SBSI / Southside Bancshares, Inc. - Pengajuan SECLaporan Tahunan, Pernyataan Proksi

Southside Bancshares, Inc.
US ˙ NYSE ˙ US84470P1093

Mga Batayang Estadistika
LEI 549300TC83207VQA2K65
CIK 705432
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Southside Bancshares, Inc.
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
August 14, 2025 EX-4.2

SOUTHSIDE BANCSHARES, INC. WILMINGTON TRUST, NATIONAL ASSOCIATION FIRST SUPPLEMENTAL INDENTURE Dated as of August 14, 2025 the Indenture Dated as of August 14, 2025 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 TABLE OF CONTENTS

Exhibit 4.2 SOUTHSIDE BANCSHARES, INC. Issuer and WILMINGTON TRUST, NATIONAL ASSOCIATION Trustee FIRST SUPPLEMENTAL INDENTURE Dated as of August 14, 2025 to the Indenture Dated as of August 14, 2025 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 TABLE OF CONTENTS Page Article I SCOPE OF SUPPLEMENTAL INDENTURE 1 Section 1.01 Scope 1 Article II DEFINITIONS 2 Section 2.01 Definitions and Ot

August 14, 2025 EX-4.1

SOUTHSIDE BANCSHARES, INC., Issuer

  Exhibit 4.1   SOUTHSIDE BANCSHARES, INC., Issuer   and   WILMINGTON TRUST, NATIONAL ASSOCIATION, Trustee   INDENTURE   Dated as of August 14, 2025   Subordinated Securities         Table of Contents   Article I DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION 1     Section 1.01 Definitions 1 Section 1.02 Compliance Certificates and Opinions 7 Section 1.03 Form of Documents Delivered to Tr

August 14, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 14, 2025 Date of Report (Date of earliest event reported) Southside Bancshar

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 14, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

August 8, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 7, 2025 Date of Report (Date of earliest event reported) Southside Bancshare

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 7, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

August 8, 2025 EX-FILING FEES

Security Type

Calculation of Filing Fee Tables S-3 SOUTHSIDE BANCSHARES INC Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt 7.

August 8, 2025 EX-1.1

$150,000,000 Southside Bancshares, Inc. 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 UNDERWRITING AGREEMENT

Exhibit 1.1 $150,000,000 Southside Bancshares, Inc. 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 UNDERWRITING AGREEMENT August 7, 2025 Keefe, Bruyette & Woods, Inc. 787 Seventh Avenue, 4th Floor New York, New York 10019 As representative of the Underwriters listed in Schedule A hereto Ladies and Gentlemen: Southside Bancshares, Inc., a Texas corporation (the “Company”), proposes to iss

August 8, 2025 424B5

$150,000,000 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035

TABLE OF CONTENTS   Filed Pursuant to Rule 424(b)(5)  Registration No. 333-271518 PROSPECTUS SUPPLEMENT (TO PROSPECTUS DATED APRIL 28, 2023) $150,000,000 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 We are offering $150,000,000 aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 (the “Notes”). The Notes will mature on August 15, 2035. From and includi

August 7, 2025 424B5

Subject to Completion, Dated August 7, 2025

TABLE OF CONTENTS The information contained in this preliminary prospectus supplement is not complete and may be changed.

August 7, 2025 FWP

7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 Term Sheet

Registration Statement No. 333-271518 Filed Pursuant to Rule 433 Supplementing the Preliminary Prospectus Supplement Dated August 7, 2025 (To Prospectus dated April 28, 2023) $150,000,000 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 Term Sheet Issuer: Southside Bancshares, Inc. (NYSE: SBSI) (the “Company”) Securities: 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 (the “Notes

August 7, 2025 FWP

1 NYSE: SBSI Subordinated Notes Offering Investor Presentation August 2025 Filed Pursuant to Rule 433 Issuer Free Writing Prospectus Dated August 7, 2025 Registration No. 333 - 271518

1 NYSE: SBSI Subordinated Notes Offering Investor Presentation August 2025 Filed Pursuant to Rule 433 Issuer Free Writing Prospectus Dated August 7, 2025 Registration No.

August 5, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 4, 2025 Date of Report (Date of earliest event reported) Southside Bancshare

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 4, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

August 4, 2025 EX-99.1

Disclaimers 2 Safe Harbor Disclosure and Forward-Looking Statements Certain statements in this presentation other than historical data and information may constitute “forward-looking statements” within the meaning of and subject to the safe harbor pr

Exhibit 99.1 1 NYSE: SBSI Fixed Income Investor Presentation August 2025 Disclaimers 2 Safe Harbor Disclosure and Forward-Looking Statements Certain statements in this presentation other than historical data and information may constitute “forward-looking statements” within the meaning of and subject to the safe harbor protections of the Private Securities Litigation Reform Act of 1995. These forw

August 4, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 4, 2025 Date of Report (Date of earliest event reported) Southside Bancshare

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 4, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

July 25, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 ☐ TRANSITION REPORT PU

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00

July 25, 2025 EX-10.2

Form of Southside Bancshares, Inc. Restricted Stock Unit Award Agreement

SOUTHSIDE BANCSHARES, INC. RESTRICTED STOCK UNIT AWARD CERTIFICATE Non-transferable G R A N T T O (“Grantee”) by Southside Bancshares, Inc. (the “Company”) of [NUMBER] restricted stock units convertible, on a one-for-one basis, into shares of its common stock, par value $1.25 per share (the “Units”). The Units are granted pursuant to and subject to the provisions of the Southside Bancshares, Inc.

July 25, 2025 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2025

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2025 •Second quarter net income of $21.8 million; •Second quarter earnings per diluted common share of $0.72; •Tax-equivalent net interest margin(1) linked quarter increased nine basis points to 2.95%; •Annualized return on second quarter average assets of 1.07%; •Annualized return on second q

July 25, 2025 EX-10.1

Form of Southside Bancshares, Inc. Restricted Stock Unit Award Certificate

SOUTHSIDE BANCSHARES, INC. RESTRICTED STOCK UNIT AWARD CERTIFICATE Non-transferable G R A N T T O (“Grantee”) by Southside Bancshares, Inc. (the “Company”) of [NUMBER] restricted stock units convertible, on a one-for-one basis, into shares of its common stock, par value $1.25 per share (the “Units”). The Units are granted pursuant to and subject to the provisions of the Southside Bancshares, Inc.

July 25, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2025 Date of Report (Date of earliest event reported) Southside Bancshares

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

June 25, 2025 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SE

May 28, 2025 EX-FILING FEES

Filing Fee Table

Exhibit 107 CALCULATION OF FILING FEE TABLES Form S-8 (Form Type) Southside Bancshares, Inc.

May 28, 2025 S-8

As filed with the Securities and Exchange Commission on May 28, 2025.

