STOCK TITAN

Sierra Bancorp Form 4 Filings

BSRR NASDAQ

Every Form 4 that Sierra Bancorp (BSRR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow BSRR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BSRR filings page.

Rhea-AI Summary

Sierra Bancorp director Julie G Castle reported selling 1,000 shares of Common Stock on 2026-07-31. The transaction is coded as a sale in an open market or private transaction at a reported price of $40.7028 per share, reflecting a direct ownership transaction.

Rhea-AI Summary

Sierra Bancorp executive vice president and Chief Credit Officer Hugh F. Boyle reported an open-market sale of 10,000 shares of the company’s Common Stock. The shares were sold at an average price of $38.2091 per share, and he now directly holds 21,781 shares.

Rhea-AI Summary

Sierra Bancorp EVP and Chief Financial Officer Christopher G. Treece exercised stock options for 10,000 shares of common stock at $27.11 per share and on the same day sold 10,000 shares at an average price of $38.1768. Following these transactions, he directly holds 39,095 common shares and retains stock options tied to 1,560 underlying shares expiring in 2030.

Rhea-AI Summary

Sierra Bancorp director Vonn R. Christenson reported an exercise-and-sell transaction in Common Stock. On May 18, 2026, he exercised 1,053 stock options into 1,053 shares of Common Stock at $28.21 per share and then sold 1,053 shares in an open‑market transaction at an average price of $38.011 per share.

Following these transactions, the filing shows 189 shares held directly and 286 shares held indirectlyzero remaining options, indicating a full exercise of that option grant.

Rhea-AI Summary

Sierra Bancorp director Vonn R. Christenson reported an option exercise and related share sale. On 2026-05-08, Christenson exercised stock options to acquire 3,947 shares of common stock at $28.2100 per share, then sold 3,947 shares in an open-market transaction at an average price of $38.0543 per share. The filing also shows continuing direct and indirect ownership positions, including shares held in the name of a spouse.

Rhea-AI Summary

Sierra Bancorp executive Hugh F. Boyle reported a routine tax-related share disposition. On the vesting of previously awarded restricted stock, 1,689 shares of common stock were withheld at $35.98 per share to satisfy tax withholding obligations, rather than being sold on the open market. After this withholding, Boyle’s directly owned stake stands at 31,781 common shares.

Rhea-AI Summary

Sierra Bancorp President and CEO Kevin J. McPhaill reported a tax-related share withholding transaction in company common stock. On February 23, 2026, 1,358 shares were disposed of at a price of $36.09 per share to satisfy tax withholding obligations tied to the vesting of previously awarded restricted stock. Following this tax-withholding disposition, he directly owned 67,807 shares of Sierra Bancorp common stock.

Rhea-AI Summary

Sierra Bancorp executive vice president and chief financial officer Christopher G. Treece reported a tax-withholding disposition of company stock. On this Form 4, 800 shares of common stock were withheld at $36.09 per share to satisfy tax obligations tied to vesting of previously awarded restricted stock. After this withholding event, Treece directly owned 39,095 shares of Sierra Bancorp common stock.

Rhea-AI Summary

Sierra Bancorp executive Michael Olague reported a tax-related share disposition. On February 23, 2026, 665 shares of Sierra Bancorp common stock were withheld at $36.09 per share to satisfy tax obligations triggered by the vesting of previously granted restricted stock. This withholding reduced his reported direct holdings but did not involve an open-market sale or cash proceeds from selling shares into the market.

Rhea-AI Summary

Sierra Bancorp executive Natalia M. Coen, EVP and Chief Risk Officer, reported a tax-withholding disposition of 653 shares of common stock at $36.09 per share in connection with the vesting of previously awarded restricted stock. After this withholding, she directly holds 26,836 shares of Sierra Bancorp common stock.

Rhea-AI Summary

Sierra Bancorp executive vice president and chief credit officer Hugh F. Boyle reported a Form 4 transaction involving a tax-withholding disposition of company stock. On February 23, 2026, 794 shares of common stock were withheld at $36.09 per share to cover taxes on vesting restricted stock, leaving him with 33,470 directly owned shares.

