Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Treasurer | March 01, 2022 | March 04, 2022 |
| West Coast Community BancorpWCCB · Entity 9337 | EVP/Chief Financial Officer | September 15, 2026 | September 15, 2026 |
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, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,156.4333 |
Ending reported balance
After 2022-03-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-03-01 · Grant · Acquired 251 · Balance 1,227.4333 Row 2 · 2022-03-01 · Tax withholding · Disposed 47 · Balance 1,180.4333 Row 3 · 2022-03-02 · Tax withholding · Disposed 24 · Balance 1,156.4333 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 254 |
Reported balance
After 2022-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-03-01 · Grant · Acquired 254 · Balance 254 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 | 174 |
Reported balance
Holding disclosure · report date 2022-03-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 174 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 $44.45 · Expires 2029-03-01 | Direct | 270 |
Reported balance
Holding disclosure · report date 2022-03-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 270 F1: Exercisable 33% per year beginning on first anniversary date of grant |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,855.8914 |
Reported balance
Holding disclosure · report date 2022-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,855.8914 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.10 · Expires 2030-03-02 | Direct | 270 |
Reported balance
Holding disclosure · report date 2022-03-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 270 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 $33.58 · Expires 2028-03-01 | Direct | 214 |
Reported balance
Holding disclosure · report date 2022-03-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 214 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 $34.80 · Expires 2027-03-01 | Direct | 94 |
Reported balance
Holding disclosure · report date 2022-03-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 94 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
West Coast Community Bancorp
Report date September 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,026 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,026 F1: RSA with 3-year annual vesting schedule: Includes (i) 689 shares subject to a restricted stock award (RSA) granted on 3/20/2024, which vest annually thereafter, (ii) 1,241 shares subject to an RSA granted on 3/19/2025, which vest annually thereafter and (iii) 1,096 shares subject to an RSA granted on 3/19/2026, which vest annually thereafter. Vesting is subject to the Reporting Person's provision of service to the Issuer on each vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 16,125 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,125 F2: RSA with 4-year annual vesting schedule: Includes (i) 6,925 shares subject to a restricted stock award (RSA) granted on 12/20/2023, which vest annually thereafter and (ii) 9,200 shares subject to an RSA granted on 12/17/2025, which vest annually thereafter. Vesting is subject to the Reporting Person's provision of service to the Issuer on each vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 3,854 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,854 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.11 · Expires 2032-11-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: ISO with 48-month vesting schedule: Includes (i) 5,000 stock options granted on 11/15/2022, stock options vest in equal installments on grant date and monthly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: RSA with 3-year annual vesting schedule: Includes (i) 689 shares subject to a restricted stock award (RSA) granted on 3/20/2024, which vest annually thereafter, (ii) 1,241 shares subject to an RSA granted on 3/19/2025, which vest annually thereafter and (iii) 1,096 shares subject to an RSA granted on 3/19/2026, which vest annually thereafter. Vesting is subject to the Reporting Person's provision of service to the Issuer on each vesting date.
F2: RSA with 4-year annual vesting schedule: Includes (i) 6,925 shares subject to a restricted stock award (RSA) granted on 12/20/2023, which vest annually thereafter and (ii) 9,200 shares subject to an RSA granted on 12/17/2025, which vest annually thereafter. Vesting is subject to the Reporting Person's provision of service to the Issuer on each vesting date.
F3: ISO with 48-month vesting schedule: Includes (i) 5,000 stock options granted on 11/15/2022, stock options vest in equal installments on grant date and monthly thereafter.
