Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director | 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 | 7,164 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 14 · Balance 7,164 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 | IndirectIRA | 5,039 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,039 |
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 |
|---|---|---|---|---|---|---|
| September 03, 2026 Filed Sep 8, 2026 21:09 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001627865-26-000002 · wk-form4_1788901767.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,164 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 19:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001627865-26-000001 · wk-form4_1780515529.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,150 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 |
| May 14, 2026 Filed May 18, 2026 21:03 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,246 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000089 · wk-form4_1779138236.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,136 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000054 · wk-form4_1773087221.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,890 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 16:49 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000220 · wk-form4_1765212595.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,874 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 19:36 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000162 · wk-form4_1757360197.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,858 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 21:24 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000117 · wk-form4_1749504155.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,843 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 |
| May 14, 2025 Filed May 21, 2025 22:17 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000083 · wk-form4_1747865839.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,825 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 19:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000027 · wk-form4_1741635012.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,466 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 19:22 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000265 · wk-form4_1733858532.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,448 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 |
| September 05, 2024 Filed Sep 9, 2024 14:58 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000198 · wk-form4_1725893920.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,433 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 22:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000111 · wk-form4_1718059434.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,417 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 |
| May 15, 2024 Filed May 17, 2024 20:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,441 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000082 · wk-form4_1715978755.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,397 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 16:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCOMMON STOCK | 4,000 | $34.85 | $139,400.00 |
DisclosureSEC source: 0000899243-16-033466 · doc4.xml · nonDerivative · entry 1 CALLAN PATRICIA ANN · CIK 0001627865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,883 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.