Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Senior Vice President | March 01, 2023 | March 06, 2023 |
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.
Bank of Marin Bancorp
Report date March 01, 2023 · Filed March 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,249.2309 |
Ending reported balance
After 2023-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Tax withholding · Disposed 132 · Balance 1,271.2309 Row 2 · 2023-03-02 · Tax withholding · Disposed 22 · Balance 1,249.2309 |
| Common StockSEC Table I · non-derivative | IndirectBY ESOP | 977.6839 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 977.6839 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.10 · Expires 2030-03-02 | Direct | 260 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 260 F1: Exercisable 33% per year beginning on first anniversary date of grant |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.25 · Expires 2031-03-01 | Direct | 163 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 163 F1: Exercisable 33% per year beginning on first anniversary date of grant |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 232 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 232 F1: Exercisable 33% per year beginning on first anniversary date of grant |
Filing footnotes · ownership attribution and instrument terms
F1: Exercisable 33% per year beginning on first anniversary date of grant
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 |
|---|---|---|---|---|---|---|
| March 02, 2023 Filed Mar 6, 2023 11:00 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 22 | $30.71 | $675.62 |
DisclosureSEC source: 0001209191-23-016109 · doc4.xml · nonDerivative · entry 2 Henderson Andrea · CIK 0001908613 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249.2309 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015995 · doc4.xml · nonDerivative · entry 1 Henderson Andrea · CIK 0001908613 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,403.2309 Read SEC document |
| March 01, 2023 Filed Mar 6, 2023 11:00 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 132 | $29.29 | $3,866.28 |
DisclosureSEC source: 0001209191-23-016109 · doc4.xml · nonDerivative · entry 1 Henderson Andrea · CIK 0001908613 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271.2309 Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:55 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 232 | $34.03 Strike: $34.03 | $7,894.96 |
DisclosureSEC source: 0001209191-22-015944 · doc4.xml · derivative · entry 3 Henderson Andrea · CIK 0001908613 · First Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232 Underlying: Common Stock · 232 shares Expires 2032-03-01 F1 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:55 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015944 · doc4.xml · nonDerivative · entry 1 Henderson Andrea · CIK 0001908613 · First Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146 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.