Sierra Bancorp Executives to Present at Keefe, Bruyette and Woods Bank Conference July 27-29, 2026

Top Executives to Represent Sierra Bancorp at Leading Banking Conference

Sierra Bancorp confirmed its participation in the annual Keefe, Bruyette and Woods Bank Conference, a key event for banking professionals and investors. President and CEO Kevin J. McPhaill and Executive Vice President and CFO Christopher G. Treece will represent the company throughout the three-day conference. This event serves as an important platform for financial institutions to engage directly with institutional investors, analysts, and market participants focused on the banking sector.

Taking place from July 27 to July 29, 2026, the conference offers multiple presentations and networking opportunities. Sierra Bancorp’s decision to send both its CEO and CFO highlights the strategic importance placed on investor engagement. The joint presence of these executives signals the company’s intent to address both strategic initiatives and financial performance topics during the event.

Investor Engagement and Direct Management Access

According to the filing, McPhaill and Treece will meet with existing shareholders and potential investors during the conference. This approach enables current stakeholders to connect directly with leadership while allowing Sierra Bancorp to communicate its investment proposition to new investors. Direct access to senior executives facilitates detailed discussions on company strategy, financial results, and market positioning beyond what is typically conveyed in written disclosures.

One-on-one and small group meetings at industry conferences provide in-depth dialogue opportunities, allowing investors to explore company-specific topics aligned with their investment criteria. The structured conference format with dedicated time slots for investor meetings enables management to systematically engage with multiple investment professionals. This practice is standard in the banking industry and reflects Sierra Bancorp’s commitment to transparent communication with its investor base.

Presentation Materials Available Online

Sierra Bancorp has made its conference presentation materials available on its website at www.sierrabancorp.com. While the filing does not detail the exact content, these materials include the slides and talking points that McPhaill and Treece will utilize during their presentations and investor meetings. Publishing these materials online ensures that both conference attendees and non-attendees have access to consistent and standardized company information.

Making presentation materials publicly accessible aligns with regulatory guidance encouraging public companies to provide equal information access to all investors. By posting materials concurrently with or shortly after the conference, Sierra Bancorp ensures shareholders unable to attend receive the same substantive updates. This practice underscores the company’s commitment to fair disclosure and investor accessibility.

Conference Timing and Industry Context

The Keefe, Bruyette and Woods Bank Conference is scheduled for July 27-29, 2026, placing it in the third quarter of the calendar year. This prominent event attracts a wide range of banking sector participants, including sell-side analysts, institutional investors with banking portfolios, and industry specialists seeking to refine their perspectives.

For Sierra Bancorp, participation offers a valuable opportunity to present its business narrative directly to sophisticated investors during a period of heightened market focus on the banking industry. The conference setting allows the company to showcase its competitive positioning, operational results, and strategic priorities in a concentrated forum where multiple investors gather to assess banking investment prospects.

Significance of Executive Attendance

The presence of both the President/CEO and CFO/COO at the conference highlights the strategic importance Sierra Bancorp places on investor relations. The CEO typically addresses overarching strategic direction, market positioning, and long-term vision, while the CFO provides detailed financial insights, capital allocation strategies, and operational metrics. This complementary executive team ensures comprehensive coverage of investor inquiries.

By committing senior management time to the event, Sierra Bancorp demonstrates the value it places on open communication with investors. Such leadership visibility can positively influence market perceptions regarding management quality and transparency. The company’s proactive engagement through conference participation aligns with best practices in banking sector investor relations.

Regulatory Compliance in Conference Disclosures

This announcement was filed under Item 7.01 of current reporting requirements, relating to "Regulation FD Disclosure." This classification ensures the company provides material information fairly and simultaneously to all investors. The filing includes a standard disclaimer noting that the information is not considered "filed" for certain regulatory purposes, typical for disclosures aimed at investor communication rather than formal regulatory filings.

Sierra Bancorp’s disclosure approach complies with regulatory standards governing public company communications. By filing this announcement, the company guarantees all market participants receive timely notice of its conference involvement and the availability of presentation materials, supporting equal access to information.

Overview of the Keefe, Bruyette and Woods Bank Conference

The Keefe, Bruyette and Woods Bank Conference is a premier event focused exclusively on banking sector companies and professionals. Organized by KBW, now part of the Benchmark Company, these conferences attract significant institutional investor participation. They provide a platform for banking executives to present company updates, discuss industry trends, and engage directly with analysts and investors specializing in banking.

Unlike broader equity conferences, KBW events concentrate solely on financial institutions and attendees with deep banking expertise. This focus enables sophisticated discussions on banking-specific metrics, regulatory developments, and competitive dynamics. Sierra Bancorp’s participation is consistent with the common practice among regional and mid-cap banks to engage at these specialized industry forums.

Company Profile and Market Position

Headquartered in Porterville, California, Sierra Bancorp operates as a publicly traded banking company listed on the NASDAQ Global Select Market under the ticker symbol BSRR. The company’s location reflects its origins as a regional California bank. Its participation in a national banking conference underscores its engagement with a broader investor audience beyond its regional base.

Being based in California, one of the largest banking markets in the U.S., Sierra Bancorp maintains visibility and open communication with institutional investors nationwide by actively participating in national investor forums. Attendance at the Keefe, Bruyette and Woods event highlights the company’s commitment to sustaining a national presence in investor relations.

Commitment to Transparent Investor Communications

This announcement illustrates Sierra Bancorp’s dedication to proactive investor relations and transparent communication with market participants. The filing confirms the company adheres to formal disclosure protocols when senior executives participate in major investor events, ensuring timely market notification.

By publicly announcing conference participation, identifying attending executives, and providing access to presentation materials, Sierra Bancorp facilitates investor preparedness and informed decision-making. This transparent communication approach aligns with contemporary best practices in banking sector investor relations.