Home › Companies › SOUTHSIDE BANCSHARES INC. › 2023-2024

SOUTHSIDE BANCSHARES INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and SOUTHSIDE BANCSHARES INC.’s Form 8-K, filed May 16, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 7Reported items
  • 202Asset managers
  • 1,827Fund votes
  • May 15, 2024Meeting date

Results at a glance

Meeting of May 15, 2024: 6 items on SOUTHSIDE BANCSHARES INC.’s Form 8-K, filed May 16, 2024: 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore SOUTHSIDE BANCSHARES INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by SOUTHSIDE BANCSHARES INC.

These tallies are SOUTHSIDE BANCSHARES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 16, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

SOUTHSIDE BANCSHARES INC. — official shareholder meeting results, meeting held May 15, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: S. Elaine Anderson, CPA 19,336,603---- 718,4104,353,821 96%Not verified—
Elect Director: Kirk A. Calhoun, M.D 19,506,531---- 548,4824,353,821 97%Not verified—
Elect Director: Patricia A. Callan 18,588,008---- 1,467,0054,353,821 93%Not verified—
Elect Director: John R. (Bob) Garrett 19,094,959---- 960,0544,353,821 95%Not verified—
Elect Director: Tony K. Morgan, CPA 19,270,796---- 784,2174,353,821 96%Not verified—
2. Say-on-Pay Vote 18,855,9151,090,682108,416 --4,353,821 95%Not verified—

Source: SOUTHSIDE BANCSHARES INC., Form 8-K, filed with the SEC on May 16, 2024 — read the filing on EDGAR.

How asset managers voted at the SOUTHSIDE BANCSHARES INC. 2023-2024 meeting

Each item below shows how the 202 asset managers that disclosed a SOUTHSIDE BANCSHARES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SOUTHSIDE BANCSHARES INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: John R. (Bob) Garrett

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 19,094,959WITHHELD: 960,054
Details: description as filed, official tally, votes by 65 asset managers

Description as filed by funds: Election of Directors: John R. (Bob) Garrett

SOUTHSIDE BANCSHARES INC.’s own tally for this item (“Elect Director: John R. (Bob) Garrett”): 19,094,959 for, 960,054 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 65 asset managers below reported 9,396,254 for, 74,103 withheld, 21,966 not voted.

FOR
FOR: 9,396,254WITHHOLD: 74,103NOT VOTED: 21,966
Largest asset managers voting on “Election of Directors: John R. (Bob) Garrett” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,6680 0120For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century161,8980 00For
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle84,0130 00For
Equitable43,9990 034,078Mixed
Jackson National73,6150 00For
EA Series Trust65,0100 00For
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco47,5640 00For
Lincoln Financial44,6950 00For
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

2. Elect Director: Kirk A. Calhoun, M.D

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 6 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 19,506,531WITHHELD: 548,482
Details: description as filed, official tally, votes by 65 asset managers

Description as filed by funds: Election of Directors: Kirk A. Calhoun, M.D.

SOUTHSIDE BANCSHARES INC.’s own tally for this item (“Elect Director: Kirk A. Calhoun, M.D”): 19,506,531 for, 548,482 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 65 asset managers below reported 9,417,397 for, 52,960 withheld, 21,966 not voted.

FOR
FOR: 9,417,397WITHHOLD: 52,960NOT VOTED: 21,966
Largest asset managers voting on “Election of Directors: Kirk A. Calhoun, M.D.” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,7430 045For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century161,8980 00For
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle84,0130 00For
Equitable78,0770 00For
Jackson National73,6150 00For
EA Series Trust65,0100 00For
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco00 047,564Withhold
Lincoln Financial44,6950 00For
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

3. Elect Director: Patricia A. Callan

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%
FOR: 18,588,008WITHHELD: 1,467,005
Details: description as filed, official tally, votes by 65 asset managers

Description as filed by funds: Election of Directors: Patricia A. Callan

SOUTHSIDE BANCSHARES INC.’s own tally for this item (“Elect Director: Patricia A. Callan”): 18,588,008 for, 1,467,005 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 65 asset managers below reported 9,224,430 for, 180,336 withheld, 65,591 abstained, 21,966 not voted.

