Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES BANCORP INCPEBO · Entity 199 | Chief Risk Officer | September 30, 2026 | October 02, 2026 |
| SIERRA BANCORPBSRR · Entity 5450 | EVP/Chief Risk Officer | August 20, 2020 | August 21, 2020 |
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.
PEOPLES BANCORP INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,983.2139 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Other · Acquired 48.2315 · Balance 9,983.2139 F1: Shares acquired as a result of participation in an employee stock purchase plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired as a result of participation in an employee stock purchase plan.
SIERRA BANCORP
Report date August 20, 2020 · Filed August 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,222 |
Reported balance
After 2020-08-20 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2020-08-20 · Grant · Acquired 22,222 · Balance 22,222 F1: (1) The reporting person acquired the shares as an award of restricted stock pursuant to a grant under the Issuer's 2017 Stock Incentive Plan. Such shares vest in five (5) equal annual installments on the anniversary date of the grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. No consideration was paid by the reporting person for the award of restricted stock. |
| Common StockSEC Table I · non-derivative | Direct | 40 |
Reported balance
Holding disclosure · report date 2020-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40 |
Filing footnotes · ownership attribution and instrument terms
F1: (1) The reporting person acquired the shares as an award of restricted stock pursuant to a grant under the Issuer's 2017 Stock Incentive Plan. Such shares vest in five (5) equal annual installments on the anniversary date of the grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. No consideration was paid by the reporting person for the award of restricted stock.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 20:17 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 48.2315 | $31.10 | $1,500.00 |
DisclosureSEC source: 0000318300-26-000216 · wk-form4_1790957819.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,983.2139 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 18:59 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | Tax withholdingCommon Stock | 1,092 | $39.09 | $42,686.28 |
DisclosureSEC source: 0000318300-26-000199 · wk-form4_1788375547.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,934.9824 Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 12:45 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 45.9418 | $32.65 | $1,500.00 |
DisclosureSEC source: 0000318300-26-000176 · wk-form4_1782996330.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,026.9824 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 19:13 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 53.6864 | $27.94 | $1,500.00 |
DisclosureSEC source: 0000318300-26-000117 · wk-form4_1775070822.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,981.0406 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:00 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | GrantCommon Stock | 1,936 | $33.56 | $64,972.16 |
DisclosureSEC source: 0000318300-26-000088 · wk-form4_1771441256.xml · nonDerivative · entry 2 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,927.3542 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:00 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | GrantCommon Stock | 2,234 | $33.56 | $74,973.04 |
DisclosureSEC source: 0000318300-26-000088 · wk-form4_1771441256.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,991.3542 Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 17:01 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 58.7544 | $25.53 | $1,500.00 |
DisclosureSEC source: 0000318300-26-000009 · wk-form4_1767373285.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,721.0838 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| November 18, 2025 Filed Feb 13, 2026 14:24 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 10.9511 | $29.00 | $317.58 |
DisclosureSEC source: 0000318300-26-000070 · wk-form5_1770992679.xml · nonDerivative · entry 4 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,757.3542 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 18:28 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 58.8466 | $25.49 | $1,500.00 |
DisclosureSEC source: 0000318300-25-000251 · wk-form4_1759343318.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,662.3294 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| August 18, 2025 Filed Feb 13, 2026 14:24 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 9.8206 | $29.47 | $289.41 |
DisclosureSEC source: 0000318300-26-000070 · wk-form5_1770992679.xml · nonDerivative · entry 3 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,746.4031 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 19:52 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 57.7812 | $25.96 | $1,500.00 |
DisclosureSEC source: 0000318300-25-000181 · wk-form4_1751399522.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,603.4828 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| May 19, 2025 Filed Feb 13, 2026 14:24 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 8.5098 | $30.82 | $262.27 |
DisclosureSEC source: 0000318300-26-000070 · wk-form5_1770992679.xml · nonDerivative · entry 2 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,736.5825 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 13:24 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 59.5001 | $25.21 | $1,500.00 |
DisclosureSEC source: 0000318300-25-000126 · wk-form4_1743600265.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,545.7016 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| February 18, 2025 Filed Feb 13, 2026 14:24 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 6.9889 | $32.80 | $229.24 |
DisclosureSEC source: 0000318300-26-000070 · wk-form5_1770992679.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,728.0727 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:15 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | GrantCommon Stock | 2,095 | $33.41 | $69,993.95 |
DisclosureSEC source: 0000318300-25-000078 · wk-form4_1739481325.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,486.2015 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 19:40 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 55.6792 | $26.94 | $1,500.00 |
DisclosureSEC source: 0000318300-25-000006 · wk-form4_1735933239.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,370.0512 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| November 18, 2024 Filed Feb 12, 2025 21:52 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 5.7688 | $35.48 | $204.68 |
DisclosureSEC source: 0000318300-25-000064 · wk-form5_1739397114.xml · nonDerivative · entry 4 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,391.2015 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:41 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 58.672 | $25.58 | $1,500.83 |
DisclosureSEC source: 0000318300-24-000349 · wk-form4_1727890864.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,314.372 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| August 19, 2024 Filed Feb 12, 2025 21:52 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 6.0274 | $29.66 | $178.77 |
DisclosureSEC source: 0000318300-25-000064 · wk-form5_1739397114.xml · nonDerivative · entry 3 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,385.4327 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 17:04 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 59.4 | $25.26 | $1,500.44 |
DisclosureSEC source: 0000318300-24-000277 · wk-form4_1720026286.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,255.7 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| May 20, 2024 Filed Feb 12, 2025 21:52 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 5.0181 | $30.50 | $153.05 |
DisclosureSEC source: 0000318300-25-000064 · wk-form5_1739397114.xml · nonDerivative · entry 2 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,379.4053 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 16:51 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 61.4 | $24.41 | $1,498.77 |
DisclosureSEC source: 0000318300-24-000168 · wk-form4_1712163081.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196.3 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| February 20, 2024 Filed Feb 12, 2025 21:52 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 4.336 | $28.50 | $123.58 |
DisclosureSEC source: 0000318300-25-000064 · wk-form5_1739397114.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,374.3872 F1 · kind: Shares received as a result of participation in the Dividend Reinvestment Program. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 16:31 UTC | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 211.2 | $33.41 | $7,056.19 |
DisclosureSEC source: 0000318300-24-000038 · wk-form4_1704385884.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,029.2 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| January 02, 2024 Filed Jan 22, 2024 15:24 UTC Amendment | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 316.9 | $33.41 | $10,587.63 |
DisclosureSEC source: 0000318300-24-000050 · wk-form4a_1705937057.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,134.9 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. F2 · shares: This amendment is being filed to address an error in the amount of securities acquired and beneficially owned following the reported transaction F2 · balance_after: This amendment is being filed to address an error in the amount of securities acquired and beneficially owned following the reported transaction Read SEC document |
| January 02, 2024 Filed May 8, 2024 19:57 UTC Amendment | PEOPLES BANCORP INC PEBO · Entity 199 | OtherCommon Stock | 316.9 | $28.40 | $8,999.96 |
DisclosureSEC source: 0000318300-24-000206 · wk-form4a_1715198212.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,134.9 F1 · kind: Shares acquired as a result of participation in an employee stock purchase plan. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:56 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 22,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024067 · form4.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,222 F1 · price: (1) The reporting person acquired the shares as an award of restricted stock pursuant to a grant under the Issuer's 2017 Stock Incentive Plan. Such shares vest in five (5) equal annual installments on the anniversary date of the grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. No consideration was paid by the reporting person for the award of restricted stock. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 23:49 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantStock Options · Derivative | 5,000 | $27.11 Strike: $27.11 | $135,550.00 |
DisclosureSEC source: 0001127602-20-007395 · form4.xml · derivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2030-02-20 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 23:33 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 30 | $26.90 | $807.00 |
DisclosureSEC source: 0001127602-20-006751 · form4.xml · nonDerivative · entry 2 Macia Matthew Joseph · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 23:33 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 10 | $27.50 | $275.00 |
DisclosureSEC source: 0001127602-20-006751 · form4.xml · nonDerivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 22:52 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantStock Options · Derivative | 5,750 | $25.97 Strike: $25.97 | $149,327.50 |
DisclosureSEC source: 0001127602-19-016416 · form4.xml · derivative · entry 2 MACIA MATTHEW JOSEPH Blazar · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 Underlying: Common Stock · 5,750 shares Expires 2029-04-25 F2 · shares: The option vests in installments of 20% or 1,500 shares per year starting on the first anniversary of the grant date (04/25/2020) and will be fully vested on 04/25/2024 Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 22:52 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantStock Options · Derivative | 19,250 | $25.97 Strike: $25.97 | $499,922.50 |
DisclosureSEC source: 0001127602-19-016416 · form4.xml · derivative · entry 1 MACIA MATTHEW JOSEPH Blazar · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,250 Underlying: Common Stock · 19,250 shares Expires 2029-04-25 F1 · shares: The option vests in installments of 20% or 3,850 shares per year starting on the first anniversary of the grant date (04/25/2020) and will be fully vested on 04/25/2024. Read SEC document |
| April 25, 2019 Filed May 13, 2019 16:27 UTC Amendment | SIERRA BANCORP BSRR · Entity 5450 | GrantStock Options · Derivative | 5,750 | $25.97 Strike: $25.97 | $149,327.50 |
DisclosureSEC source: 0001127602-19-018254 · form4a.xml · derivative · entry 2 Macia Matthew Joseph · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 Underlying: Common Stock · 5,750 shares Expires 2029-04-25 Read SEC document |
| April 25, 2019 Filed May 13, 2019 16:27 UTC Amendment | SIERRA BANCORP BSRR · Entity 5450 | GrantStock Options · Derivative | 19,250 | $25.97 Strike: $25.97 | $499,922.50 |
DisclosureSEC source: 0001127602-19-018254 · form4a.xml · derivative · entry 1 Macia Matthew Joseph · CIK 0001772520 · EVP/Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,250 Underlying: Common Stock · 19,250 shares Expires 2029-04-25 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.