Overview
- TickerSBSI on NYSE1
- IndustryState Commercial Banks1
- HeadquartersTyler1
- Websitewww.southside.com
- Incorporated inTX5
- Business address1201 S Beckham, Tyler, Tx 757015
- Filer categoryLarge accelerated filer5
- Legal formCommercial Bank3
- LEI549300BEM32ZRV7MJ1783
- StatusActive3
- LEI statusIssued and current3
- Registered address1201 S Beckham Ave, 75701 Tyler, United States3
- Registered withFederal Deposit Insurance Corporation, 182973
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The disclosures set forth in this item are qualified by the section captioned “Cautionary Notice Regarding Forward-Looking Statements” in “Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations” of this Annual Report on Form 10-K and other cautionary statements set forth elsewhere in this report.6 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.11
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Loans | $275.6M | $279.4M | $244.8M |
| Taxable investment securities | $23.0M | $28.1M | $31.2M |
| Tax-exempt investment securities | $31.6M | $40.5M | $54.6M |
| MBS | $57.2M | $45.2M | $19.4M |
| FHLB stock and equity investments | $1.8M | $2.1M | $1.2M |
| Other interest earning assets | $13.8M | $19.1M | $8.5M |
| Total interest and dividend income | $403.1M | $414.3M | $359.7M |
| Deposits | $151.2M | $153.7M | $108.2M |
| FHLB borrowings | $13.7M | $24.4M | $6.8M |
| Subordinated notes | $8.2M | $3.8M | $3.9M |
| Trust preferred subordinated debentures | $4.0M | $4.6M | $4.5M |
| Other borrowings | $4.9M | $11.7M | $21.4M |
| Total interest expense | $182.0M | $198.2M | $144.7M |
| Net interest income | $221.1M | $216.1M | $215.0M |
| Provision for (reversal of) credit losses | $3.1M | $3.3M | $9.2M |
| Net interest income after provision for credit losses | $218.0M | $212.8M | $205.9M |
| Deposit services | $24.4M | $24.4M | $25.5M |
| Net gain (loss) on sale of securities available for sale | -$32.3M | -$2.5M | -$16.0M |
| Net gain on sale of equity securities | $0 | $0 | $5.1M |
| Gain (loss) on sale of loans | $440.0K | $37.0K | $563.0K |
| Trust fees | $7.9M | $6.2M | $5.9M |
| BOLI | $3.6M | $4.3M | $5.8M |
| Brokerage services | $4.9M | $4.2M | $3.3M |
| Other noninterest income | $7.0M | $5.1M | $5.7M |
| Total noninterest income | $16.0M | $41.7M | $35.8M |
| Salaries and employee benefits | $90.3M | $90.3M | $85.6M |
| Net occupancy | $14.5M | $14.4M | $14.7M |
| Advertising, travel & entertainment | $3.9M | $3.4M | $4.1M |
| ATM expense | $1.5M | $1.5M | $1.4M |
| Professional fees | $5.7M | $5.1M | $5.4M |
| Software and data processing | $11.5M | $11.6M | $9.4M |
| Communications | $1.3M | $1.6M | $1.5M |
| FDIC insurance | $3.8M | $3.8M | $3.6M |
| Amortization of intangibles | $742.0K | $1.2M | $1.7M |
| Other | $18.1M | $14.4M | $13.3M |
| Total noninterest expense | $151.4M | $147.1M | $140.6M |
| Income before income tax expense | $82.6M | $107.4M | $101.1M |
| Income tax expense | $13.4M | $18.9M | $14.4M |
| Net income | $69.2M | $88.5M | $86.7M |
| Earnings per common share - basic (in dollars per share) | $2.30 | $2.92 | $2.82 |
| Earnings per common share - diluted (in dollars per share) | $2.29 | $2.91 | $2.82 |
