Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | CFO | 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 | 32,748 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 74 · Balance 32,748 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 SSB Trust | 5,009 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,009 F2: Includes shares acquired under the Company's Dividend Reinvestment Program. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 4,277 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,277 F2: Includes shares acquired under the Company's Dividend Reinvestment Program. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 4,075 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,075 |
| Common StockSEC Table I · non-derivative | IndirectSpouse IRA | 3,250 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,250 |
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 21:42 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001217147-26-000002 · wk-form4_1788903764.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,748 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 20:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001217147-26-000001 · wk-form4_1780518643.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,674 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 17, 2026 Filed Mar 18, 2026 16:20 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 464 | $29.94 | $13,892.16 |
DisclosureSEC source: 0000705432-26-000060 · wk-form4_1773850834.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,603 Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 16:20 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000060 · wk-form4_1773850834.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,067 F1 · shares: Reflects the settlement of performance-based restricted stock units ("PSUs") granted to the reporting person on February 2, 2023, such PSUs were earned based on achievement of goals related to ROATCE and the reporting person's continued employment with the Company. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000046 · wk-form4_1773087175.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,160 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 | 260 | $33.55 | $8,723.00 |
DisclosureSEC source: 0000705432-26-000023 · wk-form4_1770755920.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,087 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 3,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-26-000017 · wk-form4_1770414272.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,347 Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 17:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 182 | $33.10 | $6,024.20 |
DisclosureSEC source: 0000705432-26-000008 · wk-form4_1770140026.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,301 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 17:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 339 | $32.19 | $10,912.41 |
DisclosureSEC source: 0000705432-26-000008 · wk-form4_1770140026.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,483 F1 · price: As transaction was on a non-business day, the price reflects the closing price of the previous business day. Read SEC document |
| December 04, 2025 Filed Dec 8, 2025 21:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000233 · wk-form4_1765228446.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,822 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 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000191 · wk-form4_1757362369.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,751 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 10, 2025 00:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000126 · wk-form4_1749515508.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,682 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 18, 2025 Filed Mar 20, 2025 20:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 534 | $29.22 | $15,603.48 |
DisclosureSEC source: 0000705432-25-000050 · wk-form4_1742500827.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,606 Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 20:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000050 · wk-form4_1742500827.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,140 F1 · shares: Reflects the settlement of performance-based restricted stock units ("PSUs") granted to the reporting person on February 3, 2022, such PSUs were earned based on achievement of goals related to ROATCE and the reporting person's continued employment with the Company. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 21:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000037 · wk-form4_1741642791.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,906 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 | 3,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000010 · wk-form4_1738963680.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,836 Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 16:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 161 | $30.90 | $4,974.90 |
DisclosureSEC source: 0000705432-25-000006 · wk-form4_1738687678.xml · nonDerivative · entry 3 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,773 Read SEC document |
| February 02, 2025 Filed Feb 4, 2025 16:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 174 | $31.43 | $5,468.82 |
DisclosureSEC source: 0000705432-25-000006 · wk-form4_1738687678.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,934 F1 · price: As transaction was on a non-business day, the price reflects the closing price of the previous business day. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 16:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 323 | $31.43 | $10,151.89 |
DisclosureSEC source: 0000705432-25-000006 · wk-form4_1738687678.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,108 F1 · price: As transaction was on a non-business day, the price reflects the closing price of the previous business day. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000273 · wk-form4_1733861514.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,431 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 18:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000206 · wk-form4_1725905708.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,380 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 |
| July 31, 2024 Filed Aug 1, 2024 20:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 5,460 | $0.00 Strike: $26.49 | $0.00 |
DisclosureSEC source: 0000705432-24-000178 · wk-form4_1722545117.xml · derivative · entry 6 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,460 shares Expires 2025-06-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options were granted on 6/18/2015 and vested in four equal annual installments, with the first vesting on 6/18/2016. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 5,360 | $35.03 | $187,760.80 |
