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Sierra Bancorp (NASDAQ: BSRR) sets new director emeritus retirement benefits

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Sierra Bancorp created a Director Emeritus position and adopted a Retirement Plan for Directors Emeritus effective July 23, 2026. The plan covers qualified non-employee directors of the company and its wholly owned subsidiary, Bank of the Sierra, to support director retention.

To receive benefits, an Eligible Director must voluntarily retire after serving the minimum years specified in the plan and sign a Director Emeritus Agreement. Annual benefits equal 50% of the director’s prior 12-month board cash retainer (excluding committee retainers) and are payable for three years, subject to plan conditions. The Board, or a designated committee, administers the plan.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Benefit Percentage 50% of annual cash retainer Annual retirement benefit for a Director Emeritus under the plan
Benefit Term 3 years Period during which Director Emeritus benefits are payable
Plan Effective Date July 23, 2026 Effective date of the Retirement Plan for Directors Emeritus
Director Emeritus regulatory
"Registrant established the position of Director Emeritus"
Retirement Plan for Directors Emeritus regulatory
"adopted the Retirement Plan for Directors Emeritus (the “Plan”)"
Eligible Director regulatory
"qualified non-employee directors (each, an “Eligible Director”)"
Director Emeritus Agreement regulatory
"enter into a Director Emeritus Agreement with Registrant or Bank"
wholly owned subsidiary financial
"members of the board of its wholly owned subsidiary, Bank of the Sierra"
A wholly owned subsidiary is a company whose entire ownership is held by another company (the parent), so the parent controls decisions, operations, and finances. Think of it as a fully controlled branch that runs as its own legal entity but whose results flow straight into the parent’s financial statements; investors watch these structures because they affect consolidated revenue, risk exposure, and how profits, liabilities, and cash flow are allocated across the corporate group.

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FAQ

What corporate change did Sierra Bancorp (BSRR) make on July 23, 2026?

Sierra Bancorp established a Director Emeritus position and adopted a Retirement Plan for Directors Emeritus effective July 23, 2026. The plan provides defined retirement benefits for qualified non-employee directors of Sierra Bancorp and its wholly owned subsidiary, Bank of the Sierra.

Who qualifies as an Eligible Director under Sierra Bancorp (BSRR)'s new plan?

An Eligible Director is a qualified non-employee director of Sierra Bancorp’s Board or Bank of the Sierra’s board. To receive benefits, the director must voluntarily retire after serving the minimum years specified in the plan and sign a Director Emeritus Agreement.

How are Director Emeritus retirement benefits calculated at Sierra Bancorp (BSRR)?

Annual Director Emeritus benefits equal 50% of the annual cash retainer (excluding committee retainers) the director received during the prior 12-month period. The calculation is based on service on the Sierra Bancorp and/or Bank of the Sierra boards immediately before retirement.

For how long are Director Emeritus benefits paid under Sierra Bancorp (BSRR)'s plan?

Sierra Bancorp’s plan pays the annual Director Emeritus benefit for three years. Payments remain subject to the conditions outlined in the Retirement Plan for Directors Emeritus and the related Director Emeritus Agreement signed by the retiring director.

Who administers Sierra Bancorp (BSRR)'s Retirement Plan for Directors Emeritus?

The Retirement Plan for Directors Emeritus is administered by Sierra Bancorp’s Board of Directors or another committee appointed by the Board. This administrator oversees eligibility, benefit determinations, and other plan administration matters under the plan’s terms.

Does Sierra Bancorp (BSRR)'s Director Emeritus plan cover Bank of the Sierra directors?

Yes. The plan covers qualified non-employee directors of Sierra Bancorp and members of the board of its wholly owned subsidiary, Bank of the Sierra. Both entities’ eligible directors may become Directors Emeritus and receive benefits if plan conditions are met.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) July 23, 2026

SIERRA BANCORP

(Exact name of registrant as specified in its charter)

California

000-33063

33-0937517

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

86 North Main Street, Porterville, CA 93257

(Address of principal executive offices)

(Zip code)

(559) 782-4900

(Registrant’s telephone number including area code)

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, no par value

BSRR

Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

Item 8.01Other Events

On July 23, 2026, Registrant established the position of Director Emeritus and adopted the Retirement Plan for Directors Emeritus (the “Plan”), effective as of July 23, 2026. The Plan is designed to provide retirement benefits for qualified non-employee directors (each, an “Eligible Director”) of the Registrant’s Board of Directors and members of the board of its wholly owned subsidiary, Bank of the Sierra (the “Bank”), and to help ensure Registrant’s and Bank’s continued ability to retain highly qualified directors.

In order to be eligible to become a Director Emeritus and to receive any benefits under the Plan, an Eligible Director must: (i) voluntarily retire from the Registrant and/or Bank Board of Directors after the Eligible Director has served the minimum number of years set forth in the Plan; and (ii) enter into a Director Emeritus Agreement with Registrant or Bank, as applicable, in the form attached as Exhibit A to the Plan.

The annual retirement benefits payable pursuant to the Plan to a Director Emeritus is equal to fifty percent (50%) of the annual cash retainer amount (excluding committee retainers) paid to the Eligible Director by Registrant and/or Bank for his or her service on the board during the immediately preceding 12-month period, measured from the date of retirement. The annual Plan benefit shall be payable for a period of three (3) years, subject to the conditions of the Plan and the provisions of the Director Emeritus Agreement.

The Board of Directors of Registrant, or such other committee as appointed by the Board of Directors, will serve as the administrator of the Plan.

The foregoing description of the terms and conditions of the Plan does not purport to be complete and is qualified in its entirety by reference to the Plan, a copy of which is filed as Exhibit 10.1 hereto and incorporated by reference herein.

Item 9.01Financial Statements and Exhibits

(d)Exhibits. The information furnished pursuant to this item is set forth in the Exhibit Index, which appears below immediately before the signatures.

EXHIBIT IND

Exhibit No.

Description

10.1

Retirement Plan for Directors Emeritus, effective as of July 23, 2026

SIGNATURES

Pursuant to the requirements of the Securities and Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

SIERRA BANCORP

Dated: July 27, 2026

By: 

/s/ Christopher G. Treece

Christopher G. Treece

Executive Vice President &

Chief Financial Officer

Filing Exhibits & Attachments

4 documents