{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T15:02:39.713835+00:00","company":{"ticker":"SBSI","cik":705432,"company_name":"SOUTHSIDE BANCSHARES INC"},"pagination":{"limit":100,"returned":11,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"governance_change","fact_key":"adeb4a33dc2f1b87600abf664f2a0fc002bfceb7","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2026-05-20T20:03:10+00:00","payload":{"change_type":"charter_amendment","effective_date":"2026-05-19","item_codes_triggered":["5.03"],"summary_text":"Amendment to Restated Certificate of Formation to authorize up to 8,000,000 shares of flexible preferred stock"},"claim":"SOUTHSIDE BANCSHARES INC: Amendment to Restated Certificate of Formation to authorize up to 8,000,000 shares of flexible preferred stock (effective 2026-05-19).","evidence_excerpt":"At the Annual Meeting, the Company's shareholders approved an amendment to the Company’s Restated Certificate of Formation (the “Charter Amendment”) to authorize the issuance of up to 8,000,000 shares of flexible preferred stock.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000705432-26-000093","anchor_url":"https://secwatch.observer/filing/0000705432-26-000093#claim-adeb4a33dc2f1b87600abf664f2a0fc002bfceb7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543226000093/0000705432-26-000093-index.htm"},{"fact_type":"earnings_release","fact_key":"bbb21d5e9b0594fbd08932a31a50ce7d41bf75a9","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2026-04-30T23:59:59+00:00","payload":{"eps_text":"$0.78","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$23.3 million","period_text":"first quarter ended March 31, 2026","report_date":"2026-04-30","result_type":"reported_results","revenue_text":null},"claim":"SOUTHSIDE BANCSHARES INC reported first quarter ended March 31, 2026 results: net income $23.3 million, EPS $0.78.","evidence_excerpt":"Net income was $23.3 million for the three months ended March 31, 2026","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000705432-26-000076","anchor_url":"https://secwatch.observer/filing/0000705432-26-000076#claim-bbb21d5e9b0594fbd08932a31a50ce7d41bf75a9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543226000076/0000705432-26-000076-index.htm"},{"fact_type":"debt_financing","fact_key":"fcd19a116a57c6dcb02fd7b6d96a61647ac40084","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2025-08-14T23:59:59+00:00","payload":{"counterparty":"Wilmington Trust, National Association","effective_date":"2025-08-14","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"7.00% per annum, payable semi-annually in arrears on February 15 and August 15 o","item_codes_triggered":["2.03"],"maturity_text":"August 15, 2035","principal_text":"$150,000,000 aggregate principal amount"},"claim":"SOUTHSIDE BANCSHARES INC incurred senior notes of $150,000,000 aggregate principal amount with Wilmington Trust, National Association at 7.00% per annum, payable semi-annually in arrears on February 15 and August 15 o maturing August 15, 2035.","evidence_excerpt":"On August 14, 2025, Southside Bancshares, Inc. (the “Company”) completed its previously-announced public offering (the “Offering”) of $150,000,000 aggregate principal amount of its 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 (the “Notes”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-078763","anchor_url":"https://secwatch.observer/filing/0001104659-25-078763#claim-fcd19a116a57c6dcb02fd7b6d96a61647ac40084","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000110465925078763/0001104659-25-078763-index.htm"},{"fact_type":"executive_change","fact_key":"0f5c372251","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-11-25T23:59:59+00:00","payload":{"action":"not stand for re-election","action_category":"departure","departure_tone":"routine","effective_date":null,"interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"George H. (Trey) Henderson, III departed as Director at SOUTHSIDE BANCSHARES INC.","evidence_excerpt":"On November 25, 2024, George H. (Trey) Henderson, III, a member of the Board of Directors of Southside Bancshares, Inc. (the “Company”), notified the Company of his decision to not stand for re-election at the Company’s next annual shareholder meeting in May 2025 (the “2025 Annual Meeting”).","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000705432-24-000259","anchor_url":"https://secwatch.observer/filing/0000705432-24-000259#claim-0f5c372251","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000259/0000705432-24-000259-index.htm"},{"fact_type":"executive_change","fact_key":"4260374442","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-08-15T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-09-01","interim":false,"role":"Chief Risk Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Anne Martinez was appointed as Chief Risk Officer at SOUTHSIDE BANCSHARES INC.","evidence_excerpt":"In addition, on August 15, 2024, the Board appointed Anne Martinez, Executive Vice President and Senior Loan Review Officer of the Company to serve as the Company's Chief Risk Officer effective September 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000705432-24-000185","anchor_url":"https://secwatch.observer/filing/0000705432-24-000185#claim-4260374442","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000185/0000705432-24-000185-index.htm"},{"fact_type":"executive_change","fact_key":"ce9c40519a","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-08-15T23:59:59+00:00","payload":{"action":"appointed","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-09-01","interim":false,"role":"Chief Treasury Officer","role_category":"other_named_officer","successor_name":"Anne Martinez","successor_named":true},"claim":"Suni Davis was appointed as Chief Treasury Officer at SOUTHSIDE BANCSHARES INC.","evidence_excerpt":"In addition, on August 15, 2024, the Board appointed Suni Davis, Chief Risk Officer