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Sierra Bancorp SEC Filings

BSRR NASDAQ

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.

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.

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Rhea-AI Summary

Sierra Bancorp (BSRR)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.

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Rhea-AI Summary

Sierra Bancorp, the parent company of Bank of the Sierra, announced that its President and CEO Kevin J. McPhaill and Executive Vice President and CFO Christopher G. Treece will participate in the Keefe, Bruyette & Woods Virtual West Coast Bank Field Trip on November 19, 2025. At this conference, they plan to meet with current and prospective investors to discuss the business. A copy of the investor presentation that will be used at the event is available on the company’s website at www.sierrabancorp.com. The information is furnished under Regulation FD and is not deemed filed for liability purposes under the Exchange Act.

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current report
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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.

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Filing
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Sierra Bancorp announced a leadership transition in its finance function. Senior Vice President & Chief Accounting Officer Cindy Dabney will retire and resign as Principal Accounting Officer effective January 5, 2026. Executive Vice President & Chief Financial Officer Christopher G. Treece (age 57) will assume the role of Principal Accounting Officer.

Treece has served as CFO of the company and Bank since January 2020, and there will be no changes to his compensation in connection with this appointment.

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current report
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Rhea-AI Summary

Sierra Bancorp reported steady results for the quarter ended September 30, 2025. Q3 net income was $9.7M versus $10.6M a year ago, as higher credit loss expense tempered improved core spread income. Net interest income rose to $32.0M from $30.8M, while total interest expense declined to $12.0M from $14.0M. Credit loss expense on loans increased to $3.7M from $1.2M.

Total assets reached $3.71B, up from $3.61B at year-end. Gross loans grew to $2.49B from $2.33B, and deposits were $2.93B, modestly higher than $2.89B. Noninterest-bearing deposits were $1.07B. Accumulated other comprehensive loss improved to $(25.2)M from $(31.3)M, supporting equity.

Book value per share was $26.71 (up from $24.88). Diluted EPS was $0.72 for Q3 and $2.15 year-to-date. The company paid a quarterly dividend of $0.25 and repurchased shares, reducing outstanding shares to 13,482,458 as of October 27, 2025. Other borrowings increased to $135.0M, and repurchase agreements were $125.7M.

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quarterly report
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Sierra Bancorp furnished an 8-K under Item 2.02 announcing it issued a press release with unaudited consolidated financial results for the three- and nine-month periods ended September 30, 2025.

The press release is attached as Exhibit 99.1 and, as furnished information, is not deemed “filed” for purposes of Section 18 of the Exchange Act nor incorporated by reference into other filings. Sierra Bancorp’s common stock trades on the NASDAQ Global Select Market under the symbol BSRR.

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Rhea-AI Summary

Sierra Bancorp announced two shareholder actions. The Board approved a new share repurchase program for up to 1,000,000 shares of common stock, beginning after the current program expires on October 31, 2025 and continuing through October 31, 2026. No shares remain available under the existing program.

The company may repurchase shares in the open market or through privately negotiated transactions in compliance with applicable laws, including Rules 10b-18 and 10b5-1. Management is authorized to enter into a 10b5-1 trading plan with a nationally recognized broker when not in a blackout period and not in possession of material non-public information.

The Board also approved a quarterly cash dividend of $0.25 per share, payable on November 14, 2025 to shareholders of record as of the close of business on November 3, 2025.

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Rhea-AI Summary

Christopher G. Treece, EVP/Chief Financial Officer of Sierra Bancorp (BSRR), reported a disposition of 1,954 shares of the issuer's common stock on 08/20/2025 at a price of $29.26 per share. The filing states the shares were withheld to satisfy tax withholding obligations arising from the vesting of previously awarded restricted stock. After the withholding, Mr. Treece beneficially owns 36,877 shares, held directly. The Form 4 was signed on 08/25/2025 and identifies the action as a routine tax-related share withholding rather than an open-market sale.

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Kevin J. McPhaill, President/CEO of Sierra Bancorp (BSRR), reported a transaction on Form 4 showing the withholding of 3,385 shares of common stock to satisfy tax withholding from the vesting of previously awarded restricted stock. The withheld shares were disposed of at a price of $29.26 per share. After the transaction, Mr. McPhaill beneficially owned 63,294 shares of Sierra Bancorp common stock. An additional line in the filing reports 20,699 shares as beneficially owned or disposed, but the filing does not provide further detail about that line.

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FAQ

What is the current stock price of Sierra Bancorp (BSRR)?

The current stock price of Sierra Bancorp (BSRR) is $36.14 as of March 2, 2026.

What is the market cap of Sierra Bancorp (BSRR)?

The market cap of Sierra Bancorp (BSRR) is approximately 477.6M.

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BSRR Stock Data

477.59M
11.83M
Banks - Regional
State Commercial Banks
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United States
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