{"filings":[{"id":554197,"accession_number":"0000705432-26-000093","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2026-05-20T20:03:10+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Southside Bancshares shareholders approve issuance of up to 8M shares of flexible preferred stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Charter amendment authorizing up to 8,000,000 shares of flexible preferred stock approved with 21.8M for vs 2.0M against.","All six board nominees elected; three-year terms for Anderson, Donahoe, Shands, Smith; Jones (2-yr), McKinney (1-yr).","Non-binding say-on-pay approved: 22.3M for, 1.5M against, 2.8M broker non-votes.","Ernst & Young ratified as auditor for FY 2026 with 26.4M for out of 26.8M voted.","Amendment effective upon filing with Texas Secretary of State on May 19, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98385,"accession_number":"0000705432-26-000076","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q1 net income $23.3M, EPS $0.78, loan growth 2.7% linked quarter","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $23.3M vs $21.5M YoY (+8.1%); diluted EPS $0.78 vs $0.71 YoY (+9.9%).","Net interest margin 3.01%, up 3 bps linked quarter; net interest income $57.7M (+$0.4M linked).","Loans grew 2.7% linked quarter to $4.95B; nonperforming assets declined to 0.11% of assets.","Redeemed $93M subordinated notes (7.51% rate) in February; expects further funding cost savings.","Declared $0.36 per share cash dividend (paid March 5, 2026)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113811,"accession_number":"0000705432-26-000029","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Southside Bancshares enters split-dollar life insurance for CEO, director Bosworth to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Keith Donahoe receives $2.1M death benefit if employed at death, adjusted 5% annually.","Post-employment death benefit equals 1.5x final base salary, vested at age 65 or other triggers.","Director Michael J. Bosworth to retire at May 14, 2026 annual meeting per mandatory age policy.","Board size reduced from 14 to 13 members effective as of the 2026 annual meeting.","Split-dollar agreement includes annual gross-up bonus for CEO to cover taxes on imputed income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113810,"accession_number":"0000705432-26-000006","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q4 net income falls 3.7% to $21M; AFS restructuring yields $7.3M loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $21.0M ($0.70 diluted EPS) for Q4 2025, down 3.7% YoY; full year $69.2M ($2.29), down 21.8%.","Tax-equivalent net interest margin improved 4 bps linked quarter to 2.98%; net interest income +$1.5M QoQ.","Sold $82M of lower-yielding municipals at $7.3M loss in Q4; full year AFS securities losses $32.3M vs $2.5M in 2024.","Nonperforming assets rose to 0.45% of total assets from 0.04% a year ago, driven by $27.5M restructured CRE loan.","Plans to redeem $93M subordinated notes due 2030 (7.51% rate) on Feb 15, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113809,"accession_number":"0000705432-26-000002","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Southside Bancshares to redeem $100M of 3.875% subordinated notes due 2030 on Feb 15, 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal of $100M (incl. $7M previously repurchased) redeemed on Feb 15, 2026.","Redemption at 100% of principal plus accrued unpaid interest up to redemption date.","Notes are 3.875% Fixed to Floating Rate Subordinated Notes due 2030, issued Nov 2020.","Interest ceases to accrue after redemption date; obligation fully extinguished."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130220,"accession_number":"0000705432-25-000203","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q3 net income down 76% to $4.9M on $24.4M securities loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $4.9M ($0.16 diluted EPS) vs $20.5M ($0.68) in Q3 2024; net interest income $55.7M.","Sold $325M of low-yield AFS securities at $24.4M loss; issued $150M subordinated debt at 7.00%.","Loans grew $163.4M QoQ; deposits +$329.6M; NIM (tax-equiv) flat at 2.94%.","Nonperforming assets rose to $35.6M (0.42% of assets) vs $7.7M a year ago, largely a $27.5M restructured CRE loan.","Board authorized additional 1M share buyback; Q3 repurchased 26,692 shares at avg $30.24."],"consensus_eps_estimate":null,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130219,"accession_number":"0000705432-25-000200","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"Southside Bancshares expands board, appoints new COO, and increases share repurchase authorization","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased to 14 members with appointment of Keith Donahoe, Jeb Jones, and Raymond McKinney, effective Nov 15, 2025.","Mitchell Craddock appointed Chief Operating Officer, effective upon retirement of Brian McCabe on Nov 14, 2025.","Board authorized an additional 1.0 million shares for repurchase, total authorization up to 2.0 million shares.","William Sheehy, Director Emeritus, passed away on Oct 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146780,"accession_number":"0000705432-25-000197","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares CEO Lee R. Gibson to retire Dec 31; President Keith Donahoe named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lee R. Gibson will retire as CEO of Southside Bancshares and Southside Bank on Dec 31, 2025, but remain on both boards.","Keith Donahoe, current President, appointed CEO and President effective Dec 31, 2025.","Donahoe, 55, has over 30 years banking experience, joined Southside in 2021, previously at Frost Bank for 26 years.","Gibson will receive standard non-employee director compensation after retirement (no prior separate board comp)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146779,"accession_number":"0001104659-25-078763","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Southside Bancshares issues $150M of 7% subordinated notes due 