{"filings":[{"id":1838290,"accession_number":"0000705432-26-000103","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2026-07-23T21:51:02+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q2 net income $26.8M, EPS $0.90, up 25% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $26.8M, EPS $0.90 vs $21.8M, $0.72 in Q2 2025; ROAA 1.23%, ROAE 12.33%.","Net interest income $57.3M, up 5.7% YoY; tax-equivalent NIM 2.90% vs 2.95% YoY.","Loans $4.95B, up 7.6% YoY but only $3.4M linked quarter; deposits $6.17B, down 7.0% YoY.","Nonperforming assets 0.11% of total assets; allowance for loan losses 0.92% of loans.","No share repurchases in Q2; quarterly dividend $0.36 per share paid June 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":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},{"id":252700,"accession_number":"0000705432-24-000048","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-03-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Chief Lending Officer Tim Alexander retiring May 31, 2024; Curtis Burchard to succeed effective April 15, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tim Alexander, Chief Lending Officer, to retire effective May 31, 2024; with company since 2005 and CLO since 2017.","Curtis Burchard, 62, appointed CLO effective April 15, 2024, subject to board approval on March 21.","Burchard joined Southside Bank July 2023 as Senior EVP; previously at Texas Capital Bank and BBVA/Compass Bank over 40 years."],"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":252699,"accession_number":"0000705432-24-000011","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q4 net income $17.3M, EPS $0.57; sells $388M securities, takes $10.4M loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $17.3M ($0.57 EPS) vs $27.7M ($0.87) in Q4 2022, down 37.4% YoY.","Sold ~$388M of lower-yielding securities, recording a $10.4M net loss; proceeds reinvested.","Net interest income $54.5M, down 4.1% YoY; net interest margin 2.83% vs 3.19%.","Loans grew 2.3% linked Q to $4.52B; deposits +3.2% to $6.55B; NPAs at 0.05% of assets.","Full year net income $86.7M ($2.82 EPS) vs $105.0M ($3.26); dividend $0.35 + $0.02 special."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-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":270180,"accession_number":"0000705432-23-000217","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-12-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares appoints two Directors Emeritus; Sheehy and Buie to serve as non-voting members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William Sheehy appointed Director Emeritus effective Jan 1, 2024; served on board since 1983, retired at 2023 Annual Meeting.","Herbert C. Buie appointed Director Emeritus effective as of the 2024 Annual Meeting (May 15, 2024); retiring after 36 years on board due to mandatory age policy.","Both will be non-voting, non-compensated members of the Board and of Southside Bank's board.","Buie's term ends at the 2024 Annual Meeting; Sheehy already retired from active board service."],"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":270179,"accession_number":"0000705432-23-000180","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q3 net income $18.4M, EPS $0.60, down 28.6% YoY; provision $7.0M; NIM 2.85%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income fell 31.5% to $18.4M ($0.60 diluted EPS) from $27.0M ($0.84) in Q3 2022.","Provision for credit losses totaled $7.0M ($6.3M loans + $0.7M off-balance-sheet), up from $1.5M a year ago.","Net interest margin (tax-equivalent) shrank to 3.02% from 3.36% YoY; linked-quarter NIM down 15bp due to higher deposit costs.","Loans grew 2.1% linked quarter to $4.42B; deposits rose 3.8% to $6.35B; nonperforming assets remained low at 0.05% of total assets.","Repurchased 212,388 shares in Q3 at avg $29.39; post-quarter bought 141,480 shares at avg $28.56 through Oct 24."],"consensus_eps_estimate":null,"consensus_eps_actual":2.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","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":287154,"accession_number":"0000705432-23-000144","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q2 2023 EPS $0.81, net income $24.9M, loan growth 4.2% linked quarter","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $24.9M ($0.81 diluted EPS), down 2% YoY from $25.4M ($0.79).","Loans grew $176.4M (4.2%) linked quarter to $4.33B.","Deposits increased $279.5M (4.8%) QoQ to $6.12B; brokered deposits $770M.","Nonperforming assets $3.1M, 0.04% of total assets, down 74% YoY.","Board authorized stock repurchase of up to 1.0M shares; none purchased as of July 25."],"consensus_eps_estimate":null,"consensus_eps_actual":1.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","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":307256,"accession_number":"0000705432-23-000104","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Southside Bancshares shareholders approve all four proposals at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Three directors elected for terms expiring 2026: Anderson, Shands (each >20M for), Smith (18.7M for); Sammons elected for 2025 term (20.6M for).","Non-binding say-on-pay approved with 20.54M for, 0.79M against, and 4.43M broker non-votes.","Advisory say-on-pay frequency set at one year with 19.33M votes; 1.87M preferred three years.","Ratification of Ernst & Young as auditor for FY 2023 approved with 25.43M for, 0.24M 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":0.0,"calibrated_materiality_score":0.0,"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":307255,"accession_number":"0000705432-23-000075","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q1 net income $26M, EPS $0.83, NPA ratio drops to 0.04%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income rose 4.2% YoY to $26.0M; diluted EPS $0.83 vs $0.77.","Net interest income $53.4M (+9.1% YoY); net interest margin 3.02%.","Deposits $5.84B, down 5.8% linked quarter; uninsured deposits 26.5% of total.","Nonperforming assets fell 72% to $3.2M, or 0.04% of total assets.","Repurchased 457k shares at avg $34.89 in Q1; 177k additional shares through Apr 20."