Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRICO BANCSHARES /TCBK · Entity 4626 | EVP Chief Financial Officer | June 25, 2026 | June 29, 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 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,350 |
Ending reported balance
After 2026-06-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-25 · Exercise / conversion · Acquired 6,259 · Balance 57,009 F1: Vesting of performance-based stock unit (PSU). Each PSU represented the right to receive 0%-150% of the target number based on the Issuers total stockholder return, relative to the KBW Regional Banking Index (based on an initial grant of PSUs which was reported in the original Form 4 for this grant on 6/12/2023). PSUs vested at 109.36% on certification date June 25,2026. Row 2 · 2026-06-25 · Tax withholding · Disposed 3,659 · Balance 53,350 F2: Reflects shares withheld to pay toward tax liability. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 14,709 |
Reported balance
After 2026-06-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-25 · Exercise / conversion · Disposed 5,724 · Balance 14,709 F1: Vesting of performance-based stock unit (PSU). Each PSU represented the right to receive 0%-150% of the target number based on the Issuers total stockholder return, relative to the KBW Regional Banking Index (based on an initial grant of PSUs which was reported in the original Form 4 for this grant on 6/12/2023). PSUs vested at 109.36% on certification date June 25,2026. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,761.43 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,761.43 |
| Common StockSEC Table I · non-derivative | IndirectBy family trust | 2,700 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,700 |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of performance-based stock unit (PSU). Each PSU represented the right to receive 0%-150% of the target number based on the Issuers total stockholder return, relative to the KBW Regional Banking Index (based on an initial grant of PSUs which was reported in the original Form 4 for this grant on 6/12/2023). PSUs vested at 109.36% on certification date June 25,2026.
F2: Reflects shares withheld to pay toward tax liability.
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, 2019 Filed Jun 27, 2019 23:13 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantPerformance Stock Units · Derivative | 3,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-19-000058 · primary_doc.xml · derivative · entry 2 Wiese Peter G · CIK 0001750749 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,103 Underlying: Common Stock · 3,103 shares Expires not disclosed F2 · derivative.exercise_price: Performance-based restricted stock unit (PSU) grant that cliff vests after three years between 0% and 150% of the target number of shares (the number of shares listed in box 5) based on the Issuers total stockholder return relative to the KBW Regional Banking Index; subject to the forfeitures, accelerated vesting and other restrictions as set forth in the plan and award agreement. F2 · derivative.exercise_date: Performance-based restricted stock unit (PSU) grant that cliff vests after three years between 0% and 150% of the target number of shares (the number of shares listed in box 5) based on the Issuers total stockholder return relative to the KBW Regional Banking Index; subject to the forfeitures, accelerated vesting and other restrictions as set forth in the plan and award agreement. F2 · derivative.expiration_date: Performance-based restricted stock unit (PSU) grant that cliff vests after three years between 0% and 150% of the target number of shares (the number of shares listed in box 5) based on the Issuers total stockholder return relative to the KBW Regional Banking Index; subject to the forfeitures, accelerated vesting and other restrictions as set forth in the plan and award agreement. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 23:13 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Units · Derivative | 3,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-19-000058 · primary_doc.xml · derivative · entry 1 Wiese Peter G · CIK 0001750749 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,253 Underlying: Common Stock · 3,103 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Unit (RSU) award that vests 25% per year over four-years, beginning June 25, 2020. Per unit value on date of grant was $38.67 (based on the 30-day average closing price of Issuers common stock). Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on date of dividend payment. F1 · derivative.exercise_date: Restricted Stock Unit (RSU) award that vests 25% per year over four-years, beginning June 25, 2020. Per unit value on date of grant was $38.67 (based on the 30-day average closing price of Issuers common stock). Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on date of dividend payment. F1 · derivative.expiration_date: Restricted Stock Unit (RSU) award that vests 25% per year over four-years, beginning June 25, 2020. Per unit value on date of grant was $38.67 (based on the 30-day average closing price of Issuers common stock). Cash dividends on RSUs are reinvested in shares of common stock of the issuer at fair market value on date of dividend payment. Read SEC document |
| December 06, 2018 Filed Dec 20, 2018 01:46 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | SaleCommon Stock | 1,250 | $36.00 | $45,000.00 |
DisclosureSEC source: 0000899243-18-031445 · doc4.xml · nonDerivative · entry 1 Wiese Peter G · CIK 0001750749 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| December 06, 2018 Filed Dec 20, 2018 22:20 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | PurchaseCommon Stock | 1,250 | $36.00 | $45,000.00 |
DisclosureSEC source: 0000899243-18-031487 · doc4a.xml · nonDerivative · entry 1 Wiese Peter G · CIK 0001750749 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 21:31 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000061 · primary_doc.xml · derivative · entry 1 Wiese Peter G · CIK 0001750749 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents the grant of Restricted Stock Units. The units vest as follows: 25% on 8/14/2019, 25% on 08/14/2020, 25% on 08/16/2021, and 25% on 8/15/2022. F1 · derivative.exercise_date: Represents the grant of Restricted Stock Units. The units vest as follows: 25% on 8/14/2019, 25% on 08/14/2020, 25% on 08/16/2021, and 25% on 8/15/2022. F1 · derivative.expiration_date: Represents the grant of Restricted Stock Units. The units vest as follows: 25% on 8/14/2019, 25% on 08/14/2020, 25% on 08/16/2021, and 25% on 8/15/2022. 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.