| Cash dividends paid per common share | $1.44 | $1.44 | $1.42 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.11
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $81.1M | $91.4M | ||
| Interest earning deposits | $302.9M | $281.9M | ||
| Federal funds sold | $5.8M | $52.8M | ||
| Total cash and cash equivalents | $389.8M | $426.2M | ||
| Securities AFS, at estimated fair value (amortized cost of $1,456,986 and $1,587,416, respectively) | $1.5B | $1.5B | ||
| Securities HTM (estimated fair value of $1,103,304 and $1,113,482, respectively) | $1.2B | $1.3B | ||
| FHLB stock, at cost | $14.1M | $33.8M | ||
| Equity investments | $9.6M | $9.5M | ||
| Loans held for sale | $1.3M | $1.9M | ||
| Loans | $4.8B | $4.7B | ||
| Less: Allowance for loan losses | -$45.1M | -$44.9M | -$42.7M | -$36.5M |
| Net loans | $4.8B | $4.6B | ||
| Premises and equipment, net | $152.3M | $141.6M | ||
| Operating lease ROU assets | $12.4M | $13.9M | ||
| Goodwill | $201.1M | $201.1M | ||
| Other intangible assets, net | $1.0M | $1.8M | ||
| Interest receivable | $41.8M | $46.7M | ||
| Deferred tax asset, net | $27.1M | $34.5M | ||
| BOLI | $145.1M | $138.3M | ||
| Other assets | $42.4M | $38.3M | ||
| Total assets | $8.5B | $8.5B | ||
| Noninterest bearing | $1.4B | $1.4B | ||
| Interest bearing | $5.4B | $5.3B | ||
| Total deposits | $6.9B | $6.7B | ||
| Other borrowings | $208.7M | $76.4M | ||
| FHLB borrowings | $211.1M | $731.9M | ||
| Subordinated notes, net of unamortized debt issuance costs | $239.7M | $92.0M | ||
| Trust preferred subordinated debentures, net of unamortized debt issuance costs | $60.3M | $60.3M | ||
| Operating lease liabilities | $14.3M | $15.8M | ||
| Other liabilities | $67.7M | $74.8M | ||
| Total liabilities | $7.7B | $7.7B | ||
| Common stock: ($1.25 par value, 80,000,000 shares authorized, 38,110,078 shares issued at December 31, 2025 and 38,077,992 shares issued at December 31, 2024) | $47.6M | $47.6M | ||
| Paid-in capital | $795.8M | $793.6M | ||
| Retained earnings | $352.2M | $326.8M | ||
| Treasury stock: (shares at cost, 8,387,077 at December 31, 2025 and 7,699,182 at December 31, 2024) | -$252.4M | -$231.1M | ||
| AOCI | -$95.6M | -$124.9M | ||
| Total shareholders equity | $847.6M | $811.9M | $773.3M | $746.0M |
| Total liabilities and shareholders equity | $8.5B | $8.5B | ||
| Amortized Cost | $1.5B | $1.6B | ||
| Securities held to maturity, fair value | $1.1B | $1.1B | ||
| Common Stock, Par or Stated Value Per Share (in dollars per share) | $1.25 | $1.25 | ||
| Common Stock, Authorized (in shares) | 80.0M shares | 80.0M shares | ||
| Common Stock, Issued (in shares) | 38.1M shares | 38.1M shares | ||
| Treasury Stock, (in shares) | 8.4M shares | 7.7M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $81.1M | $91.4M | ||
| Interest earning deposits | $302.9M | $281.9M | ||
| Federal funds sold | $5.8M | $52.8M | ||
| Total cash and cash equivalents | $389.8M | $426.2M | ||
| Securities AFS, at estimated fair value (amortized cost of $1,456,986 and $1,587,416, respectively) | $1.5B | $1.5B | ||
| Securities HTM (estimated fair value of $1,103,304 and $1,113,482, respectively) | $1.2B | $1.3B | ||
| FHLB stock, at cost | $14.1M | $33.8M | ||
| Equity investments | $9.6M | $9.5M | ||
| Loans held for sale | $1.3M | $1.9M | ||
