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
DateValueNameEntityRoleSharesMax Price
05 Dec 24SellUS$915,000Morris TharpIndividual30,000US$30.50
26 Nov 24SellUS$797,469Morris TharpIndividual25,300US$31.52
12 Nov 24SellUS$162,272Morris TharpIndividual5,000US$32.45
31 Jul 24SellUS$292,572Morris TharpIndividual10,000US$29.26
29 Jul 24SellUS$964,700Michael OlagueIndividual32,506US$30.95
26 Jul 24SellUS$187,726Kevin McPhaillIndividual6,285US$29.87
26 Jul 24SellUS$992,025Morris TharpIndividual32,500US$30.76
26 Jul 24SellUS$36,253Julie CastleIndividual1,235US$29.36
09 May 24SellUS$105,960Michael OlagueIndividual4,753US$22.29
25 Mar 24SellUS$16Michele GilIndividual0.86US$18.88

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 TypeNumber of SharesOwnership Percentage
Individual Insiders1,457,15310.4%
General Public4,186,38329.9%
Institutions8,361,09059.7%

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


Top Shareholders

Top 25 shareholders own 59.75% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
BlackRock, Inc.
1,423,341US$43.2m3.51%no data
6.97%
Dimensional Fund Advisors LP
976,736US$29.6m-0.88%no data
5.23%
The Vanguard Group, Inc.
732,189US$22.2m2.33%no data
4.17%
Private Management Group Inc
583,796US$17.7m-8.97%0.62%
3.2%
Morris Tharp
447,569US$13.6m-10.8%no data
2.83%
Manulife Asset Management
396,450US$12.0m-3.27%0.01%
2.64%
1st & Main Growth Partners
369,283US$11.2m-14.2%1.14%
2.52%
James Holly
353,064US$10.7m0.36%no data
2.52%
Columbia Management Investment Advisers, LLC
352,913US$10.7m-0.84%no data
2.29%
State Street Global Advisors, Inc.
321,257US$9.8m3.58%no data
2.11%
Geode Capital Management, LLC
296,117US$9.0m-0.79%no data
2.01%
Albert Berra
281,590US$8.5m1.34%no data
1.51%
Northern Trust Global Investments
210,793US$6.4m-2.82%no data
1.48%
Bridgeway Capital Management, LLC
206,755US$6.3m1.86%0.1%
1.46%
Renaissance Technologies LLC
204,612US$6.2m-1.87%0.01%
1.39%
FMR LLC
194,573US$5.9m12.5%no data
1.26%
Foundry Partners, LLC
176,985US$5.4m19.2%0.26%
1%
Hotchkis and Wiley Capital Management, LLC
140,242US$4.3m-0.64%0.01%
0.87%
American Century Investment Management Inc
122,111US$3.7m7.6%no data
0.83%
LSV Asset Management
115,800US$3.5m-8.75%0.01%
0.78%
BNY Asset Management
109,340US$3.3m-8.52%no data
0.7%
Zacks Investment Management, Inc.
97,590US$3.0m0%0.02%
0.68%
Morgan Stanley, Investment Banking and Brokerage Investments
95,356US$2.9m29.7%no data
0.62%
Goldman Sachs Asset Management, L.P.
87,306US$2.6m-0.49%no data
0.52%
Kevin McPhaill
72,214US$2.2m-5.03%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/31 08:48
End of Day Share Price 2025/01/31 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Sierra Bancorp is covered by 8 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.

AnalystInstitution
Joseph GladueB. Riley Securities, Inc.
Gary TennerD.A. Davidson & Co.
Timothy CoffeyFIG Partners