Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRICO BANCSHARES /TCBK · Entity 4626 | Director | June 19, 2026 | August 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TRICO BANCSHARES /
Report date June 19, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectFamily LLC-spouse limited partner | 47,000 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 47,000 F1: Reporting shares- no transaction. Shares owned by an LLC for the benefit of certain family members of the Reporting Persons spouse where spouse is a 16 percent limited partner of an LLC. The Reporting Person disclaims beneficial ownership of these shares and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the securities reported for the purposes of Section16 or any other person. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting shares- no transaction. Shares owned by an LLC for the benefit of certain family members of the Reporting Persons spouse where spouse is a 16 percent limited partner of an LLC. The Reporting Person disclaims beneficial ownership of these shares and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the securities reported for the purposes of Section16 or any other person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 25, 2020 Filed Jun 25, 2020 22:48 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-20-000066 · primary_doc.xml · nonDerivative · entry 2 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F2 · kind: No transactions occurred among these shares. Intended only to reflect shares beneficially owned. Read SEC document |
| June 25, 2020 Filed Jun 25, 2020 22:48 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 1,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-20-000066 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,782.47 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents the conversion upon vesting of RSU into common stock on a one-for-one basis. RSU was granted on June 25, 2019. Price per share on vesting date (June 25, 2020): $28.10 Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:32 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Unit · Derivative | 1,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-20-000036 · primary_doc.xml · derivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,563 Underlying: Common Stock · 1,509 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/28/2021. Cash dividends on RSUs are reinvested in shares of common stock of the issuers at fair market value on date of dividend payment. Per unit value on date of grant was $27.83 (based on the 30-day average closing price of Issuers common stock). F1 · derivative.exercise_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/28/2021. Cash dividends on RSUs are reinvested in shares of common stock of the issuers at fair market value on date of dividend payment. Per unit value on date of grant was $27.83 (based on the 30-day average closing price of Issuers common stock). F1 · derivative.expiration_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/28/2021. Cash dividends on RSUs are reinvested in shares of common stock of the issuers at fair market value on date of dividend payment. Per unit value on date of grant was $27.83 (based on the 30-day average closing price of Issuers common stock). Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 20:45 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionOption Common Stock · Derivative | 500 | $16.59 Strike: $16.59 | $8,295.00 |
DisclosureSEC source: 0001620863-19-000069 · primary_doc.xml · derivative · entry 3 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 500 shares Expires 2023-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 20:45 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-19-000069 · primary_doc.xml · nonDerivative · entry 2 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F1 · kind: No transaction occurred amongst these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 20:45 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 500 | $16.59 | $8,295.00 |
DisclosureSEC source: 0001620863-19-000069 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,729.47 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 16:01 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Unit · Derivative | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-19-000040 · primary_doc.xml · derivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034 Underlying: Common Stock · 1,034 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of Restricted Stock Units. 100% of the shares vest on 6/25/2020. Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on date of dividend payment. Per unit value on date of grant was $38.67 (based on the 30-day average closing price of Issuers common stock). F1 · derivative.exercise_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 6/25/2020. Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on date of dividend payment. Per unit value on date of grant was $38.67 (based on the 30-day average closing price of Issuers common stock). F1 · derivative.expiration_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 6/25/2020. Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on date of dividend payment. Per unit value on date of grant was $38.67 (based on the 30-day average closing price of Issuers common stock). Read SEC document |
| May 21, 2019 Filed May 23, 2019 17:54 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionRestricted Stock Unit · Derivative | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-19-000024 · primary_doc.xml · derivative · entry 3 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,019 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the conversion upon vesting of RSU into common stock on a one-for-one basis. RSU was granted on May 22, 2018. Price per share on vesting date (May 21, 2019): $39.70. F1 · derivative.exercise_date: Represents the conversion upon vesting of RSU into common stock on a one-for-one basis. RSU was granted on May 22, 2018. Price per share on vesting date (May 21, 2019): $39.70. F1 · derivative.expiration_date: Represents the conversion upon vesting of RSU into common stock on a one-for-one basis. RSU was granted on May 22, 2018. Price per share on vesting date (May 21, 2019): $39.70. Read SEC document |