As filed with the Securities and Exchange Commission on May 28, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Southside Bancshares, Inc. (Exact name of registrant as specified in its charter) Texas 75-1848732 (State or other jurisdiction of incorporation or organization) (I.R.S. Emp

May 19, 2025 EX-99.1

SOUTHSIDE BANCSHARES, INC. 2025 INCENTIVE PLAN ARTICLE 1

Exhibit 99.1 SOUTHSIDE BANCSHARES, INC. 2025 INCENTIVE PLAN ARTICLE 1 PURPOSE 1.1. GENERAL. The purpose of the Southside Bancshares, Inc. 2025 Incentive Plan (the “Plan”) is to promote the success, and enhance the value, of Southside Bancshares, Inc. (the “Company”), by linking the personal interests of employees, officers, directors and consultants of the Company or any Affiliate (as defined belo

May 19, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 14, 2025 Date of Report (Date of earliest event reported) Southside Bancshares,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 14, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

April 30, 2025 EX-3.2

Amended and Restated Bylaws of Southside Bancshares, Inc., as amended

EXHIBIT 3.2 AMENDED AND RESTATED BYLAWS OF SOUTHSIDE BANCSHARES, INC. AS OF NOVEMBER 8, 2024 ARTICLE 1. OFFICES 1.01 Principal Office Address. The principal office and place of business of the Corporation shall be located in the City of Tyler, Smith County, Texas. 1.02 Other Offices. The Corporation may also have offices at such other places both within and without the State of Texas as the Board

April 30, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT P

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 29, 2025 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 29, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

April 29, 2025 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2025

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2025 •First quarter net income of $21.5 million; •First quarter earnings per diluted common share of $0.71; •Annualized return on first quarter average assets of 1.03%; •Annualized return on first quarter average tangible common equity of 14.14%(1); and •Nonperforming assets remain low at 0.39

March 27, 2025 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of

March 27, 2025 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of

March 24, 2025 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 20, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

February 27, 2025 EX-10.8

Deferred Compensation Agreement

EXHIBIT 10.8 DEFERRED COMPENSATION AGREEMENT THIS AGREEMENT is entered into, effective as of the date executed (hereinafter referred to as the Effective Date), by and between SOUTHSIDE BANK, a corporation organized and existing under the laws of the State of Texas, hereinafter called BANK, and Keith Donahoe, hereinafter called EXECUTIVE. W I T N E S S E T H: I. The Board of Directors of BANK have

February 27, 2025 EX-21.1

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1.Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2.Red File #1, Inc., created under the laws of the State of Texas. 3.Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4.Southside Statutory Trust IV, a statutory b

February 27, 2025 EX-10.27

Form of Southside Bancshares, Inc. Restricted Stock Unit Award Certificate

SOUTHSIDE BANCSHARES, INC. RESTRICTED STOCK UNIT AWARD CERTIFICATE Non-transferable G R A N T T O (“Grantee”) by Southside Bancshares, Inc. (the “Company”) of [NUMBER] restricted stock units convertible, on a one-for-one basis, into shares of its common stock, par value $1.25 per share (the “Units”). The Units are granted pursuant to and subject to the provisions of the Southside Bancshares, Inc.

February 27, 2025 EX-10.9

First Amendment to Deferred Compensation Agreement

EXHIBIT 10.9 FIRST AMENDMENT TO DEFERRED COMPENSATION AGREEMENT THIS FIRST AMENDMENT TO DEFERRED COMPENSATION AGREEMENT (the “Amendment”) is entered into by and between SOUTHSIDE BANK (the “Company”) and KEITH DONAHOE (the “Executive”), effective as of the date of execution. WHEREAS, the Company and the Executive entered into a deferred compensation agreement effective as of August 21, 2023 (the “

February 27, 2025 EX-10.17

Employment Agreement

EXHIBIT 10.17 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT is made this 23rd day of January, 2025 (“Effective Date”), by and between Southside Bank ("the Company”), and Keith Donahoe (the “Employee”). INTRODUCTION The Board of Directors of the Company (the “Board”) has determined that it is in the best interests of the Company to retain the Employee’s services and to reinforce and encourage the

February 27, 2025 EX-19

Insider Trading Policy

Exhibit 19 Southside Bancshares, Inc. Insider Trading Policy Purpose Southside Bancshares, Inc. (the “Company”) is a public company, the common stock of which is quoted on the New York Stock Exchange (the “NYSE”) and registered under the Securities Exchange Act of 1934, as amended (the “Exchange Act”). As a public company, the Company files current periodic reports, proxy statements and other docu

February 27, 2025 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 000-122

February 27, 2025 EX-97

Compensation Recoupment Policy

Exhibit 97 Southside Bancshares, Inc. Compensation Recoupment Policy 1.0 History; Effective Date. 1.1 Southside Bancshares, Inc. (the “Company”) has adopted this Compensation Recoupment Policy (the “Policy”) to provide for the repayment or return of certain compensation amounts by the Company’s Executive Officers, former Executive Officers and Other Covered Persons in certain circumstances. This P

January 29, 2025 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2024

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2024 •Fourth quarter net income of $21.8 million; •Fourth quarter earnings per diluted common share of $0.71; •Annualized return on fourth quarter average assets of 1.03%; •Annualized return on fourth quarter average tangible common equity of 14.12%(1); and •Nonperforming assets d

January 29, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 29, 2025 Date of Report (Date of earliest event reported) Southside Bancsha

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 29, 2025 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

November 25, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 25, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commissio

November 14, 2024 25

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 25 NOTIFICATION OF REMOVAL FROM LISTING AND/OR REGISTRATION UNDER SECTION 12(b) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number: 000-12247 SOUTHSIDE BANCSHARE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 25 NOTIFICATION OF REMOVAL FROM LISTING AND/OR REGISTRATION UNDER SECTION 12(b) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number: 000-12247 SOUTHSIDE BANCSHARES, INC. The Nasdaq Stock Market LLC (Exact name of Issuer as specified in its charter, and name of Exchange where security is listed and/or registered

November 8, 2024 8-K

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 8, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

November 8, 2024 EX-3.1

Amendment to the Amended and Restated Bylaws of Southside Bancshares, Inc.

Exhibit 3.1 AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF SOUTHSIDE BANCSHARES, INC. Pursuant to (i) Section 7.05 of the Amended and Restated Bylaws, dated February 20, 2018 (the “Bylaws”), of Southside Bancshares, Inc., a Texas corporation (the “Corporation”) and (ii) the Unanimous Written Consent adopted on November 8, 2024 by the Board of Directors of the Corporation (the “Consent”), the Byla

November 4, 2024 8-A12B

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 SOUTHSIDE BANCSHARES, INC. (Exact name of registrant as specified in its charter) Texas 75-1848732 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification Num

November 4, 2024 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES TRANSFER OF LISTING OF COMMON STOCK TO THE NEW YORK STOCK EXCHANGE

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES TRANSFER OF LISTING OF COMMON STOCK TO THE NEW YORK STOCK EXCHANGE TYLER, TX November 4, 2024 – Southside Bancshares, Inc. (NASDAQ: SBSI) (the “Company” or “Southside”), the parent company of Southside Bank, announced today that it is transferring the listing of its common stock to the New York Stock Exchange (“NYSE”) from the Nasdaq Global Select

November 4, 2024 8-K

Regulation FD Disclosure, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 4, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 28, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPO

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 24, 2024 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2024

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2024 •Third quarter net income of $20.5 million; •Third quarter earnings per diluted common share of $0.68; •Annualized return on third quarter average assets of 0.98%; •Annualized return on third quarter average tangible common equity of 13.69%(1); and •Nonperforming assets remain low at

October 24, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 24, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

August 15, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 15, 2024 Date of Report (Date of earliest event reported) Southside Bancshar

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 15, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

July 26, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 ☐ TRANSITION REPORT PU

