Sierra Bancorp
BSRRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Sierra Bancorp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2026-03-31 | 18,419 | $625K | SEC filing |
| CSM Advisors, LLC | 2026-03-31 | 164,170 | Not shown | SEC filing |
| Quantinno Capital Management LP | 2026-03-31 | 24,825 | $842K | SEC filing |
| MKT Advisors LLC | 2026-03-31 | 12,320 | $426K | SEC filing |
| D. E. Shaw & Co., Inc. | 2026-03-31 | 7,256 | $246K | SEC filing |
| UBS Group AG | 2026-03-31 | 7,272 | $247K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 24,618 | $835K | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 8 | $271 | SEC filing |
| MARTINGALE ASSET MANAGEMENT L P | 2026-03-31 | 14,855 | $504K | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 301,865 | $10.2M | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 5 | $170 | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 46 | $1.56K | SEC filing |
| PRIVATE MANAGEMENT GROUP INC | 2026-03-31 | 524,224 | $17.8M | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 75 | $2.54K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 130,601 | $4.43M | SEC filing |
| ASSETMARK, INC | 2026-03-31 | 49 | $1.66K | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 93,399 | $3.17M | SEC filing |
| Pinnacle Wealth Planning Services, Inc. | 2026-03-31 | 652 | $22.1K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 3,662 | $124K | SEC filing |
| Mutual Advisors, LLC | 2026-03-31 | 20,951 | $711K | SEC filing |
- Each value is checked against Sierra Bancorp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Sierra Bancorp's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- STRS OHIO: 10,900 shares reported 2025-12-31; 10,900 shares reported 2026-03-31.
- FMR LLC: 204,630 shares reported 2025-12-31; 215,497 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 16,216 shares reported 2025-12-31; 15,681 shares reported 2026-03-31.
- Allworth Financial LP: 154 shares reported 2025-12-31; 171 shares reported 2026-03-31.
- FEDERATED HERMES, INC.: 35,739 shares reported 2025-12-31; 42,926 shares reported 2026-03-31.
- Connor, Clark & Lunn Investment Management Ltd.: 35,218 shares reported 2025-12-31; 35,497 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 2,727 shares reported 2025-12-31; 75 shares reported 2026-03-31.
106 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Sierra Bancorp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-05 · THARP MORRIS A: Larger than 54 of the 55 other insider sales of Common Stock on file. SEC filing
- 2024-11-26 · THARP MORRIS A: Larger than all 55 other insider sales of Common Stock on file. SEC filing
- 2024-07-29 · Olague Michael: Larger than 51 of the 55 other insider sales of Common Stock on file. SEC filing
- 2024-07-25 · THARP MORRIS A: Larger than 53 of the 55 other insider sales of Common Stock on file. SEC filing
- 2024-07-25 · Olague Michael: Larger than 52 of the 55 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | Boyle Hugh F · EVP/Chief Credit Officer | Common Stock | S — Open market or private sale | −10,000 | 38.21 | SEC filing |
| 2026-05-22 | Treece Christopher G · EVP/Chief Financial Officer | Common Stock | S — Open market or private sale | −10,000 | 38.18 | SEC filing |
| 2026-05-18 | Christenson Vonn R · Director | Common Stock | S — Open market or private sale | −1,053 | 38.01 | SEC filing |
| 2026-05-08 | Christenson Vonn R · Director | Common Stock | S — Open market or private sale | −3,947 | 38.05 | SEC filing |
| 2026-02-13 | Castle Julie G · Director | Common Stock | S — Open market or private sale | −250 | 37.52 | SEC filing |
| 2026-02-10 | McPhaill Kevin J · President/CEO | Common Stock | S — Open market or private sale | −8,913 | 36.94 | SEC filing |
| 2026-02-09 | McPhaill Kevin J · President/CEO | Common Stock | S — Open market or private sale | −3,319 | 37.02 | SEC filing |
| 2026-02-06 | McPhaill Kevin J · President/CEO | Common Stock | S — Open market or private sale | −7,768 | 37.98 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-22 | Treece Christopher G · EVP/Chief Financial Officer | Common Stock | M — Exercise or conversion of derivative security | +10,000 | SEC filing |
| 2026-05-22 | Treece Christopher G · EVP/Chief Financial Officer | Stock Options | M — Exercise or conversion of derivative security | −10,000 | SEC filing |
| 2026-05-18 | Christenson Vonn R · Director | Stock Options | M — Exercise or conversion of derivative security | −1,053 | SEC filing |
| 2026-05-18 | Christenson Vonn R · Director | Common Stock | M — Exercise or conversion of derivative security | +1,053 | SEC filing |
| 2026-05-08 | Christenson Vonn R · Director | Stock Options | M — Exercise or conversion of derivative security | −3,947 | SEC filing |
| 2026-05-08 | Christenson Vonn R · Director | Common Stock | M — Exercise or conversion of derivative security | +3,947 | SEC filing |
| 2026-03-01 | Boyle Hugh F · EVP/Chief Credit Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,689 | SEC filing |
| 2026-02-23 | Treece Christopher G · EVP/Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −800 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-11-18 | Treece Christopher G · EVP/Chief Financial Officer | Common Stock | J — Other acquisition or disposition | −915 | SEC filing |
| 2025-11-18 | McPhaill Kevin J · President/CEO | Common Stock | J — Other acquisition or disposition | −1,525 | SEC filing |
| 2025-11-18 | Olague Michael · EVP/Chief Banking Officer | Common Stock | J — Other acquisition or disposition | −915 | SEC filing |
| 2025-11-18 | Boyle Hugh F · EVP/Chief Credit Officer | Common Stock | J — Other acquisition or disposition | −915 | SEC filing |
| 2024-11-19 | Olague Michael · EVP/Chief Banking Officer | Common Stock | J — Other acquisition or disposition | −506 | SEC filing |
| 2024-11-19 | McPhaill Kevin J · President/CEO | Common Stock | J — Other acquisition or disposition | −842 | SEC filing |
| 2024-11-19 | Boyle Hugh F · EVP/Chief Credit Officer | Common Stock | J — Other acquisition or disposition | −506 | SEC filing |
| 2024-11-19 | Treece Christopher G · EVP/Chief Financial Officer | Common Stock | J — Other acquisition or disposition | −506 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.