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Compiled from SEC Form N-PX filings and SOUTHSIDE BANCSHARES INC.’s Form 8-K, filed 2024-05-16 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore SOUTHSIDE BANCSHARES INC. in the interactive database Compare manager voting policies
These tallies are SOUTHSIDE BANCSHARES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-16 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: S. Elaine Anderson, CPA | 19,336,603 | -- | -- | 718,410 | 4,353,821 | Majority: yes |
| Elect Director: Kirk A. Calhoun, M.D | 19,506,531 | -- | -- | 548,482 | 4,353,821 | Majority: yes |
| Elect Director: Patricia A. Callan | 18,588,008 | -- | -- | 1,467,005 | 4,353,821 | Majority: yes |
| Elect Director: John R. (Bob) Garrett | 19,094,959 | -- | -- | 960,054 | 4,353,821 | Majority: yes |
| Elect Director: Tony K. Morgan, CPA | 19,270,796 | -- | -- | 784,217 | 4,353,821 | Majority: yes |
Source: SOUTHSIDE BANCSHARES INC., Form 8-K, filed with the SEC on 2024-05-16 — read the filing on EDGAR.
Each item below shows how the 207 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.
Combines 7 wordings of this item as funds reported it.
97% fund support · no official result
The 200 asset managers below cast 97% of the shares they voted on this item FOR (14,423,746 for, 441,491 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,954,087 | 0 | 0 | 0 | For |
| Vanguard | 2,042,300 | 0 | 0 | 0 | For |
| Dimensional | 918,845 | 0 | 0 | 0 | For |
| Charles Schwab | 766,182 | 0 | 0 | 0 | For |
| State Street | 742,662 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 625,844 | 0 | 0 | 0 | For |
| Fidelity | 601,000 | 0 | 0 | 0 | For |
| Renaissance | 476,655 | 0 | 0 | 0 | For |
| American Century | 0 | 324,131 | 0 | 0 | Against |
| Goldman Sachs | 284,918 | 0 | 0 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| RBC Capital Markets, LLC | 263,338 | 0 | 0 | 0 | For |
| Northern Trust | 226,219 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 155,481 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 149,184 | 0 | 0 | 0 | For |
| JPMorgan | 112,028 | 0 | 0 | 0 | For |
| Invesco | 108,401 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| BNY Mellon | 100,768 | 0 | 0 | 0 | For |
| State of New Jersey Common Pension Fund D | 96,241 | 0 | 0 | 0 | For |
| Two Sigma | 92,500 | 0 | 0 | 0 | For |
| Voya | 85,228 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 84,013 | 0 | 0 | 0 | For |
| Equitable | 78,077 | 0 | 0 | 0 | For |
Showing the 25 largest of 200 asset managers. See all 200 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.1% fund support · no official result
The 69 asset managers below cast 99.1% of the shares they voted on this item FOR (9,409,786 for, 77,908 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,320,436 | 0 | 0 | 0 | For |
| Vanguard | 2,002,529 | 0 | 0 | 0 | For |
| Dimensional | 792,846 | 0 | 0 | 0 | For |
| Fidelity | 600,323 | 0 | 0 | 0 | For |
| Charles Schwab | 377,896 | 0 | 0 | 0 | For |
| State Street | 371,743 | 45 | 0 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| Goldman Sachs | 168,355 | 0 | 0 | 0 | For |
| American Century | 161,898 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| JPMorgan | 88,035 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 84,013 | 0 | 0 | 0 | For |
| Equitable | 78,077 | 0 | 0 | 0 | For |
| Jackson National | 73,615 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 65,010 | 0 | 0 | Against |
| TIAA | 59,247 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 50,896 | 0 | 0 | 0 | For |
| Invesco | 47,564 | 0 | 0 | 0 | For |
| Lincoln Financial | 44,695 | 0 | 0 | 0 | For |
| Pear Tree Funds | 43,200 | 0 | 0 | 0 | For |
| Voya | 42,614 | 0 | 0 | 0 | For |
| BNY Mellon | 42,132 | 0 | 0 | 0 | For |
| Principal | 32,783 | 0 | 0 | 0 | For |
| Nationwide | 31,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
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 2024-05-16 (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. Of all 30,284,712 outstanding shares: 63% for, 3% withheld (66% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (9,396,254 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,320,436 | 0 | 0 | 0 | For |
| Vanguard | 2,002,529 | 0 | 0 | 0 | For |
| Dimensional | 792,846 | 0 | 0 | 0 | For |
| Fidelity | 600,323 | 0 | 0 | 0 | For |
| Charles Schwab | 377,896 | 0 | 0 | 0 | For |
| State Street | 371,668 | 0 | 120 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| Goldman Sachs | 168,355 | 0 | 0 | 0 | For |
| American Century | 161,898 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| JPMorgan | 88,035 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 84,013 | 0 | 0 | 0 | For |
| Equitable | 43,999 | 0 | 34,078 | 0 | For |
| Jackson National | 73,615 | 0 | 0 | 0 | For |
| EA Series Trust | 65,010 | 0 | 0 | 0 | For |
| TIAA | 59,247 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 50,896 | 0 | 0 | 0 | For |
| Invesco | 47,564 | 0 | 0 | 0 | For |
| Lincoln Financial | 44,695 | 0 | 0 | 0 | For |
| Pear Tree Funds | 43,200 | 0 | 0 | 0 | For |
| Voya | 42,614 | 0 | 0 | 0 | For |
| BNY Mellon | 42,132 | 0 | 0 | 0 | For |
| Principal | 32,783 | 0 | 0 | 0 | For |
| Nationwide | 31,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Combines 6 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
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 2024-05-16 (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. Of all 30,284,712 outstanding shares: 64% for, 2% withheld (66% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (9,417,397 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,320,436 | 0 | 0 | 0 | For |
| Vanguard | 2,002,529 | 0 | 0 | 0 | For |
| Dimensional | 792,846 | 0 | 0 | 0 | For |
| Fidelity | 600,323 | 0 | 0 | 0 | For |
| Charles Schwab | 377,896 | 0 | 0 | 0 | For |
| State Street | 371,743 | 0 | 45 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| Goldman Sachs | 168,355 | 0 | 0 | 0 | For |
| American Century | 161,898 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| JPMorgan | 88,035 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 84,013 | 0 | 0 | 0 | For |
| Equitable | 78,077 | 0 | 0 | 0 | For |
| Jackson National | 73,615 | 0 | 0 | 0 | For |
| EA Series Trust | 65,010 | 0 | 0 | 0 | For |
| TIAA | 59,247 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 50,896 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 47,564 | 0 | Abstain |
| Lincoln Financial | 44,695 | 0 | 0 | 0 | For |
| Pear Tree Funds | 43,200 | 0 | 0 | 0 | For |
| Voya | 42,614 | 0 | 0 | 0 | For |
| BNY Mellon | 42,132 | 0 | 0 | 0 | For |
| Principal | 32,783 | 0 | 0 | 0 | For |
| Nationwide | 31,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
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 2024-05-16 (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. Of all 30,284,712 outstanding shares: 61% for, 5% withheld (66% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (9,224,430 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,320,436 | 0 | 0 | 0 | For |
| Vanguard | 2,002,529 | 0 | 0 | 0 | For |
| Dimensional | 792,846 | 0 | 0 | 0 | For |
| Fidelity | 600,323 | 0 | 0 | 0 | For |
| Charles Schwab | 377,896 | 0 | 0 | 0 | For |
| State Street | 371,665 | 0 | 123 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| Goldman Sachs | 168,355 | 0 | 0 | 0 | For |
| American Century | 161,898 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| JPMorgan | 88,035 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 84,013 | 0 | Abstain |
| Equitable | 43,999 | 0 | 34,078 | 0 | For |
| Jackson National | 73,615 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 65,010 | 0 | Abstain |
| TIAA | 59,247 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 50,896 | 0 | 0 | 0 | For |
| Invesco | 47,564 | 0 | 0 | 0 | For |
| Lincoln Financial | 19,928 | 0 | 24,767 | 0 | Abstain |
| Pear Tree Funds | 43,200 | 0 | 0 | 0 | For |
| Voya | 42,614 | 0 | 0 | 0 | For |
| BNY Mellon | 42,132 | 0 | 0 | 0 | For |
| Principal | 32,783 | 0 | 0 | 0 | For |
| Nationwide | 31,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Combines 6 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
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 2024-05-16 (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. Of all 30,284,712 outstanding shares: 64% for, 2% withheld (66% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (9,431,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,320,436 | 0 | 0 | 0 | For |
