Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRICO BANCSHARES /TCBK · Entity 4626 | EVP Chief Credit 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 | 40,688 |
Ending reported balance
After 2026-06-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-25 · Exercise / conversion · Acquired 4,561 · Balance 43,363 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 2,675 · Balance 40,688 F2: Reflects shares withheld to pay toward tax liability. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 10,705 |
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 4,171 · Balance 10,705 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 | 9,898.03 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,898.03 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 166.27 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 166.27 |
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 |
|---|---|---|---|---|---|---|
| May 10, 2017 Filed Jun 5, 2017 21:21 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 4,000 | $15.40 | $61,600.00 |
DisclosureSEC source: 0001620863-17-000061 · primary_doc.xml · nonDerivative · entry 1 CARNEY CRAIG B · CIK 0001198502 · EVP/Cheif Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,355 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. F2 · balance_after: This amendment to the reporting persons form 4 filed on May 10, 2017 corrects the number of shares disposed of or withheld, the number of shares beneficially owned in Table 1, and the number of derivative securities beneficially owned on Table 2. Read SEC document |
| May 07, 2017 Filed May 12, 2017 18:10 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionRestricted Common Stock · Derivative | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000021 · primary_doc.xml · derivative · entry 4 CARNEY CRAIG B · CIK 0001198502 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,575 Underlying: Common Stock · 440 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 May 7, 2015 that was vested on May 7, 2017 F1 · derivative.exercise_date: Result of vesting of an RSU granted May 7, 2015 that was vested on May 7, 2017 F1 · derivative.expiration_date: Result of vesting of an RSU granted May 7, 2015 that was vested on May 7, 2017 Read SEC document |
| May 07, 2017 Filed May 12, 2017 18:10 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000021 · primary_doc.xml · nonDerivative · entry 3 CARNEY CRAIG B · CIK 0001198502 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 14,993.52 F2 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| May 07, 2017 Filed May 12, 2017 18:10 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Tax withholdingCommon Stock | 152 | $35.89 | $5,455.28 |
DisclosureSEC source: 0001620863-17-000021 · primary_doc.xml · nonDerivative · entry 2 CARNEY CRAIG B · CIK 0001198502 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,355 Read SEC document |
| May 07, 2017 Filed May 12, 2017 18:10 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-17-000021 · primary_doc.xml · nonDerivative · entry 1 CARNEY CRAIG B · CIK 0001198502 · EVP/Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,507 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 May 7, 2015 that was vested on May 7, 2017 Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · nonDerivative · entry 5 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 14,163.48 F1 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · nonDerivative · entry 4 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 114.47 F1 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · nonDerivative · entry 3 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 130.94 F1 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · nonDerivative · entry 2 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 124.7 F1 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionOption Common Stock · Derivative | 10,450 | $22.54 Strike: $22.54 | $235,543.00 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · derivative · entry 7 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,067 Underlying: Common Stock · 10,450 shares Expires 2017-05-22 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 |
| February 17, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Tax withholdingCommon Stock | 8,671 | $37.21 | $322,647.91 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · nonDerivative · entry 6 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,067 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 20:06 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 10,450 | $22.54 | $235,543.00 |
DisclosureSEC source: 0001620863-17-000002 · primary_doc.xml · nonDerivative · entry 1 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,738 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 |
| September 12, 2016 Filed Sep 12, 2016 21:57 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-16-000143 · primary_doc.xml · nonDerivative · entry 5 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 113.33 F2 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| September 12, 2016 Filed Sep 12, 2016 21:57 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-16-000143 · primary_doc.xml · nonDerivative · entry 4 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 129.64 F2 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| September 12, 2016 Filed Sep 12, 2016 21:57 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-16-000143 · primary_doc.xml · nonDerivative · entry 3 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Children Disclosed balance after: 123.46 F2 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| September 12, 2016 Filed Sep 12, 2016 21:57 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-16-000143 · primary_doc.xml · nonDerivative · entry 2 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 14,163.48 F2 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 21:57 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | SaleCommon Stock | 4,679 | $27.01 | $126,367.62 |
DisclosureSEC source: 0001620863-16-000143 · primary_doc.xml · nonDerivative · entry 1 CARNEY CRAIG B · CIK 0001198502 · EVP & Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,288 F1 · price: Represents the weighted average sale price of multiple sales at prices ranging from $27.0000 to $27.1200. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price upon request of the SEC staff, TriCo Bancshares or any holder of TriCo Bancshares common stock. 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.