Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIERRA BANCORPBSRR · Entity 5450 | President/CEO | 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 | 67,807 |
Reported balance
After 2026-02-23 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-02-23 · Tax withholding · Disposed 1,358 · Balance 67,807 F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded shares of restricted stock. |
| Common StockSEC Table I · non-derivative | Direct | 20,699 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,699 |
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 22:25 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 1,358 | $36.09 | $49,010.22 |
DisclosureSEC source: 0001130144-26-000044 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,807 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 23:38 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 6,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001130144-26-000024 · form4.xml · nonDerivative · entry 2 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,165 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 23:38 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 6,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001130144-26-000024 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,563 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 |
| February 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 1,312 | $0.00 Strike: $27.11 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 24 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,312 shares Expires 2030-02-20 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 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 4,369 | $0.00 Strike: $27.30 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 23 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,369 shares Expires 2029-02-21 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 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 3,232 | $0.00 Strike: $27.35 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 22 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,232 shares Expires 2028-02-15 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 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 8,913 | $36.94 | $329,266.72 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 13 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,699 Read SEC document |
| February 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 1,312 | $27.11 | $35,568.32 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 12 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,612 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 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 4,369 | $27.30 | $119,273.70 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 11 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,300 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 10, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 3,232 | $27.35 | $88,395.20 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 10 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,931 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 09, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 1,138 | $0.00 Strike: $27.35 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 21 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,232 Underlying: Common Stock · 1,138 shares Expires 2028-02-15 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 09, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 2,181 | $0.00 Strike: $28.21 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 20 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,181 shares Expires 2027-02-16 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 09, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 3,319 | $37.02 | $122,868.72 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 9 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,699 Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 1,138 | $27.35 | $31,124.30 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 8 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,018 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 09, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 2,181 | $28.21 | $61,526.01 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 7 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,880 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 2,570 | $0.00 Strike: $28.21 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 19 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,181 Underlying: Common Stock · 2,570 shares Expires 2027-02-16 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 3,688 | $0.00 Strike: $27.11 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 18 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,688 shares Expires 2030-02-20 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 631 | $0.00 Strike: $27.30 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 17 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,369 Underlying: Common Stock · 631 shares Expires 2029-02-21 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 630 | $0.00 Strike: $27.35 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 16 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,370 Underlying: Common Stock · 630 shares Expires 2028-02-15 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 249 | $0.00 Strike: $28.21 | $0.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · derivative · entry 15 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,751 Underlying: Common Stock · 249 shares Expires 2027-02-16 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 7,768 | $37.98 | $295,010.00 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 6 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,699 Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 2,570 | $28.21 | $72,499.70 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 5 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,467 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 3,688 | $27.11 | $99,981.68 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 4 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,897 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 631 | $27.30 | $17,226.30 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 3 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,209 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 630 | $27.35 | $17,230.50 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 2 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,578 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 06, 2026 Filed Feb 10, 2026 20:48 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 249 | $28.21 | $7,024.29 |
DisclosureSEC source: 0001130144-26-000020 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,948 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 |
| November 18, 2025 Filed Nov 19, 2025 22:12 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 3,693 | $28.59 | $105,582.87 |
DisclosureSEC source: 0001130144-25-000009 · form4.xml · nonDerivative · entry 3 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,486 F3 · shares: The performance awards issued on November 18, 2022, included 5,864 target shares and 2,931 excess shares for exceeding performance targets. The performance awards vesting on November 18, 2025, included 1,406 shares of the 2,931 total excess performance shares granted. The remaining 1,525 shares of excess performance awards granted were not earned and did not vest because the remaining performance criteria were not achieved and thus, those 1,525 shares were forfeited on November 18, 2025 Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 22:12 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 993 | $28.59 | $28,389.87 |
DisclosureSEC source: 0001130144-25-000009 · form4.xml · nonDerivative · entry 2 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,179 F2 · 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 18, 2025 Filed Feb 3, 2026 23:41 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 1,525 | $28.59 | $43,599.75 |