| Vanguard | 2,002,529 | 0 | 0 | 0 | For |
| Dimensional | 792,846 | 0 | 0 | 0 | For |
| Fidelity | 600,323 | 0 | 0 | 0 | For |
| Charles Schwab | 377,896 | 0 | 0 | 0 | For |
| State Street | 371,713 | 0 | 75 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| Goldman Sachs | 168,355 | 0 | 0 | 0 | For |
| American Century | 161,898 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| JPMorgan | 88,035 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 84,013 | 0 | 0 | 0 | For |
| Equitable | 43,999 | 0 | 34,078 | 0 | For |
| Jackson National | 73,615 | 0 | 0 | 0 | For |
| EA Series Trust | 65,010 | 0 | 0 | 0 | For |
| TIAA | 59,247 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 50,896 | 0 | 0 | 0 | For |
| Invesco | 47,564 | 0 | 0 | 0 | For |
| Lincoln Financial | 44,695 | 0 | 0 | 0 | For |
| Pear Tree Funds | 43,200 | 0 | 0 | 0 | For |
| Voya | 42,614 | 0 | 0 | 0 | For |
| BNY Mellon | 42,132 | 0 | 0 | 0 | For |
| Principal | 32,783 | 0 | 0 | 0 | For |
| Nationwide | 31,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Combines 6 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
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 2024-05-16 (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. Of all 30,284,712 outstanding shares: 64% for, 3% withheld (66% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (9,431,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,320,436 | 0 | 0 | 0 | For |
| Vanguard | 2,002,529 | 0 | 0 | 0 | For |
| Dimensional | 792,846 | 0 | 0 | 0 | For |
| Fidelity | 600,323 | 0 | 0 | 0 | For |
| Charles Schwab | 377,896 | 0 | 0 | 0 | For |
| State Street | 371,713 | 0 | 75 | 0 | For |
| ProShares | 267,712 | 0 | 0 | 0 | For |
| THIRD AVENUE TRUST | 209,426 | 0 | 0 | 0 | For |
| Goldman Sachs | 168,355 | 0 | 0 | 0 | For |
| American Century | 161,898 | 0 | 0 | 0 | For |
| WisdomTree | 105,749 | 0 | 0 | 0 | For |
| JPMorgan | 88,035 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 84,013 | 0 | 0 | 0 | For |
| Equitable | 43,999 | 0 | 34,078 | 0 | For |
| Jackson National | 73,615 | 0 | 0 | 0 | For |
| EA Series Trust | 65,010 | 0 | 0 | 0 | For |
| TIAA | 59,247 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 50,896 | 0 | 0 | 0 | For |
| Invesco | 47,564 | 0 | 0 | 0 | For |
| Lincoln Financial | 44,695 | 0 | 0 | 0 | For |
| Pear Tree Funds | 43,200 | 0 | 0 | 0 | For |
| Voya | 42,614 | 0 | 0 | 0 | For |
| BNY Mellon | 42,132 | 0 | 0 | 0 | For |
| Principal | 32,783 | 0 | 0 | 0 | For |
| Nationwide | 31,258 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (123,023 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 94,304 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 28,719 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (9,372 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TIMOTHY PLAN | 4,772 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 4,500 | 0 | 0 | 0 | For |
| SYNTAX ETF TRUST | 100 | 0 | 0 | 0 | For |
Ranked by the number of SOUTHSIDE BANCSHARES INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 30,284,712 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 13.06% |
| 2 | Vanguard | 6.74% |
| 3 | Dimensional | 3.03% |
| 4 | Charles Schwab | 2.53% |
| 5 | State Street | 2.45% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.07% |
| 7 | Fidelity | 1.98% |
| 8 | Renaissance | 1.57% |
| 9 | American Century | 1.07% |
| 10 | Goldman Sachs | 0.94% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| 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 2024-04-24 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-04-24. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At SOUTHSIDE BANCSHARES INC.'s shareholder meeting held 2024-05-15, in the 2023-2024 proxy season, 207 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,841 separate fund positions. Their filings are grouped here into 9 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 cast 97% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
SOUTHSIDE BANCSHARES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.