of the Company and Southside to serve as the Company's Chief Treasury Officer effective September 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000705432-24-000185","anchor_url":"https://secwatch.observer/filing/0000705432-24-000185#claim-ce9c40519a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000185/0000705432-24-000185-index.htm"},{"fact_type":"executive_change","fact_key":"5b0422a0ff","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-08-15T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-08-15","interim":false,"role":"Chief Accounting Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"April Pinkley was appointed as Chief Accounting Officer at SOUTHSIDE BANCSHARES INC.","evidence_excerpt":"On August 15, 2024, the Board of Directors (the “Board”) of Southside Bancshares, Inc. (the “Company”) appointed April Pinkley, Executive Vice President and Controller of the Company and Southside Bank (“Southside”), a subsidiary of the Company, to serve as the Company’s Chief Accounting Officer.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000705432-24-000185","anchor_url":"https://secwatch.observer/filing/0000705432-24-000185#claim-5b0422a0ff","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000185/0000705432-24-000185-index.htm"},{"fact_type":"executive_change","fact_key":"8c21624bc2","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-05-17T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-05-16","interim":false,"role":"President","role_category":"president","successor_name":null,"successor_named":false},"claim":"Keith Donahoe was appointed as President at SOUTHSIDE BANCSHARES INC.","evidence_excerpt":"On May 16, 2024, the Board of Directors (the “Board”) of Southside Bancshares, Inc. (the “Company”) appointed Keith Donahoe, Regional President of Central Texas of Southside Bank (“Southside”), a subsidiary of the Company, to serve as the Company’s President.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000705432-24-000079","anchor_url":"https://secwatch.observer/filing/0000705432-24-000079#claim-8c21624bc2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000079/0000705432-24-000079-index.htm"},{"fact_type":"shareholder_vote","fact_key":"a409b7ebc5ffbe1a9af94632c08730b9b8d176ca","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-15","outcome":"passed","proposal_text":"Ratification of Appointment of Independent Registered Certified Public Accounting Firm","proposal_type":"auditor_ratification","votes_abstain_text":"5,725","votes_against_text":"220,966","votes_for_text":"24,182,143"},"claim":"SOUTHSIDE BANCSHARES INC shareholders approved Ratification of Appointment of Independent Registered Certified Public Accounting Firm at the 2024-05-15 meeting.","evidence_excerpt":"Proposal 3 - Ratification of Appointment of Independent Registered Certified Public Accounting Firm Shareholders ratified the appointment by the Company's Audit Committee of Ernst & Young LLP to serve as the Company's independent registered certified public accounting firm for the year ending December 31, 2024. Final results were as follows: For Against Abstain Broker Non-Votes 24,182,143 220,966 5,725 N/A","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000705432-24-000075","anchor_url":"https://secwatch.observer/filing/0000705432-24-000075#claim-a409b7ebc5ffbe1a9af94632c08730b9b8d176ca","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000075/0000705432-24-000075-index.htm"},{"fact_type":"shareholder_vote","fact_key":"9831e578949132baa27f53992b82bca504b407b8","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-15","outcome":"passed","proposal_text":"Say-on-Pay Vote","proposal_type":"say_on_pay","votes_abstain_text":"108,416","votes_against_text":"1,090,682","votes_for_text":"18,855,915"},"claim":"SOUTHSIDE BANCSHARES INC shareholders approved Say-on-Pay Vote at the 2024-05-15 meeting.","evidence_excerpt":"Proposal 2 - Say-on-Pay Vote Shareholders approved, on a non-binding advisory basis, the compensation of the Company's named executive officers, as described in the Company's proxy statement. Final results were as follows: For Against Abstain Broker Non-Votes 18,855,915 1,090,682 108,416 4,353,821","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000705432-24-000075","anchor_url":"https://secwatch.observer/filing/0000705432-24-000075#claim-9831e578949132baa27f53992b82bca504b407b8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000075/0000705432-24-000075-index.htm"},{"fact_type":"shareholder_vote","fact_key":"d5ff6d062efb2968826a2590dcdeaebcc1a0438d","cik":705432,"ticker":"SBSI","company_name":"SOUTHSIDE BANCSHARES INC","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-15","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","votes_abstain_text":"0","votes_against_text":"4,478,168","votes_for_text":"95,796,897"},"claim":"SOUTHSIDE BANCSHARES INC shareholders approved Election of Directors at the 2024-05-15 meeting.","evidence_excerpt":"Proposal 1 - Election of Directors Shareholders approved the election of four directors to serve for three-year terms expiring at the 2027 Annual Meeting of Shareholders and one director to serve for a one-year term expiring at the 2025 Annual Meeting of Shareholders. Final results were as follows: Term Expiring at the 2027 Annual Meeting: For Withheld Broker Non-Votes S. Elaine Anderson, CPA 19,336,603 718,410 4,353,821 Kirk A. Calhoun, M.D 19,506,531 548,482 4,353,821 Patricia A. Callan 18,588,008 1,467,005 4,353,821 John R. (Bob) Garrett 19,094,959 960,054 4,353,821 Term Expiring at the 2025 Annual Meeting: Tony K. Morgan, CPA 19,270,796 784,217 4,353,821","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000705432-24-000075","anchor_url":"https://secwatch.observer/filing/0000705432-24-000075#claim-d5ff6d062efb2968826a2590dcdeaebcc1a0438d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/705432/000070543224000075/0000705432-24-000075-index.htm"}]}