Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | COO | September 04, 2025 | September 08, 2025 |
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 04, 2025 · Filed September 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,500 |
Reported balance
After 2025-09-04 transaction · row 1
1 source rowRow 1 · 2025-09-04 · Grant · Acquired 46 · Balance 17,500 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 | IndirectBy ESOP | 15,369 |
Reported balance
Holding disclosure · report date 2025-09-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,369 F2: Includes shares acquired under the Company's Dividend Reinvestment Program. |
| Common StockSEC Table I · non-derivative | Indirect401k SSB Trust | 8,734 |
Reported balance
Holding disclosure · report date 2025-09-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,734 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 30, 2017 Filed Dec 4, 2017 19:51 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000150 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,116 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 22:57 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 56 | $34.66 | $1,940.96 |
DisclosureSEC source: 0000705432-17-000136 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,102 Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 19:20 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $14.67 | $0.00 |
DisclosureSEC source: 0000705432-17-000105 · f4forbkm.xml · derivative · entry 5 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,670 Underlying: Common Stock · 1,500 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 · balance_after: Amount includes shares received pursuant to stock dividends. Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 19:20 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 1,500 | $33.00 | $49,500.00 |
DisclosureSEC source: 0000705432-17-000105 · f4forbkm.xml · nonDerivative · entry 2 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,158 Read SEC document |
| September 14, 2017 Filed Sep 14, 2017 19:20 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 1,500 | $14.67 | $22,005.00 |
DisclosureSEC source: 0000705432-17-000105 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,658 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 |
| August 31, 2017 Filed Sep 5, 2017 21:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000100 · f4forbkm.xml · nonDerivative · entry 3 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,144 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 21:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000100 · f4forbkm.xml · nonDerivative · entry 2 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,137 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 21:08 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000100 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,132 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 19:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 95 | $34.93 | $3,318.35 |
DisclosureSEC source: 0000705432-17-000085 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,130 F1 · balance_after: Amount includes shares received pursuant to a 2.5% stock dividend. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 52.2469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 5 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 6,136.0392 F4 · price: Cash dividend equivalent Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 3 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,824 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 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 2 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,817 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 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,810 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 |
| March 21, 2017 Filed Jun 2, 2017 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 71.092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 8 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 9,699.693 F7 · price: 2016 Contribution allocation Read SEC document |
| March 15, 2017 Filed Jun 2, 2017 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 70.061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 7 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 9,628.601 F6 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| March 09, 2017 Filed Jun 2, 2017 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 43.749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 4 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 6,083.7923 F4 · price: Cash dividend equivalent Read SEC document |
| December 31, 2016 Filed Jun 2, 2017 20:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 0.913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000054 · f4forbkm.xml · nonDerivative · entry 6 MCCABE BRIAN K · CIK 0001610736 · COO & SEVP 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 9,558.54 F5 · price: Forfeiture allocation Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 23:24 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 62 | $38.13 | $2,364.06 |
DisclosureSEC source: 0000705432-16-000252 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,794 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 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000246 · f4forbkm.xml · nonDerivative · entry 2 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,856 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 20:12 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000246 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,850 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 |
| November 23, 2016 Filed Nov 25, 2016 20:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option 4 year / (Right to Buy) · Derivative | 3,559 | $0.00 Strike: $38.21 | $0.00 |
DisclosureSEC source: 0000705432-16-000240 · f4forbkm.xml · derivative · entry 4 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,559 Underlying: Common Stock · 3,559 shares Expires 2026-11-23 F2 · derivative.exercise_date: The option vests in four equal annual installments on each of November 23, 2017, 2018, 2019 and 2020. Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 20:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-16-000240 · f4forbkm.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,846 Read SEC document |
| September 08, 2016 Filed Nov 25, 2016 20:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 68.966 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000240 · f4forbkm.xml · nonDerivative · entry 3 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 9,478.4168 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 20:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 43.339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000240 · f4forbkm.xml · nonDerivative · entry 2 MCCABE BRIAN K · CIK 0001610736 · CIO & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · 401k SSB Trust Disclosed balance after: 5,993.8843 F1 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| December 05, 2014 Filed Mar 10, 2017 20:29 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 51 | $31.95 | $1,629.45 |
DisclosureSEC source: 0000705432-17-000024 · f4forbmc.xml · nonDerivative · entry 1 MCCABE BRIAN K · CIK 0001610736 · EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,593 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.