| Loans | $4.8B | $4.7B | ||
| Less: Allowance for loan losses | -$45.1M | -$44.9M | -$42.7M | -$36.5M |
| Net loans | $4.8B | $4.6B | ||
| Premises and equipment, net | $152.3M | $141.6M | ||
| Operating lease ROU assets | $12.4M | $13.9M | ||
| Goodwill | $201.1M | $201.1M | ||
| Other intangible assets, net | $1.0M | $1.8M | ||
| Interest receivable | $41.8M | $46.7M | ||
| Deferred tax asset, net | $27.1M | $34.5M | ||
| BOLI | $145.1M | $138.3M | ||
| Other assets | $42.4M | $38.3M | ||
| Total assets | $8.5B | $8.5B | ||
| Noninterest bearing | $1.4B | $1.4B | ||
| Interest bearing | $5.4B | $5.3B | ||
| Total deposits | $6.9B | $6.7B | ||
| Other borrowings | $208.7M | $76.4M | ||
| FHLB borrowings | $211.1M | $731.9M | ||
| Subordinated notes, net of unamortized debt issuance costs | $239.7M | $92.0M | ||
| Trust preferred subordinated debentures, net of unamortized debt issuance costs | $60.3M | $60.3M | ||
| Operating lease liabilities | $14.3M | $15.8M | ||
| Other liabilities | $67.7M | $74.8M | ||
| Total liabilities | $7.7B | $7.7B | ||
| Common stock: ($1.25 par value, 80,000,000 shares authorized, 38,110,078 shares issued at December 31, 2025 and 38,077,992 shares issued at December 31, 2024) | $47.6M | $47.6M | ||
| Paid-in capital | $795.8M | $793.6M | ||
| Retained earnings | $352.2M | $326.8M | ||
| Treasury stock: (shares at cost, 8,387,077 at December 31, 2025 and 7,699,182 at December 31, 2024) | -$252.4M | -$231.1M | ||
| AOCI | -$95.6M | -$124.9M | ||
| Total shareholders equity | $847.6M | $811.9M | $773.3M | $746.0M |
| Total liabilities and shareholders equity | $8.5B | $8.5B | ||
| Amortized Cost | $1.5B | $1.6B | ||
| Securities held to maturity, fair value | $1.1B | $1.1B | ||
| Common Stock, Par or Stated Value Per Share (in dollars per share) | $1.25 | $1.25 | ||
| Common Stock, Authorized (in shares) | 80.0M shares | 80.0M shares | ||
| Common Stock, Issued (in shares) | 38.1M shares | 38.1M shares | ||
| Treasury Stock, (in shares) | 8.4M shares | 7.7M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.11
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $69.2M | $88.5M | $86.7M |
| Depreciation and net amortization | $10.6M | $10.5M | $10.6M |
| Securities premium amortization (discount accretion), net | $8.5M | $7.3M | $4.5M |
| Loan (discount accretion) premium amortization, net | $949.0K | $916.0K | $400.0K |
| Provision for (reversal of) credit losses | $3.1M | $3.3M | $9.2M |
| Stock compensation expense | $3.0M | $3.5M | $3.6M |
| Deferred tax expense (benefit) | -$351.0K | -$1.0M | -$2.1M |
| Net (gain) loss on sale of AFS securities | $32.3M | $2.5M | $16.0M |
| Net gain on sale of equity securities | $0 | $0 | -$5.1M |
| Loss on impairment of investments | $0 | $868.0K | $0 |
| Net loss on premises and equipment | $1.8M | $160.0K | $342.0K |
| Gross proceeds from sales of loans held for sale | $17.1M | $18.6M | $17.2M |
| Gross originations of loans held for sale | -$16.5M | -$17.6M | -$19.3M |
| Net (gain) loss on consumer receivables | $0 | $412.0K | $0 |
| Net (gain) loss on OREO | $109.0K | $95.0K | -$61.0K |
| (Gain on purchase) loss on redemption of subordinated notes | $0 | -$178.0K | -$587.0K |
| Interest receivable | $4.9M | $3.8M | -$1.1M |
| Other assets | $8.2M | -$70.8M | $37.9M |