Rhea-AI Summary

Sierra Bancorp director Albert L. Berra exercised stock options for 5,000 shares of common stock on February 17, 2026. The options were exercised at a price of $17.25 per share, increasing one of his direct common stock holdings to 147,843 shares.

The filing also lists additional common stock holdings reported as indirect ownership through the Albert Berra DDS Profit Sharing Plan, Berra Investments, A Limited Partnership, and by spouse, along with another direct common stock account, providing a fuller picture of his overall stake in Sierra Bancorp.

Rhea-AI Summary

Sierra Bancorp director Julie G. Castle reported an open-market sale of company stock. On February 13, 2026, she sold 250 shares of Sierra Bancorp common stock at a price of $37.52 per share. After this transaction, she directly owned 2,181 common shares.

Rhea-AI Summary

Sierra Bancorp reported that EVP/Chief Credit Officer Hugh F. Boyle received two equity awards of common stock on February 12, 2026 under the company’s 2023 Equity Incentive Plan. He acquired 4,026 shares of time-based restricted stock that vest ratably over three years, subject to forfeiture under specified conditions.

Boyle also acquired 1,342 shares of performance-based restricted stock, which may vest after three years based on achievement of a defined performance goal and are also subject to forfeiture. Following these awards, he directly beneficially owned 34,264 shares of Sierra Bancorp common stock.

Rhea-AI Summary

Sierra Bancorp executive Natalia M. Coen, EVP and Chief Risk Officer, reported stock awards in the form of restricted common shares. On February 12, 2026, she acquired 3,651 time-based restricted shares and 1,217 performance-based restricted shares at a stated price of $0 per share under the 2023 Equity Incentive Plan.

The time-based award vests in equal installments over three years, while the performance-based award will vest after three years based on achievement of a specified performance goal. Following these grants, Coen directly beneficially owned 27,489 shares of Sierra Bancorp common stock.

Rhea-AI Summary

Olague Michael reported acquisition or exercise transactions in this Form 4 filing.

Sierra Bancorp executive Michael Olague reported new equity awards in the company’s stock. On February 12, 2026, the EVP/Chief Banking Officer received grants totaling 6,950 shares of common stock at a price of $0 per share.

One 3,475-share grant is time-based restricted stock under the 2023 Equity Incentive Plan that vests ratably over three years, subject to possible forfeiture under the grant agreement. A second 3,475-share grant is performance-based restricted stock that will vest after three years based on achievement of a specified performance goal and is also subject to forfeiture.

Rhea-AI Summary

McPhaill Kevin J reported acquisition or exercise transactions in this Form 4 filing.

Sierra Bancorp President/CEO Kevin J. McPhaill received new restricted stock awards in the company’s common stock. On February 12, 2026, he was granted 6,602 time-based restricted shares and 6,602 performance-based restricted shares at a price of $0 per share under the 2023 Equity Incentive Plan.

The time-based award vests ratably over three years, while the performance-based award will vest after three years based on achievement of a specified performance goal. After these grants, one reported direct holding increased to 69,165 common shares, and another direct holding of 20,699 shares was also reported.

Rhea-AI Summary

Sierra Bancorp’s EVP and Chief Financial Officer Christopher G. Treece reported stock awards rather than open‑market trades. On February 12, 2026, he acquired 4,518 shares of common stock as time-based restricted stock that vests ratably over three years under the 2023 Equity Incentive Plan.

He also received 2,432 shares of performance-based restricted stock, which may vest after three years depending on achievement of a specified performance goal. Both grants are priced at $0 per share as equity compensation and increase his directly held common stock to 39,895 shares.

Rhea-AI Summary

Sierra Bancorp President and CEO Kevin J. McPhaill reported a series of option exercises and share sales in early February 2026. Over February 6, 9, and 10, he exercised multiple stock option grants with exercise prices between $27.11 and $28.21 per share, receiving corresponding shares of common stock.

On each of those days, he also sold common shares in open-market transactions, including 7,768 shares at $37.9776 on February 6, 3,319 shares at $37.0198 on February 9, and 8,913 shares at $36.9423 on February 10. After each reported sale, the table lists 20,699 shares of common stock as directly owned.

