WaveMan
WaveMan · Company
BSRR · Sierra Bancorp
> Search tickers & screens ⌘K
LIVE
← All companies

BSRR Sierra Bancorp (BSRR) Insider Trading, Ownership & Congress Trades

Banks · State commercial banks · CIK 0001130144
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
53
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $412.1K priced

What the filings say about BSRR

Insiders, 180 days
-$994.8K net sold
4 sellers · 0% of sales under a 10b5-1 plan

Sierra Bancorp insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, SIERRA BANCORP insiders sold a net $994.8K of stock across 71 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Castle Julie G
Director
SELL
2026-08-03 SECtraded 2026-07-31
1,000
$40.7K
+6.0%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (3 buys, 8 sales), the last on Feb 13, 2026.
  • The trade is 84.7% of the 1,181 shares held after it.
  • No other insider sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Castle Julie G sold about $40.7K of BSRR on Jul 31, 2026; 53 funds added in the latest 13F quarter.
Boyle Hugh F
EVP/Chief Credit Officer
SELL
2026-05-29 SEC
10,000
$382.1K
+14.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 45.9% of the 21,781 shares held after it.
  • 2 other insiders sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP/Chief Credit Officer Boyle Hugh F sold about $382.1K of BSRR on May 29, 2026, the largest insider sale at the company since 2024; 2 other insiders sold within 30 days and 53 funds added in the latest 13F quarter.
Treece Christopher G
EVP/Chief Financial Officer
SELL
2026-05-22 SEC
10,000
$381.8K
+12.4%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 25.6% of the 39,095 shares held after it.
  • 2 other insiders sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP/Chief Financial Officer Treece Christopher G sold about $381.8K of BSRR on May 22, 2026, the largest insider sale at the company since 2024; 2 other insiders sold within 30 days and 53 funds added in the latest 13F quarter.
Christenson Vonn R
Director
SELL
2026-05-20 SECtraded 2026-05-18
1,053
$40.0K
+12.2%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on May 8, 2026.
  • The trade is 557.1% of the 189 shares held after it.
  • 2 other insiders sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Christenson Vonn R sold about $40.0K of BSRR on May 18, 2026; 2 other insiders sold within 30 days and 53 funds added in the latest 13F quarter.
Christenson Vonn R
Director
SELL
2026-05-12 SECtraded 2026-05-08
3,947
$150.2K
+17.0%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Mar 14, 2025.
  • The trade is 2088.4% of the 189 shares held after it.
  • 2 other insiders sold within 30 days.
  • 53 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Christenson Vonn R sold about $150.2K of BSRR on May 8, 2026; 2 other insiders sold within 30 days and 53 funds added in the latest 13F quarter.
71 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 66 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$994.8K over 180 days
-$40.7K over 90 days
below 71% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
53 funds bought in last quarter
below 78% of Banks
Revenue
+2.3% year over year (latest quarter)
below 71% of Banks
Margin
165.7% net margin (latest quarter)
more than 50% of Banks
Buybacks
$14.9M repurchased, FY to 2026-06-30
more than 61% of Banks
Short interest
3.4% of the float short (float per yahoo 2026-10-27) · 7.4 days to cover · settled 2026-10-15
more than 54% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch BSRR

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+66.2%12M
+0%+22%+44%+66%2025-102025-122026-022026-042026-062026-082026-10 2026-05-29 · Boyle Hugh F sold $382.1K2026-05-22 · Treece Christopher G sold $381.8K2026-02-10 · McPhaill Kevin J sold $329.2K2026-02-06 · McPhaill Kevin J sold $295.0K2026-02-05 · HOLLY JAMES C sold $189.7K2026-01-15 · Scearcy Lynda sold $175.0K2026-05-08 · Christenson Vonn R sold $150.2K2026-02-09 · McPhaill Kevin J sold $122.9K2026-07-31 · Castle Julie G sold $40.7K2026-05-18 · Christenson Vonn R sold $40.0K2025-11-10 · Scearcy Lynda sold $30.0K2025-12-03 · Dabney Cindy L sold $28.3K2025-12-03 · Dabney Cindy L sold $27.4K2025-12-03 · Dabney Cindy L sold $27.4K2025-12-03 · Dabney Cindy L sold $27.2K2025-12-10 · Abundis Susan M sold $20.1K2026-02-05 · Castle Julie G sold $18.9K2025-11-17 · Dutto Laurence S bought $11.5K2026-02-05 · Castle Julie G sold $9.5K2026-02-13 · Castle Julie G sold $9.4K2025-12-09 · Scearcy Lynda sold $3.3K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns BSRR: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
1,306,403 sh
$53.2M
DIMENSIONAL FUND ADVISORS LP
921,629 sh
$37.6M
VANGUARD CAPITAL MANAGEMENT LLC
527,029 sh
$21.5M
Jupiter Topco LLC
438,288 sh
$17.9M
PRIVATE MANAGEMENT GROUP INC
434,075 sh
$17.7M

Congress trades in BSRR

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

BSRR planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

BSRR mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Janus Henderson Small Cap Value Fund
$17.9M position · as of 2026-06-30
1.4%
Select Banking Portfolio
$5.0M position · as of 2026-05-31
1.1%
Regional Bank Fund
$7.2M position · as of 2026-07-31
0.8%
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund
$720.4K position · as of 2026-06-30
0.4%
Zacks Small-Cap Core Fund
$133.3K position · as of 2026-05-31
0.4%
Small Cap Value Fund
$2.2M position · as of 2026-06-30
0.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$1.9M
$2.0M
$908.6K
+66%
+60%
2024
$1.4M
$1.8M
$716.2K
+42%
+46%
2023
$1.5M
$1.6M
$816.3K
+7%
+23%
2022
$1.4M
$1.1M
$785.4K
-4%
+23%
2021
$1.3M
$1.4M
$801.7K
+78%
+39%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $994.8K sold by insiders over 180 days, 53 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UMBFBWFGPBPEBOFMBMGABCNEWTDCOMPCBISBAWSBFJMSB

BSRR financials

Revenue growth
+2.3%
XBRL, annual
Net margin
165.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$44.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.10x
long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end); equity 2026-06-30
Cash flow to debt
0.11x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end)
Return on equity
+12.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
12.59x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$816.8M
market value at close 2026-10-27 on 2026-07-27 shares, plus long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end), minus cash 2026-06-30
FCF yield
+8.0%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
0.70x
P/E over trailing EPS growth of 18%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$42.3M$40.6M$34.8M$33.7M
EPS (diluted)3.112.822.362.24
Operating cash flow$33.7M$57.2M$53.2M$33.6M
Cash$135.6M$100.7M$78.6M$77.1M
Long-term debt$49.5M$49.4M$49.3M$49.2M
Buybacks$31.8M$15.8M$8.9M$5.2M
Dividends paid$13.7M$13.6M$13.7M$13.9M
SEC XBRL, fiscal years, as known on 2026-10-28

BSRR Stock Sonar score 6/7 axes

Find similar shapesCompare

BSRR ranks highest on profitability (67th percentile) and risk and compliance (52nd), and lowest on financial health (11th), among Banks peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
67
Inputs
  • Return on equity+12.5% · 72 pct, sector of 327
  • Return on assets+1.2% · 61 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
11
Inputs
  • Debt to equity1.10x · 9 pct, sector of 229
  • Cash flow to debt0.11x · 14 pct, sector of 198
Growth
29
Inputs
  • Revenue growth, YoY+2.3% · 29 pct, sector of 151
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
14
Inputs
  • Net Form 4 buying (codes P and S), 180d-$995K · 29 pct, sector of 273
  • Insider buyers, 180d0 · 0 pct, sector of 273
Institutional and government
22
Inputs
  • Funds adding, latest quarter53 · 22 pct, sector of 257
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
52
Inputs
  • Short interest, % of float+3.4% · 46 pct, sector of 374
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+10.4% · 58 pct, sector of 127
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

BSRR filings, in plain words

Are Sierra Bancorp insiders buying or selling BSRR?

In the 180 days to 2026-10-28, Sierra Bancorp insiders were net sellers, a net $994.8K across purchases and sales reported on Form 4, by 4 sellers.

Read the full summary

In the 180 days to 2026-10-28, Sierra Bancorp insiders were net sellers of BSRR, a net $994.8K across purchases and sales reported on Form 4 by 4 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing
Insider buyingInsider sellingCongress stock tradesActivist 13D stakesForm 144 planned salesCEO pay vs performanceAll companies