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","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":326289,"accession_number":"0000705432-23-000027","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares director Sheehy to retire; director Lovelady passes away","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director William Sheehy to retire at May 17, 2023 annual meeting per mandatory age policy (75).","Sheehy served on board since 1983; retirement not due to disagreement with management.","Director Melvin B. Lovelady passed away on February 25, 2023 after brief illness.","Lovelady served as director since 2005; no replacement announced yet."],"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":326288,"accession_number":"0000705432-23-000005","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2023-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q4 net income $27.7M, EPS $0.87; net interest margin expands to 3.19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $27.7M, EPS $0.87 (down 1.1% YoY); full-year EPS $3.26 vs $3.47.","Loans grew 2.1% linked quarter; net interest margin (FTE) increased to 3.40% from 3.36% linked quarter.","Nonperforming assets at 0.14% of total assets; allowance for loan losses $36.5M (0.88% of loans).","Board increased stock repurchase authorization by 1.0M shares; repurchased 608,976 shares at avg $35.03 in Q4.","Quarterly cash dividend $0.34 plus special dividend $0.04 per share declared."],"consensus_eps_estimate":null,"consensus_eps_actual":3.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-FY","consensus_source":"xbrl_only","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":344007,"accession_number":"0000705432-22-000256","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-12-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Southside Bancshares increases stock repurchase authorization to 2.0M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved an additional 1.0M shares, bringing total authorization to 2.0M shares.","Through Dec 12, 2022, 765,214 shares repurchased at avg $37.01; 1.2M authorized shares remained before increase.","Entered a Rule 10b5-1 trading plan to allow repurchases during blackout periods.","CEO Lee R. Gibson cited current market volatility as an opportunity to buy shares at attractive prices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":344006,"accession_number":"0000705432-22-000157","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q3 net income falls 8% to $27M; EPS $0.84 vs $0.90 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $27.0M ($0.84 diluted EPS) vs $29.3M ($0.90) in Q3 2021; net interest income up 15.2% to $55.5M.","Net interest margin (FTE) rose to 3.36% from 3.16% YoY; linked quarter loans ex-PPP grew 2.6%.","Nonperforming assets low at 0.16% of total assets; provision for credit losses was $1.5M vs reversal of $5.1M in Q3 2021.","Dividend declared $0.34 per share unchanged; stock repurchase plan has 685k shares remaining.","Annualized ROA 1.43% vs 1.61% YoY; ROE 14.23% vs 12.89%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","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":360505,"accession_number":"0000705432-22-000124","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Q2 net income $25.4M ($0.79/diluted), up 21.5% YoY; loans up 4.6% QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $25.4M, diluted EPS $0.79 vs $0.65 YoY; annualized ROAA 1.42%, ROATCE 18.62%.","Net interest margin (FTE) increased to 3.30% from 3.06% YoY and 3.22% prior quarter.","Linked quarter loans ex-PPP grew $173M or 4.6%; total loans $3.96B at quarter end.","Nonperforming assets $11.8M or 0.16% of total assets; allowance for loan losses 0.89%.","Repurchased 223,901 shares in Q2 at avg $39.49; post-Q2 bought 8,613 shares at $35.93."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","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":379570,"accession_number":"0000705432-22-000078","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Southside Bancshares shareholders elect six directors, approve say-on-pay and auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected six directors to three-year terms expiring in 2025: Bosworth, Dacus, Frailey, Gibson, Henderson, Thedford.","Non-binding advisory vote on executive compensation approved: 21,071,495 for, 1,169,316 against, 195,214 abstain.","Ratification of Ernst & Young as independent auditor for 2022 approved: 26,033,974 for, 235,056 against, 95,628 abstain.","Quorum of 26,364,658 shares (81.48% of outstanding) represented at the meeting."],"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":0.15,"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":379568,"accession_number":"0000705432-22-000068","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K/A","filed_at":"2022-05-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares announces committee assignments for director Alton L. Frailey","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Frailey appointed to Compensation Committee and Information Technology, Digital Banking and Innovation Committee of Southside Bancshares board.","Also appointed to Executive Committee and Loan and Discount Committee of Southside Bank.","Appointments effective May 18, 2022."],"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":379569,"accession_number":"0000705432-22-000059","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q1 net income $25M, EPS $0.77 down 26.7% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $25M ($0.77 diluted EPS) vs $34.1M ($1.04) in Q1 2021, down 26.7%.","Loan