Welcome to our dedicated page for Sierra Bancorp SEC filings (Ticker: BSRR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Sierra Bancorp (BSRR) filings with the U.S. Securities and Exchange Commission, along with AI-generated summaries to help interpret key disclosures. Sierra Bancorp is a California-based bank holding company for Bank of the Sierra, and its common stock is listed on the NASDAQ Global Select Market, as noted in its Form 8-K headers.
Here, users can review current reports on Form 8-K, which Sierra Bancorp files to report material events. Recent 8-Ks include items on financial results for quarterly and year-to-date periods, dividend declarations, share repurchase program approvals, and executive appointments or retirements. The company also files 8-Ks under Regulation FD when management participates in investor conferences and makes presentation materials available.
In addition to 8-Ks, investors typically consult annual reports on Form 10-K and quarterly reports on Form 10-Q for more detailed information on Sierra Bancorp’s loan portfolio, deposit base, net interest income, credit loss provisions, capital ratios, and risk factors. While those specific forms are not reproduced in the text above, this filings page is designed to surface them as they are made available on EDGAR.
The platform’s AI tools summarize lengthy filings to highlight sections related to earnings, capital and liquidity measures, asset quality, and board actions. For example, AI summaries can point out when an 8-K describes a new share repurchase authorization, a cash dividend amount and record date, or a change in a key executive role such as Chief Operations Officer or Principal Accounting Officer.
Users can also use this page to track governance and compensation disclosures referenced in exhibits to 8-Ks, such as employment agreements and indemnification agreements for senior officers, as cited in Sierra Bancorp’s filings. Real-time updates from EDGAR ensure that newly filed documents appear promptly, while AI-generated overviews help readers understand how each filing fits into the company’s broader financial and regulatory profile.
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.
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.
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.
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.
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.
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.
BSRR received a Rule 144 notice covering a proposed sale of 20,000 shares of its common stock through Stifel Nicolaus & Company on 02/06/2026, with an aggregate market value of $759,552.00 and listing on Nasdaq.
The securities table shows 184,309 shares of common stock outstanding. The shares planned for sale were acquired via option exercises from the issuer between 02/17/2017 and 02/20/2020, with cash payment dates listed as 02/06/2026.
A person associated with BSRR has filed a notice to sell 5,000 shares of Common Stock through broker Stifel Nicolaus & Company Inc. on or about 02/05/2026 on the Nasdaq market, with an indicated aggregate market value of $189,666.00.
The shares relate to an option exercise dated 02/18/2016, with payment for 5,000 shares to be made in cash on 02/05/2026. The filing notes that 184,309 shares of this class of securities are outstanding.
Sierra Bancorp filed a current report announcing that President and CEO Kevin J. McPhaill and Executive Vice President and CFO Christopher G. Treece will attend the Janney West Coast CEO Forum on February 4–5, 2026. They plan to meet with current and prospective investors at the conference, and the investor presentation materials they will use are available on the company’s website.
Sierra Bancorp filed a current report to let investors know it has released unaudited consolidated financial results for the quarter and year ended December 31, 2025. The results are contained in a press release dated February 2, 2026, attached as Exhibit 99.1.
The company is furnishing this information under Item 2.02 of the Exchange Act, meaning it is not treated as formally filed for liability purposes. The report is signed by Executive Vice President and Chief Financial Officer Christopher G. Treece.