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Sierra Bancorp

US · BSRR #3739 by market cap
39.32 -0.16 -0.41%
Live - 5344 symbols - heartbeat 552s ago · 2026-10-08 06:49
Pre-market 39.34 +0.06%
After-hours 39.32 0.00%
Market cap
509.72M
P/B
1.39
EPS
3.11
Reader sentiment Are you bullish or bearish on BSRR?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.4 percentage points.

Institutional ownership

Held by institutions
61.92% -0.40pp
Institutions
161 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund55.41%
Individual/Insider10.98%
Hedge Fund4.05%
Public Company0.91%
VC/PE Fund0.78%
Government Pension Fund0.39%
Private Company0.18%
Insurance Company0.17%
Other27.09%

Top holders as of 2026-06-30

BlackRock 10.21% · 1.31M sh
Dimensional Fund Advisors 7.21% · 921.63K sh
Vanguard Capital Management, LLC 4.73% · 604.90K sh
Janus Henderson Group plc 3.43% · 438.29K sh
Private Management Group Inc 3.39% · 434.08K sh
Morris Tharp 3.37% · 430.90K sh
American Century Investment Management 2.91% · 372.68K sh
Manulife Asset Management 2.80% · 357.61K sh
James Holly 2.69% · 344.11K sh
Geode Capital Management, LLC 2.47% · 315.37K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 19 buys · 31 sells

NameRoleStake
Morris Tharp Independent Chairperson 3.37%
James Holly Independent Vice Chairperson 2.69%
Albert Berra Independent Director 2.20%
Kevin McPhaill Chief Executive Officer 0.69%
Lynda Scearcy Independent Director 0.32%
Christopher Treece Chief Financial Officer 0.31%
Michael Olague Chief Banking Officer 0.28%
Natalia Coen Executive Vice President 0.21%
Hugh Boyle Chief Credit Officer 0.17%
Laurence Dutto Independent Director 0.13%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-07-30 Julie Castle Independent Director Open Market Disposition -1,000 $40.70
2026-05-28 Hugh Boyle Chief Credit Officer Open Market Disposition -10,000 $38.21
2026-05-21 Christopher Treece Chief Financial Officer Derivative Exercise and Sale -10,000 $27.11–38.18
2026-05-17 Vonn Christenson Independent Director Derivative Exercise and Sale -1,053 $28.21–38.01
2026-05-07 Vonn Christenson Independent Director Derivative Exercise and Sale -3,947 $28.21–38.05
2026-02-28 Hugh Boyle Chief Credit Officer Sale to Issuer -1,689 $35.98
2026-02-22 Christopher Treece Chief Financial Officer Sale to Issuer -800 $36.09
2026-02-22 Kevin McPhaill Chief Executive Officer Sale to Issuer -1,358 $36.09
2026-02-22 Michael Olague Chief Banking Officer Sale to Issuer -665 $36.09
2026-02-22 Hugh Boyle Chief Credit Officer Sale to Issuer -794 $36.09
2026-02-22 Natalia Coen Executive Vice President Sale to Issuer -653 $36.09
2026-02-16 Albert Berra Independent Director Derivative Exercise and Retained +5,000 $17.25
2026-02-12 Julie Castle Independent Director Open Market Disposition -250 $37.52
2026-02-11 Christopher Treece Chief Financial Officer Other Acquisition +6,950 --
2026-02-11 Kevin McPhaill Chief Executive Officer Other Acquisition +13,204 --
2026-02-11 Michael Olague Chief Banking Officer Other Acquisition +6,950 --
2026-02-11 Hugh Boyle Chief Credit Officer Other Acquisition +5,368 --
2026-02-11 Natalia Coen Executive Vice President Other Acquisition +4,868 --
2026-02-09 Kevin McPhaill Chief Executive Officer Derivative Exercise and Sale -20,000 $27.11–37.98
2026-02-05 Kevin McPhaill Chief Executive Officer Intent to Sell (Form 144) -20,000 $37.98

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 06:49:51 · For reference only, not investment advice and not tailored to your situation.