Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director | January 01, 2024 | January 05, 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 January 01, 2024 · Filed January 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,340 |
Reported balance
Holding disclosure · report date 2024-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 139,340 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 17,754 |
Reported balance
Holding disclosure · report date 2024-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,754 |
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 |
|---|---|---|---|---|---|---|
| December 07, 2021 Filed Dec 7, 2021 22:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | PurchaseCommon Stock | 264 | $42.25 | $11,154.00 |
DisclosureSEC source: 0000705432-21-000204 · wf-form4_163891441477482.xml · nonDerivative · entry 1 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,352 F1 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. Read SEC document |
| April 23, 2021 Filed Apr 26, 2021 15:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000057 · wf-form4_161945190706479.xml · nonDerivative · entry 2 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Cust FBO Granddaughter Disclosed balance after: 200 Read SEC document |
| April 23, 2021 Filed Apr 26, 2021 15:45 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-21-000057 · wf-form4_161945190706479.xml · nonDerivative · entry 1 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,220 F1 · balance_after: Includes shares acquired under the Company's Dividend Reinvestment Program. F2 · balance_after: Includes shares transferred from IRA to Direct holdings since last Form filing. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000075 · f4forwsh.xml · nonDerivative · entry 5 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,499.5235 F2 · price: The Bloomberg closing price for Southside Bancshares, Inc. (SBSI) on 6/29/17 was $34.96. F3 · balance_after: Amount includes shares received pursuant to a 2.5% stock dividend. Read SEC document |
| June 29, 2017 Filed Jul 19, 2017 19:27 UTC Amendment | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000705432-17-000076 · f4aforwsh.xml · nonDerivative · entry 1 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,499.5235 F1 · kind: Amendment to correct Transaction Code F2 · balance_after: Amount includes shares received pursuant to a 2.5% stock dividend. F3 · balance_after: Includes shares acquired under the company's Dividend Reinvestment Program. Read SEC document |
| June 01, 2017 Filed Jun 30, 2017 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 441.2787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000075 · f4forwsh.xml · nonDerivative · entry 4 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,499.5235 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| March 09, 2017 Filed Jun 30, 2017 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 387.488 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000075 · f4forwsh.xml · nonDerivative · entry 3 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,058.2448 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| December 01, 2016 Filed Jun 30, 2017 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 412.3072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000075 · f4forwsh.xml · nonDerivative · entry 2 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,670.7568 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| September 14, 2016 Filed Sep 14, 2016 21:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GiftCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000224 · f4forwsh.xml · nonDerivative · entry 3 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,722.3126 F3 · price: The Bloomberg closing price for Southside Bancshares, Inc. (SBSI) on 9-14-2016 was $31.53. Read SEC document |
| September 01, 2016 Filed Jun 30, 2017 16:00 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 388.137 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000075 · f4forwsh.xml · nonDerivative · entry 1 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,258.4496 F1 · price: Dividend Reinvestment Program "DRP" Read SEC document |
| June 02, 2016 Filed Sep 14, 2016 21:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 414.4214 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000224 · f4forwsh.xml · nonDerivative · entry 2 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,722.3126 F1 · price: Dividend Reinvestment Program "DRP" F2 · balance_after: Amount includes shares received pursuant to a 5% stock dividend. Read SEC document |
| March 10, 2016 Filed Sep 14, 2016 21:32 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | OtherCommon Stock | 463.6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-16-000224 · f4forwsh.xml · nonDerivative · entry 1 SHEEHY WILLIAM · CIK 0001217148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,307.8912 F1 · price: Dividend Reinvestment Program "DRP" 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.