Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Executive Vice President | March 01, 2023 | March 03, 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 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,298.2754 |
Reported balance
After 2023-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 3,596 · Balance 9,298.2754 |
| Common StockSEC Table I · non-derivative | Direct | 8,999.2754 |
Reported balance
After 2023-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-03-01 · Tax withholding · Disposed 299 · Balance 8,999.2754 F1: Exempt under Rule 16A-11 Reflects additional shares resulting from dividend reinvestments that have occurred since the date of the reporting owner's last ownership report. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 279.5994 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 279.5994 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.11 · Expires 2031-10-29 | Direct | 1,655 |
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 1,655 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 2,267 |
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 2,267 F2: Exercisable 33% per year beginning on first anniversary date of grant |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt under Rule 16A-11 Reflects additional shares resulting from dividend reinvestments that have occurred since the date of the reporting owner's last ownership report.
F2: 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 01, 2023 Filed Mar 3, 2023 23:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 299 | $29.29 | $8,757.71 |
DisclosureSEC source: 0001209191-23-015980 · doc4.xml · nonDerivative · entry 2 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,999.2754 F1 · balance_after: Exempt under Rule 16A-11 Reflects additional shares resulting from dividend reinvestments that have occurred since the date of the reporting owner's last ownership report. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 3,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015980 · doc4.xml · nonDerivative · entry 1 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,298.2754 Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:18 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 2,267 | $34.03 Strike: $34.03 | $77,146.01 |
DisclosureSEC source: 0001209191-22-015899 · doc4.xml · derivative · entry 2 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,267 Underlying: Common Stock · 2,267 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 00:18 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 4,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015899 · doc4.xml · nonDerivative · entry 1 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,708 Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 00:39 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 46 | $38.11 | $1,753.06 |
DisclosureSEC source: 0001209191-21-062561 · doc4.xml · nonDerivative · entry 2 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,610 Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 00:39 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062561 · doc4.xml · nonDerivative · entry 1 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:59 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016947 · doc4.xml · nonDerivative · entry 1 Lewis Richard L · CIK 0001832729 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 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.