| Interest payable | $3.4M | -$437.0K | $7.4M |
| Other liabilities | -$52.5M | $51.5M | -$85.6M |
| Net cash provided by (used in) operating activities | $93.8M | $101.8M | $79.9M |
| Purchases | -$967.7M | -$1.2B | -$2.0B |
| Sales | $544.2M | $135.6M | $1.1B |
| Maturities, calls and principal repayments | $516.2M | $797.2M | $960.6M |
| Maturities, calls and principal repayments | $35.1M | $31.1M | $22.6M |
| Proceeds from sales of equity securities | $0 | $0 | $6.7M |
| Proceeds from redemption of FHLB stock and equity investments | $39.6M | $78.2M | $36.9M |
| Purchases of FHLB stock and equity investments | -$19.9M | -$99.9M | -$39.8M |
| Net loan paydowns (originations) | -$159.0M | -$138.1M | -$388.3M |
| Proceeds from sales of customer receivables | $0 | $7.6M | $0 |
| Purchases of premises and equipment | -$20.3M | -$11.2M | -$6.9M |
| Proceeds from (purchases of) BOLI | -$3.1M | $4.0M | $951.0K |
| Proceeds from sales of premises and equipment | $322.0K | $20.0K | $430.0K |
| Net proceeds from sales of OREO | $273.0K | $278.0K | $203.0K |
| Proceeds from sales of repossessed assets | $230.0K | $160.0K | $168.0K |
| Net cash provided by (used in) investing activities | -$34.2M | -$382.9M | -$327.1M |
| Net change in deposits | $210.8M | $104.5M | $351.6M |
| Net change in other borrowings | $132.2M | -$433.4M | $288.7M |
| Proceeds from FHLB borrowings | $3.8B | $8.1B | $2.0B |
| Repayment of FHLB borrowings | -$4.3B | -$7.6B | -$2.0B |
| Net proceeds from issuance of subordinated notes | $147.4M | $0 | $0 |
| Purchase/redemption of subordinated notes | $0 | -$1.8M | -$4.4M |
| Proceeds from stock option exercises | $693.0K | $2.6M | $1.1M |
| Cash paid to tax authority related to tax withholding on share-based awards | -$784.0K | -$576.0K | -$597.0K |
| Purchase of common stock | -$23.2M | -$1.5M | -$44.8M |
| Proceeds from the issuance of common stock for dividend reinvestment plan | $954.0K | $1.2M | $1.2M |
| Cash dividends paid | -$43.4M | -$43.6M | -$43.6M |
| Net cash provided by (used in) financing activities | -$96.0M | $146.7M | $608.5M |
| Net increase (decrease) in cash and cash equivalents | -$36.4M | -$134.3M | $361.3M |
| Interest paid | $178.6M | $198.6M | $137.3M |
| Income taxes paid | $13.0M | $15.8M | $15.8M |
| Loans transferred to other repossessed assets and real estate through foreclosure | $441.0K | $850.0K | $226.0K |
| Loans transferred from held for investment to held for sale | $0 | $0 | $8.1M |
No quarter-by-quarter statement was filed.
Leadership
Who has led Southside Bank, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
Chief operating officer
- Chief executive officerKeith Donahoe Feb 6, 2026 to now15
- Chief executive officerLee R. Gibson Mar 10, 2017 to Feb 6, 202616
- Chief executive officerCharles E. Dawson Jan 25, 2012 to Dec 2, 201617
- Chief executive officerBg Hartley Jan 26, 2006 to Jul 22, 201118
- PresidentKeith Donahoe Nov 19, 2024 to now19
- PresidentMark W. Drennan Nov 19, 2024 to Dec 10, 202420
- PresidentJared C. Green Oct 1, 2020 to Nov 19, 202421
- PresidentHilliard J. Shands Jan 31, 2019 to Mar 9, 202022
- PresidentLee R. Gibson Mar 8, 2016 to Jun 2, 201723
- PresidentTimothy F. Alexander Feb 24, 2015 to Jun 3, 201624
