Southside Bancshares, Inc. (SBSI)
Tyler, TX, US
Southside Bancshares, Inc. functions as the holding company for its subsidiary, Southside Bank, which delivers a comprehensive suite of financial solutions to diverse clients, including individual consumers, commercial enterprises, governmental bodies, and non-profit organizations. Its offerings encompass a variety of deposit accounts, such as savings, money market, and both interest-bearing and non-interest-bearing checking options, alongside certificates of deposit (CDs). The institution's lending portfolio is diverse, featuring consumer loans for purposes like 1-4 family residential purchases, home equity, property improvements, and vehicle financing, in addition to other personal credit lines. Commercial lending extends to short-term working capital for managing inventory and receivables, medium-term financing for equipment acquisition or business expansion, commercial real estate ventures, and loans to municipal entities. Furthermore, construction financing is available for both single-to-four-unit residential properties and commercial real estate developments. Complementing its core banking activities, the company provides wealth management and trust services. These include investment advisory and management, estate administration, the handling of both revocable and testamentary trusts, and custodial services for a clientele comprising individuals, partnerships, and corporate entities. Additional offerings include safe deposit box rentals and brokerage services. As of the close of business on December 31, 2021, the company maintained an operational presence across 56 banking locations and supported customers with 73 ATMs/ITMs. Established in 1960, Southside Bancshares, Inc. maintains its corporate headquarters in Tyler, Texas.
Based on only 1 article — low confidence
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.00% | +4.69% | +8.09% | +3.00% | +20.19% | +13.03% | +20.32% | +20.91% | -15.75% | +20.87% | +574.85% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
35.00
+0.3%
|
| Last Quarter | 1 |
35.00
+0.3%
|
| Last Year | 1 |
35.00
+0.3%
|
| All Time | 1 |
35.00
+0.3%
|
-
Revenue growth-8.1% Q1'26: +2.8% (vs Q1'25)
-
EPS growth-21.6% Q1'26: +9.9% (vs Q1'25)
-
FCF margin— Q1'26: +39.7% (vs Q1'25)
-
EBIT margin— Q1'26: +25.0% (vs Q1'25)
-
ROIC— Q1'26: +5.6% (vs Q1'25)
-
Share dilution-0.5% Q1'26: -2.1% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 7.77× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
132.16M
est: 67.64M (+95.4%)
|
176.48M
est: 96.24M (+83.4%)
|
204.87M
est: 96.06M (+113.3%)
|
181.35M
est: 118.36M (+53.2%)
|
165.37M
est: 180.25M (-8.3%)
|
154.98M
est: 119.55M (+29.6%)
|
153.52M
est: 102.09M (+50.4%)
|
189.37M
est: 184.80M (+2.5%)
|
205.19M
est: 195.31M (+5.1%)
|
221.06M
est: 198.08M (+11.6%)
|
268.85M
est: 223.47M (+20.3%)
|
282.26M
est: 219.65M (+28.5%)
|
281.56M
est: 239.15M (+17.7%)
|
265.32M
est: 246.77M (+7.5%)
|
293.84M
est: 269.15M (+9.2%)
|
395.58M
est: 240.49M (+64.5%)
|
456.07M
est: 269.91M (+69.0%)
|
419.03M
est: 271.74M (+54.2%)
|
300.01M
298.64M – 301.39M
+10.4% YoY
|
313.51M
312.90M – 314.12M
+4.5% YoY
|
| EBITDA |
27.87M
est: 25.66M (+8.6%)
|
44.55M
est: 80.19M (-44.4%)
|
65.36M
est: 67.35M (-3.0%)
|
55.02M
est: 77.74M (-29.2%)
|
54.25M
est: 86.49M (-37.3%)
|
45.91M
est: 62.38M (-26.4%)
|
50.13M
est: 43.13M (+16.2%)
|
59.90M
est: 87.66M (-31.7%)
|
68.76M
est: 101.36M (-32.2%)
|
80.64M
est: 131.88M (-38.9%)
|
98.35M
est: 170.37M (-42.3%)
|
99.89M
est: 173.47M (-42.4%)
|
105.57M
est: 124.26M (-15.0%)
|
142.25M
est: 126.84M (+12.2%)
|
130.74M
est: 142.60M (-8.3%)
|
111.71M
est: 82.71M (+35.1%)
|
117.84M
est: 92.82M (+26.9%)
|
82.84M
est: 93.45M (-11.4%)
|
103.18M
102.70M – 103.65M
+10.4% YoY
|
107.82M
107.61M – 108.03M
+4.5% YoY
|
| EBIT |
20.66M
est: 3.93M (+426.0%)
|
42.09M
est: 33.17M (+26.9%)
|
62.47M
est: 33.11M (+88.7%)
|
51.81M
est: 40.79M (+27.0%)
|
50.89M
est: 62.13M (-18.1%)
|
42.30M
est: 41.21M (+2.7%)
|
46.29M
est: 35.19M (+31.5%)
|
51.28M
est: 63.70M (-19.5%)
|
59.67M
est: 67.32M (-11.4%)
|
70.43M
est: 68.27M (+3.2%)
|
84.30M
est: 77.02M (+9.4%)
|
87.78M
est: 75.71M (+15.9%)
|
93.49M
est: 82.43M (+13.4%)
|
130.83M
est: 85.06M (+53.8%)
|
119.63M
est: 92.77M (+29.0%)
|
101.13M
est: 76.40M (+32.4%)
|
107.38M
est: 85.75M (+25.2%)
|
82.63M
est: 86.33M (-4.3%)
|
95.31M
94.88M – 95.75M
+10.4% YoY
|
99.60M
99.41M – 99.80M
+4.5% YoY
|
| Net Income |
16.68M
est: 15.42M (+8.2%)
|
30.70M
est: 23.21M (+32.2%)
|
44.40M
est: 25.62M (+73.3%)
|
39.10M
est: 30.27M (+29.2%)
|
39.13M
est: 38.11M (+2.7%)
|
34.70M
est: 29.55M (+17.4%)
|
41.19M
est: 25.86M (+59.3%)
|
44.00M
est: 48.29M (-8.9%)
|
49.35M
est: 50.62M (-2.5%)
|
54.31M
est: 56.99M (-4.7%)
|
74.14M
est: 81.09M (-8.6%)
|
74.55M
est: 75.65M (-1.4%)
|
82.15M
est: 59.44M (+38.2%)
|
113.40M
est: 84.62M (+34.0%)
|
105.02M
est: 95.25M (+10.3%)
|
86.69M
est: 81.94M (+5.8%)
|
88.49M
est: 89.62M (-1.3%)
|
69.22M
est: 91.58M (-24.4%)
|
102.93M
102.32M – 103.55M
+12.4% YoY
|
105.11M
104.22M – 106.00M
+2.1% YoY
|
| SGA |
31.17M
est: 29.33M (+6.3%)
|
44.79M
est: 30.65M (+46.1%)
|
54.03M
est: 31.90M (+69.4%)
|
53.28M
est: 43.88M (+21.4%)
|
51.89M
est: 53.85M (-3.6%)
|
54.48M
est: 48.77M (+11.7%)
|
59.96M
est: 39.23M (+52.8%)
|
73.55M
est: 86.35M (-14.8%)
|
71.25M
est: 75.60M (-5.8%)
|
69.70M
est: 73.53M (-5.2%)
|
81.25M
est: 89.53M (-9.2%)
|
84.03M
est: 85.51M (-1.7%)
|
80.50M
est: 80.21M (+0.4%)
|
84.07M
est: 71.56M (+17.5%)
|
88.01M
est: 86.12M (+2.2%)
|
93.28M
est: 51.92M (+79.7%)
|
97.44M
est: 58.27M (+67.2%)
|
5.72M
est: 58.67M (-90.3%)
|
64.77M
64.47M – 65.07M
+10.4% YoY
|
67.68M
67.55M – 67.82M
+4.5% YoY
|
| EPS |
0.80
est: 0.73 (+9.6%)
|
1.46
est: 0.86 (+70.8%)
|
2.07
est: 0.67 (+209.0%)
|
1.81
est: 1.36 (+33.6%)
|
1.82
est: 1.70 (+7.4%)
|
1.61
est: 1.31 (+22.9%)
|
1.94
est: 0.91 (+114.4%)
|
1.61
est: 1.64 (-2.0%)
|
1.82
est: 1.88 (-3.2%)
|
1.82
est: 1.98 (-8.0%)
|
2.12
est: 2.26 (-6.0%)
|
2.21
est: 2.25 (-1.7%)
|
2.47
est: 2.08 (+18.5%)
|
3.48
est: 3.30 (+5.5%)
|
3.27
est: 3.30 (-0.9%)
|
2.82
est: 2.70 (+4.3%)
|
2.92
est: 2.97 (-1.7%)
|
2.30
est: 3.03 (-24.0%)
|
3.40
3.39 – 3.43
+12.2% YoY
|
3.48
3.45 – 3.51
+2.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | C+ | 2/5 | 4/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 4.67M | 14.50% | 4.61M | — | 4.67M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 2.37M | 7.36% | — | 28.4K | — | 52.0K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | BlackRock for purposes of Schedule 13G filings. | 741.3K | 4.96% | 741.3K | — | 741.3K | — | HC | Delaware | 2010-02-10 | ↗ |
| 4 | TIN: 74-2221690 | 700.0K | 5.07% | — | — | — | — | CO | : | 2008-05-21 | ↗ |
| 5 | Southside Bank Trust Department | 394.3K | 3.80% | 162.9K | 231.5K | 162.9K | 231.5K | BK | Texas | 2004-02-11 | ↗ |
| 6 | · David O. Rogers, Jr. · Robert | — | 0.00% | — | — | — | — | IN | : | 2008-05-21 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 4.27M +153.4K (+3.7%) | 129.91M +13.5M (+11.6%) | 14.31% +0.683 pp | 0.00% +0.000 pp | USD33.31 -8.8% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 2.03M +31.6K (+1.6%) | 61.75M +5.2M (+9.3%) | 6.80% +0.188 pp | 0.00% +0.000 pp | USD29.55 +2.8% | 84 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.38M -5.3K (-0.4%) | 41.86M +2.8M (+7.2%) | 4.61% +0.039 pp | 0.01% +0.000 pp | USD28.96 +4.9% | 51 qtrs — |
| 4 | STATE STREET CORP | 1.31M +7.7K (+0.6%) | 39.77M +3.0M (+8.2%) | 4.38% +0.079 pp | 0.00% +0.000 pp | USD32.39 -6.2% | 51 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 686.1K -3.2K (-0.5%) | 20.85M +1.4M (+7.1%) | 2.30% +0.018 pp | 0.00% +0.000 pp | USD30.37 +0.1% | 78 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 460.4K -46.4K (-9.2%) | 13.99M -326.5K (-2.3%) | 1.54% -0.135 pp | 0.02% +0.003 pp | USD29.30 +3.7% | 59 qtrs — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 405.9K +37.3K (+10.1%) | 12.33M +1.9M (+18.4%) | 1.36% +0.140 pp | 0.00% +0.000 pp | USD30.75 -1.2% | 60 qtrs — |
| 8 | GOLDMAN SACHS GROUP INC | 351.7K +36.7K (+11.6%) | 10.69M +1.8M (+20.1%) | 1.18% +0.136 pp | 0.00% +0.000 pp | USD30.51 -0.4% | 73 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 348.7K -5.0K (-1.4%) | 10.60M +604.2K (+6.0%) | 1.17% -0.002 pp | 0.01% +0.000 pp | USD32.71 -7.1% | 19 qtrs — |
| 10 | NORTHERN TRUST CORP | 310.9K -16.4K (-5.0%) | 9.45M +202.4K (+2.2%) | 1.04% -0.041 pp | 0.00% +0.000 pp | USD29.65 +2.5% | 51 qtrs — |
