Comparable stake leader
BlackRock, Inc.
SEC ownership of SIERRA BANCORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001130144.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
29 May 2026
- Public ticker
- BSRR on Nasdaq
- Parsed ownership sources
- 13F, 13D/G, and 3/4/5
- Largest SEC-reported holder
- BlackRock, Inc.
- Latest 13D/G holder
- BlackRock, Inc.
- Latest parsed ownership date
- 29 May 2026
- Issuer CIK
- 0001130144
- Issuer location
- Porterville, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SIERRA BANCORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
29 May 2026
13F
13D/G
3/4/5
Lead comparable stake: 7.8%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 7.8%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
7.8%
James C. Holly
2.4%
Albert L. Berra
2%
Kevin J. McPhaill
0.49%
Lynda Scearcy
0.22%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
7.8%
from 13D/G
|
$42,227,381
1,244,911 shares
|
— | 31 Mar 2026 |
| James C. Holly |
3/4/5
Director
|
2.4%
|
$12,472,991
332,970 shares
|
-$189,666 | 05 Feb 2026 |
| Albert L. Berra |
3/4/5
Director
|
2%
|
$6,820,544
269,676 shares
|
— | 17 Feb 2026 |
| Kevin J. McPhaill |
3/4/5
President/CEO
|
0.49%
|
$2,447,154
67,807 shares
|
-$747,145 | 23 Feb 2026 |
| Lynda Scearcy |
3/4/5
Director
|
0.22%
|
$1,054,645
30,133 shares
|
-$448,415 | 15 Jan 2026 |
| Natalia M. Coen |
3/4/5
EVP/CRO
|
0.19%
|
$968,511
26,836 shares
|
— | 23 Feb 2026 |
| Michael Olague |
3/4/5
EVP/Chief Banking Officer
|
0.19%
|
$967,175
26,799 shares
|
-$261,163 | 23 Feb 2026 |
| Hugh F. Boyle |
3/4/5
EVP/Chief Credit Officer
|
0.16%
|
$832,232
21,781 shares
|
-$382,091 | 29 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$2,785,617.
Buys
$11,511
Insiders: 1
Sells
$2,797,128
Insiders: 10
Net
-$2,785,617
Shares: -78,912
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 400
Shares: 79,312
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 25,000 | $0 | $954,085 | -$954,085 |
| 3-6 | 0 | 31,700 | $0 | $1,173,009 | -$1,173,009 |
| 6-9 | 400 | 4,443 | $11,511 | $140,176 | -$128,665 |
| 9-12 | 0 | 18,169 | $0 | $529,858 | -$529,858 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to SIERRA BANCORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
James C. Holly
Net 12M change
-$2,785,617
Latest report
29 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James C. Holly | Director | $12,472,991 | -$189,666 | -1.5% | Mixed | 05 Feb 2026 |
| Albert L. Berra | Director | $6,820,544 | Mixed | 17 Feb 2026 | ||
| Kevin J. McPhaill | President/CEO | $2,447,154 | -$747,145 | -23% | Mixed | 23 Feb 2026 |
| Christopher G. Treece | EVP/Chief Financial Officer | $1,796,867 | -$381,768 | -18% | Mixed | 22 May 2026 |
| Lynda Scearcy | Director | $1,054,645 | -$448,415 | -30% | Filing P/S | 15 Jan 2026 |
| Natalia M. Coen | Evp/Cro | $968,511 | Mixed | 23 Feb 2026 | ||
| Michael Olague | EVP/Chief Banking Officer | $967,175 | -$261,163 | -21% | Mixed | 23 Feb 2026 |
| Hugh F. Boyle | EVP/Chief Credit Officer | $832,232 | -$382,091 | -31% | Filing P/S | 29 May 2026 |
| Jennifer Ann Johnson | EVP/Chief Admin. Officer | $689,482 | Mixed | 16 Nov 2023 | ||
| William J. Wade | EVP/Chief Operations Officer | $409,487 | Mixed | 18 Nov 2025 | ||
