BSRR at a glance
SIERRA BANCORP (BSRR, SEC CIK 1130144) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SIERRA BANCORP (BSRR) reported revenue of $171.4 million (down 0.6% from FY2024) and net income of $42.3 million. Diluted EPS was $3.11.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding SIERRA BANCORP (BSRR) shares worth $171.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Castle Julie G on July 31, 2026 of 1,000 shares at $40.70 per share.
- In the last 90 days, BSRR insiders reported 0 open-market purchases ($0) and 1 open-market sale ($41K) on Form 4, a net sale of $41K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $171.4M
- −0.6% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$41K
- 13F holders
- 26 funds
- $171.3M · +0 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Second-quarter net income $9.9M vs $10.6M YoY; diluted EPS $0.77 vs $0.78
- Net interest margin 3.74% vs 3.68% YoY; net interest income $30.4M vs $30.7M
- Mortgage warehouse average balance $422.3M vs $368.6M; agricultural production loan drove $2.5M specific reserve
- Assets $3.7B, down $108.7M; deposits increased $54.6M to $3.0B
- Capital deployment included $14.4M share repurchases and $6.8M cash dividends; outlook cited stronger loan-production momentum entering third quarter and interest-rate, credit, liquidity risks
Risk Factors
- No material changes from Form 10-K risk factors for year ended December 31, 2025
- Carried-forward regulatory risk unchanged from prior annual filing
- Carried-forward operational and competitive risks unchanged from prior annual filing
- Carried-forward liquidity and financial risks unchanged from prior annual filing
AI summary of the BSRR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains only standard Regulation FD exhibit and liability language
- CFO Christopher G. Treece signed the report on September 8, 2026
Item 8.01: Other Events
- New Director Emeritus position and retirement plan effective July 23, 2026
- Eligible directors must voluntarily retire after minimum service and sign an Emeritus Agreement
Item 2.02: Results of Operations and Financial Condition
- Unaudited results cover Q2 and six months ended June 30, 2026
- Sierra Bancorp issued results July 27, 2026
Item EX-99.1: Item EX-99.1
- Q2 net income $9.9M, down 7%; EPS $0.77 versus $0.78 year over year
- First-half net income $22.4M, up 14%; EPS $1.72, up 20% from $1.43
AI summaries of BSRR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BSRR
Don't miss the next BSRR filing
- Alerts as it files. A push when BSRR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BSRR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Castle Julie G | Sell | Jul 31, 2026 | 1,000 | $40.70 |
| Boyle Hugh F | Sell | May 29, 2026 | 10,000 | $38.21 |
| Christenson Vonn R | Sell | May 18, 2026 | 1,053 | $38.01 |
| Christenson Vonn R | M | May 18, 2026 | 1,053 | $28.21 |
| Christenson Vonn R | M | May 18, 2026 | 1,053 | - |
| Christenson Vonn R | M | May 8, 2026 | 3,947 | - |
| Christenson Vonn R | M | May 8, 2026 | 3,947 | $28.21 |
| Christenson Vonn R | Sell | May 8, 2026 | 3,947 | $38.05 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $163.1M | $172.3M | $171.4M |
| Net Income | $34.8M | $40.6M | $42.3M |
| Net Margin | 21.4% | 23.5% | 24.7% |
| Balance Sheet | |||
| Total Assets | $3.7B | $3.6B | $3.8B |
| Equity | $338.1M | $357.3M | $364.9M |
| ROE | 10.3% | 11.4% | 11.6% |
| Per Share | |||
| EPS | - | $2.82 | $3.11 |
| Cash Flow | |||
| Operating CF | $53.2M | $57.2M | $33.7M |
| CapEx | $1.4M | $1.2M | $1.5M |
Source: XBRL data in SIERRA BANCORP (BSRR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BSRR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $171.3M |
| Q1 2026 | 26 | $140.9M |
| Q4 2025 | 23 | $140.9M |
| Q3 2025 | 21 | $134.5M |
| Q2 2025 | 22 | $138.2M |
| Q1 2025 | 19 | $91.3M |
| Q4 2024 | 15 | $87.9M |
| Q3 2024 | 12 | $64.0M |
- BlackRock+61.5K (+5%)
- Vanguard Portfolio Management LLC+30.1K (+43%)
- Northern Trust+15.1K (+9%)
- D.E. Shaw & Co+14.4K (+198%)
- State Street Corp+9.6K (+4%)
- Goldman Sachs Group−32.9K (-39%)
- Millennium Management−23.7K (-67%)
- Vanguard Capital Management LLC−13.4K (-2%)
- Franklin Resources−7.7K (-35%)
- Dimensional Fund Advisors−7.6K (-1%)
- Citadel Advisors LLC+5.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 164 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BSRR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | - | |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - |
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BSRR SEC filings: frequently asked questions
Are BSRR insiders buying or selling?
In the last 90 days, SIERRA BANCORP (BSRR) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $40,703 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BSRR stock?
As of June 30, 2026, the largest SIERRA BANCORP (BSRR) holders among the 13F filers tracked by SignalX were BlackRock ($53.2 million), Dimensional Fund Advisors ($37.6 million), Vanguard Capital Management LLC ($21.5 million), State Street Corp ($11.3 million), FMR LLC (Fidelity) ($8.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BSRR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SIERRA BANCORP (BSRR) reported revenue of $171.4 million (down 0.6% from FY2024) and net income of $42.3 million. Diluted EPS was $3.11. The figures come from the XBRL data in the 10-K.
What did BSRR report in its latest 8-K?
SIERRA BANCORP (BSRR) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). Filing contains only standard Regulation FD exhibit and liability language.
What are the latest BSRR SEC filings?
SIERRA BANCORP (BSRR) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on August 3, 2026.
What is BSRR's SEC CIK number?
SIERRA BANCORP (BSRR)'s SEC Central Index Key (CIK) is 1130144. EDGAR lists every BSRR filing under that number.
Ask anything about BSRR
The research agent reads BSRR's filings, financials, insider trades and 13F holders, then answers with sources.