FOR
FOR: 9,224,430ABSTAIN: 65,591WITHHOLD: 180,336NOT VOTED: 21,966
Largest asset managers voting on “Election of Directors: Patricia A. Callan” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,6650 0123For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century161,8980 00For
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle00 084,013Withhold
Equitable43,9990 034,078Mixed
Jackson National73,6150 00For
EA Series Trust00 65,0100Abstain
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco47,5640 00For
Lincoln Financial19,9280 024,767Mixed
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

4. Elect Director: S. Elaine Anderson, CPA

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 6 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 19,336,603WITHHELD: 718,410
Details: description as filed, official tally, votes by 65 asset managers

Description as filed by funds: Election of Directors: S. Elaine Anderson, CPA

SOUTHSIDE BANCSHARES INC.’s own tally for this item (“Elect Director: S. Elaine Anderson, CPA”): 19,336,603 for, 718,410 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 65 asset managers below reported 9,431,774 for, 38,583 withheld, 21,966 not voted.

FOR
FOR: 9,431,774WITHHOLD: 38,583NOT VOTED: 21,966
Largest asset managers voting on “Election of Directors: S. Elaine Anderson, CPA” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,7130 075For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century161,8980 00For
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle84,0130 00For
Equitable43,9990 034,078Mixed
Jackson National73,6150 00For
EA Series Trust65,0100 00For
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco47,5640 00For
Lincoln Financial44,6950 00For
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

5. Elect Director: Tony K. Morgan, CPA

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 6 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 19,270,796WITHHELD: 784,217
Details: description as filed, official tally, votes by 65 asset managers

Description as filed by funds: Election of Directors: Tony K. Morgan, CPA

SOUTHSIDE BANCSHARES INC.’s own tally for this item (“Elect Director: Tony K. Morgan, CPA”): 19,270,796 for, 784,217 withheld, per its Form 8-K filed May 16, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 65 asset managers below reported 9,431,774 for, 38,583 withheld, 21,966 not voted.

FOR
FOR: 9,431,774WITHHOLD: 38,583NOT VOTED: 21,966
Largest asset managers voting on “Election of Directors: Tony K. Morgan, CPA” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,7130 075For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century161,8980 00For
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle84,0130 00For
Equitable43,9990 034,078Mixed
Jackson National73,6150 00For
EA Series Trust65,0100 00For
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco47,5640 00For
Lincoln Financial44,6950 00For
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

6. Approve a non-binding advisory vote on the compensation of the Company's named executive officers

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 7 wordings of this item as funds reported it.

97% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 200 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 69 asset managers voting on “Approve a non-binding advisory vote on the compensation of the Company's named executive officers” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,7880 00For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century0161,898 00Against
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle84,0130 00For
Equitable78,0770 00For
Jackson National73,6150 00For
EA Series Trust65,0100 00For
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco47,5640 00For
Lincoln Financial44,6950 00For
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Fund voting reports, all 69 managers: 9,325,756 for, 161,938 against, 4,430 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 150 asset managers voting on “Approve a non-binding advisory vote on the compensation of the Company's named executive officers” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock633,6510 00For
GEODE CAPITAL MANAGEMENT, LLC625,8440 00For
Renaissance476,6550 00For
Charles Schwab388,2860 00For
State Street370,8740 00For
RBC Capital Markets, LLC263,3380 00For
Northern Trust205,5190 00For
American Century0162,233 00Against
MELLON INVESTMENTS Corp155,4810 00For
PRINCIPAL GLOBAL INVESTORS149,1840 00For
Dimensional125,9990 00For
Goldman Sachs116,5630 00For
State of New Jersey Common Pension Fund D96,2410 00For
Two Sigma92,5000 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP73,3240 00For
AQR66,6410 00For
Invesco60,8370 00For
Nuveen60,0720 00For
BNY Mellon58,6360 00For
Asset Management One Co., Ltd.56,8090 00For
Hamilton Point Investment Advisors, LLC56,1190 00For
UBS55,7480 00For
Legal & General Investment Management America Inc053,829 00Against
PARAMETRIC PORTFOLIO ASSOCIATES LLC50,4400 00For
Capital Group49,7480 00For

Institutional-manager reports, all 150 managers: 5,097,990 for, 279,553 against, 10 not voted, 2,912 unknown. Showing the 25 largest; see all in the interactive database.