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00

July 25, 2024 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2024

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2024 •Second quarter net income of $24.7 million; •Second quarter earnings per diluted common share of $0.81; •Annualized return on second quarter average assets of 1.19%; •Annualized return on second quarter average tangible common equity of 16.90%(1); and •Nonperforming assets remain low at

July 25, 2024 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2024 Date of Report (Date of earliest event reported) Southside Bancshares

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

June 25, 2024 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SE

May 17, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 16, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

May 16, 2024 8-K

Other Events, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 15, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

April 26, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT P

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 25, 2024 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2024

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2024 •First quarter net income of $21.5 million; •Linked quarter loan growth of 1.2%; •First quarter earnings per diluted common share of $0.71; •Annualized return on first quarter average assets of 1.03%; •Annualized return on first quarter average tangible common equity of 15.07%(1); and •No

April 25, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 25, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

March 27, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of

March 27, 2024 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of

March 6, 2024 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 5, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

February 27, 2024 EX-21

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1.Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2.Red File #1, Inc., created under the laws of the State of Texas. 3.Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4.Southside Statutory Trust IV, a statutory b

February 27, 2024 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 000-122

February 27, 2024 EX-97

Compensation Recoupment Policy

Exhibit 97 Southside Bancshares, Inc. Compensation Recoupment Policy 1.0 History; Effective Date. 1.1 Southside Bancshares, Inc. (the “Company”) has adopted this Compensation Recoupment Policy (the “Policy”) to provide for the repayment or return of certain compensation amounts by the Company’s Executive Officers, former Executive Officers and Other Covered Persons in certain circumstances. This P

February 13, 2024 SC 13G/A

SBSI / Southside Bancshares, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv01956-southsidebancsharesi.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: Southside Bancshares Inc Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box t

January 26, 2024 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 26, 2024 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

January 26, 2024 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2023

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2023 •Fourth quarter net income of $17.3 million; •Linked quarter loan growth of 2.3%; •Fourth quarter earnings per diluted common share of $0.57; •Annualized return on fourth quarter average assets of 0.85%; •Annualized return on fourth quarter average tangible common equity of 1

December 26, 2023 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 December 21, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commissio

October 27, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPO

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 26, 2023 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 26, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 26, 2023 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2023

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2023 •Third quarter net income of $18.4 million; •Linked quarter loan growth of 2.1%; •Third quarter earnings per diluted common share of $0.60; •Annualized return on third quarter average assets of 0.93%; •Annualized return on third quarter average tangible common equity of 13.17%(1); and

July 28, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 ☐ TRANSITION REPORT PU

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00

July 25, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2023 Date of Report (Date of earliest event reported) Southside Bancshares

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

July 25, 2023 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2023

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2023 •Second quarter net income of $24.9 million; •Second quarter earnings per diluted common share of $0.81; •Annualized return on second quarter average assets of 1.29%; •Annualized return on second quarter average tangible common equity of 18.59%(1); •Nonperforming assets remain low at 0.04

June 28, 2023 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SE

May 19, 2023 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 17, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

April 28, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT P

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 28, 2023 EX-25.2

Form T-1 Statement of Eligibility and Qualification under the Trust Indenture Act of 1939 of Wilmington Trust, National Association, as Trustee under the form of Subordinated Debt Indenture

Exhibit 25.2 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 ¨ Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) WILMINGTON TRUST, NATIONAL ASSOCIATION (Exact name of trustee as specified in its charter) 16-1486454 (I.R.S. employer identification no.) 1100 North Market Street Wilmington, DE 19890-0001 (Address of principal

April 28, 2023 S-3ASR

As filed with the Securities and Exchange Commission on April 28, 2023

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on April 28, 2023 Registration No.

April 28, 2023 EX-FILING FEES

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) SouthSide Bancshares, Inc.

April 28, 2023 EX-25.1

Form T-1 Statement of Eligibility and Qualification under the Trust Indenture Act of 1939 of Wilmington Trust, National Association, as Trustee under the form of Senior Debt Indenture

Exhibit 25.1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 o Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) WILMINGTON TRUST, NATIONAL ASSOCIATION (Exact name of trustee as specified in its charter) 16-1486454 (I.R.S. employer identification no.) 1100 North Market Street Wilmington, DE 19890-0001 (Address of principal

April 28, 2023 EX-4.4

Form of Senior Debt Indenture

Exhibit 4.4 SOUTHSIDE BANCSHARES, INC., Issuer and WILMINGTON TRUST, NATIONAL ASSOCIATION, Trustee INDENTURE Dated as of Senior Securities Table of Contents Article I DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION 4 Section 1.01 Definitions 4 Section 1.02 Compliance Certificates and Opinions 10 Section 1.03 Form of Documents Delivered to Trustee 11 Section 1.04 Acts of Holders; Record Dat

April 28, 2023 EX-4.5

Form of Subordinated Debt Indenture

Exhibit 4.5 SOUTHSIDE BANCSHARES, INC., Issuer and WILMINGTON TRUST, NATIONAL ASSOCIATION, Trustee INDENTURE Dated as of Subordinated Securities Table of Contents Article I DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION 4 Section 1.01 Definitions 4 Section 1.02 Compliance Certificates and Opinions 10 Section 1.03 Form of Documents Delivered to Trustee 11 Section 1.04 Acts of Holders; Reco

April 25, 2023 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2023

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2023 •First quarter net income of $26.0 million; •First quarter earnings per diluted common share of $0.83; •Annualized return on first quarter average assets of 1.38%; •Annualized return on first quarter average tangible common equity of 19.36%(1); and •Nonperforming assets decreased to 0.04%

April 25, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 25, 2023 Date of Report (Date of earliest event reported) Southside Bancshare

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 25, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

March 29, 2023 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of

March 29, 2023 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of

March 2, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 2, 2023 Date of Report (Date of earliest event reported) Southside Bancshares

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 2, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

February 24, 2023 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 000-122

February 24, 2023 EX-21

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1.Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2.Red File #1, Inc., created under the laws of the State of Texas. 3.Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4.Southside Statutory Trust IV, a statutory b

February 9, 2023 SC 13G/A

SBSI / Southside Bancshares, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: Southside Bancshares Inc. Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is fi

January 27, 2023 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 27, 2023 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

January 27, 2023 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2022

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2022 •Fourth quarter net income of $27.7 million; •Linked quarter loan growth of 2.1%; •Linked quarter net interest margin increased to 3.19% and net interest margin (FTE) increased to 3.40%(1); •Annualized return on fourth quarter average assets of 1.47%; •Annualized return on fo

December 13, 2022 8-K

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 December 13, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commissio

December 13, 2022 EX-99.1

SOUTHSIDE BANCSHARES, INC. INCREASES STOCK REPURCHASE PLAN AUTHORIZATION

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. INCREASES STOCK REPURCHASE PLAN AUTHORIZATION Tyler, Texas (December 13, 2022) - Southside Bancshares, Inc., (NASDAQ:SBSI), the holding company of Southside Bank, announced that its Board of Directors has increased its authorization under the Company?s current Stock Repurchase Plan (the ?Plan?) by an additional 1.0 million shares, for a total authorization t

October 28, 2022 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 ☐ TRANSITION REPO

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 25, 2022 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 25, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 25, 2022 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2022

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2022 ?Third quarter net income of $27.0 million; ?Linked quarter loan growth, net of Paycheck Protection Program (?PPP?) loans, of 2.6%; ?Linked quarter net interest margin increased to 3.15% and net interest margin (FTE) increased to 3.36%(1); ?Annualized return on third quarter average a

