SIERRA BANCORP (BSRR) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-03-04

Key Insights

The reporting person, Hugh F. Boyle, who is the EVP and Chief Credit Officer of Sierra Bancorp, disposed of 1,689 shares of common stock through a stock withholding transaction to satisfy tax obligations.
Boyle's remaining beneficial ownership of Sierra Bancorp's common stock is 31,781 shares, indicating he continues to hold a significant position in the company.
This transaction provides insight into the reporting person's ownership and their management of their equity position in Sierra Bancorp.

Want the newest filings?

This analysis covers the filing from 2026-03-04. New 10-K, 10-Q and 8-K filings are analyzed the moment they are released — exclusively in the app.

Download on the App Store Open in app →

Earlier Insider Trading filings

Filed: 2026-02-25

The reporting person, Kevin J. McPhaill, who is the President and CEO of Sierra Bancorp (BSRR), has disposed of 1,358 shares of common stock through a transaction to satisfy tax withholding obligations related to the vesting of restricted stock.
Following the reported transaction, McPhaill still holds 67,807 shares of common stock directly, as well as an additional 20,699 shares indirectly.
The timing and amount of the share disposition suggest McPhaill's continued commitment to the company, as the transaction was made to cover tax obligations rather than a full sale of shares.

Filed: 2026-02-25

The reporting person, Christopher G. Treece, an EVP and Chief Financial Officer of Sierra Bancorp, disposed of 800 shares of common stock through a stock withholding transaction to satisfy tax obligations related to the vesting of restricted stock.
The reporting person's beneficial ownership of Sierra Bancorp common stock decreased from 39,895 shares to 39,095 shares as a result of this transaction.
Insider transactions like this one can provide insights into management's views on the company's valuation and future prospects.

Filed: 2026-02-25

The reporting person, Michael Olague, who is the EVP/Chief Banking Officer of Sierra Bancorp (BSRR), disposed of 665 shares of common stock on February 23, 2026, likely to satisfy tax withholding obligations in connection with the vesting of previously awarded restricted stock.
Following the reported transaction, the reporting person still holds a significant direct ownership stake of 26,799 shares of common stock, indicating continued alignment with shareholder interests.
The reported transaction appears to be a routine event related to equity compensation, and does not suggest any significant changes in the reporting person's overall ownership or stance towards the company.

Filed: 2026-02-25

Natalia M. Coen, the EVP/CRO of Sierra Bancorp, disposed of 653 shares of common stock through a stock withholding transaction to satisfy tax obligations related to the vesting of restricted stock.
The transaction reduced Coen's direct beneficial ownership of Sierra Bancorp's common stock to 26,836 shares.
Insider selling transactions, especially those related to tax withholding, are common and often do not signal a significant change in the insider's view of the company's prospects.

Filed: 2026-02-25

The reporting person, Hugh F. Boyle, who is the EVP/Chief Credit Officer of Sierra Bancorp (BSRR), has disposed of 794 shares of common stock by way of a tax withholding transaction.
The reported transaction was executed on February 23, 2026, and Boyle's remaining direct beneficial ownership in the company is 33,470 shares.
This insider transaction suggests that Boyle may be using a portion of his vested equity compensation to cover tax obligations, which is a common practice among company executives.

Filed: 2026-02-19

The reporting person, Albert L. Berra, exercised 5,000 stock options on February 17, 2026, increasing his direct ownership of the company's common stock to 147,843 shares.
Berra also holds an indirect beneficial ownership of 22,036 shares through the Albert Berra Dds Profit Sharing Plan, 80,704.225 shares through Berra Investments, A Limited Partnership, and 19,093 shares through his spouse.
The exercise price of the stock options was $17.25, which is lower than the current market price, indicating Berra's confidence in the company's future performance.

Filed: 2026-02-17

The reporting person, Julie G. Castle, sold 250 shares of common stock in Sierra Bancorp (BSRR) on February 13, 2026 at a price of $37.52 per share.
After the transaction, Castle still beneficially owns 2,181 shares of BSRR common stock directly, and an additional 7,806 shares indirectly through the Castle Family Trust.
This sale represents a small portion of Castle's overall holdings in BSRR, suggesting it may have been for personal reasons rather than a significant change in her investment thesis.