7. Ratify the appointment by our Audit Committee of Ernst & Young LLP to serve as the independent registered certified…

No official matchAUDIT-RELATED

Combines 3 wordings of this item as funds reported it.

99.1% of fund votes cast · no official result

FOR
Details: description as filed, votes by 69 asset managers

Description as filed by funds: Ratify the appointment by our Audit Committee of Ernst & Young LLP to serve as the independent registered certified public accounting firm for the Company for the year ending December 31, 2024.

The 69 asset managers below reported 9,409,786 for, 77,908 against, 4,430 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 9,409,786AGAINST: 77,908ABSTAIN: 4,430
Largest asset managers voting on “Ratify the appointment by our Audit Committee of Ernst & Young LLP to serve as the independent registered cert” at SOUTHSIDE BANCSHARES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock3,320,4360 00For
Vanguard2,002,5290 00For
Dimensional792,8460 00For
Fidelity600,3230 00For
Charles Schwab377,8960 00For
State Street371,74345 00For
ProShares267,7120 00For
THIRD AVENUE TRUST209,4260 00For
Goldman Sachs168,3550 00For
American Century161,8980 00For
WisdomTree105,7490 00For
JPMorgan88,0350 00For
Columbia Threadneedle84,0130 00For
Equitable78,0770 00For
Jackson National73,6150 00For
EA Series Trust065,010 00Against
TIAA59,2470 00For
QUANTITATIVE MASTER SERIES LLC50,8960 00For
Invesco47,5640 00For
Lincoln Financial44,6950 00For
Pear Tree Funds43,2000 00For
Voya42,6140 00For
BNY Mellon42,1320 00For
Principal32,7830 00For
Nationwide31,2580 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

Largest SOUTHSIDE BANCSHARES INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 30,284,712 shares outstanding at the time of that meeting.

Fund voting reports: top SOUTHSIDE BANCSHARES INC. shareholders by shares voted on “Approve a non-binding advisory vote on the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1BlackRock 10.96%
2Vanguard 6.61%
3Dimensional 2.62%
4Fidelity 1.98%
5Charles Schwab 1.25%
6State Street 1.23%
7ProShares 0.88%
8THIRD AVENUE TRUST 0.69%
9Goldman Sachs 0.56%
10American Century 0.53%
Institutional-manager reports: top SOUTHSIDE BANCSHARES INC. shareholders by shares voted on “Approve a non-binding advisory vote on the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1BlackRock 2.09%
2GEODE CAPITAL MANAGEMENT, LLC 2.07%
3Renaissance 1.57%
4Charles Schwab 1.28%
5State Street 1.22%
6RBC Capital Markets, LLC 0.87%
7Northern Trust 0.68%
8American Century 0.54%
9MELLON INVESTMENTS Corp 0.51%
10PRINCIPAL GLOBAL INVESTORS 0.49%

Reported SOUTHSIDE BANCSHARES INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

SOUTHSIDE BANCSHARES INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
BlackRock 13.61% 13F
Vanguard Group 6.61% 13F
State Street 4.42% 13F
Dimensional Fund Advisors 3.95% 13F
Herbert C. Buie 2.24% DEF14A
Geode Capital 2.13% 13F
Renaissance Technologies 1.86% 13F
Charles Schwab 1.29% 13F
BNY Mellon 1.10% 13F
Goldman Sachs 1.04% 13F

Percentages above are of 30,284,712 shares outstanding, as reported by SOUTHSIDE BANCSHARES INC. on its Form 10-Q dated April 24, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from SOUTHSIDE BANCSHARES INC.’s 10-Q dated April 24, 2024. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At SOUTHSIDE BANCSHARES INC.'s shareholder meeting held May 15, 2024, in the 2023-2024 proxy season, 202 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,827 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. SOUTHSIDE BANCSHARES INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Approve a non-binding advisory vote on the compensation of the Company's named executive… — the reporting funds and managers cast 97% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

SOUTHSIDE BANCSHARES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.