- PresidentPeter M. Boyd Feb 21, 2013 to Jun 3, 201625
- PresidentCharles E. Dawson Jan 26, 2006 to Jan 21, 201626
- Chief financial officerJulie Shamburger Jun 3, 2016 to now27
- Chief financial officerLee R. Gibson May 1, 2009 to Mar 11, 201628
- Chief operating officerJohn Mitchell Craddock Jr. Dec 9, 2025 to now29
- Chief operating officerBrian K. McCabe Jun 2, 2017 to Dec 9, 202530
- Chief operating officerCharles E. Dawson Aug 6, 2012 to Dec 9, 201331
Board members and other officers (52)
- Chief Banking OfficerSherri Anthony Jan 8, 2024 to now32
- CHIEF LENDING OFFICERCurtis Burchard Apr 22, 2024 to now33
- CROAnne Martinez Sep 3, 2024 to now34
- RP CTXKeith Donahoe Jun 6, 2022 to Sep 9, 202435
- Chief Retail OfficerCindy Blackstone Jul 23, 2021 to Jun 30, 202336
- SVPJared C. Green Feb 27, 2020 to Sep 8, 202037
- SEVP & CCOT. L. Arnold Jr. Mar 29, 2019 to now38
- HR DIRECTOREmily S. Moore Feb 7, 2018 to Sep 6, 202339
- RP CTXJames D. Alfred Feb 7, 2018 to Mar 7, 202240
- RP NTXMark W. Drennan Feb 7, 2018 to Oct 30, 202441
- CHIEF RISK OFFICERSuni M. Davis Feb 7, 2018 to now42
- Senior EVPPeter M. Boyd Sep 2, 2016 to Dec 18, 201743
- Chief Lending OfficerTimothy F. Alexander Sep 2, 2016 to Jun 2, 201744
- Secretary & EVPBrian K. McCabe Jun 19, 2014 to Mar 10, 201745
- EVP & SR CREDIT OFFICERW. Clawater Earl Iii. Jun 19, 2014 to Apr 2, 201946
- Director, COBBg Hartley Jan 26, 2012 to Jan 26, 201247
- Controller & SVPApril Pugh Jul 21, 2011 to now48
- Asst Controller & SVPTonya Boyd Jul 21, 2011 to Feb 11, 201349
- EVP & TreasurerMichael L. Coogan Mar 6, 2009 to Mar 19, 201350
- Vice chairRobbie N. Edmonson Feb 6, 2006 to Jan 25, 201251
- Executive Vice PresidentLee R. Gibson Mar 7, 2006 to Dec 9, 201152
- Executive Vice PresidentJeryl W. Story Jun 21, 2006 to Sep 6, 201353
- Vice President & ControllerJulie Shamburger Dec 20, 2006 to Dec 10, 201854
- Board memberKeith Donahoe Nov 18, 2025 to now55
- Board memberRaymond C. McKinney Nov 25, 2025 to now56
- Board memberJeb Weldon Jones Dec 5, 2025 to now57
- Board memberKirk A. Calhoun May 16, 2024 to now58
- Board memberAlton L. Frailey Jan 5, 2022 to now59
- Board memberShannon Dacus May 18, 2020 to now60
- Board memberGeorge H. Henderson Iii. Oct 12, 2018 to Mar 10, 202561
- Board memberMichael J. Bosworth Jan 25, 2017 to now62
- Board memberJohn F. Sammons Jr. May 11, 2017 to Mar 10, 202563
- Board memberTony K. Morgan May 11, 2017 to Mar 10, 202564
- Board memberHilliard J. Shands Dec 1, 2017 to now65
- Board memberM. Richard Warner Dec 1, 2017 to Dec 1, 201766
- Board memberSusan Elaine Anderson Dec 12, 2014 to now67
- Board memberLee R. Gibson Sep 7, 2012 to now68
- Board memberDonald W. Thedford Aug 31, 2009 to Mar 10, 202569
- Board memberPreston L. Smith Sep 1, 2009 to now70
- Board memberHerbert C. Buie Sep 22, 2008 to now71
- Board memberAlton Cade Jr. Jan 26, 2006 to Jun 16, 201772
- Board memberBg Hartley Jan 26, 2006 to Mar 29, 201218
- Board memberCharles E. Dawson Jan 26, 2006 to Dec 2, 201626
- Board memberFred Bosworth Jan 26, 2006 to Oct 12, 200673
- Board memberJoe Norton Jan 26, 2006 to Jan 17, 201474
- Board memberPaul Powell Jan 26, 2006 to Aug 27, 201575
- Board memberRollins Caldwell Jan 26, 2006 to Jan 26, 200676
