SOUTHSIDE BANCSHARES INC·4

Feb 10, 3:38 PM ET

SHAMBURGER JULIE 4

4 · SOUTHSIDE BANCSHARES INC · Filed Feb 10, 2026

Research Summary

AI-generated summary of this filing

Updated

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
Period: 2026-02-06
Transactions
  • Tax Payment

    Common Stock

    2026-02-06$33.55/sh260$8,72331,087 total
Holdings
  • Common Stock

    (indirect: By Trust)
    4,843
  • Common Stock

    (indirect: by ESOP)
    4,206
  • Common Stock

    (indirect: By IRA)
    3,787
  • Common Stock

    (indirect: By Spouse)
    3,250
Signature
Lindsey Bibby Bailes, attorney in fact|2026-02-10

Documents

1 file
  • 4
    wk-form4_1770755920.xmlPrimary

    FORM 4