MARTINEZ ANNE enters SOUTHSIDE BANCSHARES INC with 11.59K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Indirect Derivatives
Filed: 9/3/2024ACC: 0000705432-24-000192
11.59K
Baseline shares
56% direct
6.54K
Direct ownership
1 position
9.87K
Derivative underlying
3 instruments
4
Security positions
5.05K indirect
Non-Derivative Holdings4
Common Stock
IndirectShares owned303.00
Common Stock
IndirectShares owned2.52K
Common Stock
DirectShares owned6.54K
Common Stock
IndirectShares owned2.23K
Total
6.54K direct·5.05K indirect11.59K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 303.00 | Indirect |
| Common Stock | 2.52K | Indirect |
| Common Stock | 6.54K | Direct |
| Common Stock | 2.23K | Indirect |
| Total | 11.59K | 6.54K direct·5.05K indirect |
Derivative Holdings3
Employee Stock Option / (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
2.74K
Shares owned
N/A
Exercise price
37.28
Expiration
—
Exercise window
—
Employee Stock Option / (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
3.54K
Shares owned
N/A
Exercise price
34.83
Expiration
—
Exercise window
—
Employee Stock Option / (Right to Buy)
DirectUnderlying security
Common Stock
Underlying shares
3.60K
Shares owned
N/A
Exercise price
34.50
Expiration
—
Exercise window
—
Total
Underlying
9.87K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Employee Stock Option / (Right to Buy) Direct | Common Stock | 37.28 | — | — | 2.74K | N/A |
| Employee Stock Option / (Right to Buy) Direct | Common Stock | 34.83 | — | — | 3.54K | N/A |
| Employee Stock Option / (Right to Buy) Direct | Common Stock | 34.50 | — | — | 3.60K | N/A |
| Total | 9.87K | 0.00 | ||||