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 02, 2021 Filed Sep 7, 2021 20:57 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000149 · wf-form4_163104822558780.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,550 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, 2021 Filed Jun 30, 2021 20:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000114 · wf-form4_162508563577784.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,525 Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 15:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 156 | $38.84 | $6,059.04 |
DisclosureSEC source: 0000705432-21-000104 · wf-form4_162429046069025.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,081 Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000088 · wf-form4_162309959524734.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,237 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 04, 2021 Filed Mar 8, 2021 23:04 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000033 · wf-form4_161524462912633.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,222 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 22, 2021 Filed Feb 22, 2021 23:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 4,558 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0000705432-21-000009 · wf-form4_161403629285850.xml · derivative · entry 6 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,558 shares Expires 2022-08-02 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. F2 · derivative.exercise_date: Options were granted on 8/2/2012 and vested in four equal annual installments, with the first vesting on 8/2/2013. Read SEC document |
| February 22, 2021 Filed Feb 22, 2021 23:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 4,558 | $34.44 | $156,977.52 |
DisclosureSEC source: 0000705432-21-000009 · wf-form4_161403629285850.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,206 Read SEC document |
| February 22, 2021 Filed Feb 22, 2021 23:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 4,558 | $16.81 | $76,619.98 |
DisclosureSEC source: 0000705432-21-000009 · wf-form4_161403629285850.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,764 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 |
| December 10, 2020 Filed Dec 14, 2020 16:34 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000207 · wf-form4_160796364095318.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,206 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, 2020 Filed Nov 24, 2020 20:34 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 159 | $30.68 | $4,878.12 |
DisclosureSEC source: 0000705432-20-000190 · wf-form4_160625003638341.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,183 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 17:27 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 1,600 | $0.00 Strike: $14.67 | $0.00 |
DisclosureSEC source: 0000705432-20-000173 · wf-form4_160563403326585.xml · derivative · entry 6 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,600 shares Expires 2021-06-09 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 6/9/2011 and vested in four equal annual installments, with the first vesting on 6/9/2012. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 17:27 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,600 | $31.05 | $49,680.00 |
DisclosureSEC source: 0000705432-20-000173 · wf-form4_160563403326585.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,342 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 17:27 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 1,600 | $14.67 | $23,472.00 |
DisclosureSEC source: 0000705432-20-000173 · wf-form4_160563403326585.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,942 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 |
| September 03, 2020 Filed Sep 8, 2020 22:24 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000141 · wf-form4_159960384080712.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,342 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 18, 2020 Filed Jun 19, 2020 21:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 150 | $27.78 | $4,167.00 |
DisclosureSEC source: 0000705432-20-000092 · wf-form4_159260277559036.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,313 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 22:25 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000076 · wf-form4_159165508940022.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,463 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 16:43 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000034 · wf-form4_158377218827647.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,429 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 |
| December 12, 2019 Filed Dec 13, 2019 21:35 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000159 · wf-form4_157627292825498.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 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 |
| November 23, 2019 Filed Nov 25, 2019 20:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 125 | $34.74 | $4,342.50 |
DisclosureSEC source: 0000705432-19-000145 · wf-form4_157471531727207.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,371 F1 · price: As transaction was on a non-business day, the price reflects the closing price of the previous business day. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option / (Right to Buy) · Derivative | 11,182 | $0.00 Strike: $34.83 | $0.00 |
DisclosureSEC source: 0000705432-19-000145 · wf-form4_157471531727207.xml · derivative · entry 6 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,182 Underlying: Common Stock · 11,182 shares Expires 2029-11-21 F2 · derivative.exercise_date: Options vest in three equal installments beginning on November 21, 2020. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:55 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000145 · wf-form4_157471531727207.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,496 Read SEC document |
| November 06, 2019 Filed Nov 7, 2019 22:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 1,635 | $0.00 Strike: $14.67 | $0.00 |
DisclosureSEC source: 0000705432-19-000130 · wf-form4_157316649187122.xml · derivative · entry 6 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 1,635 shares Expires 2021-06-09 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. F2 · derivative.exercise_date: Options were granted on 6/9/2011 and vested in four equal annual installments, with the first vesting on 6/9/2012. Read SEC document |
| November 06, 2019 Filed Nov 7, 2019 22:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,635 | $34.84 | $56,963.40 |
DisclosureSEC source: 0000705432-19-000130 · wf-form4_157316649187122.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,602 Read SEC document |
| November 06, 2019 Filed Nov 7, 2019 22:41 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 1,635 | $14.67 | $23,985.45 |
DisclosureSEC source: 0000705432-19-000130 · wf-form4_157316649187122.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,237 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 |
| September 05, 2019 Filed Sep 9, 2019 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000105 · wf-form4_156805995857823.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,602 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 |
