Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director | March 06, 2025 | March 10, 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 March 06, 2025 · Filed March 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,908 |
Reported balance
After 2025-03-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-06 · Grant · Acquired 18 · Balance 17,908 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. |
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 |
|---|---|---|---|---|---|---|
| March 06, 2025 Filed Mar 10, 2025 21:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-25-000040 · wk-form4_1741643146.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,908 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. F2 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 19:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000270 · wk-form4_1733859431.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,695 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. F2 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 14:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000193 · wk-form4_1725892641.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,515 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. F2 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| June 06, 2024 Filed Jun 11, 2024 00:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000144 · wk-form4_1718066906.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,329 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 |
| May 15, 2024 Filed May 17, 2024 20:48 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,441 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-24-000085 · wk-form4_1715978872.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,093 F1 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-22-000064 · wf-form4_165124799870478.xml · nonDerivative · entry 2 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,361 F1 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 100 | $39.58 | $3,958.00 |
DisclosureSEC source: 0000705432-22-000064 · wf-form4_165124799870478.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,461 F1 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 23:18 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 365 | $26.58 | $9,701.70 |
DisclosureSEC source: 0000705432-20-000040 · wf-form4_158405511540183.xml · nonDerivative · entry 1 THEDFORD DONALD W · CIK 0001471353 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,306 F1 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. F2 · balance_after: Amount includes shares received pursuant to stock dividends of 5%, 5% and 2.5% on May 14, 2015, June 28, 2016 and June 27, 2017, respectively. 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.