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 |
|---|---|---|---|---|---|---|
| April 06, 2017 Filed Apr 10, 2017 17:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 42 | $38.18 | $1,603.56 |
DisclosureSEC source: 0001209191-17-026379 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 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, 2017 Filed Mar 2, 2017 19:50 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016424 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484 Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 16:18 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 7.5453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022229 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,919.558 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2016 Filed Aug 3, 2017 21:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 193.7202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047464 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,105.7329 F1 · kind: Represents the 2016 ESOP allocation reflected in reporting owner's account as of 12/31/2016. Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 18:51 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 64 | $66.05 | $4,227.20 |
DisclosureSEC source: 0001209191-16-152038 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394 Read SEC document |
| November 23, 2016 Filed Nov 25, 2016 18:51 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 58 | $66.50 | $3,857.00 |
DisclosureSEC source: 0001209191-16-152038 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 178 | $65.40 | $11,641.20 |
DisclosureSEC source: 0001209191-16-151906 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516 Read SEC document |
| November 14, 2016 Filed Nov 23, 2016 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 8.1531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151933 · doc4.xml · nonDerivative · entry 2 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,912.0127 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.5881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151933 · doc4.xml · nonDerivative · entry 1 Situ Min · CIK 0001580739 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,903.8596 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments 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.