DisclosureSEC source: 0000705432-24-000178 · wk-form4_1722545117.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,327 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 5,460 | $26.49 | $144,635.40 |
DisclosureSEC source: 0000705432-24-000178 · wk-form4_1722545117.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,687 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 29, 2024 Filed Jul 2, 2024 16:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 132 | $27.61 | $3,644.52 |
DisclosureSEC source: 0000705432-24-000162 · wk-form4_1719936902.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,227 Read SEC document |
| June 06, 2024 Filed Jun 11, 2024 00:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000140 · wk-form4_1718065846.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,359 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 29, 2024 Filed Mar 4, 2024 22:49 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000035 · wk-form4_1709592548.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,285 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 03, 2024 Filed Feb 9, 2024 22:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 121 | $30.39 | $3,677.19 |
DisclosureSEC source: 0000705432-24-000018 · wk-form4_1707516828.xml · nonDerivative · entry 3 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,218 F1 · price: As transaction was on a non-business day, the price reflects the closing price of the previous business day. Read SEC document |
| February 02, 2024 Filed Feb 9, 2024 22:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 151 | $30.39 | $4,588.89 |
DisclosureSEC source: 0000705432-24-000018 · wk-form4_1707516828.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,339 Read SEC document |
| February 01, 2024 Filed Feb 9, 2024 22:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 3,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000018 · wk-form4_1707516828.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,490 Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 20:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000212 · wk-form4_1702326829.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,368 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 01, 2023 Filed Sep 6, 2023 20:10 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000173 · wk-form4_1694031010.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,329 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 29, 2023 Filed Jun 30, 2023 22:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 126 | $26.43 | $3,330.18 |
DisclosureSEC source: 0000705432-23-000140 · wk-form4_1688162879.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,293 Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 15:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000123 · wk-form4_1686237694.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,419 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 02, 2023 Filed Mar 6, 2023 23:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000038 · wf-form4_167814630022653.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,375 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 03, 2023 Filed Feb 7, 2023 21:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 147 | $39.61 | $5,822.67 |
DisclosureSEC source: 0000705432-23-000018 · wf-form4_167580589846451.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,341 Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 21:35 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-23-000007 · wf-form4_167571933902742.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,488 Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 14:09 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000244 · wf-form4_167085414033555.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,881 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 21, 2022 Filed Nov 23, 2022 20:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 172 | $36.05 | $6,200.60 |
DisclosureSEC source: 0000705432-22-000208 · wf-form4_166923499991422.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,854 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 21:28 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000148 · wf-form4_166249968596126.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,026 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 29, 2022 Filed Jun 30, 2022 20:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 121 | $37.08 | $4,486.68 |
DisclosureSEC source: 0000705432-22-000120 · wf-form4_165662212169367.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,997 Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 21:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000092 · wf-form4_165455003262274.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,118 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 03, 2022 Filed Mar 7, 2022 23:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000045 · wf-form4_164669667444946.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,088 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 03, 2022 Filed Feb 16, 2022 23:20 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,439 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000015 · wf-form4_164505358564316.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,059 Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 20:44 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000223 · wf-form4_163942827060607.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,620 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 21, 2021 Filed Nov 22, 2021 22:40 UTC Amendment | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 166 | $43.78 | $7,267.48 |
DisclosureSEC source: 0000705432-21-000198 · wf-form4a_163762083197655.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 F1 · price: Amended to correct transaction price. Read SEC document |
| November 21, 2021 Filed Nov 22, 2021 18:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 166 | $43.75 | $7,262.50 |
DisclosureSEC source: 0000705432-21-000196 · wf-form4_163760574957309.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 Read SEC document |
| November 10, 2021 Filed Nov 10, 2021 23:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 3,113 | $0.00 Strike: $22.88 | $0.00 |
DisclosureSEC source: 0000705432-21-000181 · wf-form4_163658523476881.xml · derivative · entry 6 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,113 shares Expires 2023-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2021 Filed Nov 10, 2021 23:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 2,897 | $44.61 | $129,235.17 |
DisclosureSEC source: 0000705432-21-000181 · wf-form4_163658523476881.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,766 Read SEC document |
| November 10, 2021 Filed Nov 10, 2021 23:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 3,113 | $22.88 | $71,225.44 |
DisclosureSEC source: 0000705432-21-000181 · wf-form4_163658523476881.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,663 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.