Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRICO BANCSHARES /TCBK · Entity 4626 | Director | May 21, 2026 | May 26, 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 May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 129,349.577 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Exercise / conversion · Acquired 2,178 · Balance 129,349.577 F1: Represents the conversion upon vesting of Restricted Stock Units, including accumulated dividends, into common stock on a one for one basis. RSUs were granted on 5/22/2025. Price per share on vesting date (5/22/2026) is $50.68. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-22 · Exercise / conversion · Disposed 2,178 · Balance 0 F1: Represents the conversion upon vesting of Restricted Stock Units, including accumulated dividends, into common stock on a one for one basis. RSUs were granted on 5/22/2025. Price per share on vesting date (5/22/2026) is $50.68. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,646 |
Reported balance
After 2026-05-21 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-21 · Grant · Acquired 1,646 · Balance 1,646 F2: Represents a grant of Restricted Stock Unit (RSU) award. 100% of the shares vest on 5/21/27. Cash dividends on RSUs are reinvested in shares of Issuers common stock of the Issuer at fair market value on date of dividend payment. Per unit value on date of grant was $50.11 (based on the 30-day average closing price of Issuers common stock ending 5/21/26). |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 2,300 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,300 |
| Common StockSEC Table I · non-derivative | IndirectBy mother's trust | 3,000 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Koehnen & Sons Profit Sharing | 8,600 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,600 |
| Common StockSEC Table I · non-derivative | IndirectBy Koehnen & Sons | 97,715 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 97,715 |
| Common StockSEC Table I · non-derivative | IndirectESOP Trustee | 1,113,794 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,113,794 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion upon vesting of Restricted Stock Units, including accumulated dividends, into common stock on a one for one basis. RSUs were granted on 5/22/2025. Price per share on vesting date (5/22/2026) is $50.68.
F2: Represents a grant of Restricted Stock Unit (RSU) award. 100% of the shares vest on 5/21/27. Cash dividends on RSUs are reinvested in shares of Issuers common stock of the Issuer at fair market value on date of dividend payment. Per unit value on date of grant was $50.11 (based on the 30-day average closing price of Issuers common stock ending 5/21/26).
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 23, 2017 Filed Jun 2, 2017 00:18 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000045 · primary_doc.xml · nonDerivative · entry 1 Koehnen Michael W · CIK 0001290259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,794.41 F1 · kind: Represents the grant of Restricted Stock Units. 100% of the shares vest on 05/23/2018 Read SEC document |
| May 19, 2016 Filed Jun 5, 2017 18:15 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000055 · primary_doc.xml · nonDerivative · entry 1 Koehnen Michael W · CIK 0001290259 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,499.79 F1 · shares: Represents the grant of Restricted Stock Units. 100% of the share vest on 05/18/2017 F2 · shares: This amended form is filed solely to report the previously reported grants of Restricted Stock Units in Table I rather than Table II. 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.