July 29, 2022 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 ☐ TRANSITION REPORT PU

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00

July 25, 2022 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 25, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

July 25, 2022 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2022

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2022 ?Second quarter net income of $25.4 million; ?Linked quarter loan growth, net of Paycheck Protection Program (?PPP?) loans, of 4.6%; ?Linked quarter net interest margin (FTE) increased to 3.30%(1); ?Annualized return on second quarter average assets of 1.42%; ?Annualized return on second

June 27, 2022 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR o TRANSITION REPORT PURSUANT TO SE

May 23, 2022 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 18, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

May 19, 2022 8-K/A

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 24, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incor

April 28, 2022 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 ☐ TRANSITION REPORT P

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 28, 2022 EX-10.1

Form of Southside Bancshares, Inc. Performance-Based Restricted Stock Unit Award Agreement

SOUTHSIDE BANCSHARES, INC. PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT Non-transferable G R A N T T O (?Grantee?) by Southside Bancshares, Inc. (the ?Company?) of restricted stock units (the ?Stock Units?) representing the right to earn, on a one-for-one basis, shares of the Company?s common stock (?Shares?), pursuant to and subject to the provisions of the Southside Bancshares, Inc. 2

April 26, 2022 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 26, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

April 26, 2022 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2022

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2022 ?First quarter net income of $25.0 million; ?Linked quarter loan growth, net of Paycheck Protection Program (?PPP?) loans, of 4.8%; ?Annualized return on first quarter average assets of 1.40%; ?Annualized return on first quarter average tangible common equity of 15.20%(1); and ?Nonperform

March 30, 2022 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

DEF 14A 1 definitiveproxy123121.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminar

March 30, 2022 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

March 1, 2022 8-K

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 1, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

March 1, 2022 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES STOCK REPURCHASE PLAN

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES STOCK REPURCHASE PLAN Tyler, Texas (March 1, 2022) - Southside Bancshares, Inc. (the ?Company?) (NASDAQ:SBSI), the holding company of Southside Bank, announced that its Board of Directors has authorized a Stock Repurchase Plan, under which the Company may repurchase, from time to time, up to 1 million shares of its outstanding common stock. ?We are

February 25, 2022 EX-21

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1.Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2.Red File #1, Inc., created under the laws of the State of Texas. 3.Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4.Southside Statutory Trust IV, a statutory b

February 25, 2022 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 000-122

February 10, 2022 SC 13G/A

SBSI / Southside Bancshares, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: Southside Bancshares Inc. Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is fi

February 8, 2022 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 3, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

January 28, 2022 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 28, 2022 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

January 28, 2022 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2021

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2021 ?Fourth quarter net income of $28.7 million; ?Record annual net income of $113.4 million, an increase of 38.0%, compared to the same period in 2020; ?Annualized linked quarter loan growth, net of Paycheck Protection Program (?PPP?) loans, of 3.8%; ?Annualized linked quarter d

November 24, 2021 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 24, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commissio

October 29, 2021 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ☐ TRANSITION REPO

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 26, 2021 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 26, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 26, 2021 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2021

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2021 ?Third quarter net income of $29.3 million; ?Third quarter earnings per diluted common share of $0.90; ?Annualized linked quarter loan growth, net of Paycheck Protection Program (?PPP?) loans, 7.9%; ?Annualized linked quarter deposit growth of 13.5%; ?Linked quarter net interest margi

August 20, 2021 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES CALL FOR REDEMPTION OF 5.50% FIXED-TO-FLOATING RATE SUBORDINATED NOTES DUE 2026

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES CALL FOR REDEMPTION OF 5.50% FIXED-TO-FLOATING RATE SUBORDINATED NOTES DUE 2026 Tyler, Texas (August 20, 2021) - Southside Bancshares, Inc., (NASDAQ:SBSI) (the ?Company?), the holding company of Southside Bank, announced today that the Company has delivered a redemption notice to Wilmington Trust, National Association, as trustee (the ?Trustee?), t

August 20, 2021 8-K

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 20, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

July 30, 2021 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PU

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00

July 23, 2021 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2021

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2021 ?Second quarter net income of $21.3 million; ?Second quarter earnings per diluted common share of $0.65; ?Annualized linked quarter deposit growth of 5.0%; ?Annualized return on second quarter average assets of 1.20%; ?Annualized return on second quarter average tangible common equity of

July 23, 2021 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 23, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

June 24, 2021 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR o TRANSITION REPORT PURSUANT TO SE

June 21, 2021 EX-10.1

Southside Bancshares, Inc. Annual Incentive Program

EXHIBIT 10.1 Annual Incentive Program 1 This is a summary of the Annual Incentive Program and is not a formal legal document. Southside Bancshares, Inc. Annual Incentive Program Introduction Southside Bancshares, Inc. (?Southside? or the ?Bank?) is committed to rewarding key Executive employees for their contributions to Southside?s success. The Southside Annual Incentive Program (?the ?Program?)

June 21, 2021 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 June 17, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

May 14, 2021 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 12, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

April 30, 2021 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 23, 2021 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2021

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2021 •Record first quarter net income of $34.1 million, an increase of 762.4%, compared to the same period in 2020; •Annualized return on first quarter average assets of 1.99%; •Annualized return on first quarter average tangible common equity of 21.22%(1); and •Nonperforming assets decreased

April 23, 2021 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 23, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

March 23, 2021 DEFA14A

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

March 23, 2021 DEF 14A

- DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of

February 26, 2021 10-K

Annual Report - 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 000-122

February 26, 2021 EX-10.4

Deferred Compensation Agreement

EXHIBIT 10.4 DEFERRED COMPENSATION AGREEMENT THIS AGREEMENT is entered into, effective as of the date executed, by and between SOUTHSIDE BANK, a corporation organized and existing under the laws of the State of Texas, hereinafter called BANK, and JULIE SHAMBURGER, hereinafter called EXECUTIVE. W I T N E S S E T H: I. The Board of Directors of BANK have determined that the service of EXECUTIVE to B

February 26, 2021 EX-21

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1.Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2.Red File #1, Inc., created under the laws of the State of Texas. 3.Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4.Southside Statutory Trust IV, a statutory b

February 26, 2021 EX-10.9

Split Dollar Agreement

EXHIBIT 10.9 SOUTHSIDE BANK SPLIT DOLLAR AGREEMENT THIS AGREEMENT is made and entered into this 25th day of February, 2021, by and between SOUTHSIDE BANK, located in Tyler, Texas (the ?Company?), and JULIE SHAMBURGER (the ?Executive?). INTRODUCTION WHEREAS, the Executive has contributed substantially to the success of the Company; and WHEREAS, as a result of these contributions, the Company, as a

February 26, 2021 EX-10.5

First Amendment to Deferred Compensation Agreement

EXHIBIT 10.5 FIRST AMENDMENT TO DEFERRED COMPENSATION AGREEMENT THIS FIRST AMENDMENT TO DEFERRED COMPENSATION AGREEMENT (the ?Amendment?) is entered into by and between SOUTHSIDE BANK (the ?Company?) and JULIE SHAMBURGER (the ?Executive?), effective as of the date of execution. WHEREAS, the Company and the Executive entered into a deferred compensation agreement effective as of January 15, 2009 (t

February 10, 2021 SC 13G/A

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 3)* Name of issuer: Southside Bancshares Inc. Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is fi

