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 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.
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.