As of September 29, 2026, Sierra Bancorp's top three insider holders are James C Holly (C.E.O., 302.97K shares), Albert L Berra (Director, 147.84K shares), Kevin J Mcphaill (President/Ceo, 67.81K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James C Holly | C.E.O. | 302,970 | 0 | 302,970 | 38.7% | 06 Feb, 2026 |
| 2 | Albert L Berra | Director | 147,843 | 0 | 147,843 | 18.9% | 17 Feb, 2026 |
| 3 | Kevin J Mcphaill | President/Ceo | 67,807 | 0 | 67,807 | 8.7% | 25 Feb, 2026 |
| 4 | Christopher G Treece | Evp/Chief Financial Officer | 39,095 | 0 | 39,095 | 5.0% | 22 May, 2026 |
| 5 | Jennifer Ann Johnson | Evp/Chief Admin. Officer | 36,792 | 0 | 36,792 | 4.7% | 20 Nov, 2023 |
| 6 | Lynda Scearcy | Director | 30,133 | 0 | 30,133 | 3.8% | 16 Jan, 2026 |
| 7 | Natalia M Coen | Evp/Cro | 26,836 | 0 | 26,836 | 3.4% | 24 Feb, 2026 |
| 8 | Michael Olague | Evp/Chief Banking Officer | 26,799 | 0 | 26,799 | 3.4% | 24 Feb, 2026 |
| 9 | Hugh F Boyle | Evp/Chief Credit Officer | 21,781 | 0 | 21,781 | 2.8% | 29 May, 2026 |
| 10 | William J Wade | Evp/Chief Operations Officer | 13,990 | 0 | 13,990 | 1.8% | 18 Nov, 2025 |
| 11 | Laurence S Dutto | Director | 11,139 | 0 | 11,139 | 1.4% | 21 Nov, 2025 |
| 12 | Morris A Tharp | Director | 11,139 | 0 | 11,139 | 1.4% | 21 Nov, 2025 |
| 13 | Matthew Dusi | Svp/Head Of Commercial Banking | 8,767 | 0 | 8,767 | 1.1% | 25 Mar, 2025 |
| 14 | Gordon T Woods | Director | 8,433 | 0 | 8,433 | 1.1% | 19 Nov, 2023 |
| 15 | Susan M Abundis | Director | 7,603 | 0 | 7,603 | 1.0% | 11 Dec, 2025 |
| 16 | Cindy L Dabney | Svp/Chief Accounting Officer | 6,905 | 0 | 6,905 | 0.9% | 03 Dec, 2025 |
| 17 | Michele M Gil | Director | 6,702 | 0 | 6,702 | 0.9% | 21 Nov, 2025 |
| 18 | Ermina Karim | Director | 6,702 | 0 | 6,702 | 0.9% | 21 Nov, 2025 |
| 19 | Julie G Castle | Director | 1,181 | 0 | 1,181 | 0.2% | 03 Aug, 2026 |
| 20 | Vonn R Christenson | Director | 189 | 0 | 189 | 0.0% | 19 May, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 31 Jul, 2026 | Julie G Castle | Director | Disposed S | 1,000 | $40.70 | $40.70K | 1,181 | Direct |
| 29 May, 2026 | Hugh F Boyle | Evp/Chief Credit Officer | Disposed S | 10,000 | $38.21 | $382.09K | 21,781 | Direct |
| 22 May, 2026 | Christopher G Treece | Evp/Chief Financial Officer | Acquired M | 10,000 | $27.11 | $271.10K | 49,095 | Direct |
| 22 May, 2026 | Christopher G Treece | Evp/Chief Financial Officer | Disposed S | 10,000 | $38.18 | $381.77K | 39,095 | Direct |
| 22 May, 2026 | Christopher G Treece | Evp/Chief Financial Officer | Disposed M | 10,000 | $0.00 | $0 | 8,440 | Direct |
| 18 May, 2026 | Vonn R Christenson | Director | Acquired M | 1,053 | $28.21 | $29.71K | 1,242 | Direct |
| 18 May, 2026 | Vonn R Christenson | Director | Disposed S | 1,053 | $38.01 | $40.03K | 189 | Direct |
| 18 May, 2026 | Vonn R Christenson | Director | Disposed M | 1,053 | $0.00 | $0 | 0 | Direct |
| 08 May, 2026 | Vonn R Christenson | Director | Acquired M | 3,947 | $28.21 | $111.34K | 4,136 | Direct |
| 08 May, 2026 | Vonn R Christenson | Director | Disposed S | 3,947 | $38.05 | $150.20K | 189 | Direct |
| 08 May, 2026 | Vonn R Christenson | Director | Disposed M | 3,947 | $0.00 | $0 | 1,053 | Direct |
| 01 Mar, 2026 | Hugh F Boyle | Evp/Chief Credit Officer | Disposed F | 1,689 | $35.98 | $60.77K | 31,781 | Direct |
| 23 Feb, 2026 | Kevin J Mcphaill | President/Ceo | Disposed F | 1,358 | $36.09 | $49.01K | 67,807 | Direct |
| 23 Feb, 2026 | Hugh F Boyle | Evp/Chief Credit Officer | Disposed F | 794 | $36.09 | $28.66K | 33,470 | Direct |
| 23 Feb, 2026 | Michael Olague | Evp/Chief Banking Officer | Disposed F | 665 | $36.09 | $24.00K | 26,799 | Direct |
| 23 Feb, 2026 | Christopher G Treece | Evp/Chief Financial Officer | Disposed F | 800 | $36.09 | $28.87K | 39,095 | Direct |
| 23 Feb, 2026 | Natalia M Coen | Evp/Cro | Disposed F | 653 | $36.09 | $23.57K | 26,836 | Direct |
| 17 Feb, 2026 | Albert L Berra | Director | Acquired M | 5,000 | $17.25 | $86.25K | 147,843 | Direct |
| 13 Feb, 2026 | Julie G Castle | Director | Disposed S | 250 | $37.52 | $9.38K | 2,181 | Direct |
| 17 Feb, 2026 | Albert L Berra | Director | Disposed M | 5,000 | $0.00 | $0 | 0 | Direct |