Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIERRA BANCORPBSRR · Entity 5450 | EVP/CRO | February 23, 2026 | February 25, 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 February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,836 |
Reported balance
After 2026-02-23 transaction · row 1
1 source rowRow 1 · 2026-02-23 · Tax withholding · Disposed 653 · Balance 26,836 F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock.
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 |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 22:19 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 653 | $36.09 | $23,566.77 |
DisclosureSEC source: 0001130144-26-000038 · form4.xml · nonDerivative · entry 1 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,836 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock. Read SEC document |
| February 12, 2026 Filed Feb 13, 2026 23:42 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001130144-26-000028 · form4.xml · nonDerivative · entry 2 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,489 F2 · price: Represents an award of performance-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. The number of shares vesting at the end of three years will be calculated based upon the level of achievement of the performance goal specified in the agreement underlying such grant. Read SEC document |
| February 12, 2026 Filed Feb 13, 2026 23:42 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 3,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001130144-26-000028 · form4.xml · nonDerivative · entry 1 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,272 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan that vest ratably over three years, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| November 16, 2025 Filed Feb 6, 2026 20:30 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 1,856 | $29.38 | $54,529.28 |
DisclosureSEC source: 0001130144-26-000012 · form5.xml · nonDerivative · entry 1 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,621 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock. Read SEC document |
| February 13, 2025 Filed Feb 15, 2025 00:25 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 1,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004980 · form4.xml · nonDerivative · entry 2 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,477 F2 · price: Represents an award of performance-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. The number of shares vesting at the end of three years will be calculated based upon the level of achievement of the performance goal specified in the agreement underlying such grant. Read SEC document |
| February 13, 2025 Filed Feb 15, 2025 00:25 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 3,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004980 · form4.xml · nonDerivative · entry 1 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,196 F1 · price: Represents an award of time-based restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan that vest ratably over three years, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. Read SEC document |
| November 16, 2024 Filed Nov 20, 2024 23:58 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 1,850 | $31.33 | $57,960.50 |
DisclosureSEC source: 0001127602-24-027747 · form4.xml · nonDerivative · entry 1 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,353 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 23:57 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 21,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028052 · form4.xml · nonDerivative · entry 1 Coen Natalia M · CIK 0001994768 · EVP/CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,203 F1 · price: The reporting person acquired the shares as an award of restricted stock pursuant to a grant under the Issuer's 2023 Equity Incentive Plan. Such shares vest in five (5) equal annual installments on the anniversary date of the grant, subject to forfeiture upon the occurrence of certain events specified in the agreement underlying such grant. No consideration was paid by the reporting person for the award of restricted 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.