| June 18, 2019 Filed Jun 20, 2019 17:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 229 | $33.01 | $7,559.29 |
DisclosureSEC source: 0000705432-19-000073 · wf-form4_156105357522083.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,586 Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 22:01 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000063 · wf-form4_155994484893443.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,815 F1 · shares: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. F1 · balance_after: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 07, 2019 Filed Mar 15, 2019 21:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000030 · wf-form4_155268603251655.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,790 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 |
| December 06, 2018 Filed Dec 21, 2018 22:40 UTC Amendment | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 31 | $31.65 | $981.15 |
DisclosureSEC source: 0000705432-18-000140 · f4aforjcs.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,767 F1 · date: Amendment is to correct the Reporting Person's Form 4 filing on 12/10/2018, in which a prior transaction was inadvertently filed. Read SEC document |
| December 06, 2018 Filed Dec 21, 2018 22:40 UTC Amendment | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 2 | $32.58 | $65.16 |
DisclosureSEC source: 0000705432-18-000140 · f4aforjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,736 F1 · date: Amendment is to correct the Reporting Person's Form 4 filing on 12/10/2018, in which a prior transaction was inadvertently filed. F2 · shares: The witholding shares are for dividend equivalents on shares associated with a cash dividend record date of 11/22/18 and a payable date of 12/06/18. The underlying shares vested on 11/23/18. Read SEC document |
| November 23, 2018 Filed Nov 27, 2018 18:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 121 | $32.58 | $3,942.18 |
DisclosureSEC source: 0000705432-18-000118 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,738 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 21:19 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000091 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,859 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| June 18, 2018 Filed Jun 19, 2018 21:53 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 82 | $34.50 | $2,829.00 |
DisclosureSEC source: 0000705432-18-000066 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,109 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 20:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option / (Right to Buy) · Derivative | 8,881 | $0.00 Strike: $34.50 | $0.00 |
DisclosureSEC source: 0000705432-18-000069 · f4forjcs.xml · derivative · entry 5 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,881 Underlying: Common Stock · 8,881 shares Expires 2029-06-18 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on June 18, 2019. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 20:30 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000069 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,834 F1 · balance_after: Includes previously unreported restricted stock units (RSUs) received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 18:57 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000056 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,191 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 20:15 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000034 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,177 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| February 20, 2018 Filed Feb 20, 2018 19:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 3,250 | $34.88 | $113,360.00 |
DisclosureSEC source: 0000705432-18-000020 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse IRA Disclosed balance after: 3,250 Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 19:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 82 | $35.16 | $2,883.12 |
DisclosureSEC source: 0000705432-17-000154 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,164 Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 19:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 28.16 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000149 · f4forjcs.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 3,504.1385 F2 · price: Reflects 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 30, 2017 Filed Dec 4, 2017 19:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000149 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,246 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| November 23, 2017 Filed Nov 24, 2017 23:02 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 132 | $34.66 | $4,575.12 |
DisclosureSEC source: 0000705432-17-000137 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,227 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 21:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000101 · f4forjcs.xml · nonDerivative · entry 3 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,344 F3 · price: Reflects restricted stock units (RSUs) 2016 grant with four 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 21:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000101 · f4forjcs.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,332 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 |
| August 31, 2017 Filed Sep 5, 2017 21:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000101 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,326 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 |
| June 18, 2017 Filed Jul 24, 2017 20:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 89 | $34.93 | $3,108.77 |
DisclosureSEC source: 0000705432-17-000086 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,323 F1 · balance_after: Amount includes shares received pursuant to a 2.5% stock dividend. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:54 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 28.639 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000053 · f4forjcs.xml · nonDerivative · entry 8 SHAMBURGER JULIE · CIK 0001217147 · CFO & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 3,363.4305 F7 · price: Cash dividend equivalent Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:54 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000053 · f4forjcs.xml · nonDerivative · entry 3 SHAMBURGER JULIE · CIK 0001217147 · CFO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,034 F3 · 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 18:54 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000053 · f4forjcs.xml · nonDerivative · entry 2 SHAMBURGER JULIE · CIK 0001217147 · CFO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,022 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 |
| June 01, 2017 Filed Jun 2, 2017 18:54 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000053 · f4forjcs.xml · nonDerivative · entry 1 SHAMBURGER JULIE · CIK 0001217147 · CFO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,014 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.