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Southside Bancshares, Inc. (SBSI)

USD34.90 -0.71 (-1.99%)
US NYSE Financial Services Banks - Regional
Address 1201 South Beckham Avenue 75701
Tyler, TX, US
CEO Keith Donahoe
IPO 1998-05-13
CIK 705432 ISIN US84470P1093

Explore sections of this company profile

Description

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.

News Sentiment (7d)
68 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
OmniAmerican OABC 2014-06-16 View
Diboll 2017-08-18 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD34.90 -0.71 (-1.99%)
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Volume Profile
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Liquidity & share structure
Average Volume
105.1K
Beta
0.57
Float Shares
28.19M
Free Float %
94.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.00% +4.69% +8.09% +3.00% +20.19% +13.03% +20.32% +20.91% -15.75% +20.87% +574.85%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (8 ratings, all time) Hold
Price Targets & DCF
Current price
34.90
Low 35.00 +0.3%
Consensus 35.00 +0.3%
Median 35.00 +0.3%
High 35.00 +0.3%
DCF (Unlevered) 39.52 +13.2%
DCF (Levered) 64.35 +84.4%

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.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
0.14
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.58) × ERP
WACC = 59% × Ke + 41% × Kd (24.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 39.52 Current price: 34.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
95.06M
OE per share TTM
3.17
Owner's Yield
9.31%
Maintenance CapEx ratio
11.26%
Maint CapEx / Avg PPE
46.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
42
Total invested
20.85M
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
42
-136 vs prev Q
New positions
3
Closed positions
139
Increased
17
Reduced
15
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 139 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
1.83
Bullish
Ratio by volume
3.00
Bullish
Buys
33
Sells
18
Shares acquired
30.7K
Shares disposed
6.0K
Cash buys
1.00
Cash sales
Net activity
+24,642
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
106.2K
Shares Outstanding
29.74M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
2015
E (Environmental)
52.0 / 64.3
Company / Sector avg.
S (Social)
65.2 / 76.5
Company / Sector avg.
G (Governance)
61.5 / 75.5
Company / Sector avg.
ESG Total
59.6 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-09 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits