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
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
05 Dec 24	SellUS$915,000	Morris Tharp	Individual	30,000	US$30.50
26 Nov 24	SellUS$797,469	Morris Tharp	Individual	25,300	US$31.52
12 Nov 24	SellUS$162,272	Morris Tharp	Individual	5,000	US$32.45
31 Jul 24	SellUS$292,572	Morris Tharp	Individual	10,000	US$29.26
29 Jul 24	SellUS$964,700	Michael Olague	Individual	32,506	US$30.95
26 Jul 24	SellUS$187,726	Kevin McPhaill	Individual	6,285	US$29.87
26 Jul 24	SellUS$992,025	Morris Tharp	Individual	32,500	US$30.76
26 Jul 24	SellUS$36,253	Julie Castle	Individual	1,235	US$29.36
09 May 24	SellUS$105,960	Michael Olague	Individual	4,753	US$22.29
25 Mar 24	SellUS$16	Michele Gil	Individual	0.86	US$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 Type	Number of Shares	Ownership Percentage
Individual Insiders	1,453,687	10.4%
General Public	4,163,051	29.7%
Institutions	8,387,888	59.9%

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

Top Shareholders

Top 25 shareholders own 59.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.3%	BlackRock, Inc.	1,444,759	US$44.4m	5.07%	no data
6.97%	Dimensional Fund Advisors LP	976,736	US$30.0m	-0.88%	no data
5.12%	The Vanguard Group, Inc.	717,103	US$22.0m	-2.06%	no data
4.17%	Private Management Group Inc	583,796	US$17.9m	-8.97%	0.65%
3.2%	Morris Tharp	447,569	US$13.8m	-10.8%	no data
2.83%	Manulife Asset Management	396,450	US$12.2m	-3.27%	0.01%
2.64%	1st & Main Growth Partners	369,283	US$11.4m	-14.2%	1.17%
2.52%	James Holly	353,064	US$10.9m	0.36%	no data
2.52%	Columbia Management Investment Advisers, LLC	352,913	US$10.8m	-0.84%	no data
2.29%	State Street Global Advisors, Inc.	321,257	US$9.9m	3.58%	no data
2.11%	Geode Capital Management, LLC	296,117	US$9.1m	-0.79%	no data
2.01%	Albert Berra	281,590	US$8.7m	1.34%	no data
1.51%	Northern Trust Global Investments	210,793	US$6.5m	-2.82%	no data
1.48%	Bridgeway Capital Management, LLC	206,755	US$6.4m	1.86%	0.1%
1.46%	Renaissance Technologies LLC	204,612	US$6.3m	-1.87%	0.01%
1.39%	FMR LLC	194,573	US$6.0m	12.5%	no data
1.26%	Foundry Partners, LLC	176,985	US$5.4m	19.2%	0.27%
1%	Hotchkis and Wiley Capital Management, LLC	140,242	US$4.3m	-0.64%	0.01%
0.91%	American Century Investment Management Inc	126,905	US$3.9m	3.93%	no data
0.83%	LSV Asset Management	115,800	US$3.6m	-8.75%	0.01%
0.77%	BNY Asset Management	107,205	US$3.3m	-1.95%	no data
0.7%	Zacks Investment Management, Inc.	97,590	US$3.0m	0%	0.03%
0.68%	Morgan Stanley, Investment Banking and Brokerage Investments	95,356	US$2.9m	29.7%	no data
0.62%	Goldman Sachs Asset Management, L.P.	87,233	US$2.7m	-0.08%	no data
0.51%	Kevin McPhaill	71,372	US$2.2m	-6.14%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/16 16:18
End of Day Share Price	2025/02/14 00:00
Earnings	2024/12/31
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 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.

Analyst	Institution
Joseph Gladue	B. Riley Securities, Inc.
Gary Tenner	D.A. Davidson & Co.
Timothy Coffey	FIG Partners