| May 21, 2019 Filed May 23, 2019 17:54 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-19-000024 · primary_doc.xml · nonDerivative · entry 2 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F2 · kind: No transaction occurred amongst these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| May 21, 2019 Filed May 23, 2019 17:54 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 1,019 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-19-000024 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,229.47 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents the conversion upon vesting of RSU into common stock on a one-for-one basis. RSU was granted on May 22, 2018. Price per share on vesting date (May 21, 2019): $39.70. Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 23:51 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | SaleCommon Stock | 2,000 | $35.73 | $71,460.00 |
DisclosureSEC source: 0000899243-18-031256 · doc4.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director · EVP Wholesale Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 Read SEC document |
| December 14, 2018 Filed Dec 20, 2018 00:14 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | SaleCommon Stock | 2,000 | $35.73 | $71,460.00 |
DisclosureSEC source: 0001620863-18-000068 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 F1 · security: This amendment does not report any additional transactions - it is being filed to correct the relationship of the Reporting Person(s) to the Issuer Read SEC document |
| December 03, 2018 Filed Dec 3, 2018 22:56 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionOption Common Stock · Derivative | 2,000 | $16.59 Strike: $16.59 | $33,180.00 |
DisclosureSEC source: 0001620863-18-000064 · primary_doc.xml · derivative · entry 3 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 Underlying: Common Stock · 2,000 shares Expires 2023-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2018 Filed Dec 3, 2018 22:56 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000064 · primary_doc.xml · nonDerivative · entry 2 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F1 · kind: No transactions occurred amongst these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| December 03, 2018 Filed Dec 3, 2018 22:56 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 2,000 | $16.59 | $33,180.00 |
DisclosureSEC source: 0001620863-18-000064 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,210 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 23, 2018 Filed May 23, 2018 16:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000022 · primary_doc.xml · nonDerivative · entry 2 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F2 · kind: No transaction occurred amongst these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| May 22, 2018 Filed May 23, 2018 16:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Unit · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000022 · primary_doc.xml · derivative · entry 4 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires not disclosed F3 · derivative.exercise_price: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/21/2019. Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on the date of dividend payment. F3 · derivative.exercise_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/21/2019. Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on the date of dividend payment. F3 · derivative.expiration_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/21/2019. Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on the date of dividend payment. Read SEC document |
| May 22, 2018 Filed May 23, 2018 16:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionRestricted Stock Unit · Derivative | 1,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000022 · primary_doc.xml · derivative · entry 3 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,018 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Result of vesting of an RSU granted on May 23, 2017 that vested on May 22, 2018 F1 · derivative.exercise_date: Result of vesting of an RSU granted on May 23, 2017 that vested on May 22, 2018 F1 · derivative.expiration_date: Result of vesting of an RSU granted on May 23, 2017 that vested on May 22, 2018 Read SEC document |
| May 22, 2018 Filed May 23, 2018 16:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 1,018 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-18-000022 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,192 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Result of vesting of an RSU granted on May 23, 2017 that vested on May 22, 2018 Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 23:32 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000042 · primary_doc.xml · nonDerivative · entry 2 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse shares held with broker Disclosed balance after: 500 F3 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| May 23, 2017 Filed Jun 1, 2017 23:32 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000042 · primary_doc.xml · derivative · entry 3 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2018-05-23 F1 · derivative.exercise_date: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/23/2018 Read SEC document |
| May 23, 2017 Filed Jun 1, 2017 23:32 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000042 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,117.76 F1 · kind: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/23/2018 F2 · balance_after: This Form 4 also corrects the amount of securities beneficially owned following the reported transaction in the Form 4 which should have been 3117.76 shares Read SEC document |
| May 19, 2016 Filed Jun 5, 2017 17:51 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000052 · primary_doc.xml · nonDerivative · entry 1 Giese Cory W · CIK 0001569815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,057.93 F1 · shares: Represents the grant of Restricted Stock Units. 100% of the share vest on 05/18/2017 F2 · shares: This amended form is filed solely to report the previously reported grants of Restricted Stock Units in Table I rather than Table II. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.