Southside Bancshares, Inc.
Ownership
Ownership Structure
Who owns Southside Bancshares, Inc. (SBSI)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 94.6% of the shares are freely tradable; institutional investors hold 59.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.33 | 4,271,247 | +1.7 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 4.72 | 1,406,812 | +1.6 | 06/30/2026 |
| State Street Corp | 4.46 | 1,328,182 | +2.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.19 | 1,248,193 | +0.9 | 06/30/2026 |
| Geode Capital Management, LLC | 2.48 | 737,957 | +2.3 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.11 | 630,384 | +7.0 | 06/30/2026 |
| Renaissance Technologies Corp | 1.41 | 419,146 | -4.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.65 | 1,685,052 | +0.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.01 | 897,062 | +0.0 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.56 | 763,099 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Gibson Lee R | Director | 58,909 | 1,985,233 $ | Sep 3, 2026 | direct |
| Shands Hilliard J | Director | 42,180 | 1,421,466 $ | Sep 3, 2026 | direct |
| Shamburger Julie | CFO | 32,748 | 1,103,608 $ | Sep 3, 2026 | direct |
| Garrett John Robert | Director | 26,956 | 908,417 $ | Sep 3, 2026 | direct |
| Smith Preston L | Director | 23,122 | 779,211 $ | Sep 3, 2026 | direct |
| Arnold T L Jr | CCO | 22,626 | 762,496 $ | Sep 3, 2026 | direct |
| Donahoe Keith | President and CEO | 20,693 | 697,354 $ | Sep 3, 2026 | direct |
| Calhoun Kirk A. | Director | 18,932 | 638,008 $ | Sep 3, 2026 | direct |
| Davis Suni M | CHIEF TREASURY OFFICER | 13,862 | 467,149 $ | Sep 3, 2026 | direct |
| Frailey Alton L. | Director | 13,659 | 460,308 $ | Sep 3, 2026 | direct |
| Anderson Susan Elaine | Director | 12,776 | 430,551 $ | Sep 3, 2026 | direct |
| Dacus Shannon | Director | 9,763 | 329,013 $ | Sep 3, 2026 | direct |
| Burchard Curtis | CHIEF LENDING OFFICER | 8,543 | 287,899 $ | Sep 3, 2026 | direct |
| Martinez Anne | CRO | 8,416 | 283,619 $ | Sep 3, 2026 | direct |
| Callan Patricia Ann | Director | 7,164 | 241,427 $ | Sep 3, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Craddock John Mitchell Jr. | Chief Operating Officer | Sell | 415 | 32.01 | 13,284 |
| Sep 5, 2026 | Craddock John Mitchell Jr. | Chief Operating Officer | Other | 133 | 32.83 | 4,366 |
| Sep 3, 2026 | Craddock John Mitchell Jr. | Chief Operating Officer | Other | 55 | 0.00 | – |
| Sep 3, 2026 | Jones Jeb Weldon | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | McKinney Raymond C | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | Martinez Anne | CRO | Other | 44 | 0.00 | – |
| Sep 3, 2026 | Calhoun Kirk A. | Director | Other | 20 | 0.00 | – |
| Sep 3, 2026 | Burchard Curtis | CHIEF LENDING OFFICER | Other | 55 | 0.00 | – |
| Sep 3, 2026 | Anthony Sherri | Chief Banking Officer | Other | 28 | 0.00 | – |
| Sep 3, 2026 | Donahoe Keith | President and CEO | Other | 158 | 0.00 | – |
| Sep 3, 2026 | Frailey Alton L. | Director | Other | 154 | 0.00 | – |
| Sep 3, 2026 | Dacus Shannon | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | Green Jared C. | Regional President, ETX | Other | 19 | 0.00 | – |
| Sep 3, 2026 | Davis Suni M | CHIEF TREASURY OFFICER | Other | 43 | 0.00 | – |
| Sep 3, 2026 | Shands Hilliard J | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | Callan Patricia Ann | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | Anderson Susan Elaine | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | Pinkley April | CAO | Other | 33 | 0.00 | – |
| Sep 3, 2026 | Anderson Lawrence Lazelle | Director | Other | 19 | 0.00 | – |
| Sep 3, 2026 | Arnold T L Jr | CCO | Other | 56 | 0.00 | – |
| Sep 3, 2026 | Smith Preston L | Director | Other | 30 | 0.00 | – |
| Sep 3, 2026 | Garrett John Robert | Director | Other | 14 | 0.00 | – |
| Sep 3, 2026 | Shamburger Julie | CFO | Other | 74 | 0.00 | – |
| Sep 3, 2026 | Gibson Lee R | Director | Other | 97 | 0.00 | – |
| Jul 18, 2026 | Burchard Curtis | CHIEF LENDING OFFICER | Other | 351 | 34.84 | 12,229 |
| Jun 24, 2026 | Shands Hilliard J | Director | Other | 6,525 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.