| 11 | ROYAL BANK OF CANADA | 266.5K -2.7K (-1.0%) | 8.10M +494.0K (+6.5%) | 0.89% +0.002 pp | 0.00% +0.000 pp | USD33.91 -10.4% | 51 qtrs — |
| 12 | MORGAN STANLEY | 263.4K +10.9K (+4.3%) | 8.00M +871.9K (+12.2%) | 0.88% +0.047 pp | 0.00% +0.000 pp | USD33.32 -8.8% | 51 qtrs — |
| 13 | INVESCO LTD. | 259.9K -14.6K (-5.3%) | 7.90M +144.9K (+1.9%) | 0.87% -0.038 pp | 0.00% +0.000 pp | USD31.81 -4.5% | 57 qtrs — |
| 14 | JPMORGAN CHASE & CO | 259.0K -43.6K (-14.4%) | 7.87M -678.9K (-7.9%) | 0.87% -0.134 pp | 0.00% +0.000 pp | USD33.40 -9.0% | 51 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 253.3K -27.7K (-9.9%) | 7.70M -241.2K (-3.0%) | 0.84% -0.089 pp | 0.00% 0.000 pp | USD29.52 +2.9% | 66 qtrs — |
| 16 | TWO SIGMA ADVISERS, LP | 244.3K +12.8K (+5.5%) | 7.42M +884.4K (+13.5%) | 0.82% +0.052 pp | 0.01% +0.001 pp | USD28.72 +5.8% | 15 qtrs — |
| 17 | PROSHARE ADVISORS LLC | 199.5K -6.6K (-3.2%) | 6.06M +241.6K (+4.2%) | 0.67% -0.014 pp | 0.01% -0.002 pp | USD32.40 -6.2% | 51 qtrs — |
| 18 | UBS GROUP AG | 195.4K -192.2K (-49.6%) | 5.94M -5.0M (-45.8%) | 0.65% -0.628 pp | 0.00% -0.001 pp | USD31.30 -2.9% | 45 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 164.3K +11.7K (+7.7%) | 4.99M +683.5K (+15.9%) | 0.55% +0.046 pp | 0.01% +0.001 pp | USD29.39 +3.4% | 19 qtrs — |
| 20 | MILLENNIUM MANAGEMENT LLC | 146.8K -104.6K (-41.6%) | 4.46M -2.6M (-37.2%) | 0.49% -0.340 pp | 0.00% -0.001 pp | USD28.60 +6.3% | 41 qtrs — |
| 21 | AQR CAPITAL MANAGEMENT LLC | 141.8K -344.0 (-0.2%) | 4.31M +293.7K (+7.3%) | 0.47% +0.005 pp | 0.00% 0.000 pp | USD28.08 +8.2% | 10 qtrs — |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 134.7K -1.8K (-1.4%) | 4.09M +236.1K (+6.1%) | 0.45% -0.001 pp | 0.00% +0.000 pp | USD30.15 +0.8% | 44 qtrs — |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 134.0K -4.5K (-3.2%) | 4.07M +160.7K (+4.1%) | 0.45% -0.009 pp | 0.00% 0.000 pp | USD31.65 -4.0% | 14 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 118.1K +22.8K (+23.9%) | 3.59M +896.2K (+33.3%) | 0.40% +0.080 pp | 0.00% +0.000 pp | USD29.66 +2.5% | 52 qtrs — |
| 25 | THIRD AVENUE MANAGEMENT LLC | 116.9K -92.5K (-44.2%) | 3.55M -2.3M (-39.0%) | 0.39% -0.305 pp | 0.65% -0.448 pp | USD29.39 +3.4% | 42 qtrs — |
| 26 | CITADEL ADVISORS LLC | 116.4K +27.6K (+31.0%) | 3.54M +1.0M (+41.0%) | 0.39% +0.096 pp | 0.00% +0.000 pp | USD29.24 +3.9% | 15 qtrs — |
| 27 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 98.0K -12.3K (-11.1%) | 2.98M -136.9K (-4.4%) | 0.33% -0.037 pp | 0.01% -0.001 pp | USD30.58 -0.6% | 44 qtrs — |
| 28 | — | 92.8K +92.8K (+100.0%) | 2.82M +2.8M (+100.0%) | 0.31% +0.308 pp | 0.38% +0.378 pp | USD30.39 +0.0% | 1 qtrs NEW |
| 29 | STATE OF NEW JERSEY COMMON PENSION FUND D | 92.4K +— (+0.0%) | 2.81M +197.7K (+7.6%) | 0.31% +0.004 pp | 0.01% +0.001 pp | USD30.72 -1.1% | 14 qtrs — |
| 30 | BAYVIEW ASSET MANAGEMENT, LLC | 85.5K +28.0K (+48.6%) | 2.60M +972.7K (+59.9%) | 0.29% +0.096 pp | 0.60% +0.204 pp | USD28.95 +5.0% | 2 qtrs — |
| 31 | RHUMBLINE ADVISERS | 79.4K -4.5K (-5.4%) | 2.41M +43.0K (+1.8%) | 0.27% -0.012 pp | 0.00% +0.000 pp | USD30.66 -0.9% | 51 qtrs — |
| 32 | LEGAL & GENERAL GROUP PLC | 75.3K -3.2K (-4.1%) | 2.29M +69.5K (+3.1%) | 0.25% -0.010 pp | 0.00% +0.000 pp | USD33.72 -9.9% | 46 qtrs — |
| 33 | KESTREL INVESTMENT MANAGEMENT CORP | 69.5K -2.4K (-3.3%) | 2.11M +81.0K (+4.0%) | 0.23% -0.005 pp | 1.20% +0.052 pp | USD33.22 -8.5% | 12 qtrs — |
| 34 | CREATIVE PLANNING | 66.7K +54.2K (+431.2%) | 2.03M +1.7M (+471.5%) | 0.22% +0.182 pp | 0.00% +0.001 pp | USD29.66 +2.5% | 11 qtrs — |
| 35 | MACKENZIE FINANCIAL CORP | 64.7K +17.3K (+36.5%) | 1.99M +655.2K (+48.9%) | 0.22% +0.060 pp | 0.00% +0.001 pp | USD28.82 +5.4% | 2 qtrs — |
| 36 | WELLS FARGO & COMPANY/MN | 63.5K +2.4K (+3.9%) | 1.93M +204.1K (+11.8%) | 0.21% +0.011 pp | 0.00% +0.000 pp | USD31.71 -4.2% | 57 qtrs — |
| 37 | UBS ASSET MANAGEMENT AMERICAS INC | 63.1K +4.6K (+7.9%) | 1.92M +265.1K (+16.0%) | 0.21% +0.018 pp | 0.00% +0.000 pp | USD30.26 +0.4% | 52 qtrs — |
| 38 | POLARIS CAPITAL MANAGEMENT, LLC | 62.2K +727.0 (+1.2%) | 1.89M +153.7K (+8.8%) | 0.21% +0.005 pp | 0.16% +0.043 pp | USD29.16 +4.2% | 11 qtrs — |
| 39 | PINGORA PARTNERS LLC | 61.7K +7.9K (+14.7%) | 1.88M +355.3K (+23.4%) | 0.21% +0.029 pp | 1.15% +0.137 pp | USD29.24 +3.9% | 4 qtrs — |
| 40 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61.4K +17.3K (+39.1%) | 1.86M +619.0K (+49.7%) | 0.21% +0.060 pp | 0.04% +0.013 pp | USD29.86 +1.8% | 10 qtrs — |
| 41 | NUVEEN, LLC | 61.2K -25.4K (-29.3%) | 1.86M -586.9K (-24.0%) | 0.21% -0.082 pp | 0.00% 0.000 pp | USD29.13 +4.3% | 4 qtrs — |
| 42 | SWISS NATIONAL BANK | 55.8K +— (+0.0%) | 1.70M +119.5K (+7.6%) | 0.19% +0.001 pp | 0.00% +0.000 pp | USD28.44 +6.9% | 51 qtrs — |
| 43 | AMERIPRISE FINANCIAL INC | 53.9K -986.0 (-1.8%) | 1.64M +87.4K (+5.6%) | 0.18% -0.001 pp | 0.00% +0.000 pp | USD30.43 -0.1% | 56 qtrs — |
| 44 | FISHER ASSET MANAGEMENT, LLC | 53.6K +— (+0.0%) | 1.63M +114.8K (+7.6%) | 0.18% +0.001 pp | 0.00% +0.000 pp | USD36.34 -16.4% | 42 qtrs — |
| 45 | BARCLAYS PLC | 51.6K -7.7K (-12.9%) | 1.57M -413.3K (-20.9%) | 0.17% -0.023 pp | 0.00% 0.000 pp | USD31.67 -4.0% | 51 qtrs — |
| 46 | SQUAREPOINT OPS LLC | 51.2K +13.5K (+35.7%) | 1.55M +489.9K (+46.0%) | 0.17% +0.047 pp | 0.00% +0.001 pp | USD29.51 +3.0% | 14 qtrs — |
| 47 | ROYCE & ASSOCIATES LP | 50.7K +14.3K (+39.2%) | 1.54M +511.2K (+49.7%) | 0.17% +0.048 pp | 0.02% +0.005 pp | USD29.30 +3.7% | 4 qtrs — |
| 48 | PRICE T ROWE ASSOCIATES INC /MD/ | 49.9K +10.2K (+25.8%) | 1.52M +396.0K (+35.3%) | 0.17% +0.036 pp | 0.00% +0.000 pp | USD31.16 -2.5% | 51 qtrs — |
| 49 | CAMPBELL & CO INVESTMENT ADVISER LLC | 47.6K +23.6K (+98.2%) | 1.45M +768.0K (+113.2%) | 0.16% +0.080 pp | 0.07% +0.018 pp | USD29.84 +1.8% | 10 qtrs — |
| 50 | PRUDENTIAL FINANCIAL INC | 41.6K -2.1K (-4.7%) | 1.26M +30.4K (+2.5%) | 0.14% -0.005 pp | 0.00% +0.000 pp | USD31.42 -3.3% | 66 qtrs — |
| 51 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 40.8K +40.8K (+100.0%) | 1.26M +1.3M (+100.0%) | 0.14% +0.137 pp | 0.00% +0.002 pp | USD30.39 +0.0% | 1 qtrs NEW |
| 52 | CAPTRUST FINANCIAL ADVISORS | 36.4K +640.0 (+1.8%) | 1.11M +96.0K (+9.5%) | 0.12% +0.004 pp | 0.00% +0.000 pp | USD34.93 -13.0% | 25 qtrs — |
| 53 | PINNACLE ASSOCIATES LTD | 35.1K +12.5K (+55.4%) | 1.07M +428.6K (+67.1%) | 0.12% +0.043 pp | 0.01% +0.005 pp | USD29.77 +2.1% | 3 qtrs — |
| 54 | ALLIANCEBERNSTEIN L.P. | 34.6K -4.4K (-11.3%) | 1.05M -51.1K (-4.6%) | 0.12% -0.013 pp | 0.00% +0.000 pp | USD31.88 -4.7% | 61 qtrs — |
| 55 | EMPOWERED FUNDS, LLC | 30.9K +6.3K (+25.5%) | 938.0K +243.0K (+35.0%) | 0.10% +0.022 pp | 0.01% +0.000 pp | USD30.11 +0.9% | 10 qtrs — |
| 56 | WEDGE CAPITAL MANAGEMENT L L P/NC | 28.3K +1.2K (+4.4%) | 859.4K +94.2K (+12.3%) | 0.09% +0.005 pp | 0.02% +0.003 pp | USD31.11 -2.3% | 5 qtrs — |
| 57 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 27.0K +42.0 (+0.2%) | 820.0K +58.0K (+7.6%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD34.72 -12.5% | 46 qtrs — |
| 58 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26.5K -25.0 (-0.1%) | 806.7K +56.1K (+7.5%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD24.59 +23.6% | 52 qtrs — |
| 59 | DEUTSCHE BANK AG\ | 26.0K +1.6K (+6.7%) | 789.7K +102.0K (+14.8%) | 0.09% +0.007 pp | 0.00% +0.000 pp | USD29.06 +4.6% | 50 qtrs — |
| 60 | SOLUTIONS 4 WEALTH, LTD | 24.2K +— (+0.0%) | 736.7K +51.9K (+7.6%) | 0.08% +0.000 pp | 1.11% +0.050 pp | USD31.32 -3.0% | 9 qtrs — |
| 61 | CITIGROUP INC | 22.2K -695.0 (-3.0%) | 673.2K +27.8K (+4.3%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD30.85 -1.5% | 54 qtrs — |
| 62 | QUANTINNO CAPITAL MANAGEMENT LP | 21.6K +3.2K (+17.4%) | 655.5K +136.6K (+26.3%) | 0.07% +0.012 pp | 0.00% 0.000 pp | USD28.57 +6.4% | 2 qtrs — |
| 63 | THRIVENT FINANCIAL FOR LUTHERANS | 19.4K -979.0 (-4.8%) | 590.0K +14.0K (+2.4%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD31.33 -3.0% | 44 qtrs — |
| 64 | RAFFERTY ASSET MANAGEMENT, LLC | 18.5K -2.1K (-10.1%) | 561.3K -18.9K (-3.3%) | 0.06% -0.006 pp | 0.00% +0.000 pp | USD29.52 +2.9% | 20 qtrs — |
| 65 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 18.0K +18.0K (+100.0%) | 547.5K +547.5K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.004 pp | USD30.39 +0.0% | 1 qtrs NEW |
| 66 | HENNION & WALSH ASSET MANAGEMENT, INC. | 17.3K -4.5K (-20.6%) | 525.9K -89.5K (-14.5%) | 0.06% -0.014 pp | 0.02% -0.004 pp | USD31.27 -2.8% | 16 qtrs — |
| 67 | LPL FINANCIAL LLC | 17.2K -4.6K (-21.1%) | 524.1K -93.6K (-15.2%) | 0.06% -0.015 pp | 0.00% +0.000 pp | USD27.67 +9.8% | 11 qtrs — |