Rhea-AI Summary

Sierra Bancorp director Julie G. Castle reported selling a total of 750 shares of the company’s common stock on February 5, 2026, in two open-market transactions: 500 shares at $37.90 and 250 shares at $38.00. After these sales, she beneficially owns 7,806 shares of Sierra Bancorp common stock directly, and no longer reports any indirectly held shares through the Castle Family Trust.

Rhea-AI Summary

Sierra Bancorp director James C. Holly reported a same-day option exercise and share sale in Sierra Bancorp common stock. On February 5, 2026, he exercised 5,000 stock options at $17.25 per share, acquiring 5,000 common shares, and then sold 5,000 shares at an average price of $37.9331 per share. Following these transactions, he directly beneficially owned 302,970 shares of common stock and also had an indirect holding of 30,000 shares through a limited partnership.

Rhea-AI Summary

Sierra Bancorp director Lynda Scearcy reported option exercises and a share sale in the bank’s stock. On January 15, 2026, she exercised 5,000 stock options for Sierra Bancorp common stock at an exercise price of $28.21 per share, receiving 5,000 shares.

That same day, Scearcy reported selling 5,000 shares of common stock at a price of $35 per share. The filing notes that the sale was a “Sale of shares of common stock under the 10b5-1 Plan.” After the reported transactions, she continued to hold a substantial number of Sierra Bancorp shares directly.

Rhea-AI Summary

Sierra Bancorp director James C. Holly reported a non-derivative transaction in the company’s common stock. On 12/10/2025, he disposed of 10,400 shares in a transaction coded G at a reported price of $34.41 per share.

After this transaction, the filing shows he beneficially owned 302,970 common shares directly. It also lists 30,000 common shares held indirectly through a limited partnership and an additional 11,139 common shares held directly, reflecting his ongoing ownership stake in BSRR.

Rhea-AI Summary

Sierra Bancorp executive Cindy L. Dabney, who serves as SVP and Chief Accounting Officer, reported multiple stock transactions involving company shares. On 12/03/2025, she exercised a total of 4,000 stock options at exercise prices of $28.21, $27.35, $27.30, and $27.11 per share, converting them into common stock. To help cover the option exercise cost and related taxes, she sold portions of the acquired shares in several transactions at a price of $32.00 per share. After these exercises and sales, she continued to hold a meaningful direct ownership position in Sierra Bancorp common stock, reflecting ongoing personal investment exposure to the company’s performance.

Rhea-AI Summary

Sierra Bancorp (BSRR) director Morris A. Tharp reported receiving an equity grant of 1,445 shares of common stock on 11/20/2025. The filing shows these shares as acquired at a price of $0, reflecting a time-based restricted stock award rather than an open‑market purchase. Following this grant, Tharp beneficially owns 11,139 shares of Sierra Bancorp common stock directly.

The award was made under the company’s 2023 Equity Incentive Plan and is described as time-based restricted stock that vests in one year, subject to forfeiture if certain conditions in the grant agreement are not met. The form reports no derivative securities transactions, focusing solely on this non-derivative stock award and updated ownership position.

Rhea-AI Summary

Sierra Bancorp (BSRR) reported a routine insider equity grant. A director filed a Form 4 showing an award of 1,445 shares of common stock on 11/20/2025. The filing describes this as time-based restricted stock granted under the company’s 2023 Equity Incentive Plan, with the shares scheduled to vest in one year. The award was recorded at a price of $0 because it is a compensatory grant rather than an open-market purchase. Following this transaction, the director directly beneficially owned 11,139 shares of Sierra Bancorp common stock.

Rhea-AI Summary

Sierra Bancorp (BSRR) director Ermina Karim reported a new equity award. On 11/20/2025, she received 1,445 shares of Sierra Bancorp common stock as a time-based restricted stock grant under the company’s 2023 Equity Incentive Plan. The award was reported at a price of $0 per share, reflecting that it is a compensatory grant rather than an open‑market purchase. Following this transaction, she beneficially owns 6,702 shares of Sierra Bancorp common stock held directly. The restricted shares vest in one year and are subject to forfeiture upon certain events described in the grant agreement.

