Welcome to our dedicated page for Oak Vally Bancrp SEC filings (Ticker: OVLY), 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.
Oak Valley Bancorp filings document the regulatory record of a California bank holding company for Oak Valley Community Bank and its Eastern Sierra Community Bank division. Its Form 8-K reports disclose operating results, Regulation FD releases, credit-loss provisions, dividends, and management-transition matters affecting the bank holding company and its wholly owned banking subsidiary.
Proxy filings cover board and governance matters, executive compensation, equity-award values, pay-versus-performance disclosures, and shareholder voting materials. Together, the filings describe the company’s community-bank operating performance, capital and governance structure, public-company reporting obligations, and formal disclosure controls for material events.
Oak Valley Bancorp executive Julie Dehart, EVP Retail Banking, reported several stock movements in Oak Valley Bancorp common stock. On February 27, 2026, she surrendered multiple small share blocks as tax-withholding dispositions tied to previously granted restricted stock that vested that day, and received a grant of 784 restricted shares under the company’s Stock Incentive Plan. A separate discretionary transaction on December 31, 2025 adjusted her holdings by 1,006 shares acquired through company 401(k) and profit-sharing plans.
Oak Valley Bancorp executive Kimberly D. Booke, EVP Chief Risk Officer, reported several common stock transactions. On February 27, 2026, she received a grant of 784 restricted shares at $0.00 per share, increasing her direct holdings to 19,103 shares. Footnotes describe this as an award under the company Stock Incentive Plan, with restrictions and forfeiture provisions that lapse as the shares vest 20% annually from February 28, 2027 through February 28, 2031.
That same day, she surrendered 411 shares and 91 shares of common stock, both coded as tax-withholding dispositions to satisfy tax liabilities on restricted stock vesting, leaving direct holdings of 18,410 and then 18,319 shares after each step. On December 31, 2025, a separate discretionary transaction of 967 shares adjusted her direct holdings to 18,821 shares, linked in the footnotes to shares acquired through a 401(k) profit sharing plan.
Oak Valley Bancorp director Allison Lafferty bought additional company stock in the open market. On February 27, 2026, she purchased 322 shares of common stock at $32.505 per share and a further 184 shares at $32.7458 per share.
After these transactions, Lafferty directly owned 8,426 shares of Oak Valley Bancorp common stock.
WITHROW TERRANCE P reported open-market purchase transactions in a Form 4 filing for OVLY. The filing lists transactions totaling 297 shares at a weighted average price of $33.64 per share. Following the reported transactions, holdings were 31,917 shares.
Oak Valley Bancorp director Erich A. Haidlen reported two small open-market purchases of common stock on February 13, 2026. He bought 71 shares at $33.62 and 179 shares at $33.0749, with the filing noting these shares were purchased via automatic dividend reinvestment through a brokerage account.
After these transactions, Haidlen directly beneficially owned 22,950 shares of Oak Valley Bancorp common stock. These purchases modestly increase his direct ownership stake in the company.
Oak Valley Bancorp executive William D. Nunes, EVP Chief Marketing Officer, filed an initial statement of ownership. As of January 1, 2026, he beneficially owned 15,429 shares of Oak Valley Bancorp common stock, held in direct ownership.
Oak Valley Bancorp insider Don Barton has filed a Form 144 to sell 235 shares of common stock. The planned sale, through Fidelity Brokerage Services on NASDAQ, has an aggregate market value of $7,966.00 and is targeted for approximately February 6, 2026.
The 235 shares to be sold were acquired on April 27, 2020 in an open market purchase paid in cash. Over the past three months, Barton has also sold three blocks of 375 Oak Valley Bancorp shares each, with gross proceeds of $10,723.48, $11,324.74, and $11,307.82.
Oak Valley Bancorp announced a planned CEO transition. Christopher M. Courtney, CEO of the company and its wholly owned subsidiary Oak Valley Community Bank, will retire from his CEO roles effective June 30, 2026. He intends to continue serving on the Boards of Directors of both the company and the bank, which helps maintain continuity and access to his experience. The Boards have selected Richard A. McCarty, age 54, currently President and Chief Operating Officer of the company and the bank, to succeed Courtney as President and CEO on June 30, 2026. These changes are described in a press release dated January 26, 2026, filed as Exhibit 99.1.
Oak Valley Bancorp filed a current report indicating it has released its operating results for the three- and twelve-month periods ended December 31, 2025. The results are described in a press release dated January 23, 2026, which is attached as Exhibit 99.1.
The company notes that the information in this results announcement and the exhibit is being furnished, not filed, under securities laws, which affects how it is treated for certain legal liabilities and future filings.
Oak Valley Bancorp director Don Barton reported a small planned stock sale. On January 12, 2026, he sold 375 shares of Oak Valley Bancorp common stock at a weighted average price of $30.2508 per share, through multiple trades executed between $30.395 and $30.96 a share. The transaction was carried out under a pre-arranged Rule 10b5-1(c) sales plan, which was adopted on November 5, 2024. After this sale, Barton directly owned 31,100 shares of Oak Valley Bancorp common stock.