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
29 May 26	SellUS$382,091	Hugh Boyle	Individual	10,000	US$38.21
13 Feb 26	SellUS$9,380	Julie Castle	Individual	250	US$37.52
05 Feb 26	SellUS$28,450	Julie Castle	Individual	750	US$38.00
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

Insider Trading Volume

Insider Buying: BSRR insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BSRR?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,405,905	10.9%
General Public	3,836,663	29.7%
Institutions	7,663,124	59.4%

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

Top Shareholders

Top 25 shareholders own 58.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.65%	BlackRock, Inc.	1,244,911	US$48.8m	-1.96%	no data
7.2%	Dimensional Fund Advisors LP	929,226	US$36.4m	-1.04%	no data
4.19%	Vanguard Capital Management, LLC	540,451	US$21.2m	0%	no data
4.06%	Private Management Group Inc	524,224	US$20.5m	-4.01%	0.57%
3.34%	Morris Tharp	430,899	US$16.9m	0%	no data
2.79%	Manulife Asset Management	359,946	US$14.1m	-5.1%	0.01%
2.67%	Janus Henderson Group plc	344,133	US$13.5m	32.9%	no data
2.67%	James Holly	344,109	US$13.5m	0%	no data
2.34%	American Century Investment Management Inc	301,865	US$11.8m	20.6%	no data
2.21%	Geode Capital Management, LLC	285,344	US$11.2m	-0.42%	no data
2.18%	Albert Berra	280,815	US$11.0m	1.81%	no data
2.07%	State Street Global Advisors, Inc.	266,960	US$10.5m	-4.56%	no data
1.67%	FMR LLC	215,257	US$8.4m	5.19%	no data
1.59%	Bridgeway Capital Management, LLC	205,464	US$8.0m	-3.53%	0.1%
1.4%	Renaissance Technologies LLC	180,847	US$7.1m	-0.59%	0.01%
1.27%	C.S. McKee, L.P.	164,170	US$6.4m	-0.61%	0.14%
1.25%	Northern Trust Global Investments	160,736	US$6.3m	1.61%	no data
1.08%	Basswood Capital Management, L.L.C.	139,676	US$5.5m	0%	0.26%
0.88%	Banc Funds Company, L.L.C.	113,255	US$4.4m	-6.73%	0.79%
0.83%	Hotchkis and Wiley Capital Management, LLC	107,359	US$4.2m	-3.64%	0.01%
0.76%	Arrowstreet Capital, Limited Partnership	98,619	US$3.9m	19.2%	no data
0.72%	BNY Asset Management	93,399	US$3.7m	-6.38%	no data
0.69%	Kevin McPhaill	88,506	US$3.5m	15.5%	no data
0.6%	Vanguard Fiduciary Trust Company	77,035	US$3.0m	-0.25%	no data
0.57%	Morgan Stanley	72,954	US$2.9m	4.7%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/09 08:32
End of Day Share Price	2026/06/09 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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 6 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.
Gary Tenner	D.A. Davidson & Co.
null null	D.A. Davidson & Co.