Rhea-AI Summary

Sierra Bancorp (BSRR) reported a change in insider holdings as director James C. Holly filed a Form 4. On 11/20/2025, he received an award of 1,445 shares of time-based restricted common stock under the company’s 2023 Equity Incentive Plan. The award vests in one year, and the shares are subject to forfeiture if certain conditions in the grant agreement occur. Following this grant, Holly reports 11,139 shares of common stock held directly and additional directly held shares, along with 30,000 shares held indirectly through a limited partnership.

Rhea-AI Summary

Sierra Bancorp (BSRR) director reports equity award

A director of Sierra Bancorp reported receiving 1,445 shares of common stock on 11/20/2025 as an award of time-based restricted stock under the company’s 2023 Equity Incentive Plan. The award was recorded at a price of $0, reflecting that it was a grant rather than an open‑market purchase, and will vest in one year, subject to forfeiture under conditions described in the grant agreement. Following this award, the reporting person holds 6,702 shares of Sierra Bancorp common stock directly and 2,000 shares indirectly through Chrisman and Associates, LLC.

Rhea-AI Summary

Sierra Bancorp (BSRR) director Laurence S. Dutto reported an acquisition of company stock on a Form 4. On 11/20/2025, he received 1,445 shares of common stock as an award of time-based restricted stock under the company’s 2023 Equity Incentive Plan at a stated price of $0 per share. The award vests in one year and is subject to forfeiture if certain conditions in the grant agreement occur.

Following this grant, the filing shows Dutto beneficially owning 11,139 shares of Sierra Bancorp common stock directly, an additional 4,870 shares directly, and 500 shares indirectly through his spouse.

Rhea-AI Summary

Sierra Bancorp (BSRR) director Vonn R. Christenson reported an equity award under Section 16 rules. On 11/20/2025, he received 1,445 shares of common stock as an award of time-based restricted stock granted under the company’s 2023 Equity Incentive Plan at a reported price of $0, reflecting a compensatory grant rather than an open-market purchase.

After this grant, Christenson beneficially owns 11,139 shares of Sierra Bancorp common stock directly, plus additional indirect holdings of 189 shares and 286 shares held by his spouse. The restricted stock vests in one year and is subject to forfeiture if certain events described in the grant agreement occur.

Rhea-AI Summary

Sierra Bancorp director reports new restricted stock grant

A Sierra Bancorp (BSRR) director filed a Form 4 disclosing an award of 1,445 shares of common stock on 11/20/2025. The filing shows this was an acquisition at a stated price of $0, reflecting an equity award rather than an open‑market purchase.

The award is time-based restricted stock granted under the company’s 2023 Equity Incentive Plan. These shares vest in one year and are subject to forfeiture if certain events specified in the grant agreement occur. After this transaction, the director directly owns 7,806 shares of Sierra Bancorp common stock, with an additional 3,181 shares held indirectly.

Rhea-AI Summary

Sierra Bancorp (BSRR) director Albert L. Berra reported receiving an equity grant in the company’s common stock. On 11/20/2025, he acquired 1,445 shares of common stock in a transaction coded as an acquisition. These shares are described as a time-based restricted stock award under Sierra Bancorp’s 2023 Equity Incentive Plan and will vest in one year, subject to forfeiture if certain conditions in the grant agreement are not met. Following this grant, Berra reports beneficial ownership of 11,139 shares held directly, plus additional indirect holdings through a profit sharing plan, a limited partnership, and by his spouse.

Rhea-AI Summary

Sierra Bancorp (BSRR) reported an insider equity award for one of its directors. On 11/20/2025, the director received 1,445 shares of common stock as a time-based restricted stock grant under the company’s 2023 Equity Incentive Plan at a stated price of $0.

After this award, the director beneficially owns 8,203 shares directly and 2,000 shares indirectly. The restricted shares vest in one year and are subject to forfeiture if certain conditions in the grant agreement are not met.

Rhea-AI Summary

Sierra Bancorp (BSRR) executive Christopher G. Treece, EVP and Chief Financial Officer, reported a Form 4 insider transaction. On November 18, 2025, he disposed of 1,918 shares of Sierra Bancorp common stock at $28.59 per share, and held 33,860 shares directly after the transaction.

