Highest-materiality recent filing
Southside Bancshares shareholders approve issuance of up to 8M shares of flexible preferred stock
Charter amendment authorizing up to 8,000,000 shares of flexible preferred stock approved with 21.8M for vs 2.0M against.
Southside Bancshares Q1 net income $23.3M, EPS $0.78, loan growth 2.7% linked quarter
Net income $23.3M vs $21.5M YoY (+8.1%); diluted EPS $0.78 vs $0.71 YoY (+9.9%).
Southside Bancshares enters split-dollar life insurance for CEO, director Bosworth to retire
CEO Keith Donahoe receives $2.1M death benefit if employed at death, adjusted 5% annually.
Southside Bancshares Q4 net income falls 3.7% to $21M; AFS restructuring yields $7.3M loss
Net income $21.0M ($0.70 diluted EPS) for Q4 2025, down 3.7% YoY; full year $69.2M ($2.29), down 21.8%.
Southside Bancshares to redeem $100M of 3.875% subordinated notes due 2030 on Feb 15, 2026
Aggregate principal of $100M (incl. $7M previously repurchased) redeemed on Feb 15, 2026.
Southside Bancshares Q3 net income down 76% to $4.9M on $24.4M securities loss
Net income $4.9M ($0.16 diluted EPS) vs $20.5M ($0.68) in Q3 2024; net interest income $55.7M.
Southside Bancshares expands board, appoints new COO, and increases share repurchase authorization
Board increased to 14 members with appointment of Keith Donahoe, Jeb Jones, and Raymond McKinney, effective Nov 15, 2025.
Southside Bancshares CEO Lee R. Gibson to retire Dec 31; President Keith Donahoe named successor
Lee R. Gibson will retire as CEO of Southside Bancshares and Southside Bank on Dec 31, 2025, but remain on both boards.
Southside Bancshares issues $150M of 7% subordinated notes due 2035; net proceeds ~$147.75M
Completed $150M offering of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035.
Southside Bancshares prices $150M subordinated notes offering at 7.00%
Issued $150M aggregate principal of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035.
Southside Bancshares COO Brian McCabe to retire Nov 14; Mitchell Craddock to succeed
Brian K. McCabe, COO of Southside Bancshares and Southside Bank, notified of retirement effective November 14, 2025.
Presentation is a fixed income investor presentation dated August 2025.
Southside Bancshares Q2 net income $21.8M ($0.72 EPS) down 11% YoY; NIM expands to 2.82%
Net income $21.8M, down 11.6% from $24.7M; diluted EPS $0.72 vs $0.81 YoY.
Shareholders approve 2025 Incentive Plan reserving 1.2M shares; elect directors at annual meeting
Shareholders approved 2025 Incentive Plan, authorizing 1,200,000 shares for future awards.
Southside Q1 net income flat at $21.5M, EPS $0.71; NPAs surge to $32.2M
EPS $0.71 flat YoY; ROAA 1.03%; net interest margin 2.74% (up 2bp YoY).
Southside Bancshares announces mandatory retirement of three directors effective May 14, 2025
Tony K. Morgan, John F. Sammons, Jr., and Donald W. Thedford retiring from Board at 2025 Annual Meeting under age policy.
Southside Bancshares Q4 net income $21.8M ($0.71 EPS), up 25.8% YoY; FY EPS $2.91
Q4 net income $21.8M, EPS $0.71 vs $0.57 YoY; FY net income $88.5M, EPS $2.91 vs $2.82.
Southside Bancshares director Trey Henderson will not stand for re-election at May 2025 meeting
George H. (Trey) Henderson, III notified the Board he will not stand for re-election at the 2025 Annual Meeting.
New Section 3.08 requires at least one Board executive session annually with only independent directors present.
Southside Bancshares transferring stock listing from Nasdaq to NYSE on Nov 15, 2024
Voluntary transfer of common stock listing from Nasdaq to NYSE effective Nov 15, 2024.
Southside Bancshares Q3 net income $20.5M, EPS $0.68, up 13% YoY
Net income $20.5M ($0.68 diluted EPS) vs $18.4M ($0.60) a year ago, up 11.2% and 13.3% respectively.
Southside Bancshares appoints Pinkley CAO, Davis CTO, Martinez CRO; CTO/CRO eff. Sept 1
April Pinkley appointed Chief Accounting Officer effective Aug 15, 2024; previously EVP and Controller.
Southside Bancshares Q2 net income $24.7M ($0.81 EPS); NIM improves linked quarter to 2.74%
Net income $24.7M, EPS $0.81 flat YoY; revenue (net interest + noninterest) $65.2M.
Southside Bancshares appoints Keith Donahoe as President; base salary $510K
Keith Donahoe, former Central Texas Regional President, appointed President of Southside Bancshares and Southside Bank.
Board elected S. Elaine Anderson, Kirk Calhoun, Patricia Callan, Bob Garrett for 3-year terms; Tony Morgan for 1-year term.
Southside Bancshares Q1 net income falls 17.4% to $21.5M; EPS $0.71 vs $0.83 YoY
Net income $21.5M, down from $26.0M YoY; diluted EPS $0.71 vs $0.83.
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”).
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.
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.
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.
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.
Max materiality 0.80 · Median 0.55 · Most common event earnings