FinObservatory

SEC filings / CIK 705432

SOUTHSIDE BANCSHARES INC

State commercial banks, TX. 15 10-K filer-years in this dataset, the most recent for FY2025, filed Feb 27, 2026. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Held-to-maturity gap against reported equity

The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.

-30-20-10010n/an/an/an/an/aFY2016: HTM fair value less carrying amount, +1.3% of reported stockholders’ equityFY2017: HTM fair value less carrying amount, +1.6% of reported stockholders’ equityFY2018: HTM fair value less carrying amount, -0.4% of reported stockholders’ equityFY2019: HTM fair value less carrying amount, +0.5% of reported stockholders’ equityn/aFY2021: HTM fair value less carrying amount, +0.5% of reported stockholders’ equityFY2022: HTM fair value less carrying amount, -23.8% of reported stockholders’ equityFY2023: HTM fair value less carrying amount, -18.2% of reported stockholders’ equityFY2024: HTM fair value less carrying amount, -20.4% of reported stockholders’ equityFY2025 (partial): HTM fair value less carrying amount, -17.0% of reported stockholders’ equity111213141516171819202122232425Fiscal year of the 10-K% of reported stockholders’ equity

The gap is computable for 9 of this company’s 15 filings.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2025pFeb 27, 2026$8.51bn$6.87bn$847.6m-$95.6m$1.25bn$1.10bn-17.0%6.9%
2024Feb 27, 2025$8.52bn$6.65bn$811.9m-$124.9m$1.28bn$1.11bn-20.4%8.7%
2023Feb 27, 2024$8.28bn$6.55bn$773.3m-$113.5m$1.31bn$1.17bn-18.2%8.1%
2022Feb 24, 2023$7.56bn$6.20bn$746.0m-$137.5m$1.33bn$1.15bn-23.8%7.6%
2021Feb 25, 2022$7.26bn$5.72bn$912.2m$59.7m$90.8m$95.2m+0.5%6.5%
2020Feb 26, 2021$7.01bn$4.93bn$875.3m$69.1mn/a$118.2mn/a6.7%
2019Feb 28, 2020$6.75bn$4.70bn$804.6m$4.2m$134.9m$138.9m+0.5%5.8%
2018Feb 28, 2019$6.12bn$4.43bn$731.3m-$50.2m$162.9m$159.8m-0.4%8.1%
2017Feb 28, 2018$6.50bn$4.52bn$754.1m-$36.3m$909.5m$921.8m+1.6%7.5%
2016Feb 24, 2017$5.56bn$3.53bn$518.3m-$38.5m$937.5m$944.3m+1.3%5.8%
2015Mar 8, 2016$5.16bn$3.46bn$444.1m-$18.7mn/an/an/a7.5%
2014Mar 12, 2015$4.81bn$3.37bn$425.2m-$15.6mn/an/an/a10.5%
2013Mar 14, 2014$3.45bn$2.53bn$259.5m-$21.0mn/an/an/a13.6%
2012Mar 6, 2013$3.24bn$2.35bn$257.8m$2.9mn/an/an/a11.9%
2011Mar 26, 2012$3.30bn$2.32bn$258.9m$14.7m$1.5mn/an/a11.7%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.