| 68 | METLIFE INVESTMENT MANAGEMENT, LLC | 17.0K +— (+0.0%) | 516.4K +36.4K (+7.6%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD34.76 -12.6% | 33 qtrs — |
| 69 | COMERICA BANK | 16.7K -1.2K (-6.6%) | 507.0K +2.6K (+0.5%) | 0.06% -0.003 pp | 0.00% +0.000 pp | USD29.71 +2.3% | 10 qtrs — |
| 70 | IEQ CAPITAL, LLC | 16.3K +1.5K (+10.3%) | 494.3K +77.8K (+18.7%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD28.90 +5.2% | 4 qtrs — |
| 71 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 15.6K +162.0 (+1.0%) | 473.0K +38.0K (+8.7%) | 0.05% +0.001 pp | 0.01% +0.001 pp | USD34.13 -11.0% | 37 qtrs — |
| 72 | INSPIRE INVESTING, LLC | 15.3K -784.0 (-4.9%) | 466.1K +10.7K (+2.3%) | 0.05% -0.002 pp | 0.04% -0.002 pp | USD29.54 +2.9% | 24 qtrs — |
| 73 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 15.3K +15.3K (+100.0%) | 465.2K +465.2K (+100.0%) | 0.05% +0.051 pp | 0.03% +0.032 pp | USD30.39 +0.0% | 1 qtrs NEW |
| 74 | TOROSO INVESTMENTS, LLC | 14.8K -1.2K (-7.4%) | 449.6K -1.9K (-0.4%) | 0.05% -0.003 pp | 0.00% +0.000 pp | USD29.41 +3.3% | 3 qtrs — |
| 75 | ILLINOIS MUNICIPAL RETIREMENT FUND | 14.5K -923.0 (-6.0%) | 441.7K +5.0K (+1.2%) | 0.05% -0.003 pp | 0.01% +0.000 pp | USD28.67 +6.0% | 10 qtrs — |
| 76 | HIGHTOWER ADVISORS, LLC | 13.9K +94.0 (+0.7%) | 421.9K +32.4K (+8.3%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD32.22 -5.7% | 21 qtrs — |
| 77 | JANUS HENDERSON GROUP PLC | 13.5K +— (+0.0%) | 411.1K +28.9K (+7.6%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD37.19 -18.3% | 17 qtrs — |
| 78 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 13.4K -152.0 (-1.1%) | 407.5K +24.4K (+6.4%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD28.25 +7.6% | 7 qtrs — |
| 79 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 12.9K -100.0 (-0.8%) | 392.0K +24.8K (+6.7%) | 0.04% +0.000 pp | 0.01% +0.001 pp | USD27.99 +8.6% | 44 qtrs — |
| 80 | SG AMERICAS SECURITIES, LLC | 12.8K +2.7K (+27.1%) | 390.0K +105.0K (+36.8%) | 0.04% +0.010 pp | 0.00% -0.001 pp | USD28.71 +5.9% | 15 qtrs — |
| 81 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 11.3K +4.0K (+53.6%) | 364.4K +156.2K (+75.0%) | 0.04% +0.014 pp | 0.00% +0.001 pp | USD29.26 +3.9% | 44 qtrs — |
| 82 | MARINER, LLC | 11.9K -20.0 (-0.2%) | 362.3K +25.2K (+7.5%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD31.37 -3.1% | 6 qtrs — |
| 83 | NEWEDGE ADVISORS, LLC | 11.9K -240.0 (-2.0%) | 360.3K +18.6K (+5.4%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD29.43 +3.3% | 3 qtrs — |
| 84 | SANCTUARY ADVISORS, LLC | 10.7K +41.0 (+0.4%) | 325.9K +24.1K (+8.0%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD33.39 -9.0% | 6 qtrs — |
| 85 | BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 10.6K +10.6K (+100.0%) | 322.5K +322.5K (+100.0%) | 0.04% +0.035 pp | 0.01% +0.012 pp | USD30.39 +0.0% | 1 qtrs NEW |
| 86 | INTECH INVESTMENT MANAGEMENT LLC | 10.3K -5.3K (-34.0%) | 312.0K -127.8K (-29.0%) | 0.03% -0.017 pp | 0.00% -0.001 pp | USD30.81 -1.4% | 6 qtrs — |
| 87 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 10.1K +2.7K (+36.1%) | 306.7K +97.2K (+46.4%) | 0.03% +0.009 pp | 0.00% +0.000 pp | USD30.94 -1.8% | 42 qtrs — |
| 88 | GIBSON WEALTH ADVISORS LLC | 9.9K +— (+0.0%) | 299.5K +21.1K (+7.6%) | 0.03% +0.000 pp | 0.21% +0.007 pp | USD28.73 +5.8% | 8 qtrs — |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND | 9.4K +— (+0.0%) | 286.7K +20.2K (+7.6%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD30.85 -1.5% | 44 qtrs — |
| 90 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 9.4K +8.0 (+0.1%) | 286.0K +20.4K (+7.7%) | 0.03% +0.000 pp | 0.03% +0.001 pp | USD31.66 -4.0% | 10 qtrs — |
| 91 | COLONY GROUP, LLC | 9.3K +9.3K (+100.0%) | 281.7K +281.7K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.000 pp | USD30.39 +0.0% | 1 qtrs NEW |
| 92 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9.1K -1.2K (-11.7%) | 275.5K -14.6K (-5.0%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD28.04 +8.4% | 51 qtrs — |
| 93 | WILEY BROS.-AINTREE CAPITAL, LLC | 8.7K +191.0 (+2.2%) | 265.5K +24.1K (+10.0%) | 0.03% +0.001 pp | 0.00% 0.000 pp | USD32.42 -6.3% | 6 qtrs — |
| 94 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 8.6K -479.0 (-5.3%) | 261.0K +5.0K (+2.0%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD29.25 +3.9% | 44 qtrs — |
| 95 | ENTRYPOINT CAPITAL, LLC | 8.4K +— (+0.0%) | 256.3K +18.1K (+7.6%) | 0.03% +0.000 pp | 0.10% +0.008 pp | USD29.43 +3.3% | 3 qtrs — |
| 96 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8.4K +— (+0.0%) | 255.4K +18.0K (+7.6%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD27.20 +11.7% | 51 qtrs — |
| 97 | RMB CAPITAL MANAGEMENT, LLC | 8.3K +871.0 (+11.7%) | 252.6K +42.4K (+20.2%) | 0.03% +0.003 pp | 0.00% +0.001 pp | USD29.53 +2.9% | 3 qtrs — |
| 98 | NAPLES GLOBAL ADVISORS, LLC | 8.3K -1.1K (-11.7%) | 252.0K -13.3K (-5.0%) | 0.03% -0.003 pp | 0.02% -0.002 pp | USD33.61 -9.6% | 32 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.87% | 2.11M | 0.25% |
| 2 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.70% | 4.58M | 0.37% |
| 3 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.29% | 746.9K | 0.12% |
| 4 | Invesco S&P SmallCap Financials ETF PSCF | 0.21% | 56.3K | 0.29% |
| 5 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 651.8K | 0.53% |
| 6 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.18% | 20.8K | 0.29% |
| 7 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.16% | 2.71M | 0.47% |
| 8 | TD Q U.S. Small-Mid-Cap Equity ETF TQSM.TO | 0.13% | 893.2K | 0.45% |
| 9 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.11% | 2.02M | 0.10% |
| 10 | iShares S&P Small-Cap 600 Value ETF IJS | 0.10% | 8.41M | 0.18% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 1,907 | 0.00 | — | 33,067 | D | ↗ |
| 2026-03-17 | GIBSON LEE R | Director | A-Award | A | Common Stock | 4,082 | 0.00 | — | 58,466 | D | ↗ |
| 2026-03-17 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 933 | 0.00 | — | 13,980 | D | ↗ |
| 2026-03-17 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 1,328 | 0.00 | — | 22,839 | D | ↗ |
| 2026-03-05 | SMITH PRESTON L | Director | A-Award | A | Common Stock | 27 | 0.00 | — | 20,496 | D | ↗ |
| 2026-03-05 | SHANDS HILLIARD J | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 34,381 | D | ↗ |
| 2026-03-05 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 73 | 0.00 | — | 31,160 | D | ↗ |
| 2026-03-05 | PINKLEY APRIL | Officer | A-Award | A | Common Stock | 38 | 0.00 | — | 4,387 | D | ↗ |
| 2026-03-05 | Martinez Anne | Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 8,499 | D | ↗ |
| 2026-03-05 | Green Jared C. | Officer | A-Award | A | Common Stock | 23 | 0.00 | — | 5,489 | D | ↗ |
| 2026-03-05 | Garrett John Robert | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 25,682 | D | ↗ |
| 2026-03-05 | GIBSON LEE R | Director | A-Award | A | Common Stock | 82 | 0.00 | — | 54,384 | D | ↗ |
| 2026-03-05 | Frailey Alton L. | Director | A-Award | A | Common Stock | 126 | 0.00 | — | 11,020 | D | ↗ |
| 2026-03-05 | Donahoe Keith | Director / Officer | A-Award | A | Common Stock | 157 | 0.00 | — | 20,383 | D | ↗ |
| 2026-03-05 | Dacus Shannon | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 8,489 | D | ↗ |
| 2026-03-05 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 42 | 0.00 | — | 13,047 | D | ↗ |
| 2026-03-05 | Craddock John Mitchell Jr. | Officer | A-Award | A | Common Stock | 63 | 0.00 | — | 5,510 | D | ↗ |
| 2026-03-05 | Calhoun Kirk A. | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 17,142 | D | ↗ |
| 2026-03-05 | CALLAN PATRICIA ANN | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 5,890 | D | ↗ |
| 2026-03-05 | Burchard Curtis | Officer | A-Award | A | Common Stock | 71 | 0.00 | — | 8,770 | D | ↗ |
| 2026-03-05 | BOSWORTH MICHAEL J | Director | A-Award | A | Common Stock | 24 | 0.00 | — | 82,900 | D | ↗ |
| 2026-03-05 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 55 | 0.00 | — | 21,511 | D | ↗ |
| 2026-03-05 | Anthony Sherri | Officer | A-Award | A | Common Stock | 33 | 0.00 | — | 4,359 | D | ↗ |
| 2026-03-05 | ANDERSON SUSAN ELAINE | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 11,502 | D | ↗ |
| 2026-03-05 | ANDERSON LAWRENCE LAZELLE | Director | A-Award | A | Common Stock | 22 | 0.00 | — | 3,802 | D | ↗ |
| 2026-02-06 | SHAMBURGER JULIE | Officer | F-InKind | D | Common Stock | 260 | 33.55 | 8.7K | 31,087 | D | ↗ |
