southside bancshares, inc., the holding company for southside bank, is headquartered in tyler, texas. with approximately $4.9 billion in assets, southside is the ninth-largest bank headquartered in texas, by deposits. southside bank operates 64 banking facilities in east, north and central texas. the bank also operates a network of over 70 local atms, and is affiliated with more than 55,000 foreign atms worldwide. established in 1960, southside bank is a community-focused financial institution that offers a full range of financial services to individuals, businesses and nonprofit organizations. these services include: consumer and commercial loans; mortgages; loans to municipalities; personal, small business and commercial deposit accounts; safe deposit boxes; business services; credit cards; atms; trust and wealth management; brokerage services; and an array of online and mobile services. member fdic equal housing lender
Company profile
Ticker
SBSI
Exchange
Website
CEO
Lee Gibson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
SOBANK INC
SEC CIK
Corporate docs
Subsidiaries
2.Red File #1, Inc. • 6.Magnolia Trust Company ...
IRS number
751848732
SBSI stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
27 Mar 24
DEFA14A
Additional proxy soliciting materials
27 Mar 24
DEF 14A
Definitive proxy
27 Mar 24
8-K
Departure of Directors or Certain Officers
6 Mar 24
10-K
2023 FY
Annual report
27 Feb 24
8-K
Announces Financial Results for the
26 Jan 24
8-K
Departure of Directors or Certain Officers
26 Dec 23
10-Q
2023 Q3
Quarterly report
27 Oct 23
8-K
Announces Financial Results for the
25 Oct 23
10-Q
2023 Q2
Quarterly report
28 Jul 23
Transcripts
SBSI
Earnings call transcript
2023 Q4
26 Jan 24
SBSI
Earnings call transcript
2023 Q3
26 Oct 23
SBSI
Earnings call transcript
2023 Q2
25 Jul 23
SBSI
Earnings call transcript
2023 Q1
25 Apr 23
SBSI
Earnings call transcript
2022 Q4
27 Jan 23
SBSI
Earnings call transcript
2022 Q3
25 Oct 22
SBSI
Earnings call transcript
2022 Q2
25 Jul 22
SBSI
Earnings call transcript
2022 Q1
26 Apr 22
SBSI
Earnings call transcript
2021 Q4
28 Jan 22
SBSI
Earnings call transcript
2021 Q3
26 Oct 21
Latest ownership filings
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
56.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 157 |
Opened positions | 18 |
Closed positions | 14 |
Increased positions | 41 |
Reduced positions | 68 |
13F shares | Current |
---|---|
Total value | 482.86 bn |
Total shares | 17.07 mm |
Total puts | 0.00 |
Total calls | 2.10 k |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 4.36 mm | $125.00 bn |
Vanguard | 2.15 mm | $61.59 bn |
STT State Street | 1.26 mm | $36.07 bn |
Dimensional Fund Advisors | 1.24 mm | $35.55 bn |
Geode Capital Management | 613.35 k | $17.61 bn |
Renaissance Technologies | 571.29 k | $16.39 bn |
BK Bank Of New York Mellon | 400.89 k | $11.51 bn |
Charles Schwab Investment Management | 348.36 k | $10.00 bn |
NTRS Northern Trust | 347.85 k | $9.98 bn |
Millennium Management | 300.66 k | $8.63 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
22 Mar 24 | Keith Donahoe | Common Stock | Payment of exercise | Dispose F | No | No | 28.1 | 417 | 11.72 k | 7,130 |
4 Mar 24 | Gibson Lee R | Common Stock | Sell | Dispose S | No | No | 30.27 | 14,897 | 450.93 k | 56,491 |
4 Mar 24 | Gibson Lee R | Common Stock | Option exercise | Acquire M | No | No | 26.49 | 14,897 | 394.62 k | 71,388 |
4 Mar 24 | Gibson Lee R | Employee Stock Option / Common Stock | Option exercise | Dispose M | No | No | 26.49 | 14,897 | 394.62 k | 4,100 |
29 Feb 24 | Bosworth Michael J | Common Stock | Grant | Acquire A | No | No | 0 | 129 | 0.00 | 76,726 |
29 Feb 24 | Alton L. Frailey | Common Stock | Grant | Acquire A | No | No | 0 | 61 | 0.00 | 4,896 |
29 Feb 24 | Shannon Dacus | Common Stock | Grant | Acquire A | No | No | 0 | 18 | 0.00 | 5,555 |