Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIERRA BANCORPBSRR · Entity 5450 | Director | July 31, 2026 | August 03, 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.
SIERRA BANCORP
Report date July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,181 |
Reported balance
After 2026-07-31 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-07-31 · Sale · Disposed 1,000 · Balance 1,181 |
| Common StockSEC Table I · non-derivative | Direct | 7,806 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,806 |
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 3, 2026 20:04 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 1,000 | $40.70 | $40,702.80 |
DisclosureSEC source: 0001130144-26-000058 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,181 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 19:23 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 250 | $37.52 | $9,380.00 |
DisclosureSEC source: 0001130144-26-000032 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,181 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 20:19 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 250 | $38.00 | $9,500.00 |
DisclosureSEC source: 0001130144-26-000017 · form4.xml · nonDerivative · entry 2 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,431 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 20:19 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 500 | $37.90 | $18,950.00 |
DisclosureSEC source: 0001130144-26-000017 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,681 Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:09 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001130144-25-000023 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,806 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan that vest in one year, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 16:06 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 976 | $29.25 | $28,548.00 |
DisclosureSEC source: 0001127602-25-019913 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,181 Read SEC document |
| March 05, 2025 Filed Mar 5, 2025 20:20 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 0.334 | $28.96 | $9.67 |
DisclosureSEC source: 0001127602-25-008264 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,157 Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 21:07 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 0.037 | $29.60 | $1.10 |
DisclosureSEC source: 0001127602-25-007854 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Castle Family Trust, Steven T Castle & Julie G Castle TTEES Disclosed balance after: 0 Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 18:32 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 1,104 | $32.00 | $35,328.00 |
DisclosureSEC source: 0001127602-25-003521 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,157.334 Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:44 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027923 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,361 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan that vest in one year, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:18 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 1,235 | $29.36 | $36,253.43 |
DisclosureSEC source: 0001127602-24-021117 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Castle Family Trust, Steven T Castle & Julie G Castle TTEES Disclosed balance after: 0.037 Read SEC document |
| May 09, 2024 Filed Jul 22, 2024 20:25 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 54.16 | $22.11 | $1,197.66 |
DisclosureSEC source: 0001127602-24-020785 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,261.334 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 23:50 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 2,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028046 · form4.xml · nonDerivative · entry 3 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,100 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan that vest in one year, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| May 02, 2023 Filed May 3, 2023 22:26 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 2 | $15.50 | $31.00 |
DisclosureSEC source: 0001127602-23-014363 · form4.xml · nonDerivative · entry 5 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,209.174 Read SEC document |
| May 02, 2023 Filed May 3, 2023 22:26 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 98 | $15.53 | $1,521.94 |
DisclosureSEC source: 0001127602-23-014363 · form4.xml · nonDerivative · entry 4 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,307.174 Read SEC document |
| May 02, 2023 Filed May 3, 2023 22:26 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 900 | $15.55 | $13,995.00 |
DisclosureSEC source: 0001127602-23-014363 · form4.xml · nonDerivative · entry 3 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,207.174 Read SEC document |
| February 09, 2023 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 25.404 | $24.95 | $633.76 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 9 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Castle Family Trust, Steven T Castle & Julie G Castle TTEES Disclosed balance after: 1,235.037 Read SEC document |
| February 09, 2023 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 45.693 | $20.95 | $957.14 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 6 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,207.174 Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 01:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026201 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,980 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2017 Stock Incentive Plan that vest in one year, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| November 10, 2022 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 12.419 | $22.17 | $275.36 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 8 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Castle Family Trust, Steven T Castle & Julie G Castle TTEES Disclosed balance after: 1,209.633 Read SEC document |
| November 10, 2022 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 42.724 | $22.17 | $947.30 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 5 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,161.481 Read SEC document |
| August 11, 2022 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 12.214 | $22.31 | $272.55 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 7 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Castle Family Trust, Steven T Castle & Julie G Castle TTEES Disclosed balance after: 1,197.214 Read SEC document |
| August 11, 2022 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 42.02 | $22.31 | $937.64 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 4 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,118.757 Read SEC document |
| May 10, 2022 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 42.559 | $21.80 | $927.85 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 3 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,076.737 Read SEC document |
| February 10, 2022 Filed Mar 20, 2023 20:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 34.178 | $26.92 | $920.00 |
DisclosureSEC source: 0001127602-23-010863 · form4.xml · nonDerivative · entry 2 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,034.178 Read SEC document |
| November 19, 2021 Filed Nov 24, 2021 02:37 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-143227 · tm2133836-15_4seq1.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,289 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2017 Stock Incentive Plan that vest in one year, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 23:46 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008897 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185 F1 · price: 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 will vest on May 15, 2022. No consideration was paid by the reporting person for the award of restricted stock. Read SEC document |
| February 01, 2021 Filed Feb 1, 2021 23:38 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 2,000 | $21.77 | $43,540.00 |
DisclosureSEC source: 0001127602-21-003332 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 19:55 UTC | SIERRA BANCORP BSRR · Entity 5450 | PurchaseCommon Stock | 2,000 | $22.37 | $44,730.60 |
DisclosureSEC source: 0001127602-21-002953 · form4.xml · nonDerivative · entry 1 Castle Julie G · CIK 0001405839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.