SHAMBURGER JULIE 4
4 · SOUTHSIDE BANCSHARES INC · Filed Feb 10, 2026
Research Summary
AI-generated summary of this filing
SBSI CFO Julie Shamburger Withholds 260 Shares for Taxes
What Happened
- Julie Shamburger, Chief Financial Officer of Southside Bancshares, disposed of 260 shares on Feb 6, 2026 to satisfy a tax obligation. The shares were valued at $33.55 each, for a total of approximately $8,723. This transaction is a tax-withholding disposition (code F), not an open-market sale or purchase.
Key Details
- Transaction date and price: 2026-02-06, 260 shares at $33.55 per share (total ≈ $8,723).
- Transaction type: Code F — payment of exercise price or tax liability (shares withheld to cover taxes).
- Shares owned after transaction: Not disclosed in the provided filing excerpt.
- Filing timeliness: Reported on 2026-02-10; this filing appears to meet the Form 4 two-business-day reporting requirement for a Feb 6 transaction.
Context
- A tax-withholding disposition is a common administrative action following equity vesting or option exercise; shares are surrendered or withheld to cover tax withholding rather than sold on the open market. Such transactions are routine and generally do not, by themselves, indicate the insider’s view on the company’s stock.
Insider Transaction Report
Form 4
Transactions
- Tax Payment
Common Stock
2026-02-06$33.55/sh−260$8,723→ 31,087 total
Holdings
- 4,843(indirect: By Trust)
Common Stock
- 4,206(indirect: by ESOP)
Common Stock
- 3,787(indirect: By IRA)
Common Stock
- 3,250(indirect: By Spouse)
Common Stock
Signature
Lindsey Bibby Bailes, attorney in fact|2026-02-10