Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Regional President, ETX | 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 | 5,451 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 19 · Balance 5,451 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 | 2,242 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,242 F2: Includes shares acquired under the Company's Dividend Reinvestment Program. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,090 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,090 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 |
|---|---|---|---|---|---|---|
| November 18, 2021 Filed Nov 22, 2021 17:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000187 · wf-form4_163760241057083.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193 Read SEC document |
| September 30, 2021 Filed Sep 30, 2021 21:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 262 | $38.29 | $10,031.98 |
DisclosureSEC source: 0000705432-21-000163 · wf-form4_163303898740872.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,918 Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 21:58 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000160 · wf-form4_163105191714554.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,180 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 03, 2021 Filed Jun 7, 2021 20:50 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000085 · wf-form4_162309901494937.xml · nonDerivative · entry 2 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,135 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 |
| April 29, 2021 Filed Jun 7, 2021 20:50 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000085 · wf-form4_162309901494937.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,095 Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 23:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,263 | $40.75 | $51,467.25 |
DisclosureSEC source: 0000705432-21-000038 · wf-form4_161559221506914.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,802 Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 21:22 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000018 · wf-form4_161523853960354.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,065 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 10, 2020 Filed Dec 14, 2020 16:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000203 · wf-form4_160796317387487.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,024 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 23, 2020 Filed Nov 24, 2020 20:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 82 | $31.11 | $2,551.02 |
DisclosureSEC source: 0000705432-20-000187 · wf-form4_160624954549413.xml · nonDerivative · entry 2 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,969 Read SEC document |
| November 21, 2020 Filed Nov 24, 2020 20:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 67 | $30.68 | $2,055.56 |
DisclosureSEC source: 0000705432-20-000187 · wf-form4_160624954549413.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,051 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 17:16 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 743 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000180 · wf-form4_160615178111754.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,118 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 15:04 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 249 | $24.43 | $6,083.07 |
DisclosureSEC source: 0000705432-20-000151 · wf-form4_160156463424786.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · Regional President, ETR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,375 Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 20:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000130 · wf-form4_159959606218575.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,624 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 04, 2020 Filed Jun 8, 2020 22:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000081 · wf-form4_159165587740939.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,562 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 05, 2020 Filed Mar 9, 2020 16:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000030 · wf-form4_158377041201687.xml · nonDerivative · entry 1 Green Jared C. · CIK 0001804532 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,504 F1 · shares: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. 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.