Sierra Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:BSRR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Dec 25	SellUS$3,268	Lynda Scearcy	Individual	100	US$32.68
17 Nov 25	BuyUS$11,511	Laurence Dutto	Individual	400	US$28.78
10 Nov 25	SellUS$30,000	Lynda Scearcy	Individual	1,000	US$30.00
08 Aug 25	SellUS$102,602	Michael Olague	Individual	3,600	US$28.50
31 Jul 25	SellUS$28,548	Julie Castle	Individual	976	US$29.25
14 Mar 25	SellUS$20,651	Vonn Christenson	Individual	725	US$28.48
05 Mar 25	SellUS$10	Julie Castle	Individual	0.33	US$28.96
04 Mar 25	SellUS$1	Julie Castle	Individual	0.04	US$29.60
10 Feb 25	SellUS$28	Michele Gil	Individual	0.92	US$30.46
06 Feb 25	SellUS$35,328	Julie Castle	Individual	1,104	US$32.00

Insider Trading Volume

Insider Buying: BSRR insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of BSRR?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,397,650	10.5%
General Public	4,251,312	32%
Institutions	7,649,187	57.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.71%	BlackRock, Inc.	1,291,569	US$44.0m	-3.68%	no data
7.11%	Dimensional Fund Advisors LP	945,404	US$32.2m	-0.65%	no data
5.52%	The Vanguard Group, Inc.	733,567	US$25.0m	3.23%	no data
4.38%	Private Management Group Inc	582,706	US$19.9m	-0.63%	0.58%
3.24%	Morris Tharp	430,899	US$14.7m	-3.72%	no data
2.88%	Manulife Asset Management	382,947	US$13.1m	-1.17%	0.01%
2.67%	James Holly	354,509	US$12.1m	0.41%	no data
2.21%	Geode Capital Management, LLC	293,645	US$10.0m	-1.59%	no data
2.12%	State Street Global Advisors, Inc.	282,286	US$9.6m	0.38%	no data
2.07%	Albert Berra	275,815	US$9.4m	0.53%	no data
1.67%	American Century Investment Management Inc	222,122	US$7.6m	22.1%	no data
1.67%	Columbia Management Investment Advisers, LLC	222,072	US$7.6m	-6.93%	no data
1.5%	Bridgeway Capital Management, LLC	200,116	US$6.8m	-3.06%	0.09%
1.47%	FMR LLC	194,879	US$6.6m	2.21%	no data
1.45%	Renaissance Technologies LLC	193,212	US$6.6m	-1.48%	0.01%
1.28%	Northern Trust Global Investments	170,578	US$5.8m	-3.97%	no data
1.24%	C.S. McKee, L.P.	164,905	US$5.6m	-3.15%	0.15%
0.91%	Banc Funds Company, L.L.C.	121,424	US$4.1m	0%	0.67%
0.84%	Hotchkis and Wiley Capital Management, LLC	111,409	US$3.8m	-8.39%	0.01%
0.79%	BNY Asset Management	105,201	US$3.6m	-2.13%	no data
0.75%	Goldman Sachs Asset Management, L.P.	99,311	US$3.4m	7.92%	no data
0.68%	LSV Asset Management	90,000	US$3.1m	-7.22%	0.01%
0.59%	Kevin McPhaill	78,185	US$2.7m	-6.91%	no data
0.53%	Morgan Stanley	70,582	US$2.4m	-12.3%	no data
0.48%	Arrowstreet Capital, Limited Partnership	63,369	US$2.2m	5.16%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/14 03:20
End of Day Share Price	2025/12/12 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sierra Bancorp is covered by 7 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Joseph Gladue	B. Riley Securities, Inc.
null null	D.A. Davidson & Co.
Gary Tenner	D.A. Davidson & Co.