Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | CLO | February 29, 2024 | March 04, 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 February 29, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,210 |
Reported balance
After 2024-02-29 transaction · row 1
1 source rowRow 1 · 2024-02-29 · Grant · Acquired 59 · Balance 11,210 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 | IndirectIRA | 12,828 |
Reported balance
Holding disclosure · report date 2024-02-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,828 |
| Common StockSEC Table I · non-derivative | IndirectCust FBO Granddaughter | 20 |
Reported balance
Holding disclosure · report date 2024-02-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20 |
| Common StockSEC Table I · non-derivative | Indirect401K | 4,260 |
Reported balance
Holding disclosure · report date 2024-02-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,260 F2: Includes shares acquired under the Company's Dividend Reinvestment Program. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 3,024 |
Reported balance
Holding disclosure · report date 2024-02-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,024 F3: Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and dividend reinvestment shares. |
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.
F3: Amount includes shares received in connection with the Company's annual ESOP contribution, forfeiture allocation and dividend reinvestment shares.
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 |
|---|---|---|---|---|---|---|
| August 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 5,363 | $0.00 Strike: $26.49 | $0.00 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · derivative · entry 12 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,788 Underlying: Common Stock · 5,363 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. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 3,200 | $0.00 Strike: $22.88 | $0.00 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · derivative · entry 11 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,200 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 |
| August 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 3,648 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · derivative · entry 10 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,648 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. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionEmployee Stock Option / (Right to Buy) · Derivative | 3,796 | $0.00 Strike: $14.67 | $0.00 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · derivative · entry 9 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,796 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. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | SaleCommon Stock | 16,007 | $35.36 | $566,031.53 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · nonDerivative · entry 5 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,984 Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 5,363 | $26.49 | $142,065.87 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · nonDerivative · entry 4 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,991 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 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 3,200 | $22.88 | $73,216.00 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · nonDerivative · entry 3 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,628 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 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 3,648 | $16.81 | $61,322.88 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,428 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 27, 2018 Filed Aug 28, 2018 20:21 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | Exercise / conversionCommon Stock | 3,796 | $14.67 | $55,687.32 |
DisclosureSEC source: 0000705432-18-000089 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,780 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 18, 2018 Filed Jun 20, 2018 18:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option / (Right to Buy) · Derivative | 13,060 | $0.00 Strike: $34.50 | $0.00 |
DisclosureSEC source: 0000705432-18-000068 · f4fortfa.xml · derivative · entry 5 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,060 Underlying: Common Stock · 13,060 shares Expires 2029-06-18 F3 · 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 18:13 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 2,536 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000068 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,984 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 20:17 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000059 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,448 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 20:35 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000037 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,415 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 16:56 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-18-000032 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,385 Read SEC document |
| December 18, 2017 Filed Dec 18, 2017 22:40 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 1,017 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000156 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,987 Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 19:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 26.895 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000152 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Indirect · 401K Disclosed balance after: 3,346.633 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 19:59 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000152 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,004 F1 · price: Reflects restricted stock units received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:34 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000097 · f4fortfa.xml · nonDerivative · entry 4 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,960 F4 · 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 20:34 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000097 · f4fortfa.xml · nonDerivative · entry 3 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,940 F3 · price: Reflects restricted stock units (RSUs) 2016 grant with three 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 20:34 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000097 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,926 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 20:34 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000097 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,919 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 01, 2017 Filed Jun 2, 2017 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 27.3512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 7 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401K Disclosed balance after: 3,212.249 F6 · price: Cash dividend equivalent Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 4 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,699 F4 · 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 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 3 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,680 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 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666 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 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,656 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 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 71.092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 10 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 1,403.0627 F9 · price: 2016 Contribution allocation Read SEC document |
| March 15, 2017 Filed Jun 2, 2017 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 9.692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 9 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 1,331.9707 F8 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 17 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 4 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,654 F4 · 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 |
| March 09, 2017 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 3 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,637 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 |
| March 09, 2017 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,625 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 |
| March 09, 2017 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,616 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 09, 2017 Filed Jun 2, 2017 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 22.903 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 6 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401K Disclosed balance after: 3,184.8978 F6 · price: Cash dividend equivalent Read SEC document |
| March 09, 2017 Filed Jun 2, 2017 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 88.6825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 5 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 12,110.6725 F5 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 31, 2016 Filed Jun 2, 2017 20:31 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 0.913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000056 · f4fortfa.xml · nonDerivative · entry 8 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 1,322.2787 F7 · price: Forfeiture allocation Read SEC document |
| December 20, 2016 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 0.408 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 8 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 1,321.3653 F6 · price: Amount includes 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 |
| December 07, 2016 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 10.494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 7 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 1,320.9573 F6 · price: Amount includes 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 |
| December 01, 2016 Filed Dec 2, 2016 19:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000243 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,614 F2 · price: The option vests in four equal annual installments beginning on June 18, 2016. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 19:46 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000243 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,605 F1 · price: Reflects restricted stock units (RSUs) 2012 grant received pursuant to dividend equivalent rights attached to RSUs held by the reporting person. Read SEC document |
| December 01, 2016 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 24.164 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 6 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401K Disclosed balance after: 3,161.9948 F6 · price: Amount includes 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 |
| December 01, 2016 Filed Mar 10, 2017 19:14 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 92.99 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000019 · f4fortfa.xml · nonDerivative · entry 5 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 12,021.99 F5 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 21:22 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 2,283 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-16-000241 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,601 Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 20:49 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantEmployee Stock Option 3 year / (Right to Buy) · Derivative | 7,353 | $0.00 Strike: $38.21 | $0.00 |
DisclosureSEC source: 0000705432-16-000236 · f4fortfa.xml · derivative · entry 5 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,353 Underlying: Common Stock · 7,353 shares Expires 2026-11-23 F1 · derivative.exercise_date: The option vests in three equal annual installments on each of November 23, 2017, 2018 and 2019. Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 20:49 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 1,603 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-16-000236 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,318 Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 19:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000225 · f4fortfa.xml · nonDerivative · entry 1 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,715 F1 · price: The NASDAQ Offical Close Price for 10/24/16 was $32.66. Read SEC document |
| September 08, 2016 Filed Oct 25, 2016 19:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 9.535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000225 · f4fortfa.xml · nonDerivative · entry 4 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Disclosed balance after: 1,310.4633 F2 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. Read SEC document |
| September 01, 2016 Filed Oct 25, 2016 19:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 22.688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000225 · f4fortfa.xml · nonDerivative · entry 3 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401K Disclosed balance after: 3,137.8308 F3 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| September 01, 2016 Filed Oct 25, 2016 19:23 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 88 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000225 · f4fortfa.xml · nonDerivative · entry 2 ALEXANDER TIMOTHY F · CIK 0001634357 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 11,929 F2 · price: Amount includes allocation of shares received in connection with reinvestment of quarterly cash dividend. 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.