January 29, 2021 424B3

Offer to Exchange Up to $100,000,000 aggregate principal amount of 3.875% Fixed-to-Floating Rate Subordinated Notes due 2030 that have been registered under the Securities Act of 1933 for any and all outstanding unregistered 3.875% Fixed-to-Floating

TABLE OF CONTENTS  Filed Pursuant to Rule 424(b)(3)  Registration No. 333-251944 PROSPECTUS Offer to Exchange Up to $100,000,000 aggregate principal amount of 3.875% Fixed-to-Floating Rate Subordinated Notes due 2030 that have been registered under the Securities Act of 1933 for any and all outstanding unregistered 3.875% Fixed-to-Floating Rate Subordinated Notes due 2030 The exchange offer will e

January 28, 2021 CORRESP

-

SOUTHSIDE BANCSHARES, INC. January 28, 2021 Via EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, NE Washington, D.C. 20549 Re: Southside Bancshares, Inc. (the ?Company?) Registration Statement on Form S-4 (File No. 333- 251944), as amended (the ?Registration Statement?)?Acceleration Request Ladies and Gentlemen: Pursuant to Rule 461 under the Securities A

January 27, 2021 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 27, 2021 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

January 27, 2021 EX-99.1

Form of Global Note Letter of Transmittal relating to the 3.875% Fixed-to-Floating Rate Subordinated Notes due 2030.

Exhibit 99.1 THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. If you are in any doubt as to the action to be taken, you should immediately consult your broker, bank manager, lawyer, accountant, investment advisor or other professional advisor. SOUTHSIDE BANCSHARES, INC. Letter of Transmittal For Tender of All Unregistered Outstanding 3.875% Fixed-to-Floating Rate Subordinated Note

January 27, 2021 S-4/A

- S-4/A

S-4/A 1 tm211835-3s4.htm S-4/A TABLE OF CONTENTS As filed with the Securities and Exchange Commission on January 27, 2021 Registration No. 333-251944 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No.1 to FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in Its Charter) Texas 6022 75

January 27, 2021 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2020

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2020 •Record fourth quarter net income of $29.6 million, an increase of 70.6%, compared to the same period in 2019; •Record annual net income of $82.2 million, an increase of 10.2%, compared to the same period in 2019; •Annualized return on fourth quarter average assets of 1.64%;

January 7, 2021 EX-25.1

Form T-1 Statement of Eligibility under the Trust Indenture Act of 1939, as amended, of UMB Bank, National Association, with respect to the Indenture, dated as of November 6, 2020, between Southside Bancshares, Inc. and UMB Bank, National Association, as trustee, regarding 3.875% Fixed-to-Floating Rate Subordinated Notes due 2030.

Exhibit 25.1 securities and exchange commission Washington, D.C. 20549 FORM T-1 Statement of Eligibility Under The Trust Indenture Act of 1939 of a Corporation Designated to Act as Trustee Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) UMB BANK, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 44-0201230 I.R.S. Employer Identific

January 7, 2021 S-4

- S-4

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on January 7, 2021 Registration No.

January 7, 2021 EX-99.1

Form of Global Note Letter of Transmittal relating to the 3.875% Fixed-to-Floating Rate Subordinated Notes due 2030.

Exhibit 99.1 THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. If you are in any doubt as to the action to be taken, you should immediately consult your broker, bank manager, lawyer, accountant, investment advisor or other professional advisor. SOUTHSIDE BANCSHARES, INC. Letter of Transmittal For Tender of All Unregistered Outstanding 3.875% Fixed-to-Floating Rate Subordinated Note

November 9, 2020 EX-4.1

Form of 3.875% Fixed-to-Floating Subordinated Note due 2030 of Southside Bancshares, Inc. (included as Exhibit A-2 to the Indenture, which is incorporated herein by reference to Exhibit 4.1 to the Company’s Current Report on Form 8-K filed on November 9, 2020).

Exhibit 4.1 SOUTHSIDE BANCSHARES, INC. As Issuer, and UMB BANK, NATIONAL ASSOCIATION As Trustee INDENTURE Dated as of November 6, 2020 3.875% Fixed to Floating Rate Subordinated Notes due 2030 TABLE OF CONTENTS ARTICLE I DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 101 Definitions. 1 Section 102 Compliance Certificates and Opinions. 9 Section 103 Form of Documents Delivered to Trustee. 9 S

November 9, 2020 EX-10.1

Form of Note Purchase Agreement

Exhibit 10.1 SUBORDINATED NOTE PURCHASE AGREEMENT This SUBORDINATED NOTE PURCHASE AGREEMENT (this “Agreement”) is dated as of November 6, 2020, and is made by and among Southside Bancshares, Inc., a Texas corporation (the “Company”), and the several purchasers of the Subordinated Notes (as defined herein) identified on the signature pages hereto (each a “Purchaser” and collectively, the “Purchaser

November 9, 2020 EX-99.1

Southside Bancshares, Inc. Announces Completion of Private Placement of $100.0 Million of 3.875% Fixed-to- Floating Rate Subordinated Notes

Exhibit 99.1 Southside Bancshares, Inc. Announces Completion of Private Placement of $100.0 Million of 3.875% Fixed-to- Floating Rate Subordinated Notes November 9, 2020 TYLER, Texas, November 9, 2020 (GLOBE NEWSWIRE) - Southside Bancshares, Inc. (the “Company”) (NASDAQ:SBSI), the parent company of Southside Bank, announced today the completion of its private placement of $100.0 million in fixed-t

November 9, 2020 EX-99.2

1 NASDAQ: SBSI Subordinated Notes Offering Investor Presentation October 2020

Exhibit 99.2 1 NASDAQ: SBSI Subordinated Notes Offering Investor Presentation October 2020 Safe Harbor Statement The information contained herein is a summary and it is not complete . It has been prepared for use only in connection with the private placement (the “Placement”) of securities (the “Securities”) of Southside Bancshares, Inc . (the “Company”, “Southside” or “SBSI”), the holding company

November 9, 2020 EX-10.2

Form of Registration Rights Agreement

Exhibit 10.2 REGISTRATION RIGHTS AGREEMENT This REGISTRATION RIGHTS AGREEMENT (the “Agreement”) is dated as of November 6, 2020 and is made by and among Southside Bancshares, Inc., a Texas corporation (the “Company”), and the several purchasers of the Subordinated Notes (as defined below) identified on the signature pages to the Purchase Agreement (as defined below) (collectively, the “Purchasers”

November 9, 2020 8-K

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 6, 2020 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 30, 2020 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 23, 2020 8-K

- 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 23, 2020 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 23, 2020 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2020

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2020 •Third quarter diluted earnings per share of $0.82, an increase of 41.4% compared to same period in 2019; •Third quarter net income of $27.1 million, an increase of 36.8% compared to same period in 2019; •Annualized return on third quarter average tangible equity of 17.73%(1); •Nonper

July 31, 2020 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 00

July 22, 2020 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 22, 2020 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

July 22, 2020 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2020

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2020 • Second quarter diluted earnings per share of $0.65, an increase of 18.2% compared to same period in 2019; • Second quarter net income of $21.6 million, an increase of 15.8% compared to same period in 2019; • Linked quarter deposits increased $331.4 million; • Annualized return on second

June 26, 2020 11-K

- 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR o TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE

May 15, 2020 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 13, 2020 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