2035; net proceeds ~$147.75M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Completed $150M offering of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035.","Net proceeds ~$147.75M; may redeem $150M of 3.875% Notes due 2030 or use for general purposes.","Notes qualify as Tier 2 regulatory capital; fixed 7% for 5 years then SOFR+357 bps floating.","Issued under Indenture with Wilmington Trust; subordinated to senior debt, structurally subordinated to subsidiary liabilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146778,"accession_number":"0001104659-25-075688","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Southside Bancshares prices $150M subordinated notes offering at 7.00%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $150M aggregate principal of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035.","Underwriting agreement with Keefe, Bruyette & Woods as representative of underwriters.","Expected closing date on or about August 14, 2025, subject to customary conditions.","Notes issued under existing S-3 shelf registration statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146777,"accession_number":"0000705432-25-000148","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares COO Brian McCabe to retire Nov 14; Mitchell Craddock to succeed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brian K. McCabe, COO of Southside Bancshares and Southside Bank, notified of retirement effective November 14, 2025.","Mitchell Craddock, 45, currently EVP and Associate COO, expected to be appointed COO before McCabe's retirement.","Craddock has over 20 years banking experience, most recently as VP of Premier Solutions at Q2 from 2011-2024.","Craddock previously worked at Southside Bank from 2002-2011 in IT and operations roles."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146776,"accession_number":"0001104659-25-073408","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Southside Bancshares releases investor presentation; no specific financial details available in excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation is a fixed income investor presentation dated August 2025.","Exhibit text provided only includes disclaimers and safe harbor language; no financial data or guidance included.","Unable to extract material news from the limited exhibit content provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146775,"accession_number":"0000705432-25-000141","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q2 net income $21.8M ($0.72 EPS) down 11% YoY; NIM expands to 2.82%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $21.8M, down 11.6% from $24.7M; diluted EPS $0.72 vs $0.81 YoY.","Tax-equivalent NIM increased 9 bps QoQ to 2.95%; net interest income $54.3M, up 1.2% YoY.","Nonperforming assets rose to $32.9M (0.39% of assets) from $6.9M (0.08%) YoY, primarily due to $27.4M restructured loan.","Deposits up $41.1M QoQ to $6.63B; loans up $34.7M QoQ; management expects 3-4% loan growth for full-year 2025.","Repurchased 424,435 shares at avg $28.13 in Q2; Q2 dividend $0.36 per share paid June 5."],"consensus_eps_estimate":null,"consensus_eps_actual":1.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165210,"accession_number":"0000705432-25-000082","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 2025 Incentive Plan reserving 1.2M shares; elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved 2025 Incentive Plan, authorizing 1,200,000 shares for future awards.","Elected directors: Shannon Dacus, Alton L. Frailey, Lee R. Gibson (3-year); Michael J. Bosworth (1-year).","Say-on-pay advisory vote passed: 19,286,484 for, 776,285 against, 46,710 abstain.","Ratified Ernst & Young as independent auditor for 2025: 24,795,212 for, 235,780 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165209,"accession_number":"0000705432-25-000072","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Q1 net income flat at $21.5M, EPS $0.71; NPAs surge to $32.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $0.71 flat YoY; ROAA 1.03%; net interest margin 2.74% (up 2bp YoY).","Nonperforming assets surged to $32.2M (0.39% of assets) from $3.6M at Dec 2024; driven by a $27.5M restructured CRE loan.","Loans fell 2.0% linked quarter to $4.57B; deposits down 1.0% to $6.59B.","Provision for credit losses on loans only $42k; allowance 0.98% of loans; classified loans rose to $67M from $48M.","After quarter-end, repurchased 196,419 shares at avg $26.82; dividend unchanged at $0.36."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182890,"accession_number":"0000705432-25-000053","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-03-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares announces mandatory retirement of three directors effective May 14, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony K. Morgan, John F. Sammons, Jr., and Donald W. Thedford retiring from Board at 2025 Annual Meeting under age policy.","Morgan and Sammons served since 2017; Thedford served since 2009. Departures not due to disagreements.","They will also retire from the Board of Southside Bank subsidiary effective the same date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182889,"accession_number":"0000705432-25-000003","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q4 net income $21.8M ($0.71 EPS), up 25.8% YoY; FY EPS $2.91","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $21.8M, EPS $0.71 vs $0.57 YoY; FY net income $88.5M, EPS $2.91 vs $2.82.","Net interest margin (tax-equiv) 2.83%, down 16bp YoY; efficiency ratio 56.08% vs 53.30% YoY.","Nonperforming assets 0.04% of total assets; classified loans $48M vs $19.2M at Dec 2023.","Loans grew 3.0% YoY to $4.66B; deposits up 1.6% to $6.65B; Q4 dividend $0.36/share.","No share repurchases in Q4; total contingent liquidity $2.23B net of borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":2.