Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Regional President, NTX | December 06, 2024 | December 10, 2024 |
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 December 06, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,252 |
Reported balance
After 2024-12-06 transaction · row 1
1 source rowRow 1 · 2024-12-06 · Grant · Acquired 9 · Balance 6,252 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 | IndirectESOP | 1,085 |
Reported balance
Holding disclosure · report date 2024-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,085 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 |
|---|---|---|---|---|---|---|
| June 18, 2020 Filed Jun 19, 2020 21:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 73 | $27.78 | $2,027.94 |
DisclosureSEC source: 0000705432-20-000087 · wf-form4_159260235110428.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,651 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 22:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 38 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000079 · wf-form4_159165551137038.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,724 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 15:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-20-000028 · wf-form4_158376759749524.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,686 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 20:47 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000151 · wf-form4_157627004944883.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,652 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 21, 2019 Filed Nov 25, 2019 20:37 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000143 · wf-form4_157471425258924.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,620 Read SEC document |
| November 16, 2019 Filed Nov 18, 2019 20:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 49 | $35.45 | $1,737.05 |
DisclosureSEC source: 0000705432-19-000134 · wf-form4_157411055956957.xml · nonDerivative · entry 2 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,313 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 15, 2019 Filed Nov 18, 2019 20:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 63 | $35.45 | $2,233.35 |
DisclosureSEC source: 0000705432-19-000134 · wf-form4_157411055956957.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,362 Read SEC document |
| September 21, 2019 Filed Sep 24, 2019 16:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 63 | $34.51 | $2,174.13 |
DisclosureSEC source: 0000705432-19-000123 · wf-form4_156934217515272.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,425 Read SEC document |
| September 05, 2019 Filed Sep 9, 2019 21:33 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000113 · wf-form4_156806477521485.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,488 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 17:50 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 69 | $33.01 | $2,277.69 |
DisclosureSEC source: 0000705432-19-000069 · wf-form4_156105300037504.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,461 Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:38 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000059 · wf-form4_155994351707292.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,530 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 |
| March 07, 2019 Filed Mar 15, 2019 21:35 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-19-000026 · wf-form4_155268570197093.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,501 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 11, 2018 00:28 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 30 | $31.65 | $949.50 |
DisclosureSEC source: 0000705432-18-000133 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 23:26 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Tax withholdingCommon Stock | 48 | $33.36 | $1,601.28 |
DisclosureSEC source: 0000705432-18-000116 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,444 Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 16:51 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000115 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,492 Read SEC document |
| September 06, 2018 Filed Sep 7, 2018 21:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000093 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,485 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 20, 2018 20:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option / (Right to Buy) · Derivative | 4,659 | $0.00 Strike: $34.50 | $0.00 |
DisclosureSEC source: 0000705432-18-000074 · f4formwd.xml · derivative · entry 2 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,659 Underlying: Common Stock · 4,659 shares Expires 2029-06-18 F2 · derivative.exercise_date: The option vests in four equal annual installments beginning on June 18, 2019. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 20:39 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000074 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,465 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 20:35 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000062 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551 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 20:42 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000039 · f4formwd.xml · nonDerivative · entry 1 DRENNAN MARK W · CIK 0001730398 · RP NTX 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,538 F1 · price: Reflects restricted stock units 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.