| 2026-02-06 | GIBSON LEE R | Director | F-InKind | D | Common Stock | 556 | 33.55 | 18.7K | 54,302 | D | ↗ |
| 2026-02-06 | Donahoe Keith | Director / Officer | F-InKind | D | Common Stock | 331 | 33.55 | 11.1K | 20,226 | D | ↗ |
| 2026-02-06 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 175 | 33.55 | 5.9K | 13,005 | D | ↗ |
| 2026-02-06 | Burchard Curtis | Officer | F-InKind | D | Common Stock | 164 | 33.55 | 5.5K | 8,699 | D | ↗ |
| 2026-02-06 | Arnold T L Jr | Officer | F-InKind | D | Common Stock | 196 | 33.55 | 6.6K | 21,456 | D | ↗ |
| 2026-02-04 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 3,046 | 0.00 | — | 31,347 | D | ↗ |
| 2026-02-04 | Green Jared C. | Officer | A-Award | A | Common Stock | 442 | 0.00 | — | 5,466 | D | ↗ |
| 2026-02-04 | Donahoe Keith | Director / Officer | A-Award | A | Common Stock | 9,860 | 0.00 | — | 20,557 | D | ↗ |
| 2026-02-04 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 1,768 | 0.00 | — | 13,180 | D | ↗ |
| 2026-02-04 | Craddock John Mitchell Jr. | Officer | A-Award | A | Common Stock | 1,796 | 0.00 | — | 5,447 | D | ↗ |
| 2026-02-04 | Burchard Curtis | Officer | A-Award | A | Common Stock | 1,944 | 0.00 | — | 8,863 | D | ↗ |
| 2026-02-04 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 2,287 | 0.00 | — | 21,652 | D | ↗ |
| 2026-02-03 | Calhoun Kirk A. | Director | P-Purchase | A | Common Stock | 300 | 33.15 | 9.9K | 17,123 | D | ↗ |
| 2026-02-02 | SHAMBURGER JULIE | Officer | F-InKind | D | Common Stock | 182 | 33.10 | 6.0K | 28,301 | D | ↗ |
| 2026-02-02 | GIBSON LEE R | Director / Officer | F-InKind | D | Common Stock | 413 | 33.10 | 13.7K | 54,858 | D | ↗ |
| 2026-02-02 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 90 | 33.10 | 3.0K | 11,412 | D | ↗ |
| 2026-02-02 | Arnold T L Jr | Officer | F-InKind | D | Common Stock | 127 | 33.10 | 4.2K | 19,365 | D | ↗ |
| 2026-02-01 | SHAMBURGER JULIE | Officer | F-InKind | D | Common Stock | 339 | 32.19 | 10.9K | 28,483 | D | ↗ |
| 2026-02-01 | GIBSON LEE R | Director / Officer | F-InKind | D | Common Stock | 747 | 32.19 | 24.0K | 55,271 | D | ↗ |
| 2026-02-01 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 195 | 32.19 | 6.3K | 11,502 | D | ↗ |
| 2026-02-01 | Arnold T L Jr | Officer | F-InKind | D | Common Stock | 255 | 32.19 | 8.2K | 19,492 | D | ↗ |
| 2025-12-11 | SHANDS HILLIARD J | Director | G-Gift | D | Common Stock | 12,610 | 0.00 | — | 34,365 | D | ↗ |
| 2025-12-09 | SHANDS HILLIARD J | Director | G-Gift | D | Common Stock | 3,236 | 0.00 | — | 46,975 | D | ↗ |
| 2025-12-05 | GIBSON LEE R | Director / Officer | G-Gift | D | Common Stock | 765 | 0.00 | — | 56,018 | D | ↗ |
| 2025-12-04 | SMITH PRESTON L | Director | A-Award | A | Common Stock | 28 | 0.00 | — | 20,469 | D | ↗ |
| 2025-12-04 | SHANDS HILLIARD J | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 50,211 | D | ↗ |
| 2025-12-04 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 71 | 0.00 | — | 28,822 | D | ↗ |
| 2025-12-04 | PINKLEY APRIL | Officer | A-Award | A | Common Stock | 20 | 0.00 | — | 4,349 | D | ↗ |
| 2025-12-04 | Martinez Anne | Officer | A-Award | A | Common Stock | 25 | 0.00 | — | 8,449 | D | ↗ |
| 2025-12-04 | Green Jared C. | Officer | A-Award | A | Common Stock | 18 | 0.00 | — | 5,024 | D | ↗ |
| 2025-12-04 | Garrett John Robert | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 25,666 | D | ↗ |
| 2025-12-04 | GIBSON LEE R | Director / Officer | G-Gift | D | Common Stock | 455 | 0.00 | — | 56,628 | D | ↗ |
| 2025-12-04 | Frailey Alton L. | Director | A-Award | A | Common Stock | 127 | 0.00 | — | 10,894 | D | ↗ |
| 2025-12-04 | Donahoe Keith | Director / Officer | A-Award | A | Common Stock | 60 | 0.00 | — | 10,697 | D | ↗ |
| 2025-12-04 | Dacus Shannon | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 8,473 | D | ↗ |
| 2025-12-04 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 11,670 | D | ↗ |
| 2025-12-04 | Calhoun Kirk A. | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 16,823 | D | ↗ |
| 2025-12-04 | CALLAN PATRICIA ANN | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 5,874 | D | ↗ |
| 2025-12-04 | Burchard Curtis | Officer | A-Award | A | Common Stock | 57 | 0.00 | — | 6,919 | D | ↗ |
| 2025-12-04 | BUIE HERBERT C | Director | P-Purchase | A | Common Stock | 1,807 | 30.68 | 55.4K | 389,288 | D | ↗ |
| 2025-12-04 | BOSWORTH MICHAEL J | Director | A-Award | A | Common Stock | 25 | 0.00 | — | 82,876 | D | ↗ |
| 2025-12-04 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 53 | 0.00 | — | 19,747 | D | ↗ |
| 2025-12-04 | Anthony Sherri | Officer | A-Award | A | Common Stock | 17 | 0.00 | — | 4,326 | D | ↗ |
| 2025-12-04 | ANDERSON SUSAN ELAINE | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 11,486 | D | ↗ |
| 2025-12-04 | ANDERSON LAWRENCE LAZELLE | Director | A-Award | A | Common Stock | 22 | 0.00 | — | 3,780 | D | ↗ |
| 2025-12-03 | GIBSON LEE R | Director / Officer | G-Gift | D | Common Stock | 5,065 | 0.00 | — | 57,083 | D | ↗ |
| 2025-12-01 | BUIE HERBERT C | Director | G-Gift | D | Common Stock | 1,807 | 0.00 | — | 23,451 | I | ↗ |
| 2025-11-21 | PINKLEY APRIL | Officer | A-Award | A | Common Stock | 1,633 | 0.00 | — | 4,329 | D | ↗ |
| 2025-11-21 | Martinez Anne | Officer | A-Award | A | Common Stock | 2,189 | 0.00 | — | 8,424 | D | ↗ |
| 2025-11-21 | Anthony Sherri | Officer | A-Award | A | Common Stock | 1,438 | 0.00 | — | 4,309 | D | ↗ |
| 2025-11-18 | Green Jared C. | Officer | F-InKind | D | Common Stock | 19 | 28.17 | 535.23 | 5,006 | D | ↗ |
| 2025-11-17 | PINKLEY APRIL | Officer | F-InKind | D | Common Stock | 79 | 28.09 | 2.2K | 2,696 | D | ↗ |
| 2025-11-17 | Martinez Anne | Officer | F-InKind | D | Common Stock | 102 | 38.09 | 3.9K | 6,235 | D | ↗ |
| 2025-11-17 | Green Jared C. | Officer | F-InKind | D | Common Stock | 65 | 28.09 | 1.8K | 5,025 | D | ↗ |
| 2025-11-17 | Donahoe Keith | Director / Officer | F-InKind | D | Common Stock | 157 | 28.09 | 4.4K | 10,637 | D | ↗ |
| 2025-11-17 | Anthony Sherri | Officer | F-InKind | D | Common Stock | 36 | 28.09 | 1.0K | 2,871 | D | ↗ |
| 2025-11-16 | Green Jared C. | Officer | F-InKind | D | Common Stock | 40 | 28.84 | 1.2K | 5,090 | D | ↗ |
| 2025-11-16 | Donahoe Keith | Director / Officer | F-InKind | D | Common Stock | 40 | 28.84 | 1.2K | 10,794 | D | ↗ |
| 2025-11-15 | McKinney Raymond C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-15 | Jones Jeb Weldon | Director | — | — | Common Stock | 0 | 0.00 | — | 1,000 | I | ↗ |
| 2025-11-15 | Craddock John Mitchell Jr. | Officer | — | — | Common Stock | 0 | 0.00 | — | 3,651 | D | ↗ |
| 2025-09-04 | SMITH PRESTON L | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 20,441 | D | ↗ |
| 2025-09-04 | SHANDS HILLIARD J | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 50,195 | D | ↗ |
| 2025-09-04 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 69 | 0.00 | — | 28,751 | D | ↗ |
| 2025-09-04 | PINKLEY APRIL | Officer | A-Award | A | Common Stock | 22 | 0.00 | — | 2,775 | D | ↗ |
| 2025-09-04 | Martinez Anne | Officer | A-Award | A | Common Stock | 29 | 0.00 | — | 6,337 | D | ↗ |
| 2025-09-04 | MCCABE BRIAN K | Officer | A-Award | A | Common Stock | 46 | 0.00 | — | 17,500 | D | ↗ |
| 2025-09-04 | Green Jared C. | Officer | A-Award | A | Common Stock | 23 | 0.00 | — | 5,130 | D | ↗ |
| 2025-09-04 | Garrett John Robert | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 25,650 | D | ↗ |
| 2025-09-04 | GIBSON LEE R | Director / Officer | A-Award | A | Common Stock | 149 | 0.00 | — | 62,148 | D | ↗ |
| 2025-09-04 | Frailey Alton L. | Director | A-Award | A | Common Stock | 122 | 0.00 | — | 10,767 | D | ↗ |
| 2025-09-04 | Donahoe Keith | Officer | A-Award | A | Common Stock | 66 | 0.00 | — | 10,834 | D | ↗ |
| 2025-09-04 | Dacus Shannon | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 8,457 | D | ↗ |
| 2025-09-04 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 39 | 0.00 | — | 11,629 | D | ↗ |
| 2025-09-04 | Calhoun Kirk A. | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 16,804 | D | ↗ |
| 2025-09-04 | CALLAN PATRICIA ANN | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 5,858 | D | ↗ |
| 2025-09-04 | Burchard Curtis | Officer | A-Award | A | Common Stock | 55 | 0.00 | — | 6,862 | D | ↗ |
| 2025-09-04 | BOSWORTH MICHAEL J | Director | A-Award | A | Common Stock | 24 | 0.00 | — | 82,851 | D | ↗ |
| 2025-09-04 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 51 | 0.00 | — | 19,694 | D | ↗ |
