SBSI Southside Bancshares (SBSI) Insider Trading, Ownership & Congress Trades
Banks · State commercial banks · CIK 0000705432
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
104
13F, latest reported quarter
What the filings say about SBSI
Insiders, 180 days
-$29.5K net sold
1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-06-17
Southside Bancshares insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SOUTHSIDE BANCSHARES INC insiders sold a net $29.5K of stock across 41 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 9, 2026.
- The trade is 9.5% of the 4,378 shares held after it.
- No other insider sold within 30 days.
- 104 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Craddock John Mitchell Jr. sold about $13.3K of SBSI on Sep 11, 2026; 104 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.0% of the 4,871 shares held after it.
- No other insider sold within 30 days.
- 104 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Craddock John Mitchell Jr. sold about $16.2K of SBSI on Jun 9, 2026, the largest insider sale at the company since 2024; 104 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 23, 2025.
- The trade is 1.8% of the 17,123 shares held after it.
- No other insider bought within 30 days.
- 104 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Calhoun Kirk A. bought about $9.9K of SBSI on Feb 3, 2026; 104 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Jan 30, 2024.
- +0.5% median (+2.9% mean) 90-day return after 5 previous buys.
- The trade is 0.5% of the 389,288 shares held after it.
- No other insider bought within 30 days.
- 104 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BUIE HERBERT C bought about $55.4K of SBSI on Dec 4, 2025, the largest insider purchase at the company since 2024; 104 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.8% of the 16,766 shares held after it.
- No other insider bought within 30 days.
- 104 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Calhoun Kirk A. bought about $8.4K of SBSI on May 23, 2025, the largest insider purchase at the company since 2024; 104 funds added in the latest 13F quarter.41 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$29.5K over 180 days
-$13.3K over 90 days
more than 64% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
104 funds bought in last quarter
more than 55% of Banks
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
$23.2M repurchased, FY to 2025-12-31
more than 65% of Banks
Short interest
3.5% of the float short (float per yahoo 2026-10-26) · 6.2 days to cover · settled 2026-09-30
more than 57% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SBSI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+19.3%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SBSI: institutional holders (13F)
13F holdings, latest reported quarter
4,271,247 sh
$150.3M
1,406,812 sh
$49.5M
1,328,182 sh
$46.7M
1,248,193 sh
$43.9M
737,957 sh
$26.0M
Congress trades in SBSI
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Bought 2025-06-09 · disclosed 65 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SBSI planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
SBSI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Pear tree polaris small cap fund
$2.5M position · as of 2026-06-30
2.4%
Third Avenue Small-Cap Value Fund
$3.8M position · as of 2026-07-31
1.7%
ProShares Russell 2000 Dividend Growers ETF
$6.7M position · as of 2026-05-31
1.0%
Invesco S&P SmallCap Low Volatility ETF
$2.0M position · as of 2026-05-31
0.8%
Invesco S&P SmallCap Value with Momentum ETF
$4.4M position · as of 2026-07-31
0.6%
Eventide Small Cap ETF
$206.3K position · as of 2026-07-31
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Lee R. Gibson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$3.3M
$1.6M
$965.7K
+21%
+30%
2024
$2.0M
$1.8M
$787.7K
+5%
+32%
2023
$2.1M
$1.3M
$833.3K
-1%
+11%
2022
$1.5M
$1.5M
$756.0K
+9%
+19%
2021
$1.4M
$1.5M
$633.4K
+22%
+30%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $29.5K sold by insiders over 180 days, 104 funds added last quarter. Each figure is a federal filing, dated the day it went public.
SBSI financials
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Revenue, TTM SBSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Net margin, TTM SBSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Free cash flow, TTM
$126.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SBSI
| FY Dec 2025 | $73.5M |
| FY Dec 2024 | $90.7M |
| FY Dec 2023 | $73.0M |
| FY Dec 2022 | $217.2M |
| FY Dec 2021 | $147.7M |
| Jun 2026 | $27.5M |
| Mar 2026 | $45.0M |
| Dec 2025 | $16.6M |
| Sep 2025 | $37.4M |
| Jun 2025 | -$2.0M |
| Mar 2025 | $21.5M |
| Dec 2024 | $33.7M |
| Sep 2024 | -$14.2M |
At each fiscal year end
Single quarter
Debt to equity
1.37x