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, 2022 Filed Mar 4, 2022 01:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 24 | $35.10 | $842.40 |
DisclosureSEC source: 0001209191-22-015980 · doc4.xml · nonDerivative · entry 3 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156.4333 Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 01:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 254 | $34.03 Strike: $34.03 | $8,643.62 |
DisclosureSEC source: 0001209191-22-015980 · doc4.xml · derivative · entry 5 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254 Underlying: Common Stock · 254 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 01:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 47 | $34.03 | $1,599.41 |
DisclosureSEC source: 0001209191-22-015980 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180.4333 Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 01:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015980 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,227.4333 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 174 | $38.25 Strike: $38.25 | $6,655.50 |
DisclosureSEC source: 0001209191-21-017245 · doc4.xml · derivative · entry 4 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174 Underlying: Common Stock · 174 shares Expires 2031-03-01 F2 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 75 | $37.77 | $2,832.75 |
DisclosureSEC source: 0001209191-21-017245 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976.4333 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017245 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051.4333 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 22:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 41.4333 | $27.51 | $1,139.83 |
DisclosureSEC source: 0001209191-20-052717 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881.4333 F1 · kind: These shares were acquired under the Bank of Marin Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| June 08, 2020 Filed Jun 24, 2020 22:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 286 | $35.98 | $10,290.28 |
DisclosureSEC source: 0001209191-20-038770 · doc4.xml · nonDerivative · entry 3 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840 F1 · date: The Form 4 filed for Ms. Situ on November 4, 2019, that indicated her termination of Section 16 reporting status was based on the assignment of the principal accounting officer role and title to another officer in the Company at that time. Recently, it was determined that Ms. Situ otherwise met the definition of an officer subject to Section 16 reporting. This filing brings Ms. Situ's ownership reporting current from the November 4, 2019, filing. Read SEC document |
| March 02, 2020 Filed Jun 24, 2020 22:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 74 | $40.10 | $2,967.40 |
DisclosureSEC source: 0001209191-20-038770 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,126 F1 · date: The Form 4 filed for Ms. Situ on November 4, 2019, that indicated her termination of Section 16 reporting status was based on the assignment of the principal accounting officer role and title to another officer in the Company at that time. Recently, it was determined that Ms. Situ otherwise met the definition of an officer subject to Section 16 reporting. This filing brings Ms. Situ's ownership reporting current from the November 4, 2019, filing. Read SEC document |
| March 02, 2020 Filed Jun 24, 2020 22:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-038770 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F1 · date: The Form 4 filed for Ms. Situ on November 4, 2019, that indicated her termination of Section 16 reporting status was based on the assignment of the principal accounting officer role and title to another officer in the Company at that time. Recently, it was determined that Ms. Situ otherwise met the definition of an officer subject to Section 16 reporting. This filing brings Ms. Situ's ownership reporting current from the November 4, 2019, filing. Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 18:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 186 | $34.80 Strike: $34.80 | $6,472.80 |
DisclosureSEC source: 0001209191-19-054823 · doc4.xml · derivative · entry 5 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94 Underlying: Common Stock · 186 shares Expires 2027-03-01 F2 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 18:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 40 | $22.94 Strike: $22.94 | $917.60 |
DisclosureSEC source: 0001209191-19-054823 · doc4.xml · derivative · entry 4 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40 shares Expires 2024-04-01 F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 18:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 40 | $44.05 | $1,762.00 |
DisclosureSEC source: 0001209191-19-054823 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 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 |
| November 01, 2019 Filed Nov 4, 2019 18:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 186 | $44.05 | $8,193.30 |
DisclosureSEC source: 0001209191-19-054823 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980 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 |
| October 29, 2019 Filed Oct 30, 2019 17:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 771 | $43.85 | $33,808.35 |
DisclosureSEC source: 0001209191-19-054471 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794 Read SEC document |
| October 24, 2019 Filed Oct 25, 2019 20:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 55 | $44.25 | $2,433.75 |
DisclosureSEC source: 0001209191-19-054127 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565 Read SEC document |
| May 10, 2019 Filed Jun 25, 2019 23:11 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 22.7185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039024 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,963.2825 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 00:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 16 | $41.85 | $669.60 |
DisclosureSEC source: 0001209191-19-022838 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,620 Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 23:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 106 | $33.58 Strike: $33.58 | $3,558.95 |
DisclosureSEC source: 0001209191-19-019252 · doc4.xml · derivative · entry 5 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214 Underlying: Common Stock · 106 shares Expires 2028-03-01 F1 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 23:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 134 | $24.83 Strike: $24.83 | $3,326.55 |
DisclosureSEC source: 0001209191-19-019252 · doc4.xml · derivative · entry 4 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 134 shares Expires 2026-03-01 F1 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 23:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 106 | $42.57 | $4,512.42 |
DisclosureSEC source: 0001209191-19-019252 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,636 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 |
| March 12, 2019 Filed Mar 13, 2019 23:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 134 | $42.57 | $5,704.38 |
DisclosureSEC source: 0001209191-19-019252 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530 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 |