| 2025-09-04 | Anthony Sherri | Officer | A-Award | A | Common Stock | 18 | 0.00 | — | 2,907 | D | ↗ |
| 2025-09-04 | ANDERSON SUSAN ELAINE | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 11,470 | D | ↗ |
| 2025-09-04 | ANDERSON LAWRENCE LAZELLE | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 3,758 | D | ↗ |
| 2025-07-18 | Burchard Curtis | Officer | F-InKind | D | Common Stock | 334 | 31.04 | 10.4K | 6,807 | D | ↗ |
| 2025-06-29 | PINKLEY APRIL | Officer | F-InKind | D | Common Stock | 105 | 29.39 | 3.1K | 2,753 | D | ↗ |
| 2025-06-29 | Martinez Anne | Officer | F-InKind | D | Common Stock | 129 | 29.39 | 3.8K | 6,308 | D | ↗ |
| 2025-06-29 | Anthony Sherri | Officer | F-InKind | D | Common Stock | 48 | 29.39 | 1.4K | 2,889 | D | ↗ |
| 2025-06-20 | PINKLEY APRIL | Officer | F-InKind | D | Common Stock | 128 | 27.97 | 3.6K | 2,858 | D | ↗ |
| 2025-06-20 | Martinez Anne | Officer | F-InKind | D | Common Stock | 167 | 27.97 | 4.7K | 6,437 | D | ↗ |
| 2025-06-20 | Anthony Sherri | Officer | F-InKind | D | Common Stock | 121 | 27.97 | 3.4K | 2,937 | D | ↗ |
| 2025-06-05 | SMITH PRESTON L | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 20,415 | D | ↗ |
| 2025-06-05 | SHANDS HILLIARD J | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 50,180 | D | ↗ |
| 2025-06-05 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 76 | 0.00 | — | 28,682 | D | ↗ |
| 2025-06-05 | PINKLEY APRIL | Officer | A-Award | A | Common Stock | 35 | 0.00 | — | 2,986 | D | ↗ |
| 2025-06-05 | Martinez Anne | Officer | A-Award | A | Common Stock | 45 | 0.00 | — | 6,604 | D | ↗ |
| 2025-06-05 | MCCABE BRIAN K | Officer | A-Award | A | Common Stock | 51 | 0.00 | — | 17,454 | D | ↗ |
| 2025-06-05 | Green Jared C. | Officer | A-Award | A | Common Stock | 14 | 0.00 | — | 5,107 | D | ↗ |
| 2025-06-05 | Garrett John Robert | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 25,635 | D | ↗ |
| 2025-06-05 | GIBSON LEE R | Director / Officer | A-Award | A | Common Stock | 166 | 0.00 | — | 61,999 | D | ↗ |
| 2025-06-05 | Frailey Alton L. | Director | A-Award | A | Common Stock | 136 | 0.00 | — | 10,645 | D | ↗ |
| 2025-06-05 | Donahoe Keith | Officer | A-Award | A | Common Stock | 74 | 0.00 | — | 10,768 | D | ↗ |
| 2025-06-05 | Dacus Shannon | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 8,442 | D | ↗ |
| 2025-06-05 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 44 | 0.00 | — | 11,575 | D | ↗ |
| 2025-06-05 | Calhoun Kirk A. | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 16,786 | D | ↗ |
| 2025-06-05 | CALLAN PATRICIA ANN | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 5,843 | D | ↗ |
| 2025-06-05 | Burchard Curtis | Officer | A-Award | A | Common Stock | 79 | 0.00 | — | 7,141 | D | ↗ |
| 2025-06-05 | BOSWORTH MICHAEL J | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 82,827 | D | ↗ |
| 2025-06-05 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 57 | 0.00 | — | 19,643 | D | ↗ |
| 2025-06-05 | Anthony Sherri | Officer | A-Award | A | Common Stock | 27 | 0.00 | — | 3,058 | D | ↗ |
| 2025-06-05 | ANDERSON SUSAN ELAINE | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 11,455 | D | ↗ |
| 2025-06-05 | ANDERSON LAWRENCE LAZELLE | Director | A-Award | A | Common Stock | 24 | 0.00 | — | 3,737 | D | ↗ |
| 2025-05-30 | Green Jared C. | Officer | A-Award | A | Common Stock | 890 | 0.00 | — | 5,093 | D | ↗ |
| 2025-05-23 | Calhoun Kirk A. | Director | P-Purchase | A | Common Stock | 300 | 27.99 | 8.4K | 16,766 | D | ↗ |
| 2025-05-14 | SMITH PRESTON L | Director | A-Award | A | Common Stock | 2,291 | 0.00 | — | 20,385 | D | ↗ |
| 2025-05-14 | SHANDS HILLIARD J | Director | A-Award | A | Common Stock | 1,359 | 0.00 | — | 50,162 | D | ↗ |
| 2025-05-14 | Garrett John Robert | Director | A-Award | A | Common Stock | 1,359 | 0.00 | — | 25,617 | D | ↗ |
| 2025-05-14 | Frailey Alton L. | Director | A-Award | A | Common Stock | 2,548 | 0.00 | — | 10,509 | D | ↗ |
| 2025-05-14 | Dacus Shannon | Director | A-Award | A | Common Stock | 1,359 | 0.00 | — | 8,424 | D | ↗ |
| 2025-05-14 | Calhoun Kirk A. | Director | A-Award | A | Common Stock | 1,569 | 0.00 | — | 16,466 | D | ↗ |
| 2025-05-14 | CALLAN PATRICIA ANN | Director | A-Award | A | Common Stock | 1,359 | 0.00 | — | 5,825 | D | ↗ |
| 2025-05-14 | BOSWORTH MICHAEL J | Director | A-Award | A | Common Stock | 2,039 | 0.00 | — | 82,801 | D | ↗ |
| 2025-05-14 | ANDERSON SUSAN ELAINE | Director | A-Award | A | Common Stock | 1,359 | 0.00 | — | 11,437 | D | ↗ |
| 2025-05-14 | ANDERSON LAWRENCE LAZELLE | Director | A-Award | A | Common Stock | 1,825 | 0.00 | — | 3,713 | D | ↗ |
| 2025-03-22 | Donahoe Keith | Officer | F-InKind | D | Common Stock | 359 | 29.28 | 10.5K | 10,694 | D | ↗ |
| 2025-03-18 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 2,234 | 0.00 | — | 29,140 | D | ↗ |
| 2025-03-18 | MCCABE BRIAN K | Officer | A-Award | A | Common Stock | 1,618 | 0.00 | — | 17,790 | D | ↗ |
| 2025-03-18 | GIBSON LEE R | Director / Officer | F-InKind | D | Common Stock | 1,205 | 29.22 | 35.2K | 61,833 | D | ↗ |
| 2025-03-18 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 247 | 29.22 | 7.2K | 11,518 | D | ↗ |
| 2025-03-18 | Arnold T L Jr | Officer | F-InKind | D | Common Stock | 372 | 29.22 | 10.9K | 19,586 | D | ↗ |
| 2025-03-06 | THEDFORD DONALD W | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 17,908 | D | ↗ |
| 2025-03-06 | Sammons John F Jr | Director | A-Award | A | Common Stock | 34 | 0.00 | — | 33,100 | D | ↗ |
| 2025-03-06 | SMITH PRESTON L | Director | A-Award | A | Common Stock | 27 | 0.00 | — | 18,094 | D | ↗ |
| 2025-03-06 | SHANDS HILLIARD J | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 48,803 | D | ↗ |
| 2025-03-06 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 70 | 0.00 | — | 26,906 | D | ↗ |
| 2025-03-06 | PINKLEY APRIL | Officer | A-Award | A | Common Stock | 32 | 0.00 | — | 2,951 | D | ↗ |
| 2025-03-06 | Martinez Anne | Officer | A-Award | A | Common Stock | 42 | 0.00 | — | 6,559 | D | ↗ |
| 2025-03-06 | MORGAN TONY K | Director | A-Award | A | Common Stock | 114 | 0.00 | — | 32,520 | D | ↗ |
| 2025-03-06 | MCCABE BRIAN K | Officer | A-Award | A | Common Stock | 48 | 0.00 | — | 16,172 | D | ↗ |
| 2025-03-06 | Henderson George H III | Director | A-Award | A | Common Stock | 24 | 0.00 | — | 48,830 | D | ↗ |
| 2025-03-06 | Green Jared C. | Officer | A-Award | A | Common Stock | 13 | 0.00 | — | 4,203 | D | ↗ |
| 2025-03-06 | Garrett John Robert | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 24,258 | D | ↗ |
| 2025-03-06 | GIBSON LEE R | Director / Officer | A-Award | A | Common Stock | 153 | 0.00 | — | 57,995 | D | ↗ |
| 2025-03-06 | Frailey Alton L. | Director | A-Award | A | Common Stock | 95 | 0.00 | — | 7,961 | D | ↗ |
| 2025-03-06 | Donahoe Keith | Officer | A-Award | A | Common Stock | 86 | 0.00 | — | 11,053 | D | ↗ |
| 2025-03-06 | Dacus Shannon | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 7,065 | D | ↗ |
| 2025-03-06 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 40 | 0.00 | — | 10,731 | D | ↗ |
| 2025-03-06 | Calhoun Kirk A. | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 14,897 | D | ↗ |
| 2025-03-06 | CALLAN PATRICIA ANN | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 4,466 | D | ↗ |
| 2025-03-06 | Burchard Curtis | Officer | A-Award | A | Common Stock | 72 | 0.00 | — | 7,062 | D | ↗ |
| 2025-03-06 | BOSWORTH MICHAEL J | Director | A-Award | A | Common Stock | 138 | 0.00 | — | 80,552 | D | ↗ |
| 2025-03-06 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 53 | 0.00 | — | 18,400 | D | ↗ |
| 2025-03-06 | Anthony Sherri | Officer | A-Award | A | Common Stock | 25 | 0.00 | — | 3,031 | D | ↗ |
| 2025-03-06 | ANDERSON SUSAN ELAINE | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 10,078 | D | ↗ |
| 2025-03-06 | ANDERSON LAWRENCE LAZELLE | Director | A-Award | A | Common Stock | 22 | 0.00 | — | 1,888 | D | ↗ |
| 2025-02-06 | SHAMBURGER JULIE | Officer | A-Award | A | Common Stock | 3,063 | 0.00 | — | 26,836 | D | ↗ |
| 2025-02-06 | MCCABE BRIAN K | Officer | A-Award | A | Common Stock | 2,049 | 0.00 | — | 16,124 | D | ↗ |
| 2025-02-06 | GIBSON LEE R | Director / Officer | A-Award | A | Common Stock | 6,536 | 0.00 | — | 57,842 | D | ↗ |
| 2025-02-06 | Donahoe Keith | Officer | A-Award | A | Common Stock | 3,899 | 0.00 | — | 10,967 | D | ↗ |
| 2025-02-06 | DAVIS SUNI M | Officer | A-Award | A | Common Stock | 1,781 | 0.00 | — | 10,691 | D | ↗ |
| 2025-02-06 | Burchard Curtis | Officer | A-Award | A | Common Stock | 1,972 | 0.00 | — | 6,990 | D | ↗ |
