SOUTHSIDE BANCSHARES INC — fact timeline

SOUTHSIDE BANCSHARES INC shareholders approved Ratification of Appointment of Ernst & Young LLP as Independent Registered Certified Public Accounting Firm at the 2026-03-16 meeting.

“Item 5.07. Submission of Matters to a Vote of Security Holders. A total of 26,767,647 shares of the Company's common stock were represented in person or by proxy at the Annual Meeting, or 89.99%, of the 29,743,585 shares outstanding as of the record date, March 16, 2026. The Company's shareholders voted on four proposals at the Annual Meeting, as set forth below. Proposal 1 - Election of Directors Shareholders approved the election of four directors to serve for three-year terms expiring at the 2029 Annual Meeting of Shareholders, one director to serve for a two-year term expiring at the 2028 Annual Meeting of Shareholders and one director to serve for a one-year term expiring at the 2027 Annual Meeting of Shareholders. Final results were as follows: Term Expiring at the 2029 Annual Meeting: For Withheld Broker Non-Votes Lawrence L. Anderson, M.D. 23,379,541 629,316 2,758,790 Keith M. Donahoe 23,483,743 525,114 2,758,790 H. J. Shands, III 23,040,796 968,061 2,758,790 Preston L. Smith 2”

SOUTHSIDE BANCSHARES INC shareholders approved Approval of Amendment to Restated Certificate of Formation to authorize issuance of up to 8,000,000 shares of flexible preferred stock at the 2026-03-16 meeting.

“Item 5.07. Submission of Matters to a Vote of Security Holders. A total of 26,767,647 shares of the Company's common stock were represented in person or by proxy at the Annual Meeting, or 89.99%, of the 29,743,585 shares outstanding as of the record date, March 16, 2026. The Company's shareholders voted on four proposals at the Annual Meeting, as set forth below. Proposal 1 - Election of Directors Shareholders approved the election of four directors to serve for three-year terms expiring at the 2029 Annual Meeting of Shareholders, one director to serve for a two-year term expiring at the 2028 Annual Meeting of Shareholders and one director to serve for a one-year term expiring at the 2027 Annual Meeting of Shareholders. Final results were as follows: Term Expiring at the 2029 Annual Meeting: For Withheld Broker Non-Votes Lawrence L. Anderson, M.D. 23,379,541 629,316 2,758,790 Keith M. Donahoe 23,483,743 525,114 2,758,790 H. J. Shands, III 23,040,796 968,061 2,758,790 Preston L. Smith 2”

SOUTHSIDE BANCSHARES INC shareholders approved Say-on-Pay Vote at the 2026-03-16 meeting.

“Item 5.07. Submission of Matters to a Vote of Security Holders. A total of 26,767,647 shares of the Company's common stock were represented in person or by proxy at the Annual Meeting, or 89.99%, of the 29,743,585 shares outstanding as of the record date, March 16, 2026. The Company's shareholders voted on four proposals at the Annual Meeting, as set forth below. Proposal 1 - Election of Directors Shareholders approved the election of four directors to serve for three-year terms expiring at the 2029 Annual Meeting of Shareholders, one director to serve for a two-year term expiring at the 2028 Annual Meeting of Shareholders and one director to serve for a one-year term expiring at the 2027 Annual Meeting of Shareholders. Final results were as follows: Term Expiring at the 2029 Annual Meeting: For Withheld Broker Non-Votes Lawrence L. Anderson, M.D. 23,379,541 629,316 2,758,790 Keith M. Donahoe 23,483,743 525,114 2,758,790 H. J. Shands, III 23,040,796 968,061 2,758,790 Preston L. Smith 2”

SOUTHSIDE BANCSHARES INC shareholders approved Election of Directors at the 2026-03-16 meeting.

