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.
Sierra Bancorp filings document the formal disclosures of a California bank holding company whose common stock trades on the Nasdaq Global Select Market under BSRR. The company’s Form 8-K reports cover unaudited operating results, dividend approvals, Regulation FD presentation materials, officer changes, employment agreement amendments, and other material events tied to Bank of the Sierra.
Proxy materials and related filings describe governance matters, executive compensation, equity awards, pay-versus-performance disclosures, and shareholder voting items. The filing record also identifies the company’s common stock structure and provides recurring disclosure around capital returns, financial condition, banking operations, and management responsibilities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.