| Laurence S. Dutto | Director | $340,673 | +$11,511 | +3.5% | Mixed | 20 Nov 2025 |
| Morris A. Tharp | Director | $326,038 | Mixed | 20 Nov 2025 | ||
| Michele M. Gil | Director | $254,707 | Mixed | 20 Nov 2025 | ||
| Susan M. Abundis | Director | $254,700 | -$20,100 | -7.3% | Filing P/S | 10 Dec 2025 |
| Matthew Dusi | SVP/Head of Commercial Banking | $250,123 | Mixed | 21 Mar 2025 | ||
| Cindy L. Dabney | SVP/Chief Accounting Officer | $220,975 | -$110,176 | -33% | Filing P/S | 03 Dec 2025 |
| Ermina Karim | Director | $196,167 | Mixed | 20 Nov 2025 | ||
| Gordon T. Woods | Director | $158,034 | Mixed | 16 Nov 2023 | ||
| Julie G. Castle | Director | $81,831 | -$66,378 | -45% | Filing P/S | 13 Feb 2026 |
| Marcus G. Wolfe | SVP/Corporate Controller/PAO | $52,949 | Median | 19 May 2026 |
Recent insider transactions for SIERRA BANCORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Hugh F. Boyle | BSRR | Common Stock | Sale | -31.5% | $382,091 | $38.21 | -10,000 | 21,781 | 29 May 2026 | Direct |
| Christopher G. Treece | BSRR | Common Stock | Sale | -20.4% | $381,768 | $38.18 | -10,000 | 39,095 | 22 May 2026 | Direct |
| Christopher G. Treece | BSRR | Common Stock | Options Exercise | 25.6% | 10,000 | 49,095 | 22 May 2026 | Direct | ||
| Christopher G. Treece | BSRR | Stock Options | Options Exercise | -54.2% | -10,000 | 8,440 | 22 May 2026 | Direct | ||
| Vonn R. Christenson | BSRR | Common Stock | Sale | -84.8% | $40,026 | $38.01 | -1,053 | 189 | 18 May 2026 | Direct |
| Vonn R. Christenson | BSRR | Common Stock | Options Exercise | 557.1% | 1,053 | 1,242 | 18 May 2026 | Direct | ||
| Vonn R. Christenson | BSRR | Stock Options | Options Exercise | -100% | -1,053 | 0 | 18 May 2026 | Direct | ||
| Vonn R. Christenson | BSRR | Common Stock | Sale | -95.4% | $150,200 | $38.05 | -3,947 | 189 | 08 May 2026 | Direct |
| Vonn R. Christenson | BSRR | Common Stock | Options Exercise | 2088.4% | 3,947 | 4,136 | 08 May 2026 | Direct | ||
| Vonn R. Christenson | BSRR | Stock Options | Options Exercise | -78.9% | -3,947 | 1,053 | 08 May 2026 | Direct | ||
| Hugh F. Boyle | BSRR | Common Stock | Tax liability | -5.05% | -1,689 | 31,781 | 01 Mar 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Common Stock | Tax liability | -1.96% | -1,358 | 67,807 | 23 Feb 2026 | Direct | ||
| Christopher G. Treece | BSRR | Common Stock | Tax liability | -2.01% | -800 | 39,095 | 23 Feb 2026 | Direct | ||
| Michael Olague | BSRR | Common Stock | Tax liability | -2.42% | -665 | 26,799 | 23 Feb 2026 | Direct | ||
| Natalia M. Coen | BSRR | Common Stock | Tax liability | -2.38% | -653 | 26,836 | 23 Feb 2026 | Direct | ||
| Hugh F. Boyle | BSRR | Common Stock | Tax liability | -2.32% | -794 | 33,470 | 23 Feb 2026 | Direct | ||
| Albert L. Berra | BSRR | Common Stock | Options Exercise | 3.5% | 5,000 | 147,843 | 17 Feb 2026 | Direct | ||
| Albert L. Berra | BSRR | Stock Options | Options Exercise | -100% | -5,000 | 0 | 17 Feb 2026 | Direct | ||
| Julie G. Castle | BSRR | Common Stock | Sale | -10.3% | $9,380 | $37.52 | -250 | 2,181 | 13 Feb 2026 | Direct |
| Hugh F. Boyle | BSRR | Common Stock | Award | 18.6% | 5,368 | 34,264 | 12 Feb 2026 | Direct | ||
| Natalia M. Coen | BSRR | Common Stock | Award | 21.5% | 4,868 | 27,489 | 12 Feb 2026 | Direct | ||