- Board memberWilliam Sheehy Jan 26, 2006 to Jan 5, 202477
- Board memberRobbie N. Edmonson Feb 6, 2006 to Jan 25, 201251
- Board memberMelvin B. Lovelady Feb 14, 2006 to Mar 12, 202078
- Board memberMichael E. Gollob Aug 15, 2006 to Apr 21, 200979
- General counselTimothy F. Alexander Sep 5, 2017 to Mar 4, 202480
Subsidiaries and ownership
Parent company (GLEIF)
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Timeline
- Feb 6, 2026New chief executive Keith Donahoe becomes CEO15
- Jun 23, 2023Parent Directly consolidated by SOUTHSIDE BANCSHARES, INC.3
- Mar 10, 2017New chief executive Lee R. Gibson becomes CEO16
- Jan 25, 2012New chief executive Charles E. Dawson becomes CEO17
- Jan 26, 2006New chief executive Bg Hartley becomes CEO18
- 1960Founded Founded1
Filings
834 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 47 major events, 716 insider forms, 9 large holders, 42 other. The latest 20:
- Sep 11, 20264 EDGAR
- Sep 9, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
- Sep 8, 20264 EDGAR
The 834 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
38 open-market trades by officers, directors and large owners since October 2021: 18 buys and 20 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Craddock John Mitchell Jr.Chief Operating Officer | Sale | 415 | $32.01 | $13.3K | Form 4 |
| Jun 9, 2026 | Craddock John Mitchell Jr.Chief Operating Officer | Sale | 486 | $33.38 | $16.2K | Form 4 |
| Feb 3, 2026 | Calhoun Kirk A.Director | Buy | 300 | $33.15 | $9.9K | Form 4 |
| Dec 4, 2025 | BUIE HERBERT CDirector | Buy | 1,807 | $30.68 | $55.4K | Form 4 |
| May 23, 2025 | Calhoun Kirk A.Director | Buy | 300 | $27.99 | $8.4K | Form 4 |
| Nov 25, 2024 | MCCABE BRIAN KCOO | Sale | 11,385 | $36.67 | $417.5K | Form 4 |
| Nov 6, 2024 | GIBSON LEE RDirector | Sale | 3,300 | $36.74 | $121.2K | Form 4 |
| Nov 6, 2024 | DAVIS SUNI MCHIEF TREASURY OFFICER | Sale | 2,220 | $36.00 | $79.9K | Form 4 |
| Aug 23, 2024 | Arnold T L JrCCO | Sale | 4,667 | $33.71 | $157.3K | Form 4 |
| Aug 7, 2024 | Arnold T L JrCCO | Sale | 3,999 | $31.63 | $126.5K | Form 4 |
| Aug 1, 2024 | Green Jared C.Regional President, ETX | Sale | 864 | $33.27 | $28.7K | Form 4 |
| Jul 31, 2024 | SHAMBURGER JULIECFO | Sale | 5,360 | $35.03 | $187.8K | Form 4 |
| Mar 4, 2024 | GIBSON LEE RDirector | Sale | 14,897 | $30.27 | $450.9K | Form 4 |
| Jan 30, 2024 | BUIE HERBERT CDirector | Buy | 1,990 | $32.52 | $64.7K | Form 4 |
| Dec 13, 2023 | MCCABE BRIAN KCOO | Sale | 2,648 | $29.60 | $78.4K | Form 4 |
| Nov 1, 2023 | Sammons John F JrDirector | Buy | 555 | $26.83 | $14.9K | Form 4 |
| Oct 31, 2023 | Sammons John F JrDirector | Buy | 3,000 | $27.10 | $81.3K | Form 4 |
| Sep 14, 2023 | Green Jared C.Regional President, ETX | Sale | 1,665 | $29.81 | $49.6K | Form 4 |
| Aug 1, 2023 | MCCABE BRIAN KCOO | Sale | 1,500 | $33.68 | $50.5K | Form 4 |
| May 12, 2023 | GIBSON LEE RDirector | Buy | 1,000 | $26.90 | $26.9K | Form 4 |
All 38 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- VANGUARD GROUP INCSCHEDULE 13G/A, 4 filings Feb 10, 2022 to Mar 27, 202681
- BlackRockSCHEDULE 13G/A, 1 filing Oct 17, 202582
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
2 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Jun 17, 2025 | Lisa C. McClainRepublican, House | Sale | $1,001 - $15,000 | +19.1% | Report |