Filed: 2026-02-13

The reporting person, Hugh F. Boyle, received a grant of 4,026 time-based restricted shares and 1,342 performance-based restricted shares under the issuer's 2023 Equity Incentive Plan, indicating management's commitment to aligning executive compensation with long-term performance.
The grants are subject to vesting conditions and forfeiture provisions, which may incentivize the reporting person to focus on driving the company's growth and profitability over the next three years.
The reported transactions suggest the issuer is implementing equity-based compensation programs to attract and retain key talent, which could be a positive signal for the company's future prospects.

Filed: 2026-02-13

Natalia M. Coen, the EVP and Chief Risk Officer of Sierra Bancorp, acquired 3,651 shares of the company's common stock through a time-based restricted stock award and an additional 1,217 shares through a performance-based restricted stock award, indicating her continued commitment to the company.
The restricted stock awards are subject to vesting conditions and forfeiture provisions, aligning Coen's interests with those of the company and its shareholders.
The timing of the transactions, in February 2026, suggests Coen's confidence in the company's future performance and her role in driving its success.

Filed: 2026-02-13

The reporting person, Michael Olague, who is the EVP/Chief Banking Officer, acquired 3,475 shares of common stock through time-based restricted stock grants and 3,475 shares through performance-based restricted stock grants under the company's 2023 Equity Incentive Plan.
The reporting person's total beneficial ownership of the company's common stock has increased from 23,989 shares to 27,464 shares, indicating increased alignment with shareholder interests.
The reporting person did not engage in any open-market purchases or sales of the company's common stock, suggesting the transactions were part of the company's executive compensation program.

Filed: 2026-02-13

The CEO, Kevin J. McPhaill, acquired 6,602 shares of the company's common stock through a time-based restricted stock grant, and an additional 6,602 shares through a performance-based restricted stock grant. This suggests the CEO is aligning his interests with shareholders.
The CEO now holds a total of 69,165 shares of the company's common stock, representing a significant increase in his direct equity ownership.
The restricted stock grants are subject to vesting conditions, which may incentivize the CEO to focus on long-term performance and value creation for the company.

Filed: 2026-02-13

The reporting person, Christopher G. Treece, EVP and Chief Financial Officer of Sierra Bancorp, has acquired 4,518 shares of common stock through a time-based restricted stock award and 2,432 shares through a performance-based restricted stock award, suggesting increased alignment with shareholders.
The restricted stock awards are granted under the company's 2023 Equity Incentive Plan, which aligns the interests of executives with long-term shareholder value creation.
The timing of the insider transactions, in early February 2026, may provide insights into the company's near-term performance and management's outlook.

Filed: 2026-02-10

The reporting person, Kevin J. McPhaill, who is the President/CEO of Sierra Bancorp, has engaged in significant insider buying and selling activities in the past few weeks.
McPhaill has exercised a large number of stock options, acquiring over 10,000 shares of Sierra Bancorp common stock, and then sold around 20,000 shares.
The timing and amounts of these transactions suggest that McPhaill may have a positive long-term outlook on the company, but may also be taking some profits in the near-term.

Filed: 2026-02-09

Insider Julie G. Castle sold 750 shares of SIERRA BANCORP (BSRR) on February 5, 2026, which represents a small portion of her total direct and indirect beneficial ownership.
The sale was executed at an average price of $37.95 per share, which is within the stock's recent trading range.
Insiders' trading activity is generally monitored by investors as it can provide insights into management's confidence in the company's prospects.

Filed: 2026-02-09

The reporting person, James C. Holly, is a director of Sierra Bancorp (BSRR) and has acquired 5,000 shares of common stock through the exercise of stock options at $17.25 per share.
Holly has also sold 5,000 shares of common stock at an average price of $37.9331 per share, reducing his direct beneficial ownership to 302,970 shares.
Holly also holds an indirect beneficial ownership of 30,000 shares through a limited partnership, bringing his total beneficial ownership to 332,970 shares.

Other reports for SIERRA BANCORP

Quarterly Report Current Report Annual Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.