long-term 2026-06-30 plus current 2017-09-30 (106 months older than the period end); equity 2026-06-30
Debt to equity SBSI
| FY Dec 2025 | 1.53x |
| FY Dec 2024 | 1.42x |
| FY Dec 2023 | 1.49x |
| FY Dec 2022 | 1.55x |
| FY Dec 2021 | 1.27x |
| Jun 2026 | 1.37x |
| Mar 2026 | 1.41x |
| Dec 2025 | 1.53x |
| Sep 2025 | 1.56x |
| Jun 2025 | 1.43x |
| Mar 2025 | 1.41x |
| Dec 2024 | 1.42x |
| Sep 2024 | 1.43x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.12x
TTM operating cash flow over long-term 2026-06-30 plus current 2017-09-30 (106 months older than the period end)
Cash flow to debt SBSI
| FY Dec 2025 | 0.07x |
| FY Dec 2024 | 0.09x |
| FY Dec 2023 | 0.07x |
| FY Dec 2022 | 0.20x |
| FY Dec 2021 | 0.13x |
| Jun 2026 | 0.12x |
| Mar 2026 | 0.10x |
| Dec 2025 | 0.07x |
| Sep 2025 | 0.08x |
| Jun 2025 | 0.05x |
| Mar 2025 | 0.06x |
| Dec 2024 | 0.09x |
| Sep 2024 | 0.01x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+9.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SBSI
| FY Dec 2025 | +8.3% |
| FY Dec 2024 | +11.2% |
| FY Dec 2023 | +11.4% |
| FY Dec 2022 | +12.7% |
| FY Dec 2021 | +12.7% |
| Jun 2026 | +9.0% |
| Mar 2026 | +8.5% |
| Dec 2025 | +8.3% |
| Sep 2025 | +8.5% |
| Jun 2025 | +10.6% |
| Mar 2025 | +11.0% |
| Dec 2024 | +11.2% |
| Sep 2024 | +11.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SBSI
| FY Dec 2025 | +0.8% |
| FY Dec 2024 | +1.1% |
| FY Dec 2023 | +1.1% |
| FY Dec 2022 | +1.4% |
| FY Dec 2021 | +1.6% |
| Jun 2026 | +0.9% |
| Mar 2026 | +0.8% |
| Dec 2025 | +0.8% |
| Sep 2025 | +0.8% |
| Jun 2025 | +1.0% |
| Mar 2025 | +1.1% |
| Dec 2024 | +1.1% |
| Sep 2024 | +1.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital SBSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed SBSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
12.53x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing SBSI
| FY Dec 2025 | 13.27x |
| FY Dec 2024 | 10.91x |
| FY Dec 2023 | 11.11x |
| FY Dec 2022 | 11.01x |
| FY Dec 2021 | 12.05x |
| Jun 2026 | 13.85x |
| Mar 2026 | 13.17x |
| Dec 2025 | 13.27x |
| Sep 2025 | 12.28x |
| Jun 2025 | 10.44x |
| Mar 2025 | 9.95x |
| Dec 2024 | 10.91x |
| Sep 2024 | 12.03x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.8B
market value at close 2026-10-26 on 2026-07-21 shares, plus long-term 2026-06-30 plus current 2017-09-30 (106 months older than the period end), minus cash 2026-06-30
Enterprise value SBSI
| FY Dec 2025 | $1.8B |
| FY Dec 2024 | $1.7B |
| FY Dec 2023 | $1.5B |
| FY Dec 2022 | $2.1B |
| FY Dec 2021 | $2.3B |
| Jun 2026 | $1.9B |
| Mar 2026 | $1.7B |
| Dec 2025 | $1.8B |
| Sep 2025 | $1.7B |
| Jun 2025 | $1.7B |
| Mar 2025 | $1.6B |
| Dec 2024 | $1.7B |
| Sep 2024 | $1.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+13.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield SBSI
| FY Dec 2025 | +8.0% |
| FY Dec 2024 | +9.4% |
| FY Dec 2023 | +7.7% |
| FY Dec 2022 | +18.8% |
| FY Dec 2021 | +10.9% |
| Jun 2026 | +12.1% |
| Mar 2026 | +10.5% |
| Dec 2025 | +8.0% |
| Sep 2025 | +10.7% |
| Jun 2025 | +4.4% |
| Mar 2025 | +6.4% |
| Dec 2024 | +9.4% |
| Sep 2024 | -0.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -10%, PEG needs growth
PEG, trailing SBSI
| FY Dec 2025 | n/a |
| FY Dec 2024 | 3.42x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.30x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 2.35x |
| Mar 2025 | 1.28x |
| Dec 2024 | 3.42x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Net income | $69.2M | $88.5M | $86.7M | $105.0M |
| EPS (diluted) | 2.29 | 2.91 | 2.82 | 3.26 |
| Operating cash flow | $93.8M | $101.8M | $79.9M | $226.5M |
| Cash | $389.8M | $426.2M | $560.5M | $199.3M |
| Long-term debt | $300.0M | $152.3M | $154.1M | $158.9M |
| Buybacks | $23.2M | $1.5M | $44.8M | $33.7M |
| Dividends paid | $43.4M | $43.6M | $43.6M | $44.9M |
SEC XBRL, fiscal years, as known on 2026-10-28
SBSI Stock Sonar score 5/7 axes
Find similar shapesCompareSBSI ranks highest on institutional and government (55th percentile) and risk and compliance (47th), and lowest on financial health (10th), among Banks peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SBSI filings, in plain words
Are Southside Bancshares insiders buying or selling SBSI?
In the 180 days to 2026-10-28, Southside Bancshares insiders were net sellers, a net $29.5K across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded SBSI?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-06-17.
Read the full summary
In the 180 days to 2026-10-28, Southside Bancshares insiders were net sellers of SBSI, a net $29.5K across purchases and sales reported on Form 4 by 1 seller. Members of Congress have disclosed trades in SBSI, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-06-17. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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