DisclosureSEC source: 0001130144-26-000006 · form5.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,961 F1 · shares: The performance awards issued on November 18, 2022, included 5,864 target shares and 2,931 excess shares for exceeding performance targets. The performance awards vesting on November 18, 2025, included 1,406 shares of the 2,931 total excess performance shares granted. The remaining 1,525 shares of excess performance awards granted were not earned and did not vest because the remaining performance criteria were not achieved and thus, those 1,525 shares were forfeited on November 18, 2025. Read SEC document |
| November 16, 2025 Filed Nov 19, 2025 22:12 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 1,122 | $29.38 | $32,964.36 |
DisclosureSEC source: 0001130144-25-000009 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,172 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 |
| August 20, 2025 Filed Aug 25, 2025 16:41 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 3,385 | $29.26 | $99,045.10 |
DisclosureSEC source: 0001127602-25-020899 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,294 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 00:27 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 8,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004982 · form4.xml · nonDerivative · entry 2 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,679 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 00:27 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 8,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-004982 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,676 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 19, 2024 Filed Nov 21, 2024 00:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 389 | $31.06 | $12,082.34 |
DisclosureSEC source: 0001127602-24-027758 · form4.xml · nonDerivative · entry 4 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,515 F4 · shares: The performance awards issued on November 19, 2021, included 2,301 target shares and 1,150 excess shares for exceeding performance targets. The performance awards vesting on November 19, 2024, included 308 shares of the 1,150 total excess performance shares granted. The remaining 842 shares of excess performance awards granted were not earned and did not vest because the remaining performance criteria were not achieved and thus, those 842 shares were forfeited on November 19, 2024. Read SEC document |
| November 19, 2024 Filed Jan 31, 2025 18:49 UTC | SIERRA BANCORP BSRR · Entity 5450 | OtherCommon Stock | 842 | $31.06 | $26,152.52 |
DisclosureSEC source: 0001127602-25-002565 · form5.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,673 F1 · shares: 842 shares of performance shares issued on 11/19/2021 that were forfeited on 11/19/2024 as the remaining performance criteria were not achieved. See Form 4 filed on 11/20/2024 for shares that vested. Read SEC document |
| November 18, 2024 Filed Nov 21, 2024 00:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 991 | $31.00 | $30,716.05 |
DisclosureSEC source: 0001127602-24-027758 · form4.xml · nonDerivative · entry 3 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,904 F3 · 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 18, 2024 Filed Nov 21, 2024 00:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 1,323 | $31.00 | $41,006.39 |
DisclosureSEC source: 0001127602-24-027758 · form4.xml · nonDerivative · entry 2 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,895 F2 · 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, 2024 Filed Nov 21, 2024 00:39 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 1,120 | $31.33 | $35,089.60 |
DisclosureSEC source: 0001127602-24-027758 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,218 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 |
| August 20, 2024 Filed Aug 21, 2024 22:46 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 3,379 | $27.83 | $94,037.57 |
DisclosureSEC source: 0001127602-24-022741 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,338 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 |
| July 26, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 9,785 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · derivative · entry 9 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,785 shares Expires 2025-04-23 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_date: Represents date on which first installment of the reported option becomes exercisable. All options reported become cumulatively exercisable in installments of 20% per year commencing one year from the date of grant and ending five years before the expiration of the option. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 6,285 | $29.87 | $187,726.04 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · nonDerivative · entry 5 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,699 Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 9,785 | $16.55 | $161,941.75 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · nonDerivative · entry 4 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,984 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 |
| July 25, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 215 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · derivative · entry 8 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,785 Underlying: Common Stock · 215 shares Expires 2025-04-23 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_date: Represents date on which first installment of the reported option becomes exercisable. All options reported become cumulatively exercisable in installments of 20% per year commencing one year from the date of grant and ending five years before the expiration of the option. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionStock Options · Derivative | 2,849 | $0.00 Strike: $17.25 | $0.00 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · derivative · entry 7 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,849 shares Expires 2026-02-18 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 |
| July 25, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | SaleCommon Stock | 3,064 | $31.74 | $97,247.68 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · nonDerivative · entry 3 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,199 Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 215 | $16.55 | $3,558.25 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · nonDerivative · entry 2 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,263 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 |
| July 25, 2024 Filed Jul 29, 2024 21:13 UTC | SIERRA BANCORP BSRR · Entity 5450 | Exercise / conversionCommon Stock | 2,849 | $17.25 | $49,145.25 |
DisclosureSEC source: 0001127602-24-021113 · form4.xml · nonDerivative · entry 1 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,048 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 |
| November 19, 2023 Filed Nov 21, 2023 00:36 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 381 | $19.13 | $7,288.53 |
DisclosureSEC source: 0001127602-23-028075 · form4.xml · nonDerivative · entry 5 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,717 F4 · 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 18, 2023 Filed Nov 21, 2023 00:36 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 970 | $19.13 | $18,556.10 |
DisclosureSEC source: 0001127602-23-028075 · form4.xml · nonDerivative · entry 4 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,098 F3 · 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 21, 2023 00:36 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 6,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028075 · form4.xml · nonDerivative · entry 3 McPhaill Kevin J · CIK 0001349140 · President/CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,129 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.