| Jun 9, 2025 | Lisa C. McClainRepublican, House | Buy | $1,001 - $15,000 | −21.7% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Links
- Websitewww.southside.com1
- X (Twitter)x.com/bankatsouthside1
- Facebookwww.facebook.com/SouthsideBank1
- Instagramwww.instagram.com/bankatsouthside1
- YouTubewww.youtube.com/channel/UCFJqIHFmNIvR9uOsNYsFrXw1
- LinkedInwww.linkedin.com/company/southsidebank1
- WikidataQ134008655
- SEC EDGARCIK 705432
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataSouthside Bank on Wikidata
- 2SEC EDGARSouthside Bank filings on SEC EDGAR
- 3
- 4Company websiteSouthside Bank logo
- 5SEC EDGARSouthside Bank filings on SEC EDGAR
- 6
- 7SEC EDGARSouthside Bank 10-K for fiscal 2019
- 8SEC EDGARSouthside Bank 10-K for fiscal 2020
- 9SEC EDGARSouthside Bank 10-K for fiscal 2021
- 10SEC EDGARSouthside Bank 10-K for fiscal 2022
- 11SEC EDGARSouthside Bank 10-K for fiscal 2023
- 12SEC EDGARSouthside Bank 10-Q for fiscal 2026
- 13SEC EDGARSouthside Bank 10-Q for fiscal 2026
- 14SEC EDGARSouthside Bank 10-K for fiscal 2019
- 15
- 16
- 17
- 18SEC EDGARBg Hartley, Chief executive officer
- 19SEC EDGARKeith Donahoe, President
- 20SEC EDGARMark W. Drennan, President
- 21SEC EDGARJared C. Green, President
- 22SEC EDGARHilliard J. Shands, President
- 23SEC EDGARLee R. Gibson, President
- 24SEC EDGARTimothy F. Alexander, President
- 25SEC EDGARPeter M. Boyd, President
- 26SEC EDGARCharles E. Dawson, President
- 27
- 28
- 29
- 30
- 31
- 32
- 33
- 34SEC EDGARAnne Martinez, CRO
- 35SEC EDGARKeith Donahoe, RP CTX
- 36
- 37SEC EDGARJared C. Green, SVP
- 38SEC EDGART. L. Arnold Jr., SEVP & CCO
- 39SEC EDGAREmily S. Moore, HR DIRECTOR
- 40SEC EDGARJames D. Alfred, RP CTX
- 41SEC EDGARMark W. Drennan, RP NTX
- 42SEC EDGARSuni M. Davis, CHIEF RISK OFFICER
- 43SEC EDGARPeter M. Boyd, Senior EVP
- 44
- 45SEC EDGARBrian K. McCabe, Secretary & EVP
- 46
- 47SEC EDGARBg Hartley, Director, COB
- 48SEC EDGARApril Pugh, Controller & SVP
- 49SEC EDGARTonya Boyd, Asst Controller & SVP
- 50SEC EDGARMichael L. Coogan, EVP & Treasurer
- 51SEC EDGARRobbie N. Edmonson, Vice chair
- 52
- 53
- 54
- 55SEC EDGARKeith Donahoe, Board member
- 56SEC EDGARRaymond C. McKinney, Board member
- 57SEC EDGARJeb Weldon Jones, Board member
- 58SEC EDGARKirk A. Calhoun, Board member
- 59SEC EDGARAlton L. Frailey, Board member
- 60SEC EDGARShannon Dacus, Board member
- 61
- 62SEC EDGARMichael J. Bosworth, Board member
- 63SEC EDGARJohn F. Sammons Jr., Board member
- 64SEC EDGARTony K. Morgan, Board member
- 65SEC EDGARHilliard J. Shands, Board member
- 66SEC EDGARM. Richard Warner, Board member
- 67SEC EDGARSusan Elaine Anderson, Board member
- 68SEC EDGARLee R. Gibson, Board member
- 69SEC EDGARDonald W. Thedford, Board member
- 70SEC EDGARPreston L. Smith, Board member
- 71SEC EDGARHerbert C. Buie, Board member
- 72SEC EDGARAlton Cade Jr., Board member
- 73SEC EDGARFred Bosworth, Board member
- 74SEC EDGARJoe Norton, Board member
- 75SEC EDGARPaul Powell, Board member
- 76SEC EDGARRollins Caldwell, Board member
- 77SEC EDGARWilliam Sheehy, Board member
- 78SEC EDGARMelvin B. Lovelady, Board member
- 79SEC EDGARMichael E. Gollob, Board member
- 80
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