Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bank of Marin Bancorp
Report date May 23, 2023 · Filed May 26, 2023
Section 16 reporting ended · disclosed 2023-05-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,634 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,634 |
| Common StockSEC Table I · non-derivative | Direct | 1,921 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,921 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.90 · Expires 2028-01-02 | Direct | 318 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 318 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.70 · Expires 2028-07-02 | Direct | 958 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 958 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.35 · Expires 2029-01-02 | Direct | 988 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 988 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.80 · Expires 2029-07-01 | Direct | 1,077 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,077 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.85 · Expires 2030-01-02 | Direct | 1,019 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,019 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.20 · Expires 2030-07-01 | Direct | 1,279 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,279 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.86 · Expires 2031-01-04 | Direct | 1,120 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 1,120 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.41 · Expires 2031-07-01 | Direct | 1,239 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,239 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.35 · Expires 2032-01-03 | Direct | 1,030 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,030 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.55 · Expires 2032-07-01 | Direct | 1,071 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 1,071 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.54 · Expires 2033-01-03 | Direct | 772 |
Reported balance
Holding disclosure · report date 2023-05-23 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 772 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 26, 2023 Filed Jan 30, 2023 21:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 900 | $29.43 | $26,487.00 |
DisclosureSEC source: 0001209191-23-005498 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,921 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 20:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 772 | $32.54 Strike: $32.54 | $25,120.88 |
DisclosureSEC source: 0001209191-23-001730 · doc4.xml · derivative · entry 3 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772 Underlying: Common Stock · 772 shares Expires 2033-01-03 F2 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 20:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 209 | $32.54 | $6,800.86 |
DisclosureSEC source: 0001209191-23-001730 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,821 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 21:09 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 279 | $32.55 | $9,081.45 |
DisclosureSEC source: 0001209191-22-041242 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:09 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 1,071 | $32.55 Strike: $32.55 | $34,861.05 |
DisclosureSEC source: 0001209191-22-041242 · doc4.xml · derivative · entry 3 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071 Underlying: Common Stock · 1,071 shares Expires 2032-07-01 F2 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 1,030 | $37.35 Strike: $37.35 | $38,470.50 |
DisclosureSEC source: 0001209191-22-001606 · doc4.xml · derivative · entry 3 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,030 shares Expires 2032-01-03 F2 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 257 | $37.35 | $9,598.95 |
DisclosureSEC source: 0001209191-22-001606 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,333 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 296 | $32.41 | $9,593.36 |
DisclosureSEC source: 0001209191-21-045037 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076 F1 · kind: Shares received in payment of Director fee Read SEC document |
| June 03, 2021 Filed Jun 3, 2021 21:19 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 100 | $33.71 | $3,371.49 |
DisclosureSEC source: 0001209191-21-037773 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,634 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 18:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 257 | $34.86 | $8,959.02 |
DisclosureSEC source: 0001209191-21-001847 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 22:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 259 | $32.20 | $8,339.80 |
DisclosureSEC source: 0001209191-20-040654 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,523 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 614 | $13.52 Strike: $13.52 | $8,301.28 |
DisclosureSEC source: 0001209191-20-005848 · doc4.xml · derivative · entry 4 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 614 shares Expires 2024-10-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 188 | $44.06 | $8,283.28 |
DisclosureSEC source: 0001209191-20-005848 · doc4.xml · nonDerivative · entry 2 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264 Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 23:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 614 | $13.52 | $8,301.28 |
DisclosureSEC source: 0001209191-20-005848 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 23:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 186 | $44.85 | $8,342.10 |
DisclosureSEC source: 0001209191-20-002889 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 838 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 20:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) | 200 | $41.80 | $8,360.00 |
DisclosureSEC source: 0001209191-19-041540 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 08, 2019 Filed Jan 10, 2019 00:42 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 196 | $41.35 | $8,104.60 |
DisclosureSEC source: 0001209191-19-003162 · doc4.xml · nonDerivative · entry 3 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 F3 · kind: Shares received in payment of Director fee Read SEC document |
| November 27, 2018 Filed Jan 10, 2019 00:42 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003162 · doc4.xml · nonDerivative · entry 2 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256 F2 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 128 additional shares of common stock. Read SEC document |
| November 27, 2018 Filed Jan 10, 2019 00:42 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003162 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,534 F1 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 767 additional shares of common stock. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 21:17 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 99 | $81.40 | $8,058.60 |
DisclosureSEC source: 0001209191-18-041212 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 23:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 29 | $67.80 | $1,966.20 |
DisclosureSEC source: 0001209191-18-003009 · doc4.xml · nonDerivative · entry 1 Barlow Steven I. · CIK 0001724231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29 F1 · kind: Shares received in payment of Director fee Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.