The filing explains that performance awards granted on November 18, 2022 included 3,517 target shares and 1,759 excess shares for exceeding performance goals. Of these excess shares, 844 shares vested on November 18, 2025, while the remaining 915 excess shares were not earned because performance criteria were not met and were forfeited on that date.

Rhea-AI Summary

Sierra Bancorp reported an insider equity transaction involving its EVP and Chief Financial Officer, Christopher G. Treece. On 11/16/2025, 583 shares of common stock were withheld at $29.38 per share to cover tax obligations tied to the vesting of previously granted restricted stock. On 11/18/2025, an additional 516 shares were withheld at $28.59 per share for the same purpose.

After these tax-withholding transactions, Treece directly beneficially owned 35,778 shares of Sierra Bancorp common stock. These Form 4 disclosures reflect routine equity award and tax settlement activity rather than open-market buying or selling.

Rhea-AI Summary

Sierra Bancorp (BSRR) reported an equity compensation grant to its EVP/Chief Operations Officer on a Form 4. On 11/18/2025, the executive received an award of 13,990 shares of common stock as restricted stock under the company’s 2023 Stock Incentive Plan at a stated price of $0 per share.

The restricted shares vest in five equal annual installments on each anniversary of the grant date, meaning the executive earns a portion of the award each year over a five-year period. The award is subject to forfeiture if certain events occur as described in the underlying grant agreement, and no cash consideration was paid by the executive for this stock grant.

Rhea-AI Summary

Sierra Bancorp executive Michael Olague, EVP/Chief Banking Officer, reported share movements in a Form 4 related mainly to tax withholding on vested equity awards, not open-market trades. On November 16, 2025, 673 shares of common stock were withheld at $29.38 per share, and on November 18, 2025 a further 596 and 2,216 shares were withheld at $28.59 per share, all coded as “F” for tax withholding. After these transactions, he directly beneficially owned 21,429 shares of Sierra Bancorp common stock. The filing also notes that of certain performance awards issued on November 18, 2022, 915 excess performance shares were not earned because performance criteria were not achieved and were therefore forfeited on November 18, 2025.

Rhea-AI Summary

Sierra Bancorp President and CEO Kevin J. McPhaill reported routine equity award activity involving the company’s common stock. On November 16, 2025, he had 1,122 shares of common stock withheld at $29.38 per share to cover tax obligations tied to vesting restricted stock. On November 18, 2025, he had an additional 993 shares and 3,693 shares withheld at $28.59 per share for similar tax withholding related to vested restricted and performance-based awards, and directly owned 57,486 shares after these transactions. The filing notes that of earlier performance awards granted in 2022, 1,406 excess performance shares vested on November 18, 2025, while 1,525 excess performance shares did not meet performance criteria and were forfeited.

Rhea-AI Summary

Sierra Bancorp executive Hugh F. Boyle, EVP/Chief Credit Officer, reported stock transactions on a Form 4 related to equity compensation. On 11/16/2025 and 11/18/2025, the company withheld 673, 596, and 2,216 shares of common stock, respectively, to cover tax obligations from vesting restricted stock and performance awards. Following these transactions, Boyle directly owned 29,811 shares of Sierra Bancorp common stock. The filing also notes that from a prior performance award granted in 2022, 915 excess performance shares were not earned and were forfeited on 11/18/2025 because remaining performance criteria were not achieved.

Rhea-AI Summary

Sierra Bancorp (BSRR) reported an insider stock transaction by a director on 11/17/2025 on a Form 4. The filing shows a purchase of 400 shares of common stock at a price of $28.7783 per share, coded as an open market or private purchase. The same day, the director also reported a disposition of 400 shares of common stock at $28.7783 per share, coded as a gift.

After these transactions, the director is shown as directly beneficially owning 4,870 shares of Sierra Bancorp common stock, with an additional 500 shares reported as indirectly owned through a spouse. The filing is made by a single reporting person in the capacity of director, documenting changes in personal ownership rather than company-level financing activity.

Rhea-AI Summary

Sierra Bancorp (BSRR) filed a Form 4 reporting an insider sale. A company director reported selling 1,000 shares of common stock at $30 per share on 11/10/2025 (transaction code S). The filing was submitted by a single reporting person and indicates direct ownership for the reported transaction.