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 | 58,909 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 97 · Balance 58,909 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 | 40,567 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40,567 |
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 |
|---|---|---|---|---|---|---|
| November 30, 2017 Filed Dec 4, 2017 19:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000147 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRES & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,702 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| November 28, 2017 Filed Nov 28, 2017 19:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000138 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRES & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,661 Read SEC document |
| November 23, 2017 Filed Nov 24, 2017 22:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 200 | $34.66 | $6,932.00 |
DisclosureSEC source: 0000705432-17-000135 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRES & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,161 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 31 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000103 · f4forlrg.xml · nonDerivative · entry 2 GIBSON LEE R · CIK 0001217142 · Director · PRES & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,361 F2 · price: Reflects restricted stock units (RSUs) 2016 grant with three year vesting received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 11 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000103 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRES & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,330 F1 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| June 18, 2017 Filed Jul 24, 2017 19:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 200 | $34.93 | $6,986.00 |
DisclosureSEC source: 0000705432-17-000084 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRES & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,319 F1 · balance_after: Amount includes shares received pursuant to a 2.5% stock dividend. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 50.655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 7 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 5,949.025 F6 · price: Cash dividend equivalent Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 29 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 2 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,856 F2 · price: Reflects restricted stock units (RSUs) 2016 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 22 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,827 F1 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 21, 2017 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 71.092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 5 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 20,559.3245 F5 · price: 2016 Contribution allocation Read SEC document |
| March 15, 2017 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 149.079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 4 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 20,488.2325 F4 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 26 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000023 · f4forlrg.xml · nonDerivative · entry 2 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,805 F2 · price: Reflects restricted stock units (RSUs) 2016 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 20:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000023 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,779 F1 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 09, 2017 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 42.415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 6 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 5,898.37 F6 · price: Cash dividend equivalent Read SEC document |
| December 31, 2016 Filed Jun 2, 2017 18:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 0.913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000051 · f4forlrg.xml · nonDerivative · entry 3 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 20,339.1535 F3 · price: Forfeiture allocation Read SEC document |
| December 20, 2016 Filed Mar 10, 2017 20:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 7.103 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000023 · f4forlrg.xml · nonDerivative · entry 4 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 20,338.2407 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. And allocation of fractional shares that have occurred since the date of the reporting person's last ownership report. Read SEC document |
| December 07, 2016 Filed Mar 10, 2017 20:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 161.517 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000023 · f4forlrg.xml · nonDerivative · entry 3 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 20,331.1377 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. And allocation of fractional shares that have occurred since the date of the reporting person's last ownership report. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 23:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 340 | $38.13 | $12,964.20 |
DisclosureSEC source: 0000705432-16-000251 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,760 F1 · shares: Exchange or surrender of shares of common stock in connection with the payment of taxes. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 20:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000249 · f4forlrg.xml · nonDerivative · entry 2 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,100 F2 · price: Reflects restricted stock units (RSUs) 2015 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 20:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000249 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,080 F1 · price: Reflects restricted stock units (RSUs) 2013 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| December 01, 2016 Filed Mar 10, 2017 20:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 44.752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000023 · f4forlrg.xml · nonDerivative · entry 5 GIBSON LEE R · CIK 0001217142 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 5,855.9232 F3 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. And allocation of fractional shares that have occurred since the date of the reporting person's last ownership report. Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 20:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option 3 year / (Right to Buy) · Derivative | 15,906 | $0.00 Strike: $38.21 | $0.00 |
DisclosureSEC source: 0000705432-16-000235 · f4forlrg.xml · derivative · entry 4 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,906 Underlying: Common Stock · 15,906 shares Expires 2026-11-23 F2 · derivative.exercise_date: The option vests in three equal annual installments on each of November 23, 2017, 2018 and 2019. Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 20:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 3,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-16-000235 · f4forlrg.xml · nonDerivative · entry 1 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,070 Read SEC document |
| September 08, 2016 Filed Nov 25, 2016 20:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 146.755 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000235 · f4forlrg.xml · nonDerivative · entry 2 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 20,169.6207 F1 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| September 01, 2016 Filed Nov 25, 2016 20:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 42.019 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000235 · f4forlrg.xml · nonDerivative · entry 3 GIBSON LEE R · CIK 0001217142 · Director · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 5,811.1712 F1 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. 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.