Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIERRA BANCORPBSRR · Entity 5450 | SVP/Head of Commercial Banking | March 21, 2025 | March 25, 2025 |
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 March 21, 2025 · Filed March 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,767 |
Reported balance
After 2025-03-21 transaction · row 1
1 source rowRow 1 · 2025-03-21 · Tax withholding · Disposed 625 · Balance 8,767 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 |
|---|---|---|---|---|---|---|
| March 21, 2025 Filed Mar 25, 2025 20:10 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 625 | $28.53 | $17,831.25 |
DisclosureSEC source: 0001127602-25-010354 · form4.xml · nonDerivative · entry 1 Dusi Matthew · CIK 0002014799 · SVP/Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,767 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 29, 2024 Filed Dec 6, 2024 16:43 UTC | SIERRA BANCORP BSRR · Entity 5450 | Tax withholdingCommon Stock | 210 | $31.47 | $6,608.70 |
DisclosureSEC source: 0001127602-24-028751 · form4.xml · nonDerivative · entry 1 Dusi Matthew · CIK 0002014799 · SVP/Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,392 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 |
| March 21, 2024 Filed Mar 25, 2024 16:17 UTC | SIERRA BANCORP BSRR · Entity 5450 | GrantCommon Stock | 5,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011041 · form4.xml · nonDerivative · entry 1 Dusi Matthew · CIK 0002014799 · SVP/Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,602 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.