| Michael Olague | BSRR | Common Stock | Award | 33.9% | 6,950 | 27,464 | 12 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Common Stock | Award | 23.6% | 13,204 | 69,165 | 12 Feb 2026 | Direct | ||
| Christopher G. Treece | BSRR | Common Stock | Award | 21.1% | 6,950 | 39,895 | 12 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Common Stock | Sale | -30.1% | $329,267 | $36.94 | -8,913 | 20,699 | 10 Feb 2026 | Direct |
| Kevin J. McPhaill | BSRR | Common Stock | Options Exercise | 43.1% | 8,913 | 29,612 | 10 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Stock Options | Options Exercise | -100% | -8,913 | 0 | 10 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Common Stock | Sale | -13.8% | $122,869 | $37.02 | -3,319 | 20,699 | 09 Feb 2026 | Direct |
| Kevin J. McPhaill | BSRR | Common Stock | Options Exercise | 16% | 3,319 | 24,018 | 09 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Stock Options | Options Exercise | -100% | -3,319 | 0 | 09 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Common Stock | Sale | -27.3% | $295,010 | $37.98 | -7,768 | 20,699 | 06 Feb 2026 | Direct |
| Kevin J. McPhaill | BSRR | Common Stock | Options Exercise | 37.5% | 7,768 | 28,467 | 06 Feb 2026 | Direct | ||
| Kevin J. McPhaill | BSRR | Stock Options | Options Exercise | -100% | -7,768 | 0 | 06 Feb 2026 | Direct | ||
| Julie G. Castle | BSRR | Common Stock | Sale | -23.6% | $28,450 | $37.93 | -750 | 2,431 | 05 Feb 2026 | Direct |
| James C. Holly | BSRR | Common Stock | Sale | -1.62% | $189,666 | $37.93 | -5,000 | 302,970 | 05 Feb 2026 | Direct |
| James C. Holly | BSRR | Common Stock | Options Exercise | 1.65% | 5,000 | 307,970 | 05 Feb 2026 | Direct | ||
| James C. Holly | BSRR | Stock Options | Options Exercise | -100% | -5,000 | 0 | 05 Feb 2026 | Direct | ||
| Lynda Scearcy | BSRR | Common Stock | Sale | -14.2% | $175,000 | $35.00 | -5,000 | 30,133 | 15 Jan 2026 | Direct |
| Lynda Scearcy | BSRR | Common Stock | Options Exercise | 16.6% | 5,000 | 35,133 | 15 Jan 2026 | Direct | ||
| Lynda Scearcy | BSRR | Stock Options | Options Exercise | -100% | -5,000 | 0 | 15 Jan 2026 | Direct | ||
| James C. Holly | BSRR | Common Stock | Gift | -3.32% | -10,400 | 302,970 | 10 Dec 2025 | Direct | ||
| Susan M. Abundis | BSRR | Common Stock | Sale | -7.31% | $20,100 | $33.50 | -600 | 7,603 | 10 Dec 2025 | Direct |
| Lynda Scearcy | BSRR | Common Stock | Sale | -0.33% | $3,268 | $32.68 | -100 | 30,133 | 09 Dec 2025 | Direct |
| Cindy L. Dabney | BSRR | Common Stock | Sale | -34.8% | $110,176 | $32.00 | -3,443 | 6,465 | 03 Dec 2025 | Direct |
| Cindy L. Dabney | BSRR | Common Stock | Options Exercise | 106.5% | 4,000 | 7,754 | 03 Dec 2025 | Direct | ||
| Cindy L. Dabney | BSRR | Stock Options | Options Exercise | -100% | -4,000 | 0 | 03 Dec 2025 | Direct | ||
| Morris A. Tharp | BSRR | Common Stock | Award | 14.9% | 1,445 | 11,139 | 20 Nov 2025 | Direct | ||
| Lynda Scearcy | BSRR | Common Stock | Award | 14.9% | 1,445 | 11,139 | 20 Nov 2025 | Direct | ||
| Ermina Karim | BSRR | Common Stock | Award | 27.5% | 1,445 | 6,702 | 20 Nov 2025 | Direct | ||
| James C. Holly | BSRR | Common Stock | Award | 14.9% | 1,445 | 11,139 | 20 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.