84 | $11,846.45 |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 7 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,107.2126 Read SEC document |
| June 01, 2017 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 32.0175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 6 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,767.2126 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| June 01, 2017 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 58.4164 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 5 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,735.1951 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| March 09, 2017 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 26.352 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 4 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,676.7787 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| March 09, 2017 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 50.92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 3 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,650.4267 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 01, 2016 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 53.759 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 2 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,599.5067 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 01, 2016 Filed Jun 19, 2017 20:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 28.43 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000070 · f4forjrg.xml · nonDerivative · entry 1 Garrett John Robert · CIK 0001462542 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,545.7477 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| November 02, 2016 Filed Nov 2, 2016 21:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 95 | $31.87 | $3,027.65 |
DisclosureSEC source: 0000705432-16-000233 · f4forjrg.xml · nonDerivative · entry 3 Garrett John Robert · CIK 0001462542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,517.3177 Read SEC document |
| September 01, 2016 Filed Nov 2, 2016 21:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 50.237 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000233 · f4forjrg.xml · nonDerivative · entry 2 Garrett John Robert · CIK 0001462542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,422.3177 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| September 01, 2016 Filed Nov 2, 2016 21:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 25.265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000233 · f4forjrg.xml · nonDerivative · entry 1 Garrett John Robert · CIK 0001462542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,372.0807 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.