growth ex-PPP of 8.3% YoY and 4.8% linked quarter; total loans $3.80B.","Nonperforming assets low at 0.16% of total assets; allowance for loan losses 0.93%.","Net interest margin 3.03% (3.22% tax-equiv) vs 3.01% YoY; noninterest income down 21.3% on securities loss.","Board authorized repurchase of up to 1M shares; bought 82,285 shares in Q1, additional 139,737 post-quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-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":397764,"accession_number":"0000705432-22-000026","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Southside Bancshares authorizes repurchase of up to 1 million shares","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board authorized repurchase of up to 1 million shares of common stock.","Repurchases may be made via open market, private transactions, or 10b5-1 plans.","Company has no obligation to repurchase and may suspend or discontinue the plan at any time.","CEO Lee R. Gibson stated the plan reflects confidence and commitment to shareholder value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","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":397763,"accession_number":"0000705432-22-000010","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-02-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares grants RSUs and PSUs to five executive officers under 2017 Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Lee R. Gibson granted 3,248 RSUs and target 3,248 PSUs (35% of base salary).","CFO Julie N. Shamburger granted 1,439 RSUs and target 1,439 PSUs (27% of base salary).","RSUs vest in three equal annual installments; PSUs cliff vest after three years based on ROATCE relative to KRX index.","PSU payout ranges from 50% (25th percentile) to 150% (75th percentile) with straight-line interpolation; none below threshold.","Other executives: Tim Alexander, Brian K. McCabe, T.L. Arnold, Jr. each received awards at 25% of base salary."],"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":397762,"accession_number":"0000705432-22-000006","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2022-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares reports record annual net income of $113.4M, up 38% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $28.7M ($0.88 diluted EPS), vs $29.6M ($0.89) a year ago.","Annual net income $113.4M, record high; diluted EPS $3.47 vs $2.47 in 2020.","Net interest margin (TE) improved to 3.23% for Q4, up 7 bps linked quarter.","Nonperforming assets fell to 0.16% of total assets; loan loss allowance at 0.97% of loans.","Quarterly dividend $0.33 + special $0.06 declared, paid Dec 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":3.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","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":416752,"accession_number":"0000705432-21-000203","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2021-11-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southside Bancshares appoints Alton L. Frailey to board effective Jan 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased by one to 17 members with Frailey's appointment.","Frailey is president of Alton L. Frailey & Associates and former superintendent of Katy ISD.","His term expires at the 2022 annual meeting of shareholders.","Compensation matches standard non-employee director arrangements disclosed in March 2021 proxy."],"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":416751,"accession_number":"0000705432-21-000169","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2021-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q3 net income $29.3M, EPS $0.90; NIM expands to 3.16%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $29.3M ($0.90 diluted EPS) vs $27.1M ($0.82) in Q3 2020, +8.2% YoY.","Net interest margin (TE) increased to 3.16% from 3.02% YoY; annualized ROAA of 1.61%.","Annualized linked-quarter loan growth ex-PPP 7.9%; deposit growth 13.5%; NPA ratio 0.17%.","Redeemed $100M 5.50% subordinated notes due 2026, incurring $1.1M loss in Q3.","Completed share repurchase plan with 420,204 shares bought in Q3 at avg $36.74."],"consensus_eps_estimate":null,"consensus_eps_actual":2.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q3","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":434318,"accession_number":"0000705432-21-000141","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2021-08-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Southside Bancshares calls for redemption of $100M 5.50% subordinated notes due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeeming all $100M of 5.50% Fixed-to-Floating Rate Subordinated Notes due 2026 on Sept 30, 2021 at 100% principal plus accrued interest.","CEO states redemption will lower funding costs and be accretive to earnings.","Interest on Notes will cease accruing on and after the Redemption Date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","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":434317,"accession_number":"0000705432-21-000132","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC","ticker":"SBSI","form_type":"8-K","filed_at":"2021-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southside Bancshares Q2 net income $21.3M, EPS $0.65; plans $100M sub debt redemption","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $21.3M ($0.65 diluted EPS), flat versus $21.6M ($0.65) in Q2 2020.","Net interest income $45.6M, down 3.4% YoY; net interest margin 2.86% (up 2 bps YoY).","Nonperforming assets 0.21% of total assets, down from 0.24% a year ago.","Anticipates redemption of $100M 5.5% sub debt on Sept 30, 2021, pending regulatory approval.","Deposits $5.16B (+1.7% YoY); loans $3.64B (-5.5% YoY, partly due to PPP forgiveness)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","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}],"next_cursor":null}