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.
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.
Sierra Bancorp announced that its Board of Directors approved a regular quarterly cash dividend of $0.26 per share of common stock. The dividend will be paid on February 17, 2026 to shareholders who are on record as of the close of business on February 9, 2026. A related press release is filed as an exhibit.