Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Executive Vice President | December 22, 2021 | December 22, 2021 |
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 December 22, 2021 · Filed December 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 29,206 |
Reported balance
After 2021-12-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-22 · Exercise / conversion · Acquired 2,060 · Balance 29,206 |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.09 · Expires 2022-04-02 | Direct | 140 |
Reported balance
After 2021-12-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-12-22 · Exercise / conversion · Disposed 2,060 · Balance 140 F1: Exercisable 20% per year beginning on first anniversary date of grant |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.68 · Expires 2023-04-01 | Direct | 1,400 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,400 F1: Exercisable 20% per year beginning on first anniversary date of grant |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.38 · Expires 2025-03-02 | Direct | 5,200 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 5,200 F2: 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 $24.83 · Expires 2026-03-01 | Direct | 5,500 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 5,500 F2: 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 | 3,700 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 3,700 F2: 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 | 1,840 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,840 F3: Exercisable 33% immediately, then 33% per year 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 | 4,120 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 4,120 F2: 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 $40.10 · Expires 2030-03-02 | Direct | 2,780 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 2,780 F2: Exercisable 33% per year beginning on first anniversary date of grant |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 15,515.7932 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,515.7932 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 860.6094 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 860.6094 |
| Common StockSEC Table I · non-derivative | Direct | 11,361 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,361 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.94 · Expires 2024-04-01 | Direct | 3,100 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,100 F1: Exercisable 20% 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 | 3,580 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 3,580 F2: 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 | 1,766 |
Reported balance
Holding disclosure · report date 2021-12-22 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 1,766 F2: Exercisable 33% per year beginning on first anniversary date of grant |
Filing footnotes · ownership attribution and instrument terms
F1: Exercisable 20% per year beginning on first anniversary date of grant
F2: Exercisable 33% per year beginning on first anniversary date of grant
F3: Exercisable 33% immediately, then 33% per year 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 |
|---|---|---|---|---|---|---|
| February 09, 2018 Filed Feb 9, 2018 23:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 400 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001209191-18-008993 · doc4.xml · derivative · entry 6 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400 shares Expires 2018-05-01 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 |
| February 09, 2018 Filed Feb 9, 2018 23:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 171 | $67.05 | $11,465.55 |
DisclosureSEC source: 0001209191-18-008993 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 10,977 Read SEC document |
| February 09, 2018 Filed Feb 9, 2018 23:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 400 | $28.75 | $11,500.00 |
DisclosureSEC source: 0001209191-18-008993 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 11,148 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 |
| February 09, 2018 Filed Jul 24, 2018 23:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.6718 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043821 · doc4.xml · nonDerivative · entry 4 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 399.4909 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| February 09, 2018 Filed Jul 24, 2018 23:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 29.0101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043821 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,983.0274 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2017 Filed Jul 24, 2018 23:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 230.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043821 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,954.0173 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 18:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.7224 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006690 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 397.8191 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| November 10, 2017 Filed Feb 2, 2018 18:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 29.567 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006690 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,724.0143 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 11, 2017 Filed Sep 8, 2017 21:38 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 30.2377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052110 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,694.4473 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 11, 2017 Filed Sep 13, 2017 00:08 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.773 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052503 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 396.0967 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 12, 2017 Filed Aug 3, 2017 21:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 26.627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047422 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,664.2096 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 12, 2017 Filed Sep 13, 2017 00:08 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052503 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 394.3237 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 09, 2017 Filed Mar 11, 2017 01:09 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 733 | $35.18 Strike: $35.18 | $25,786.94 |
DisclosureSEC source: 0001209191-17-020004 · doc4.xml · derivative · entry 5 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 733 shares Expires 2017-05-01 F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| March 09, 2017 Filed Mar 11, 2017 01:09 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 733 | $35.18 | $25,786.94 |
DisclosureSEC source: 0001209191-17-020004 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 10,748 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016417 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,700 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016417 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,760 Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 16:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.5197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022227 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 392.7027 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 16:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 24.9601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022227 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,350.0307 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2016 Filed Aug 3, 2017 21:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 287.5519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047422 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,612.6225 F1 · kind: Represents the 2016 ESOP allocation reflected in reporting owner's account as of 12/31/2016. Read SEC document |
| November 14, 2016 Filed Nov 23, 2016 19:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.6611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151923 · doc4.xml · nonDerivative · entry 5 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 391.183 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| November 14, 2016 Filed Nov 23, 2016 19:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 26.9711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151923 · doc4.xml · nonDerivative · entry 2 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,325.0706 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 19:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.9354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151923 · doc4.xml · nonDerivative · entry 4 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 389.5219 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 19:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 31.7184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151923 · doc4.xml · nonDerivative · entry 1 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,298.0995 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 13, 2016 Filed Nov 23, 2016 19:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1.9584 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151923 · doc4.xml · nonDerivative · entry 3 Reizman Elizabeth · CIK 0001570974 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 387.5865 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.