| March 01, 2019 Filed Mar 5, 2019 23:08 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 82 | $44.45 | $3,644.90 |
DisclosureSEC source: 0001209191-19-016908 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,396 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:08 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016908 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478 Read SEC document |
| February 15, 2019 Filed Jun 25, 2019 23:11 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 20.9275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039024 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,940.564 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2018 Filed Mar 20, 2019 00:14 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 249.3216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020510 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,919.6365 F1 · kind: Represents the 2018 ESOP allocation reflected in reporting owner's account as of 12/31/2018. Read SEC document |
| November 27, 2018 Filed Feb 1, 2019 01:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 2,335.1574 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006306 · doc5.xml · nonDerivative · entry 4 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,670.3149 F3 · 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 2335.1574 additional shares of common stock. Read SEC document |
| November 27, 2018 Filed Feb 1, 2019 01:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006306 · doc5.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,298 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 649 additional shares of common stock. Read SEC document |
| November 08, 2018 Filed Feb 1, 2019 01:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.4381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006306 · doc5.xml · nonDerivative · entry 3 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,335.1575 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 10, 2018 Filed Feb 1, 2019 01:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 8.5443 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006306 · doc5.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,325.7194 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 11, 2018 Filed Jul 24, 2018 00:16 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.3996 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043661 · doc4.xml · nonDerivative · entry 3 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,317.1751 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 04, 2018 Filed May 4, 2018 23:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 133 | $49.65 Strike: $49.65 | $6,603.45 |
DisclosureSEC source: 0001209191-18-028197 · doc4.xml · derivative · entry 6 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67 Underlying: Common Stock · 200 shares Expires 2026-03-01 F2 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| May 04, 2018 Filed May 4, 2018 23:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 60 | $50.75 Strike: $50.75 | $3,045.00 |
DisclosureSEC source: 0001209191-18-028197 · doc4.xml · derivative · entry 5 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 180 shares Expires 2025-03-02 F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| May 04, 2018 Filed May 4, 2018 23:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 20 | $45.88 Strike: $45.88 | $917.60 |
DisclosureSEC source: 0001209191-18-028197 · doc4.xml · derivative · entry 4 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 Underlying: Common Stock · 100 shares Expires 2024-04-01 F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| May 04, 2018 Filed May 4, 2018 23:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 213 | $76.35 | $16,262.55 |
DisclosureSEC source: 0001209191-18-028197 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649 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 |
| May 04, 2018 Filed May 4, 2018 23:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 23 | $78.00 | $1,794.00 |
DisclosureSEC source: 0001209191-18-028197 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436 Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:52 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 193 | $75.00 | $14,475.00 |
DisclosureSEC source: 0001209191-18-027177 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 20:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016313 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652 Read SEC document |
| February 09, 2018 Filed Jul 24, 2018 00:16 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.5874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043661 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,307.7755 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2017 Filed Jul 24, 2018 00:16 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 157.8242 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043661 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,298.1881 F1 · kind: Represents the 2017 ESOP allocation reflected in reporting owner's account as of 12/31/2017. Read SEC document |
| November 10, 2017 Filed Feb 2, 2018 19:01 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.4115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006695 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,140.3639 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 11, 2017 Filed Sep 8, 2017 21:52 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.6251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052116 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,130.9524 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 12, 2017 Filed Aug 3, 2017 21:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 8.0491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047464 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,121.3273 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 120 | $0.00 Strike: $50.75 | $0.00 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · derivative · entry 8 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60 Underlying: Common Stock · 120 shares Expires 2025-03-02 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. F2 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to Buy) · Derivative | 60 | $0.00 Strike: $45.88 | $0.00 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · derivative · entry 7 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40 Underlying: Common Stock · 60 shares Expires 2024-04-01 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. F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 42 | $0.00 Strike: $38.18 | $0.00 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · derivative · entry 6 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42 shares Expires 2022-04-02 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. F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 154 | $67.00 | $10,318.00 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · nonDerivative · entry 4 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552 Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 60 | $45.88 | $2,752.80 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · nonDerivative · entry 3 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706 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 |
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 120 | $50.75 | $6,090.00 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.