| 2025-02-06 | Arnold T L Jr | Officer | A-Award | A | Common Stock | 2,306 | 0.00 | — | 18,347 | D | ↗ |
| 2025-02-03 | SHAMBURGER JULIE | Officer | F-InKind | D | Common Stock | 161 | 30.90 | 5.0K | 23,773 | D | ↗ |
| 2025-02-03 | MCCABE BRIAN K | Officer | F-InKind | D | Common Stock | 116 | 30.90 | 3.6K | 14,075 | D | ↗ |
| 2025-02-03 | GIBSON LEE R | Director / Officer | F-InKind | D | Common Stock | 295 | 30.90 | 9.1K | 51,306 | D | ↗ |
| 2025-02-03 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 74 | 30.90 | 2.3K | 8,910 | D | ↗ |
| 2025-02-03 | Arnold T L Jr | Officer | F-InKind | D | Common Stock | 112 | 30.90 | 3.5K | 16,041 | D | ↗ |
| 2025-02-02 | SHAMBURGER JULIE | Officer | F-InKind | D | Common Stock | 174 | 31.43 | 5.5K | 23,934 | D | ↗ |
| 2025-02-02 | MCCABE BRIAN K | Officer | F-InKind | D | Common Stock | 124 | 31.43 | 3.9K | 14,191 | D | ↗ |
| 2025-02-02 | GIBSON LEE R | Director / Officer | F-InKind | D | Common Stock | 373 | 31.43 | 11.7K | 51,601 | D | ↗ |
| 2025-02-02 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 84 | 31.43 | 2.6K | 8,984 | D | ↗ |
| 2025-02-02 | Arnold T L Jr | Officer | F-InKind | D | Common Stock | 121 | 31.43 | 3.8K | 16,153 | D | ↗ |
| 2025-02-01 | SHAMBURGER JULIE | Officer | F-InKind | D | Common Stock | 323 | 31.43 | 10.2K | 24,108 | D | ↗ |
| 2025-02-01 | MCCABE BRIAN K | Officer | F-InKind | D | Common Stock | 217 | 31.43 | 6.8K | 14,315 | D | ↗ |
| 2025-02-01 | GIBSON LEE R | Director / Officer | F-InKind | D | Common Stock | 711 | 31.43 | 22.3K | 51,974 | D | ↗ |
| 2025-02-01 | DAVIS SUNI M | Officer | F-InKind | D | Common Stock | 186 | 31.43 | 5.8K | 9,068 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Keith M. Donahoe – President and Current Chief Executive Officer, effective January 1, 2026, and Director of the Company and the Bank | 580.0K | 2.1K | 252.0K | — | 220.1K | 170.0K | 1.22M | 20.59% | ↗ |
| 2 | 2025 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and the Bank and advisory director of the Bank | 495.0K | — | 198.0K | — | 190.6K | 244.5K | 1.13M | 17.55% | ↗ |
| 3 | 2025 | Curtis R. Burchard – Chief Lending Officer of the Company and the Bank and advisory director of the Bank | 510.0K | — | 127.5K | — | 141.6K | 28.7K | 807.8K | 15.78% | ↗ |
| 4 | 2025 | T. L. Arnold, Jr. – Chief Credit Officer of the Company and the Bank and advisory director of the Bank | 397.5K | 200.00 | 149.1K | — | 135.8K | 20.0K | 702.6K | 21.21% | ↗ |
| 5 | 2024 | Lee R. Gibson, CPA – Former Chief Executive Officer, retired December 31, 2025, and Director of the Company and the Bank | 845.0K | — | 422.5K | — | 418.0K | 305.9K | 1.99M | 21.22% | ↗ |
| 6 | 2024 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and the Bank and advisory director of the Bank | 480.0K | — | 192.0K | — | 201.8K | 119.2K | 993.1K | 19.33% | ↗ |
| 7 | 2024 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 480.0K | — | 192.0K | — | 201.8K | 119.2K | 993.1K | 19.33% | ↗ |
| 8 | 2024 | T. L. Arnold, Jr. – Chief Credit Officer of the Company and the Bank and advisory director of the Bank | 386.0K | — | 144.8K | — | 183.0K | 19.9K | 733.6K | 19.73% | ↗ |
| 9 | 2024 | T.L. Arnold, Jr. – Chief Credit Officer of the Company and Southside Bank and advisory director of Southside Bank | 386.0K | — | 144.8K | — | 183.0K | 19.9K | 733.6K | 19.73% | ↗ |
| 10 | 2024 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 367.5K | 150.00 | 128.6K | — | 136.4K | 84.0K | 716.6K | 17.95% | ↗ |
| 11 | 2024 | Keith M. Donahoe – President and Current Chief Executive Officer, effective January 1, 2026, and Director of the Company and the Bank | 461.6K | 45.6K | — | — | 138.3K | 62.0K | 707.6K | 0.00% | ↗ |
| 12 | 2024 | Keith Donahoe – President of the Company and Southside Bank | 461.6K | 45.6K | — | — | 138.3K | 62.0K | 707.6K | 0.00% | ↗ |
| 13 | 2023 | Lee R. Gibson, CPA – Former Chief Executive Officer, retired December 31, 2025, and Director of the Company and the Bank | 809.6K | — | 283.4K | — | 245.1K | 796.7K | 2.13M | 13.27% | ↗ |
| 14 | 2023 | Lee R. Gibson, CPA – Chief Executive Officer and Director of the Company and Southside Bank | 809.6K | — | 283.4K | — | 245.1K | 796.7K | 2.13M | 13.27% | ↗ |
| 15 | 2023 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 555.0K | — | 138.8K | — | 113.3K | 220.3K | 1.03M | 13.51% | ↗ |
| 16 | 2023 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and the Bank and advisory director of the Bank | 463.0K | — | 125.0K | — | 119.1K | 275.8K | 982.9K | 12.72% | ↗ |
| 17 | 2023 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 463.0K | — | 125.0K | — | 119.1K | 275.8K | 982.9K | 12.72% | ↗ |
| 18 | 2023 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 358.5K | — | 89.6K | — | 79.7K | 223.3K | 751.1K | 11.93% | ↗ |
| 19 | 2023 | T. L. Arnold, Jr. – Chief Credit Officer of the Company and the Bank and advisory director of the Bank | 357.2K | — | 87.1K | — | 108.4K | 19.1K | 571.8K | 15.24% | ↗ |
| 20 | 2023 | T.L. Arnold, Jr. – Chief Credit Officer of the Company and Southside Bank and advisory director of Southside Bank | 357.2K | — | 87.1K | — | 108.4K | 19.1K | 571.8K | 15.24% | ↗ |
| 21 | 2022 | Lee R. Gibson, CPA – Chief Executive Officer and Director of the Company and Southside Bank | 774.7K | — | 271.1K | — | 478.2K | 25.5K | 1.55M | 17.50% | ↗ |
| 22 | 2022 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 774.7K | — | 271.1K | — | 478.2K | 25.5K | 1.55M | 17.50% | ↗ |
| 23 | 2022 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 538.0K | 100.00 | 134.5K | — | 239.8K | 94.3K | 1.01M | 13.36% | ↗ |
| 24 | 2022 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 445.0K | — | 120.1K | — | 228.9K | 26.5K | 820.5K | 14.64% | ↗ |
| 25 | 2022 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 348.0K | — | 87.0K | — | 155.1K | 23.9K | 614.1K | 14.17% | ↗ |
| 26 | 2022 | T.L. Arnold, Jr. – Chief Credit Officer of the Company and Southside Bank and advisory director of Southside Bank | 335.0K | 100.00 | 83.7K | — | 145.7K | 18.2K | 582.7K | 14.37% | ↗ |
| 27 | 2021 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 736.5K | 500.00 | 125.2K | — | 377.8K | 202.8K | 1.44M | 8.68% | ↗ |
| 28 | 2021 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 527.0K | 600.00 | 58.0K | — | 180.7K | 43.5K | 809.8K | 7.16% | ↗ |
| 29 | 2021 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 425.0K | 500.00 | 55.2K | — | 181.7K | 24.0K | 686.4K | 8.05% | ↗ |
| 30 | 2021 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 340.0K | 600.00 | 37.4K | — | 122.7K | 23.3K | 524.0K | 7.14% | ↗ |
| 31 | 2021 | T.L. Arnold, Jr. – Chief Credit Officer of the Company and Southside Bank and advisory director of Southside Bank | 321.0K | 500.00 | 35.3K | — | 139.3K | 17.5K | 513.6K | 6.88% | ↗ |
| 32 | 2020 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 715.0K | 119.0K | — | — | 172.4K | 1.65M | 2.65M | 0.00% | ↗ |
| 33 | 2020 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 410.0K | 52.0K | — | — | 79.1K | 972.2K | 1.51M | 0.00% | ↗ |
| 34 | 2020 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 518.0K | 68.4K | — | — | 99.9K | 470.2K | 1.16M | 0.00% | ↗ |
| 35 | 2020 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 330.0K | 31.0K | — | — | 47.8K | 600.9K | 1.01M | 0.00% | ↗ |
| 36 | 2020 | Mark W. Drennan – Regional President, North Texas of Southside Bank | 270.0K | 13.0K | 14.7K | — | 52.1K | 28.8K | 378.6K | 3.89% | ↗ |
| 37 | 2019 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 665.0K | 60.0K | 166.2K | 166.3K | 134.7K | 1.44M | 2.63M | 12.65% | ↗ |
| 38 | 2019 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 377.0K | 35.0K | 66.0K | 66.0K | 61.1K | 752.5K | 1.36M | 9.72% | ↗ |
| 39 | 2019 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 512.0K | 35.0K | 89.6K | 89.6K | 83.0K | 466.8K | 1.28M | 14.04% | ↗ |
| 40 | 2019 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 312.0K | 25.0K | 46.8K | 46.8K | 37.9K | 548.9K | 1.02M | 9.20% | ↗ |
| 41 | 2019 | H. J. Shands, III – Regional President, East Texas and Director of the Company and Southside Bank | 492.5K | 163.0K | — | — | — | 21.3K | 676.8K | 0.00% | ↗ |
| 42 | 2018 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 645.8K | 50.0K | 161.4K | 161.4K | 131.5K | 437.3K | 1.59M | 20.34% | ↗ |
| 43 | 2018 | H. J. Shands, III - Regional President, East Texas and Director of the Company and Southside Bank. | 481.5K | 347.5K | 132.4K | 132.4K | — | 19.4K | 1.11M | 23.79% | ↗ |