May 8, 2020 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

May 5, 2020 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2020

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2020 • First quarter provision for credit losses of $25.2 million; largely worsening economic forecast, COVID-19 related; • Linked quarter loans increased $32.8 million, or 0.9%, to $3.60 billion from $3.57 billion; • Linked quarter nonperforming assets as a percent of total assets decreased t

May 5, 2020 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 5, 2020 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission File

March 27, 2020 DEF 14A

Definitive Proxy Statement for our 2020 Annual Meeting of Shareholders filed with the SEC on March 27, 2020

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of

March 27, 2020 DEFA14A

SBSI / Southside Bancshares, Inc. DEFA14A - - DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of

March 13, 2020 EX-99.1

SOUTHSIDE BANCSHARES, INC. INCREASES STOCK REPURCHASE PLAN AUTHORIZATION

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. INCREASES STOCK REPURCHASE PLAN AUTHORIZATION Tyler, Texas (March 13, 2020) - Southside Bancshares, Inc., (NASDAQ:SBSI), the holding company of Southside Bank, announced that its Board of Directors has increased its authorization under the Company’s current Stock Repurchase Plan (the “Plan”) by an additional 1.0 million shares, for a total authorization to r

March 13, 2020 8-K

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 12, 2020 Date of Report (Date of earliest event reported) Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

February 28, 2020 EX-4.1

Description of Securities

Exhibit 4.1 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Southside Bancshares, Inc. (“Southside,” “we,” “our,” or “us”) has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended, our common stock. DESCRIPTION OF CAPITAL STOCK The following descriptions are summaries of the materi

February 28, 2020 EX-21

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1. Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2. Red File #1, Inc., created under the laws of the State of Texas. 3. Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4. Southside Statutory Trust IV, a statuto

February 28, 2020 10-K

Annual Report - 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 000-122

February 12, 2020 SC 13G/A

SBSI / Southside Bancshares, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Southside Bancshares Inc Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is fil

January 31, 2020 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2019

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE FOURTH QUARTER AND YEAR ENDED DECEMBER 31, 2019 • Linked quarter loans increased $68.3 million, or 2.0%, to $3.57 billion from $3.50 billion • Linked quarter nonperforming assets as a percent of total assets decreased from 0.45% to 0.26% • Fourth quarter net income was $17.3 million and earnings per diluted common share we

January 31, 2020 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 31, 2020 Date of Report (Date of earliest event reported) Southside Bancshares Inc (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

January 6, 2020 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 December 17, 2019 Date of Report (Date of earliest event reported) Southside Bancshares Inc (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 31, 2019 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 25, 2019 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 25, 2019 Date of Report (Date of earliest event reported) Southside Bancshares Inc (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission F

October 25, 2019 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2019

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2019 • Third quarter net income was $19.8 million and earnings per diluted common share were $0.58 • Linked quarter loans increased $39.8 million, or 1.1%, to $3.50 billion from $3.46 billion • Third quarter annualized return on average shareholders’ equity of 9.78% and return on average t

September 10, 2019 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES STOCK REPURCHASE PLAN

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES STOCK REPURCHASE PLAN Tyler, Texas (September 5, 2019) - Southside Bancshares, Inc., (NASDAQ:SBSI), the holding company of Southside Bank, announced that its Board of Directors has authorized a Stock Repurchase Plan, under which the Company may repurchase, from time to time, up to 1 million shares of its outstanding common stock. “We believe repurc

September 10, 2019 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 September 5, 2019 Date of Report (Date of earliest event reported) Southside Bancshares Inc (Exact Name of Registrant as Specified in its Charter) Texas 000-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

August 2, 2019 S-3ASR

SBSI / Southside Bancshares, Inc. S-3ASR - - S-3ASR

As filed with the Securities and Exchange Commission on August 2, 2019 Registration No.

August 2, 2019 EX-4.4

Form of Senior Debt Indenture

Exhibit 4.4 SOUTHSIDE BANCSHARES, INC. SENIOR DEBT INDENTURE DATED AS OF , 20 WILMINGTON TRUST, NATIONAL ASSOCIATION, AS TRUSTEE TABLE OF CONTENTS Page Number ARTICLE I DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.1 Definitions 1 Section 1.2 Other Definitions 4 Section 1.3 Incorporation by Reference of Trust Indenture Act 4 Section 1.4 Rules Of Construction 5 ARTICLE II THE SECURITIES 5

August 2, 2019 EX-25.1

Form T-1 Statement of Eligibility and Qualification under the Trust Indenture Act of 1939 of Wilmington Trust, National Association, as Trustee under the form of Senior Debt Indenture

EX-25.1 5 ex251seniort-1wtnaformsout.htm EXHIBIT 25.1 Exhibit 25.1 File No. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 o Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) WILMINGTON TRUST, NATIONAL ASSOCIATION (Exact name of trustee as specified in its charter) 16-1486454 (I.R.S. employer identification no.) 1100 North

August 2, 2019 EX-25.2

Form T-1 Statement of Eligibility and Qualification under the Trust Indenture Act of 1939 of Wilmington Trust, National Association, as Trustee under the Subordinated Indenture, dated September 19, 2016

EX-25.2 6 ex252subordinatedt-1wtnafo.htm EXHIBIT 25.2 Exhibit 25.2 File No. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 o Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) WILMINGTON TRUST, NATIONAL ASSOCIATION (Exact name of trustee as specified in its charter) 16-1486454 (I.R.S. employer identification no.) 1100 North

August 1, 2019 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0-

July 25, 2019 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2019

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE SECOND QUARTER ENDED JUNE 30, 2019 • Second quarter net income was $18.6 million and earnings per diluted common share were $0.55 • Linked quarter loans increased $155.0 million, or 4.7%, to $3.46 billion from $3.31 billion • Linked quarter net interest margin (FTE) increased 10 basis points from 3.07% to 3.17% • Second qu

July 25, 2019 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 26, 2019 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

June 28, 2019 11-K

SBSI / Southside Bancshares, Inc. 11-K - - 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE

May 20, 2019 8-K

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 15, 2019 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission File

April 30, 2019 10-Q

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 25, 2019 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS ENDED MARCH 31, 2019

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS ENDED MARCH 31, 2019 • First quarter earnings per diluted common share increased 21.7% to $0.56 compared with first quarter 2018 • First quarter net income increased 15.8% to $18.8 million compared with first quarter 2018 • Linked quarter nonperforming assets decreased 11.2% to 0.61% of total assets for first

April 25, 2019 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 26, 2019 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

March 26, 2019 DEFA14A

SBSI / Southside Bancshares, Inc. DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of

March 26, 2019 DEF 14A

SBSI / Southside Bancshares, Inc. DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement ¨ Confidential, for Use of

March 14, 2019 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): March 11, 2019 Southside Bancshares, Inc. (Exact name of registrant as specified in its charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fi

February 28, 2019 10-K

SBSI / Southside Bancshares, Inc. 10-K (Annual Report)

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 0-12247

February 28, 2019 EX-21

Subsidiaries of the Registrant

EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1. Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2. Red File #1, Inc., created under the laws of the State of Texas. 3. Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4. Southside Statutory Trust IV, a statuto

February 11, 2019 SC 13G/A

SBSI / Southside Bancshares, Inc. / VANGUARD GROUP INC Passive Investment

southsidebancsharesinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1 )* Name of issuer: Southside Bancshares Inc Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 31, 2018 Check the appr

January 31, 2019 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 1, 2019 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

January 31, 2019 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS AND YEAR ENDED DECEMBER 31, 2018 NASDAQ Global Select Market Symbol - “SBSI”

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS AND YEAR ENDED DECEMBER 31, 2018 NASDAQ Global Select Market Symbol - “SBSI” Tyler, Texas, (February 1, 2019) Southside Bancshares, Inc. (“Southside” or the “Company”) (NASDAQ:SBSI) today reported its financial results for the three months and year ended December 31, 2018. Southside reported net income of $17.

