Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANC OF CALIFORNIA, INC.BANC · Entity 4259 | CHIEF RISK OFFICER | April 15, 2019 | April 16, 2019 |
| SIERRA BANCORPBSRR · Entity 5450 | EVP/Chief Credit Officer | May 29, 2026 | May 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.
BANC OF CALIFORNIA, INC.
Report date April 15, 2019 · Filed April 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,817.6696 |
Reported balance
After 2019-04-15 transaction · row 1
1 source rowRow 1 · 2019-04-15 · Tax withholding · Disposed 616 · Balance 99,817.6696 F1: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $13.83 · Expires 2023-09-30 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2019-04-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 25,000 F2: The stock option vested in 20% installments beginning on the one-year anniversary grant date, and became fully vested on September 30, 2018. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $13.29 · Expires 2025-05-15 | Direct | 48,000 |
Reported balance
Holding disclosure · report date 2019-04-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 48,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award.
F2: The stock option vested in 20% installments beginning on the one-year anniversary grant date, and became fully vested on September 30, 2018.
SIERRA BANCORP
Report date May 29, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,781 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Sale · Disposed 10,000 · Balance 21,781 |
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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 6, 2017 00:51 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantStock Option · Derivative | 16,000 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001415889-17-000608 · form4-04052017_050412.xml · derivative · entry 2 Boyle Hugh F · CIK 0001568582 · INTERIM CEO, CHF. RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 16,000 shares Expires 2025-05-15 F2 · shares: On May 15, 2015, the Reporting Person was granted an option to purchase 80,000 shares of common stock. The option vests in five substantially equal annual installments, based on satisfaction of certain performance-based criteria for each of the fiscal years ending December 31, 2015, 2016, 2017, 2018, and 2019. The performance criteria for 2016 were met, resulting in vesting of the option as to 16,000 shares. F2 · balance_after: On May 15, 2015, the Reporting Person was granted an option to purchase 80,000 shares of common stock. The option vests in five substantially equal annual installments, based on satisfaction of certain performance-based criteria for each of the fiscal years ending December 31, 2015, 2016, 2017, 2018, and 2019. The performance criteria for 2016 were met, resulting in vesting of the option as to 16,000 shares. Read SEC document |
| April 03, 2017 Filed Apr 6, 2017 00:51 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 3,303 | $20.70 | $68,372.10 |
DisclosureSEC source: 0001415889-17-000608 · form4-04052017_050412.xml · nonDerivative · entry 1 Boyle Hugh F · CIK 0001568582 · INTERIM CEO, CHF. RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,563.7419 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of previously granted awards. Read SEC document |
| October 13, 2016 Filed Oct 18, 2016 00:33 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 17,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-16-007286 · form4-10172016_051022.xml · nonDerivative · entry 1 Boyle Hugh F · CIK 0001568582 · CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,264.8043 F1 · kind: This award was granted upon attainment of certain performance objectives under a performance unit agreement previously granted to the Reporting Person. Read SEC document |
| October 03, 2016 Filed Feb 14, 2017 23:09 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 209.5317 | $16.94 | $3,548.63 |
DisclosureSEC source: 0001415889-17-000251 · form5-02142017_030232.xml · nonDerivative · entry 4 Boyle Hugh F · CIK 0001568582 · INTERIM CEO, CHF. RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,866.7419 F1 · kind: Shares were acquired pursuant to the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 14:57 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 1,944 | $17.32 | $33,670.08 |
DisclosureSEC source: 0001415889-16-007248 · form4-10052016_071008.xml · nonDerivative · entry 1 Boyle Hugh F · CIK 0001568582 · CHIEF RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,062.8043 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| July 01, 2016 Filed Feb 14, 2017 23:09 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 200.7507 | $17.56 | $3,524.58 |
DisclosureSEC source: 0001415889-17-000251 · form5-02142017_030232.xml · nonDerivative · entry 3 Boyle Hugh F · CIK 0001568582 · INTERIM CEO, CHF. RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,866.7419 F1 · kind: Shares were acquired pursuant to the Issuer's Dividend Reinvestment Plan. Read SEC document |
| April 01, 2016 Filed Feb 14, 2017 23:09 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 87.6359 | $16.98 | $1,487.62 |
DisclosureSEC source: 0001415889-17-000251 · form5-02142017_030232.xml · nonDerivative · entry 2 Boyle Hugh F · CIK 0001568582 · INTERIM CEO, CHF. RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,866.7419 F1 · kind: Shares were acquired pursuant to the Issuer's Dividend Reinvestment Plan. Read SEC document |
| January 04, 2016 Filed Feb 14, 2017 23:09 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 104.0193 | $14.18 | $1,475.10 |
DisclosureSEC source: 0001415889-17-000251 · form5-02142017_030232.xml · nonDerivative · entry 1 Boyle Hugh F · CIK 0001568582 · INTERIM CEO, CHF. RISK OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,866.7419 F1 · kind: Shares were acquired pursuant to the Issuer's Dividend Reinvestment Plan. 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.