Quick Takeaways
- BSRR - SIERRA BANCORP has 20 insiders with reported activity on this page.
- Net insider value flow over the last year: -$1,981,732.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 20 Insiders of SIERRA BANCORP
- Symbol
- BSRR on Nasdaq
- Location
- Porterville, CA
What Changed
- Buy value: $11,511; sell value: $1,993,243.
- Net share flow: -57,859.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$1,981,732.
Buys
$11,511
Shares: 400
Insiders: 1
Sells
$1,993,244
Shares: 58,259
Insiders: 8
Net
-$1,981,732
Shares: -57,859
Insiders: -7
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 3,947 | $0 | $150,200 | -$150,200 |
| 3-6 | 400 | 35,143 | $11,511 | $1,283,185 | -$1,271,674 |
| 6-9 | 0 | 1,000 | $0 | $30,000 | -$30,000 |
| 9-12 | 0 | 18,169 | $0 | $529,858 | -$529,858 |
SIERRA BANCORP executives and other stock owners filed with the SEC include:
| 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 | $1,410,938 | Mixed | 23 Feb 2026 | ||
| Hugh F. Boyle | EVP/Chief Credit Officer | $1,125,365 | Mixed | 01 Mar 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 |
| 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 |
| Vonn R. Christenson | Director | $16,893 | -$150,200 | -90% | Mixed | 08 May 2026 |
Top shareholders of SIERRA BANCORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.8%
from 13D/G
|
1,269,755
|
$41,495,593 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
6.8%
|
938,971
|
$30,685,617 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.3%
|
734,538
|
$24,004,702 | — | 31 Dec 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
4%
|
546,139
|
$17,847,823 | — | 31 Dec 2025 | |
| James C. Holly |
3/4/5
|
Director |
2.4%
|
332,970
|
$12,472,991 | -$189,666 | 05 Feb 2026 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
2.7%
|
379,308
|
$12,395,785 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
286,542
|
$9,366,225 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
279,719
|
$9,141,217 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.9%
|
259,035
|
$8,465,264 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.8%
|
250,287
|
$8,179,379 | — | 31 Dec 2025 | |
| Albert L. Berra |
3/4/5
|
Director |
2%
|
269,676
|
$6,820,544 | — | 17 Feb 2026 | |
| FMR LLC |
13F
|
Company |
1.5%
|
204,630
|
$6,687,308 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.3%
|
181,912
|
$5,944,884 | — | 31 Dec 2025 | |
| CSM Advisors, LLC |
13F
|
Company |
1.2%
|
165,180
|
$5,399,000 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
158,185
|
$5,169,486 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.96%
|
132,990
|
$4,346,113 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.93%
|
128,019
|
$4,183,675 | — | 31 Dec 2025 | |
| BANC FUNDS CO LLC |
13F
|
Company |
0.88%
|
121,424
|
$3,968,136 | — | 31 Dec 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.81%
|
111,409
|
$3,640,846 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.75%
|
104,197
|
$3,405,158 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.72%
|
99,769
|
$3,260,466 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.6%
|
82,742
|
$2,704,009 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.58%
|
80,400
|
$2,627,000 | — | 31 Dec 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.58%
|
79,990
|
$2,614,073 | — | 31 Dec 2025 | |
| Kevin J. McPhaill |
3/4/5
|
President/CEO |
0.49%
|
67,807
|
$2,447,154 | -$747,145 | 23 Feb 2026 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.35%
|
48,502
|
$1,585,045 | — | 31 Dec 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.35%
|
48,191
|
$1,574,882 | — | 31 Dec 2025 | |
| Christopher G. Treece |
3/4/5
|
EVP/Chief Financial Officer |
0.28%
|
39,095
|
$1,410,938 | — | 23 Feb 2026 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.3%
|
41,381
|
$1,352,332 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.26%
|
35,739
|
$1,167,951 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.26%
|
35,726
|
$1,167,526 | — | 31 Dec 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.25%
|
35,218
|
$1,150,924 | — | 31 Dec 2025 | |
| Hugh F. Boyle |
3/4/5
|
EVP/Chief Credit Officer |
0.23%
|
31,781
|
$1,125,365 | — | 01 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.24%
|
33,031
|
$1,079,463 | — | 31 Dec 2025 | |
| Lynda Scearcy |
3/4/5
|
Director |
0.22%
|
30,133
|
$1,054,645 | -$448,415 | 15 Jan 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.23%
|
32,152
|
$1,050,727 | — | 31 Dec 2025 | |
| Natalia M. Coen |
3/4/5
|
EVP/CRO |
0.19%
|
26,836
|
$968,511 | — | 23 Feb 2026 | |
| Michael Olague |
3/4/5
|
EVP/Chief Banking Officer |
0.19%
|
26,799
|
$967,175 | -$261,163 | 23 Feb 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.19%
|
25,747
|
$841,412 | — | 31 Dec 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.18%
|
24,700
|
$807,196 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.17%
|
24,075
|
$786,771 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.17%
|
23,766
|
$776,673 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.17%
|
23,187
|
$757,751 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.16%
|
22,460
|
$733,993 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.16%
|
21,880
|
$715,038 | — | 31 Dec 2025 | |
| Mariner, LLC |
13F
|
Company |
0.16%
|
21,684
|
$708,688 | — | 31 Dec 2025 | |
| Jennifer Ann Johnson |
3/4/5
|
EVP/Chief Admin. Officer |
—
class O/S missing
|
36,792
|
$689,482 | — | 16 Nov 2023 | |
| Mutual Advisors, LLC |
13F
|
Company |
0.15%
|
20,951
|
$684,679 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.15%
|
20,318
|
$663,992 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.14%
|
19,985
|
$653,110 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for SIERRA BANCORP
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Michele M. Gil | BSRR | Common Stock | Award | 27.5% | 1,445 | 6,702 | 20 Nov 2025 | Direct | ||
| Laurence S. Dutto | BSRR | Common Stock | Award | 14.9% | 1,445 | 11,139 | 20 Nov 2025 | Direct | ||
| Vonn R. Christenson | BSRR | Common Stock | Award | 14.9% | 1,445 | 11,139 | 20 Nov 2025 | Direct | ||
| Julie G. Castle | BSRR | Common Stock | Award | 22.7% | 1,445 | 7,806 | 20 Nov 2025 | Direct | ||
| Albert L. Berra | BSRR | Common Stock | Award | 14.9% | 1,445 | 11,139 | 20 Nov 2025 | Direct | ||
| Susan M. Abundis | BSRR | Common Stock | Award | 21.4% | 1,445 | 8,203 | 20 Nov 2025 | Direct | ||
| Christopher G. Treece | BSRR | Common Stock | Other | -2.7% | -915 | 32,945 | 18 Nov 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.