SOUTHSIDE BANCSHARES INC
For the period ended Dec 31, 2024. Filed Feb 27, 2025.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2024 · Filed Feb 27, 2025
SBSI$35.08+2.9%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Item 16. Form 10-K Summary
Not applicable.
INDEX TO EXHIBITS
| Incorporated by Reference | ||||||
|---|---|---|---|---|---|---|
| Exhibit Number | Exhibit Description | Filed Herewith | Exhibit | Form | Filing Date | File No. |
| (3) · Articles of Incorporation and Bylaws | ||||||
| 3.1 | Restated Certificate of Formation of Southside Bancshares, Inc. | 3.1 | 8-K | 05/14/2018 | 0-12247 | |
| 3.2 | Amended and Restated Bylaws of Southside Bancshares, Inc. | 3.1 | 8-K | 02/22/2018 | 0-12247 | |
| 3.3 | Amendment to the Amended and Restated Bylaws of Southside Bancshares, Inc. | 3.1 | 8-K | 11/08/2024 | 0-12247 | |
| (4) | Instruments defining the rights of security holders, including indentures | |||||
| 4.1 | Description of Securities of the Registrant Registered Under Section 12. | 4.1 | 10-K | 02/28/2020 | 0-12247 | |
| 4.2 | Indenture, dated as of November 6, 2020, by and between the Company and UMB Bank, National Association, as Trustee, including the form of the Notes attached as Exhibit A-2 thereto. | 4.1 | 8-K | 11/9/2020 | 0-12247 | |
| 4.3 | Management agrees to furnish to the Securities and Exchange Commission, upon request, a copy of any other agreements or instruments of Southside Bancshares, Inc. and its subsidiaries defining the rights of holders of any long-term debt whose authorization does not exceed 10% of total assets. | |||||
| (10) | Material Contracts | |||||
| 10.1 | Officers Long-term Disability Income Plan effective June 25, 1990 (as filed with the Registrant’s Form 10-K for the year ended June 30, 1990). | **10 (b) | 10-K | 1991 | ||
| 10.2 | Retirement Restoration Plan for the subsidiaries of SoBank, Inc. (now named Southside Bancshares, Inc.). | **10 (c) | 10-K | 1993 | ||
| 10.3 | Deferred Compensation Agreement dated June 30, 1994 by and between Southside Bank and Lee Gibson, as amended October 15, 1997. | **10 (f) | 10-K | 03/30/1998 | 0-12247 | |
| 10.4 | Deferred Compensation Agreement dated January 15, 2009, by and between Southside Bank and Julie Shamburger. | **10.4 | 10-K | 02/26/2021 | 0-12247 | |
| 10.5 | First Amendment to Deferred Compensation Agreement dated February 25, 2021, by and between Southside Bank and Julie Shamburger. | **10.5 | 10-K | 02/26/2021 | 0-12247 | |
| 10.6 | Deferred Compensation Agreement dated December 12, 2008, by and between Southside Bank and Tim Alexander. | **10.2 | 10-Q | 04/28/2017 | 0-12247 | |
| 10.7 | Deferred Compensation Agreement dated January 12, 2009, by and between Southside Bank and Brian McCabe. | **10.7 | 10-K | 02/28/2018 | 0-12247 | |
| 10.8 | Deferred Compensation Agreement dated August 21, 2023, by and between Southside Bank and Keith Donahoe. | X | ||||
| 10.9 · First Amendment to Deferred Compensation Agreement dated December 19, 2024, by and between Southside Bank and Keith Donahoe. · X | ||||||
|---|---|---|---|---|---|---|
| 10.10 | Split Dollar Agreement dated September 7, 2004 with Lee R. Gibson, III. | **10 (i) | 8-K | 10/19/2004 | 3-17203 | |
| 10.11 | Split Dollar Agreement dated February 25, 2021 with Julie Shamburger. | **10.9 | 10-K | 02/26/2021 | 0-12247 | |
| 10.12 | Employment Agreement dated October 22, 2007, by and between Southside Bank and Lee R. Gibson. | **10 (l) | 8-K | 10/26/2007 | 3-17203 | |
| 10.13 | Employment Agreement dated June 4, 2008, by and between Southside Bank and Julie Shamburger. | **10.1 | 10-Q | 04/28/2017 | 0-12247 | |
| 10.14 | Employment Agreement dated November 17, 2008, by and between Southside Bank and Brian McCabe. | **10.14 | 10-K | 02/28/2018 | 0-12247 | |
