Sierra Bancorp
Community bank combining Central Valley real estate lending with mortgage-warehouse and agricultural credit specialties.
$39.84
After-hours close−0.09 (−0.23%)
At close$39.93(+0.25%)
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Breakdown13F · Form 4
Institutions 59.78%7.82M sharesInsiders 5.66%740.7K sharesOther 34.56%4.52M shares
Shares outstanding 13.08M · Float 11.57M · 88.4% free float
Institutions13F, as of Jun 30, 2026
126 holders · 7.82M shares · 18 new positions · 54 increased · 42 reduced · 8 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.31M | 9.99% | +61.5K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 921.6K | 7.05% | −7.6K | Aug 11, 2026 |
| Vanguard Capital Management LLC | 527.0K | 4.03% | −13.4K | Aug 13, 2026 |
| Jupiter Topco LLC | 438.3K | 3.35% | +438.3Knew | Aug 14, 2026 |
| Private Management Group Inc | 434.1K | 3.32% | −90.1K | Jul 31, 2026 |
| American Century Companies Inc | 372.7K | 2.85% | +70.8K | Aug 12, 2026 |
| Manufacturers Life Insurance Company, the | 357.6K | 2.73% | −2.3K | Aug 14, 2026 |
| Geode Capital Management, LLC | 315.4K | 2.41% | +30.0K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.80% | 1.10M | 13G | Apr 24, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| James C. Holly | director | 303.0K | 2.32% | Feb 9, 2026 |
| Albert L. Berra | director | 147.8K | 1.13% | Feb 19, 2026 |
| Kevin J. McPhaill | officer: President/CEO | 67.8K | 0.52% | Feb 25, 2026 |
| Christopher G. Treece | officer: EVP/Chief Financial Officer | 39.1K | 0.30% | May 22, 2026 |
| Lynda Scearcy | director | 30.1K | 0.23% | Jan 16, 2026 |
| Natalia M. Coen | officer: EVP/CRO | 26.8K | 0.21% | Feb 25, 2026 |
| Michael Olague | officer: EVP/Chief Banking Officer | 26.8K | 0.20% | Feb 25, 2026 |
| Hugh F. Boyle | officer: EVP/Chief Credit Officer | 21.8K | 0.17% | May 29, 2026 |
| William J. Wade | officer: EVP/Chief Operations Officer | 14.0K | 0.11% | Nov 19, 2025 |
| Laurence S. Dutto | director | 11.1K | 0.09% | Nov 21, 2025 |
2 ten-percent owners hold 964.2K shares by Form 4, outside the officers-and-directors figure above · 11 people have not refiled in the last 18 months (1.56M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 31, 2026 | Julie G. Castledirector | Sale | 1,000 | $40.70 | 1,181 |
| May 29, 2026 | Hugh F. Boyleofficer: EVP/Chief Credit Officer | Sale | 10,000 | $38.21 | 21,781 |
| May 22, 2026 | Christopher G. Treeceofficer: EVP/Chief Financial Officer | Sale | 10,000 | $38.18 | 39,095 |
| May 18, 2026 | Vonn R. Christensondirector | Sale | 1,053 | $38.01 | 189 |
| May 8, 2026 | Vonn R. Christensondirector | Sale | 3,947 | $38.05 | 189 |
| Feb 13, 2026 | Julie G. Castledirector | Sale | 250 | $37.52 | 2,181 |
| Feb 6, 2026 | Kevin J. McPhaillofficer: President/CEO | Sale | 7,768 | $37.98 | 20,699 |
| Feb 10, 2026 | Kevin J. McPhaillofficer: President/CEO | Sale | 8,913 | $36.94 | 20,699 |
| Feb 9, 2026 | Kevin J. McPhaillofficer: President/CEO | Sale | 3,319 | $37.02 | 20,699 |
| Feb 5, 2026 | James C. Hollydirector | Sale | 5,000 | $37.93 | 302,970 |
CongressHouse and Senate disclosures
Not reported.