| 44 | 2018 | H. J. Shands, III – Regional President, East Texas and Director of the Company and Southside Bank | 481.5K | 347.5K | 132.4K | 132.4K | — | 19.4K | 1.11M | 23.79% | ↗ |
| 45 | 2018 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 500.0K | 10.0K | 87.5K | 87.5K | 81.4K | 228.5K | 995.0K | 17.59% | ↗ |
| 46 | 2018 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 340.0K | 30.0K | 59.5K | 59.5K | 55.4K | 150.6K | 695.0K | 17.12% | ↗ |
| 47 | 2018 | Julie N. Shamburger, CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 340.0K | 30.0K | 59.5K | 59.5K | 55.4K | 150.6K | 695.0K | 17.12% | ↗ |
| 48 | 2018 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 300.0K | 20.0K | 45.0K | 45.0K | 36.6K | 64.1K | 510.8K | 17.62% | ↗ |
| 49 | 2018 | Brian K. McCabe – Senior Executive Vice President and Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 300.0K | 20.0K | 45.0K | 45.0K | 36.6K | 64.1K | 510.8K | 17.62% | ↗ |
| 50 | 2017 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 615.0K | 95.0K | — | — | 182.7K | 972.0K | 1.86M | 0.00% | ↗ |
| 51 | 2017 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 485.0K | 55.0K | — | — | 115.2K | 267.8K | 923.1K | 0.00% | ↗ |
| 52 | 2017 | Julie N. Shamburger, CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 320.0K | 32.0K | — | — | 57.0K | 490.2K | 899.2K | 0.00% | ↗ |
| 53 | 2017 | Julie N. Shamburger, CPA – Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 320.0K | 32.0K | — | — | 57.0K | 490.2K | 899.2K | 0.00% | ↗ |
| 54 | 2017 | Brian K. McCabe – Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 263.5K | 40.0K | — | — | — | 321.7K | 625.1K | 0.00% | ↗ |
| 55 | 2017 | Brian K. McCabe – Senior Executive Vice President and Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 263.5K | 40.0K | — | — | — | 321.7K | 625.1K | 0.00% | ↗ |
| 56 | 2017 | Earl W. (Bill) Clawater, III – Senior Executive Vice President, Chief Credit Officer and advisory director of Southside Bank | 300.0K | 45.0K | — | — | — | 254.8K | 599.8K | 0.00% | ↗ |
| 57 | 2016 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 530.0K | 35.0K | 132.5K | 132.5K | 111.9K | 557.1K | 1.50M | 17.68% | ↗ |
| 58 | 2016 | Tim Alexander – Chief Lending Officer of the Company and Southside Bank and advisory director of Southside Bank | 350.0K | — | 148.5K | 61.3K | 261.6K | 295.1K | 1.12M | 18.79% | ↗ |
| 59 | 2016 | Julie N. Shamburger, CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and advisory director of Southside Bank | 282.2K | 12.5K | 52.5K | 52.5K | 47.5K | 229.9K | 677.0K | 15.51% | ↗ |
| 60 | 2016 | Earl W. (Bill) Clawater, III – Senior Executive Vice President, Chief Credit Officer and advisory director of Southside Bank | 280.0K | 40.0K | 35.0K | 35.0K | — | 201.4K | 591.4K | 11.84% | ↗ |
| 61 | 2016 | Brian K. McCabe – Senior Executive Vice President and Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 240.0K | 30.0K | 30.0K | 30.0K | — | 225.5K | 555.5K | 10.80% | ↗ |
| 62 | 2015 | Sam Dawson – former Chief Executive Officer and Director of the Company and Southside Bank | 563.0K | 50.0K | 140.8K | 140.8K | 111.0K | 142.2K | 1.15M | 24.53% | ↗ |
| 63 | 2015 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 493.3K | 40.0K | 98.7K | 98.7K | 68.1K | 23.2K | 822.0K | 24.01% | ↗ |
| 64 | 2015 | Earl W. (Bill) Clawater, III – Senior Executive Vice President, Chief Credit Officer and advisory director of Southside Bank | 265.0K | 35.0K | 33.1K | 33.1K | — | 99.1K | 465.4K | 14.24% | ↗ |
| 65 | 2015 | Brian K. McCabe – Senior Executive Vice President and Chief Operations Officer of the Company and Southside Bank and advisory director of Southside Bank | 228.4K | 45.0K | 28.1K | 28.1K | — | 62.4K | 392.0K | 14.35% | ↗ |
| 66 | 2014 | Sam Dawson – Chief Executive Officer and Director of the Company and Southside Bank. | 486.5K | 48.5K | — | — | 154.4K | 1.88M | 2.57M | 0.00% | ↗ |
| 67 | 2014 | Sam Dawson – former Chief Executive Officer and Director of the Company and Southside Bank | 486.5K | 48.5K | — | — | 154.4K | 1.88M | 2.57M | 0.00% | ↗ |
| 68 | 2014 | Lee R. Gibson, CPA – President, Chief Financial Officer and Director of the Company and Southside Bank. | 416.4K | 56.5K | — | — | 99.2K | 951.3K | 1.52M | 0.00% | ↗ |
| 69 | 2014 | Lee R. Gibson, CPA – President, Chief Executive Officer and Director of the Company and Southside Bank | 416.4K | 56.5K | — | — | 99.2K | 951.3K | 1.52M | 0.00% | ↗ |
| 70 | 2014 | Peter M. Boyd – Senior Executive Vice President, and Advisory Director of Southside Bank. | 369.8K | 36.2K | — | — | — | 464.7K | 870.7K | 0.00% | ↗ |
| 71 | 2014 | Brian K. McCabe – Executive Vice President of the Company and Southside Bank, Chief Information Officer and Advisory Director of Southside Bank. | 163.7K | 46.3K | — | — | — | 301.1K | 511.1K | 0.00% | ↗ |
| 72 | 2014 | Earl W. (Bill) Clawater, III – Executive Vice President, Chief Credit Officer and Advisory Director of Southside Bank. | 204.6K | 50.4K | — | — | — | 240.1K | 495.1K | 0.00% | ↗ |
| 73 | 2013 | Sam Dawson – Chief Executive Officer and Director of the Company and Southside Bank. | 461.7K | 177.7K | 115.4K | 115.4K | — | 19.0K | 889.2K | 25.96% | ↗ |
| 74 | 2013 | Lee R. Gibson, CPA – President, Chief Financial Officer and Director of the Company and Southside Bank. | 395.3K | 149.4K | 79.0K | 79.0K | — | 11.0K | 713.7K | 22.14% | ↗ |
| 75 | 2013 | Peter M. Boyd – Senior Executive Vice President, and Advisory Director of Southside Bank. | 342.1K | 42.7K | 42.7K | 42.7K | — | 84.2K | 554.4K | 15.41% | ↗ |
| 76 | 2010 | Sam Dawson – President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank. | 353.0K | 144.1K | — | — | — | 23.5K | 1.11M | 0.00% | ↗ |
| 77 | 2010 | Lee R. Gibson , CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 333.0K | 241.6K | — | — | — | 18.2K | 958.3K | 0.00% | ↗ |
| 78 | 2010 | Jeryl Story – Senior Executive Vice President of the Company and Southside Bank and Director of Southside Bank. | 333.0K | 141.6K | — | — | — | 46.5K | 940.8K | 0.00% | ↗ |
| 79 | 2010 | B. G. Hartley – Chairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 509.6K | 163.7K | — | — | — | 171.7K | 845.0K | 0.00% | ↗ |
| 80 | 2010 | Michael L. Coogan , CFA – Executive Vice President and Treasurer of Southside Bank. | 248.0K | 121.0K | — | — | — | 29.1K | 398.1K | 0.00% | ↗ |
| 81 | 2009 | Sam Dawson – President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank. | 350.1K | 193.8K | — | — | — | 21.5K | 1.03M | 0.00% | ↗ |
| 82 | 2009 | Jeryl Story – Senior Executive Vice President of the Company and Southside Bank and Director of Southside Bank. | 330.3K | 191.4K | — | — | — | 15.9K | 835.1K | 0.00% | ↗ |
| 83 | 2009 | B. G. Hartley – Chairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 505.1K | 213.2K | — | — | — | 96.8K | 815.1K | 0.00% | ↗ |
| 84 | 2009 | Lee R. Gibson , CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 330.3K | 191.4K | — | — | — | 18.4K | 731.0K | 0.00% | ↗ |
| 85 | 2009 | Michael L. Coogan , CFA – Executive Vice President and Treasurer of Southside Bank. | 222.8K | 133.3K | — | — | — | 25.8K | 381.8K | 0.00% | ↗ |
| 86 | 2008 | Sam Dawson – President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank. | 318.0K | 114.8K | — | — | — | 52.0K | 832.2K | 0.00% | ↗ |
| 87 | 2008 | B. G. Hartley – Chairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 455.0K | 156.9K | — | — | — | 85.5K | 697.4K | 0.00% | ↗ |
| 88 | 2008 | B. G. Hartley – C hairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 455.0K | 156.9K | — | — | — | 85.5K | 697.4K | 0.00% | ↗ |
| 89 | 2008 | Jeryl Story – Senior Executive Vice President of the Company and Southside Bank and Director of Southside Bank. | 300.0K | 112.5K | — | — | — | 17.6K | 670.6K | 0.00% | ↗ |
| 90 | 2008 | Jeryl Story – Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank. | 300.0K | 112.5K | — | — | — | 17.6K | 670.6K | 0.00% | ↗ |
| 91 | 2008 | Lee R. Gibson , CPA – Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 300.0K | 137.5K | — | — | — | 50.8K | 664.5K | 0.00% | ↗ |
| 92 | 2008 | Lee R. Gibson , CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 300.0K | 137.5K | — | — | — | 50.8K | 664.5K | 0.00% | ↗ |
| 93 | 2008 | Michael L. Coogan , CFA – Executive Vice President and Treasurer of Southside Bank. | — | — | — | — | — | — | — | — | ↗ |
| 94 | 2007 | Sam Dawson – President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank. Director of Fort Worth National Bank. | 300.5K | 82.6K | — | — | — | 21.6K | 741.5K | 0.00% | ↗ |