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199478,"accession_number":"0000705432-24-000259","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-11-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares director Trey Henderson will not stand for re-election at May 2025 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["George H. (Trey) Henderson, III notified the Board he will not stand for re-election at the 2025 Annual Meeting.","He will continue serving as a director until the expiration of his term at the 2025 Annual Meeting.","Henderson did not express any disagreement with the Company on operations, policies, or practices.","He was appointed to the Board in 2018."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199477,"accession_number":"0000705432-24-000243","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Southside Bancshares amends bylaws to mandate annual executive sessions and lead independent director","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New Section 3.08 requires at least one Board executive session annually with only independent directors present.","Provides for appointment of a Lead Independent Director for a one-year term.","If Chairman is an independent director, Chairman serves as Lead Director with same powers.","Amendment adopted by Board on Nov. 8, 2024 and effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199476,"accession_number":"0000705432-24-000233","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Southside Bancshares transferring stock listing from Nasdaq to NYSE on Nov 15, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Voluntary transfer of common stock listing from Nasdaq to NYSE effective Nov 15, 2024.","Last Nasdaq trading day Nov 14, 2024; ticker symbol SBSI unchanged.","CEO Lee Gibson cites joining world-leading companies and leveraging NYSE platform.","Company has ~$8.36B assets, operates 53 branches across Texas."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199475,"accession_number":"0000705432-24-000221","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q3 net income $20.5M, EPS $0.68, up 13% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $20.5M ($0.68 diluted EPS) vs $18.4M ($0.60) a year ago, up 11.2% and 13.3% respectively.","Net interest income $55.5M (+4.1% YoY); net interest margin 2.82% (tax-equiv. 2.95%), up 8 bps linked quarter.","Sold $28M of low-yielding municipal securities, recording $1.9M loss; reinvested in higher-yielding agency MBS.","Nonperforming assets remain low at 0.09% of total assets; allowance for loan losses 0.97% of loans.","Loan portfolio $4.58B (+3.6% YoY); deposits $6.44B (+1.4% YoY); total assets $8.36B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215508,"accession_number":"0000705432-24-000185","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares appoints Pinkley CAO, Davis CTO, Martinez CRO; CTO/CRO eff. Sept 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["April Pinkley appointed Chief Accounting Officer effective Aug 15, 2024; previously EVP and Controller.","Suni Davis appointed Chief Treasury Officer effective Sept 1, 2024; previously Chief Risk Officer.","Anne Martinez appointed Chief Risk Officer effective Sept 1, 2024; previously EVP and Senior Loan Review Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215507,"accession_number":"0000705432-24-000168","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q2 net income $24.7M ($0.81 EPS); NIM improves linked quarter to 2.74%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $24.7M, EPS $0.81 flat YoY; revenue (net interest + noninterest) $65.2M.","Net interest margin (tax-equivalent) 2.87% (GAAP 2.74%), up 1bp linked quarter.","Nonperforming assets $6.9M (0.08% of assets), up from $3.1M (0.04%) a year ago.","Loans grew 6.0% YoY to $4.59B; deposits grew 6.2% YoY to $6.50B.","Repurchased 57,966 shares at avg $26.22; declared $0.36 dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234845,"accession_number":"0000705432-24-000079","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares appoints Keith Donahoe as President; base salary $510K","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Keith Donahoe, former Central Texas Regional President, appointed President of Southside Bancshares and Southside Bank.","Donahoe, 53, joined Southside in 2021; over 30 years commercial banking experience, previously EVP at Frost Bank.","Annual base salary of $510,000 approved; participates in same benefit programs as other executive officers.","Lee R. Gibson remains CEO and director; no familial relationships or reportable transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234844,"accession_number":"0000705432-24-000075","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"Southside Bancshares shareholders elect directors, approve say-on-pay; Vice-Chair retirement and appointment","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board elected S. Elaine Anderson, Kirk Calhoun, Patricia Callan, Bob Garrett for 3-year terms; Tony Morgan for 1-year term.","Non-binding say-on-pay approved with 18.9M votes for, 1.1M against.","Ernst & Young ratified as auditor for 2024 with 24.2M votes for.","Donald Thedford retired as Vice-Chair; H.J. Shands III appointed Vice-Chair effective immediately.","Shands has served as director since 2017 and was former President/CEO of First Bank & Trust East Texas."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234843,"accession_number":"0000705432-24-000065","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q1 net income falls 17.4% to $21.5M; EPS $0.71 vs $0.83 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $21.5M, down from $26.0M YoY; diluted EPS $0.71 vs $0.83.","Net interest margin declined 30 bps to 2.72% from 3.02% YoY; three swaps totaling $120M matured.","Nonperforming assets rose to 0.10% of assets from 0.04% YoY, driven by one CRE loan and one commercial relationship.","Efficiency ratio worsened to 57.95% from 53.57% YoY; cost savings plan targets ~$3.5M annual savings beginning Q3 2024.","Loans grew 10.2% YoY; deposits up 12.1% YoY; dividend maintained at $0.36/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":978236289.9217471,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}