| 10.15 | Employment Agreement dated April 28, 2014, by and between Southside Bank, Southside Bancshares, Inc., and T.L. Arnold. | **10.5 | S-4 | 07/18/2014 | 3-196817 | |
| 10.16 | First Amendment to Employment Agreement dated as of October 25, 2018, by and between Southside Bank and Julie Shamburger. | **10.1 | 10-Q | 10/26/2018 | 0-12247 | |
| 10.17 | Employment Agreement dated January 23, 2025, by and between Southside Bank and Keith Donahoe. | X | ||||
| 10.18 | Southside Bancshares, Inc. 2009 Incentive Plan. | **99.1 | 8-K | 04/20/2009 | 3-17203 | |
| 10.19 | Form of Southside Bancshares, Inc. Nonstatutory Stock Option Award Certificate for grant of Options pursuant to the Southside Bancshares, Inc. 2009 Incentive Plan. | **10.1 | 10-Q | 08/08/2011 | 3-17203 | |
| 10.20 | Southside Bancshares, Inc. 2017 Incentive Plan. | **10.1 | 8-K | 05/12/2017 | 0-12247 | |
| 10.21 | Form of Southside Bancshares, Inc. Restricted Stock Unit Award Certificate for employee grant of Units pursuant to the Southside Bancshares, Inc. 2017 Incentive Plan. | **10.2 | 10-Q | 10/27/2017 | 0-12247 | |
| 10.22 | Form of Southside Bancshares, Inc. Nonstatutory Stock Option Award Certificate for grant of Options pursuant to the Southside Bancshares, Inc. 2017 Incentive Plan. | **10.3 | 10-Q | 10/27/2017 | 0-12247 | |
| 10.23 | Form of Note Purchase Agreement, dated as of November 6, 2020, by and among the Company and the Purchasers. | 10.1 | 8-K | 11/9/2020 | 0-12247 | |
| 10.24 | Form of Registration Rights Agreement, dated as of November 6, 2020, by and among the Company and the Purchasers. | 10.2 | 8-K | 11/9/2020 | 0-12247 | |
| 10.25 | Southside Bancshares, Inc. Annual Incentive Program. | **10.1 | 8-K | 06/21/2021 | 0-12247 | |
| 10.26 | Form of Southside Bancshares, Inc. Performance-Based Restricted Stock Unit Award Agreement for grant of Units pursuant to the Southside Bancshares, Inc. 2017 Incentive Plan. | **10.1 | 10-Q | 04/28/2022 | 0-12247 | |
| 10.27 | Form of Southside Bancshares, Inc. Restricted Stock Unit Award Certificate for director grant of Units pursuant to the Southside Bancshares, Inc. 2017 Incentive Plan. | X |
| (19) | Insider trading policies and procedures | |
| 19 | Insider Trading Policy | X |
| (21) | Subsidiaries of the registrant | |
| 21 | Subsidiaries of the Registrant. | X |
| (23) | Consents of experts and counsel | |
| 23.1 | Consent of Independent Registered Public Accounting Firm. | X |
| (31) | Rule 13a-14(a)/15d-14(a) Certifications | |
| 31.1 | Certification Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002. | X |
| 31.2 | Certification Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002. | X |
| (32) | Section 1350 Certification | |
| 32 | Certification Pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. | X |
| (97) | Policy Relating to Recovery of Erroneously Awarded Compensation | |
| 97 | Compensation Recoupment Policy | X |
| (101) | Interactive Date File | |
| 101.INS | XBRL Instance Document - the instance document does not appear in the interactive data file because its XBRL tags are embedded within the Inline XBRL document. | X |
| 101.SCH | XBRL Taxonomy Extension Schema Document. | X |
| 101.CAL | XBRL Taxonomy Extension Calculation Linkbase Document. | X |
| 101.LAB | XBRL Taxonomy Extension Label Linkbase Document. | X |
| 101.PRE | XBRL Taxonomy Extension Presentation Linkbase Document. | X |
| 101.DEF | XBRL Taxonomy Extension Definition Linkbase Document. | X |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). | X |
| **Compensation plan, benefit plan or employment contract or arrangement. | ||
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