January 22, 2019 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): January 17, 2019 Southside Bancshares, Inc. (Exact name of registrant as specified in its charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 26, 2018 10-Q

SBSI / Southside Bancshares, Inc. 10-Q (Quarterly Report)

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 26, 2018 EX-10.1

First Amendment to Employment Agreement

EX-10.1 2 sbsiex101.htm EXHIBIT 10.1 EXHIBIT 10.1 FIRST AMENDMENT TO EMPLOYMENT AGREEMENT THIS FIRST AMENDMENT TO EMPLOYMENT AGREEMENT (the “Amendment”) is entered into by and between SOUTHSIDE BANK (the “Company”) and JULIE SHAMBURGER (the “Employee”), effective as of the date of execution. WHEREAS, the Company and the Employee have entered into an employment agreement dated June 4, 2008 (the “Em

October 25, 2018 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): October 26, 2018 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 25, 2018 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE AND NINE MONTHS ENDED SEPTEMBER 30, 2018 AND STOCK REPURCHASE PLAN NASDAQ Global Select Market Symbol - “SBSI”

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE AND NINE MONTHS ENDED SEPTEMBER 30, 2018 AND STOCK REPURCHASE PLAN NASDAQ Global Select Market Symbol - “SBSI” Tyler, Texas, (October 26, 2018) Southside Bancshares, Inc. (“Southside” or the “Company”) (NASDAQ:SBSI) today reported its financial results for the three and nine months ended September 30, 2018. Southside

October 9, 2018 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): October 4, 2018 Southside Bancshares, Inc. (Exact name of registrant as specified in its charter) Texas 0-12247 75-1848732 (State or other jurisdiction of incorporation) (Commission F

July 27, 2018 10-Q

SBSI / Southside Bancshares, Inc. 10-Q (Quarterly Report)

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0-

July 26, 2018 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 27, 2018 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission Fil

July 26, 2018 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE AND SIX MONTHS ENDED JUNE 30, 2018 NASDAQ Global Select Market Symbol - “SBSI”

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE AND SIX MONTHS ENDED JUNE 30, 2018 NASDAQ Global Select Market Symbol - “SBSI” Tyler, Texas, (July 27, 2018) Southside Bancshares, Inc. (“Southside” or the “Company”) (NASDAQ:SBSI) today reported its financial results for the three and six months ended June 30, 2018. Southside reported net income of $20.2 million for

June 28, 2018 11-K

SBSI / Southside Bancshares, Inc. 11-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2017 OR o TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE

May 11, 2018 8-K

Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): May 9, 2018 Southside Bancshares, Inc. (Exact name of registrant as specified in its charter) Texas 0-12247 75-1848732 (State or other jurisdiction of incorporation) (Commission File

May 11, 2018 EX-3.1

Restated Certificate of Formation of Southside Bancshares, Inc.

Exhibit 3.1 RESTATED CERTIFICATE OF FORMATION (With Amendments) OF SOUTHSIDE BANCSHARES, INC. Pursuant to the Texas Business Organizations Code (the “TBOC”), Southside Bancshares, Inc., a Texas corporation (the “Corporation”), hereby adopts this Restated Certificate of Formation (with Amendments) (the “Restated Certificate”), which accurately reflects the original Certificate of Formation of the C

May 1, 2018 10-Q

SBSI / Southside Bancshares, Inc. 10-Q (Quarterly Report)

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 0

April 30, 2018 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS ENDED MARCH 31, 2018 NASDAQ Global Select Market Symbol - “SBSI”

EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS ENDED MARCH 31, 2018 NASDAQ Global Select Market Symbol - “SBSI” Tyler, Texas, (May 1, 2018) Southside Bancshares, Inc. (“Southside” or the “Company”) (NASDAQ:SBSI) today reported its financial results for the three months ended March 31, 2018. Southside reported net income of $16.3 million for the three month

April 30, 2018 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 1, 2018 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission File

March 23, 2018 DEF 14A

SBSI / Southside Bancshares, Inc. DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement ¨ Confidential, for Use of

March 23, 2018 DEFA14A

SBSI / Southside Bancshares, Inc. DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of

March 3, 2018 PRE 14A

SBSI / Southside Bancshares, Inc. PRE 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: x Preliminary Proxy Statement ¨ Confidential, for Use of

February 28, 2018 EX-21

Subsidiaries of the Registrant.

EX-21 5 sbsi123117ex21.htm EXHIBIT 21 EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT The Company has six subsidiaries: 1. Southside Bank is a state bank, organized under the authority of the Banking Department of Texas. 2. Red File #1, Inc., created under the laws of the State of Texas. 3. Southside Statutory Trust III, a statutory business trust created under the laws of the State of Connecticut. 4. S

February 28, 2018 EX-10.6

Deferred Compensation Agreement

EXHIBIT 10.6 DEFERRED COMPENSATION AGREEMENT THIS AGREEMENT is entered into, effective as of the date executed, by and between SOUTHSIDE BANK, a corporation organized and existing under the laws of the State of Texas, hereinafter called BANK, and BILL CLAWATER, hereinafter called EXECUTIVE. W I T N E S S E T H: I. The Board of Directors of BANK have determined that the service of EXECUTIVE to BANK

February 28, 2018 EX-10.14

Employment Agreement

Exhibit 10.14 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT is made this 17th day of November, 2008 (“Effective Date”), by and between Southside Bank ("the Company”), and Brian McCabe (the “Employee”). INTRODUCTION The Board of Directors of the Company (the “Board”) has determined that it is in the best interests of the Company to retain the Employee’s services and to reinforce and encourage the

February 28, 2018 10-K

SBSI / Southside Bancshares, Inc. 10-K (Annual Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2017 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission file number 0-12247 Southside Bancsha

February 28, 2018 EX-10.7

Deferred Compensation Agreement

EXHIBIT 10.7 DEFERRED COMPENSATION AGREEMENT THIS AGREEMENT is entered into, effective as of the date executed, by and between SOUTHSIDE BANK, a corporation organized and existing under the laws of the State of Texas, hereinafter called BANK, and BRIAN McCABE, hereinafter called EXECUTIVE. W I T N E S S E T H: I. The Board of Directors of BANK have determined that the service of EXECUTIVE to BANK

February 22, 2018 EX-3.1

Amended and Restated Bylaws of Southside Bancshares, Inc.