“Item 5.07. Submission of Matters to a Vote of Security Holders. A total of 26,767,647 shares of the Company's common stock were represented in person or by proxy at the Annual Meeting, or 89.99%, of the 29,743,585 shares outstanding as of the record date, March 16, 2026. The Company's shareholders voted on four proposals at the Annual Meeting, as set forth below. Proposal 1 - Election of Directors Shareholders approved the election of four directors to serve for three-year terms expiring at the 2029 Annual Meeting of Shareholders, one director to serve for a two-year term expiring at the 2028 Annual Meeting of Shareholders and one director to serve for a one-year term expiring at the 2027 Annual Meeting of Shareholders. Final results were as follows: Term Expiring at the 2029 Annual Meeting: For Withheld Broker Non-Votes Lawrence L. Anderson, M.D. 23,379,541 629,316 2,758,790 Keith M. Donahoe 23,483,743 525,114 2,758,790 H. J. Shands, III 23,040,796 968,061 2,758,790 Preston L. Smith 2”

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).

“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.”

SOUTHSIDE BANCSHARES INC reported first quarter ended March 31, 2026 results: net income $23.3 million, EPS $0.78.

“Net income was $23.3 million for the three months ended March 31, 2026”

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.

“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”).”

George H. (Trey) Henderson, III departed as Director at SOUTHSIDE BANCSHARES INC.

“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”).”

SOUTHSIDE BANCSHARES INC: Added Section 3.08 to the Bylaws to provide for annual executive sessions of independent directors and the role of lead independent director (effective 2024-11-08).

“On November 8, 2024, the Board of Directors (the “Board”) of Southside Bancshares, Inc. (the “Company”) adopted an Amendment (the “Amendment”) to the Amended and Restated Bylaws of the Company (the “Bylaws”), effective immediately. The Amendment adds a new Section 3.08 to the Bylaws, which provides for Executive Sessions of the Board, at which only independent directors are present, which must occur at least annually.”

Anne Martinez was appointed as Chief Risk Officer at SOUTHSIDE BANCSHARES INC.

“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.”

Suni Davis was appointed as Chief Treasury Officer at SOUTHSIDE BANCSHARES INC.

“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.”

April Pinkley was appointed as Chief Accounting Officer at SOUTHSIDE BANCSHARES INC.

“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.”

Keith Donahoe was appointed as President at SOUTHSIDE BANCSHARES INC.

“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.”

SOUTHSIDE BANCSHARES INC shareholders approved Ratification of Appointment of Independent Registered Certified Public Accounting Firm at the 2024-05-15 meeting.

“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”

SOUTHSIDE BANCSHARES INC shareholders approved Say-on-Pay Vote at the 2024-05-15 meeting.

“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”

SOUTHSIDE BANCSHARES INC shareholders approved Election of Directors at the 2024-05-15 meeting.

“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”

Curtis Burchard was appointed as Chief Lending Officer at SOUTHSIDE BANCSHARES INC.

“Curtis Burchard will be appointed Chief Lending Officer of the Company and the Bank, an action that is expected to be approved by the Board of Directors of the Bank and the Company at the respective Board meetings on March 21, 2024, to become effective on April 15, 2024.”

Tim Alexander retired as Chief Lending Officer at SOUTHSIDE BANCSHARES INC.

“Tim Alexander, Chief Lending Officer of Southside Bancshares, Inc. (the “Company) and Southside Bank (the “Bank”), a subsidiary of the Company, and advisory director of the Bank, notified the Company of his decision to retire, effective May 31, 2024.”

SOUTHSIDE BANCSHARES INC reported financial results for the fourth quarter and year ended December 31, 2023.

“On January 26, 2024, Southside Bancshares, Inc. issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2023.”

Herbert C. Buie was appointed as Director Emeritus at SOUTHSIDE BANCSHARES INC.

“In addition, on December 21, 2023, the Board appointed Herbert C. Buie as Director Emeritus, effective as of the 2024 Annual Meeting of Shareholders (the “2024 Annual Meeting”).”

William Sheehy was appointed as Director Emeritus at SOUTHSIDE BANCSHARES INC.

“On December 21, 2023, the Board of Directors (the “Board”) of Southside Bancshares, Inc. (the “Company”) appointed William Sheehy as Director Emeritus, effective January 1, 2024.”

