Southside Bancshares Inc
SBSIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Southside Bancshares Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 22, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MAI Capital Management | 2026-03-31 | 70 | $2.18K | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 18,354 | $571K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 394,820 | $12.3M | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 16,249 | $505K | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 82 | $2.55K | SEC filing |
| LPL Financial LLC | 2026-03-31 | 16,019 | $498K | SEC filing |
| JANUS HENDERSON GROUP PLC | 2026-03-31 | 13,532 | $420K | SEC filing |
| Pingora Partners LLC | 2026-03-31 | 61,745 | $1.92M | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 147 | $4.57K | SEC filing |
| Creative Planning | 2026-03-31 | 63,858 | $1.99M | SEC filing |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 2026-03-31 | 410 | $12.7K | SEC filing |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2026-03-31 | 7,440 | $231K | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 1,583 | $48.1K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 7,997 | $249K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 3,242 | $101K | SEC filing |
| NISA INVESTMENT ADVISORS, LLC | 2026-03-31 | 620 | $19.3K | SEC filing |
| NAPLES GLOBAL ADVISORS, LLC | 2026-03-31 | 10,009 | $311K | SEC filing |
| MACKENZIE FINANCIAL CORP | 2026-03-31 | 72,729 | $2.26M | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 11,859 | $369K | SEC filing |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-03-31 | 23 | $715 | SEC filing |
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-09 | Craddock John Mitchell Jr. · Chief Operating Officer | Common Stock | S — Open market or private sale | −486 | 33.38 | SEC filing |
| 2026-02-03 | Calhoun Kirk A. · Director | Common Stock | P — Open market or private purchase | +300 | 33.15 | SEC filing |
| 2025-12-04 | BUIE HERBERT C · Director | Common Stock | P — Open market or private purchase | +1,807 | 30.68 | SEC filing |
| 2025-05-23 | Calhoun Kirk A. · Director | Common Stock | P — Open market or private purchase | +300 | 27.99 | SEC filing |
Showing 4 of 4 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-20 | Martinez Anne · CRO | Common Stock | F — Payment of exercise price or tax by delivering securities | −176 | SEC filing |
| 2026-06-20 | PINKLEY APRIL · CAO | Common Stock | F — Payment of exercise price or tax by delivering securities | −135 | SEC filing |
| 2026-06-20 | Anthony Sherri · Chief Banking Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −128 | SEC filing |
| 2026-06-01 | Donahoe Keith · President and CEO | Common Stock | A — Grant, award, or other acquisition | +152 | SEC filing |
| 2026-06-01 | SHANDS HILLIARD J · Director | Common Stock | A — Grant, award, or other acquisition | +14 | SEC filing |
| 2026-06-01 | ANDERSON SUSAN ELAINE · Director | Common Stock | A — Grant, award, or other acquisition | +14 | SEC filing |
| 2026-06-01 | DAVIS SUNI M · CHIEF TREASURY OFFICER | Common Stock | A — Grant, award, or other acquisition | +41 | SEC filing |
| 2026-06-01 | Jones Jeb Weldon · Director | Common Stock | A — Grant, award, or other acquisition | +14 | SEC filing |
Showing 8 of 28 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.