| 95 | 2007 | Sam Dawson – President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank. | 300.5K | 82.6K | — | — | — | 21.6K | 741.5K | 0.00% | ↗ |
| 96 | 2007 | Jeryl Story – Senior Executive Vice President of the Company and Southside Bank and Director of Southside Bank. | 286.0K | 105.8K | — | — | — | 48.8K | 684.0K | 0.00% | ↗ |
| 97 | 2007 | Jeryl Story – Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank. | 286.0K | 105.8K | — | — | — | 48.8K | 684.0K | 0.00% | ↗ |
| 98 | 2007 | Jeryl Story – Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank. Director of Fort Worth National Bank. | 286.0K | 105.8K | — | — | — | 48.8K | 684.0K | 0.00% | ↗ |
| 99 | 2007 | B. G. Hartley – C hairman of the Board and Chief Executive Officer of the Company and Southside Bank. Director of Fort Worth National Bank. | 422.5K | 97.8K | — | — | — | 86.6K | 606.9K | 0.00% | ↗ |
| 100 | 2007 | B. G. Hartley – Chairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 422.5K | 97.8K | — | — | — | 86.6K | 606.9K | 0.00% | ↗ |
| 101 | 2007 | B. G. Hartley – C hairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 422.5K | 97.8K | — | — | — | 86.6K | 606.9K | 0.00% | ↗ |
| 102 | 2007 | Lee R. Gibson , CPA – Senior Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 277.5K | 79.7K | — | — | — | 20.5K | 499.6K | 0.00% | ↗ |
| 103 | 2007 | Lee R. Gibson , CPA – Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 277.5K | 79.7K | — | — | — | 20.5K | 499.6K | 0.00% | ↗ |
| 104 | 2007 | Lee R. Gibson , CPA – Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank and Fort Worth National Bank. | 277.5K | 79.7K | — | — | — | 20.5K | 499.6K | 0.00% | ↗ |
| 105 | 2007 | Michael L. Coogan , CFA – Executive Vice President and Treasurer of Southside Bank. | — | — | — | — | — | — | — | — | ↗ |
| 106 | 2006 | B. G. Hartley – C hairman of the Board and Chief Executive Officer of the Company and Southside Bank. | 422.5K | 52.8K | — | — | — | 83.3K | 558.6K | 0.00% | ↗ |
| 107 | 2006 | B. G. Hartley - C hairman of the Board and Chief Executive Officer of the Company and Southside Bank | 422.5K | 52.8K | — | — | — | 83.3K | 558.6K | 0.00% | ↗ |
| 108 | 2006 | Sam Dawson – President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank. | 300.5K | 37.6K | — | — | — | 20.6K | 513.6K | 0.00% | ↗ |
| 109 | 2006 | Sam Dawson - President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank | 300.5K | 37.6K | — | — | — | 20.6K | 513.6K | 0.00% | ↗ |
| 110 | 2006 | Jeryl Story - Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank | 261.0K | 32.6K | — | — | — | 16.7K | 373.2K | 0.00% | ↗ |
| 111 | 2006 | Jeryl Story – Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank. | 261.0K | 32.6K | — | — | — | 16.7K | 373.2K | 0.00% | ↗ |
| 112 | 2006 | Lee R. Gibson , CPA – Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank. | 277.5K | 34.7K | — | — | — | 17.9K | 330.1K | 0.00% | ↗ |
| 113 | 2006 | Lee R. Gibson , CPA - Executive Vice President and Chief Financial Officer of the Company and Southside Bank and Director of Southside Bank | 277.5K | 34.7K | — | — | — | 17.9K | 330.1K | 0.00% | ↗ |
| 114 | 2005 | Chairman of the Board and Chief Executive Officer of the Company and Southside Bank Sam Dawson — | 400.0K | 142.8K | — | — | — | 61.5K | 604.3K | 0.00% | ↗ |
| 115 | 2005 | President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank Jeryl Story — | 278.0K | 62.2K | — | — | — | 7.5K | 347.7K | 0.00% | ↗ |
| 116 | 2005 | Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank Lee R. Gibson, CPA — | 261.0K | 59.1K | — | — | — | 7.5K | 327.6K | 0.00% | ↗ |
| 117 | 2005 | Executive Vice President and Chief Financial Officer of the Company; Executive Vice President, Chief Financial Officer and Director of Southside Bank | 255.0K | 57.7K | — | — | — | 7.5K | 320.2K | 0.00% | ↗ |
| 118 | 2004 | Chairman of the Board and Chief Executive Officer of the Company and Southside Bank Sam Dawson — | 370.0K | 161.2K | — | — | — | 61.5K | 592.7K | 0.00% | ↗ |
| 119 | 2004 | B. G. Hartley — Chairman of the Board and Chief Executive Officer of the Company and Southside Bank | 370.0K | 161.2K | — | — | — | — | 531.2K | 0.00% | ↗ |
| 120 | 2004 | President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank Jeryl Story — | 248.3K | 96.4K | — | — | — | 7.5K | 352.1K | 0.00% | ↗ |
| 121 | 2004 | Sam Dawson — President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank | 248.3K | 96.4K | — | — | — | — | 344.6K | 0.00% | ↗ |
| 122 | 2004 | Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank Lee R. Gibson, CPA — | 231.0K | 94.1K | — | — | — | 7.5K | 332.6K | 0.00% | ↗ |
| 123 | 2004 | Executive Vice President and Chief Financial Officer of the Company; Executive Vice President, Chief Financial Officer and Director of Southside Bank | 225.2K | 93.3K | — | — | — | 7.5K | 326.0K | 0.00% | ↗ |
| 124 | 2004 | Jeryl Story — Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank | 231.0K | 94.1K | — | — | — | — | 325.1K | 0.00% | ↗ |
| 125 | 2004 | Lee Gibson , CPA — Executive Vice President and Chief Financial Officer of the Company; Executive Vice President, Chief Financial Officer and Director of Southside Bank | 225.2K | 93.3K | — | — | — | — | 318.5K | 0.00% | ↗ |
| 126 | 2003 | Chairman of the Board and Chief Executive Officer of the Company and Southside Bank Sam Dawson — | 300.0K | 132.5K | — | — | — | 61.5K | 494.0K | 0.00% | ↗ |
| 127 | 2003 | B. G. Hartley — Chairman of the Board and Chief Executive Officer of the Company and Southside Bank | 300.0K | 132.5K | — | — | — | — | 432.5K | 0.00% | ↗ |
| 128 | 2003 | President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank Jeryl Story — | 198.3K | 121.7K | — | — | — | 7.5K | 327.5K | 0.00% | ↗ |
| 129 | 2003 | Sam Dawson — President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank | 198.3K | 121.7K | — | — | — | — | 320.0K | 0.00% | ↗ |
| 130 | 2003 | Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank Lee R. Gibson, CPA — | 181.0K | 100.2K | — | — | — | 7.5K | 288.7K | 0.00% | ↗ |
| 131 | 2003 | Jeryl Story — Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank | 181.0K | 100.2K | — | — | — | — | 281.2K | 0.00% | ↗ |
| 132 | 2003 | Executive Vice President and Chief Financial Officer of the Company; Executive Vice President, Chief Financial Officer and Director of Southside Bank | 175.2K | 91.4K | — | — | — | 7.5K | 274.1K | 0.00% | ↗ |
| 133 | 2003 | Lee Gibson , CPA — Executive Vice President and Chief Financial Officer of the Company; Executive Vice President, Chief Financial Officer and Director of Southside Bank | 175.2K | 91.4K | — | — | — | — | 266.6K | 0.00% | ↗ |
| 134 | 2002 | B. G. Hartley — Chairman of the Board and Chief Executive Officer of the Company and Southside Bank | 275.0K | 90.0K | — | — | — | — | 365.0K | 0.00% | ↗ |
| 135 | 2002 | Sam Dawson — President, Secretary and Director of the Company; President, Chief Operating Officer and Director of Southside Bank | 173.3K | 77.3K | — | — | — | — | 250.6K | 0.00% | ↗ |
| 136 | 2002 | Jeryl Story — Executive Vice President of the Company; Senior Executive Vice President and Director of Southside Bank | 156.0K | 75.6K | — | — | — | — | 231.6K | 0.00% | ↗ |
| 137 | 2002 | Lee Gibson , CPA — Executive Vice President and Chief Financial Officer of the Company; Executive Vice President, Chief Financial Officer and Director of Southside Bank | 150.2K | 75.0K | — | — | — | — | 225.2K | 0.00% | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Keith Donahoe | President, Chief Executive Officer & Director | 972.3K | male |
| Julie N. Shamburger | Chief Financial Officer | 714.6K | female |
| Curtis Burchard | Chief Lending Officer | 680.3K | male |
| T. L. Arnold Jr. | Chief Credit Officer | 553.6K | male |
| Mitchell Craddock | Chief Operations Officer | 537.8K | male |
| Mary McLarry | Corporate Secretary | — | female |
| Sandi Hegwood | Senior Vice President & Chief Audit Executive | — | female |
| Staci Anderson | Senior VP & Senior Loan Review Officer | — | — |
| Suni Davis | Chief Treasury Officer | — | female |
| Anne Martinez | Chief Risk Officer | — | female |
| Vonna Crowley | Chief Compliance Officer | — | — |
| April Pinkley | Chief Accounting Officer | — | female |
No Senate trading activity found for this company.
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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