SOUTHSIDE BANCSHARES INC reported third quarter ended September 30, 2023 results: net income Net income was $18.4 million for the three months ended September 30, 2023.

“Southside reported net income of $18.4 million for the three months ended September 30, 2023”

SOUTHSIDE BANCSHARES INC reported the six months ended June 30, 2023 results: net income $50.9 million, EPS $1.64.

“Net income was $50.9 million for the six months ended June 30, 2023, compared to $50.4 million for the same period in 2022, an increase of $0.5 million, or 1.0%. Earnings per diluted common share were $1.64 for the six months ended June 30, 2023, compared to $1.56 for the same period in 2022, an increase of 5.1%.”

SOUTHSIDE BANCSHARES INC reported the second quarter ended June 30, 2023 results: net income $24.9 million, EPS $0.81.

“Southside reported net income of $24.9 million for the three months ended June 30, 2023, a decrease of $0.5 million, or 2.0%, compared to $25.4 million for the same period in 2022. Earnings per diluted common share increased $0.02, or 2.5%, to $0.81 for the three months ended June 30, 2023, from $0.79 for the same period in 2022.”

SOUTHSIDE BANCSHARES INC shareholders approved Ratification of appointment of Ernst and Young LLP as independent registered certified public accounting firm for 2023 at the 2023-05-17 meeting.

“Shareholders ratified the appointment of Ernst and Young LLP to serve as the Company's independent registered certified public accounting firm for the year ending December 31, 2023.”

SOUTHSIDE BANCSHARES INC shareholders approved Non-binding advisory vote on the frequency of future say-on-pay votes (one year, two years, or three years) at the 2023-05-17 meeting.

“Shareholders approved, on a non-binding advisory basis, a one-year (annual) frequency at which the Company should include a vote on the compensation of the Company's named executive officers.”

SOUTHSIDE BANCSHARES INC shareholders approved Non-binding advisory vote to approve the compensation of the Company's named executive officers at the 2023-05-17 meeting.

“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.”

SOUTHSIDE BANCSHARES INC shareholders approved Election of three directors to serve for three-year terms expiring at the 2026 Annual Meeting and one director to serve for a two-year term expiring at the 2025 Annual Meeting at the 2023-05-17 meeting.

“Shareholders approved the election of three directors to serve for three-year terms expiring at the 2026 Annual Meeting and one director to serve for a two-year term expiring at the 2025 Annual Meeting.”

SOUTHSIDE BANCSHARES INC reported First quarter ended March 31, 2023 results: net income $26.0 million, EPS $0.83.

“First quarter net income of $26.0 million; • First quarter earnings per diluted common share of $0.83;”

Melvin B. Lovelady departed as Director at SOUTHSIDE BANCSHARES INC.

“on February 25, 2023, Melvin B. Lovelady, a director of the Company since 2005, passed away after a brief illness.”

William Sheehy departed as Director at SOUTHSIDE BANCSHARES INC.

“acknowledged director William Sheehy’s retirement from the Board, effective upon the expiration of his term at the 2023 Annual Meeting of Shareholders (the “2023 Annual Meeting”), scheduled for May 17, 2023”

SOUTHSIDE BANCSHARES INC reported the quarter and year ended December 31, 2022 results: net income $27.7 million, EPS $0.87.

“Southside reported net income of $27.7 million for the three months ended December 31, 2022, a decrease of $1.0 million, or 3.6%, compared to $28.7 million for the same period in 2021. Earnings per diluted common share decreased $0.01, or 1.1%, to $0.87 for the three months ended December 31, 2022, from $0.88 for the same period in 2021.”

Alton L. Frailey was appointed as Director at SOUTHSIDE BANCSHARES INC.

“the Board of Directors (the “Board”) of Southside Bancshares, Inc. (the “Company”) elected to increase the size of the board of directors of the Company by one, to 17 members with the appointment of Alton L. Frailey to serve as a member of the Board, both effective January 1, 2022.”