Exhibit Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF SOUTHSIDE BANCSHARES, INC. AS OF FEBRUARY 20, 2018 ARTICLE 1. OFFICES 1.01 Principal Office Address . The principal office and place of business of the Corporation shall be located in the City of Tyler, Smith County, Texas. 1.02 Other Offices . The Corporation may also have offices at such other places both within and without the State of Texas as

February 22, 2018 8-K

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 20, 2018 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (C

February 15, 2018 EX-99.4

INDEX TO UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION

EX-99.4 5 ex994proformasdiboll.htm EXHIBIT 99.4 Exhibit 99.4 INDEX TO UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION Introduction F-1 Unaudited Pro Forma Condensed Combined Balance Sheet as of September 30, 2017 F-3 Unaudited Pro Forma Condensed Combined Income Statement for the Nine Months Ended September 30, 2017 F-4 Unaudited Pro Forma Condensed Combined Income Statement for the Y

February 15, 2018 8-K/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 30,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 30, 2017 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorp

February 15, 2018 EX-99.2

INDEX TO CONSOLIDATED FINANCIAL STATEMENTS OF DIBOLL STATE BANCSHARES, INC.

EX-99.2 3 ex992diboll-20162015.htm EXHIBIT 99.2 Exhibit 99.2 INDEX TO CONSOLIDATED FINANCIAL STATEMENTS OF DIBOLL STATE BANCSHARES, INC. Page Number Consolidated Balance Sheets at December 31, 2016 and 2015 F-1 Consolidated Statements of Income for the Years Ended December 31, 2016 and 2015 F-2 Consolidated Statements of Comprehensive Income (Loss) for the Years Ended December 31, 2016 and 2015 F-

February 15, 2018 EX-99.3

INDEX TO UNAUDITED CONSOLIDATED FINANCIAL STATEMENTS OF DIBOLL STATE BANCSHARES, INC.

Exhibit 99.3 INDEX TO UNAUDITED CONSOLIDATED FINANCIAL STATEMENTS OF DIBOLL STATE BANCSHARES, INC. Page Number Consolidated Balance Sheets (Unaudited) F-1 Consolidated Statements of Income (Unaudited) F-2 Consolidated Statements of Comprehensive Income (Loss) (Unaudited) F-3 Consolidated Statements of Changes in Stockholders' Equity (Unaudited) F-4 Consolidated Statements of Cash Flows (Unaudited)

February 9, 2018 SC 13G

SBSI / Southside Bancshares, Inc. / VANGUARD GROUP INC Passive Investment

southsidebancsharesinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 0 )* Name of issuer: Southside Bancshares Inc Title of Class of Securities: Common Stock CUSIP Number: 84470P109 Date of Event Which Requires Filing of this Statement: December 31, 2017 Check the appr

February 5, 2018 8-K

Current Report

Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 6, 2018 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Co

February 5, 2018 EX-99.1

SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS AND YEAR ENDED DECEMBER 31, 2017 NASDAQ Global Select Market Symbol - “SBSI”

Exhibit EXHIBIT 99.1 SOUTHSIDE BANCSHARES, INC. ANNOUNCES FINANCIAL RESULTS FOR THE THREE MONTHS AND YEAR ENDED DECEMBER 31, 2017 NASDAQ Global Select Market Symbol - ?SBSI? Tyler, Texas, (February 6, 2018) Southside Bancshares, Inc. (?Southside? or the ?Company?) (NASDAQ:SBSI) today reported its financial results for the three months and year ended December 31, 2017. Southside reported net income

November 30, 2017 EX-99.1

Southside Bancshares, Inc. Completes Merger with Diboll State Bancshares, Inc.

Exhibit EXHIBIT 99.1 Southside Bancshares, Inc. Completes Merger with Diboll State Bancshares, Inc. Tyler, Texas, (November 30, 2017) Southside Bancshares, Inc. (?Southside?) (NASDAQ: SBSI), the parent company of Southside Bank, announced the completion of the merger of Diboll State Bancshares, Inc. (?Diboll?) with and into Southside and the merger of Diboll's wholly owned subsidiary, First Bank &

November 30, 2017 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets, Other Events

Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 30, 2017 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (C

November 30, 2017 EX-10.1

Key Employee Retention Agreement,

EX-10.1 2 ex101keyemployeeagreement-.htm EXHIBIT 10.1 KEY EMPLOYEE RETENTION AGREEMENT THIS KEY EMPLOYEE RETENTION AGREEMENT (this “Agreement”), dated this 12th day of June, 2017 (the “Effective Date”), is entered into by and between Southside Bank (the “Bank”) and Hilliard J. Shands, III (“Employee”). For purposes of this Agreement, the Bank and Employee are referred to collectively as the “parti

November 3, 2017 8-K

Current Report

Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 2, 2017 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Co

November 3, 2017 EX-99.1

Southside Bancshares, Inc. Declares Fourth Quarter and Special Cash Dividends and Receives Regulatory Approvals for Merger with Diboll State Bancshares, Inc.

Exhibit EXHIBIT 99.1 Southside Bancshares, Inc. Declares Fourth Quarter and Special Cash Dividends and Receives Regulatory Approvals for Merger with Diboll State Bancshares, Inc. Tyler, Texas (November 2, 2017) - The Board of Directors of Southside Bancshares, Inc. (?Southside?), (NASDAQ: SBSI), parent company of Southside Bank declared a regular quarterly cash dividend of $0.28 per common share.

November 3, 2017 EX-99.1

Southside Bancshares, Inc. Declares Fourth Quarter and Special Cash Dividends and Receives Regulatory Approvals for Merger with Diboll State Bancshares, Inc.

Exhibit EXHIBIT 99.1 Southside Bancshares, Inc. Declares Fourth Quarter and Special Cash Dividends and Receives Regulatory Approvals for Merger with Diboll State Bancshares, Inc. Tyler, Texas (November 2, 2017) - The Board of Directors of Southside Bancshares, Inc. (?Southside?), (NASDAQ: SBSI), parent company of Southside Bank declared a regular quarterly cash dividend of $0.28 per common share.

November 3, 2017 425

SBSI / Southside Bancshares, Inc. 8-K (Prospectus)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 2, 2017 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Commission

October 27, 2017 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2017 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

October 27, 2017 EX-10.1

Amended and Restated Employment Agreement

AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT (the ?Agreement?) is made this 13th day of September, 2017 (the ?Effective Date?), by and between Southside Bank (the ?Bank?), Southside Bancshares, Inc.

October 27, 2017 EX-10.2

Form of Southside Bancshares, Inc. Restricted Stock Unit Award Certificate

SOUTHSIDE BANCSHARES, INC. RESTRICTED STOCK UNIT AWARD CERTIFICATE Non-transferable G R A N T T O (?Grantee?) by Southside Bancshares, Inc. (the ?Company?) of [NUMBER] restricted stock units convertible, on a one-for-one basis, into shares of its common stock, par value $1.25 per share (the ?Units?). The Units are granted pursuant to and subject to the provisions of the Southside Bancshares, Inc.

October 27, 2017 EX-10.3

Form of Southside Bancshares, Inc. Nonstatutory Stock Option Award Certificate

SOUTHSIDE BANCSHARES, INC. NONSTATUTORY STOCK OPTION AWARD CERTIFICATE Non-transferable G R A N T T O (?Optionee?) the right to purchase from Southside Bancshares, Inc. (the ?Company?) shares of its common stock, $1.25 par value, at the price of $ per share (the ?Option?) pursuant to and subject to the provisions of the Southside Bancshares, Inc. 2017 Incentive Plan (the ?Plan?) and to the terms a

October 26, 2017 8-K

Current Report

Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): October 27, 2017 Southside Bancshares, Inc. (Exact Name of Registrant as Specified in its Charter) Texas 0-12247 75-1848732 (State or Other Jurisdiction of Incorporation) (Co

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