Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bank of Marin Bancorp
Report date December 31, 2020 · Filed January 13, 2021
Section 16 reporting ended · disclosed 2021-01-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,676 |
Reported balance
After 2020-12-31 transaction · row 1
1 source rowRow 1 · 2020-12-31 · Disposition to issuer · Disposed 6,130 · Balance 10,676 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 3,705.2978 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,705.2978 F1: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| December 31, 2020 Filed Jan 13, 2021 20:38 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 6,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003392 · doc5.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,676 Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 18:39 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021093 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,806 Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 00:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to buy) · Derivative | 2,380 | $40.10 Strike: $40.10 | $95,438.00 |
DisclosureSEC source: 0001209191-20-016351 · doc4.xml · derivative · entry 3 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,380 Underlying: Common Stock · 2,380 shares Expires 2030-03-02 F2 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 00:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 2,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016351 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 Read SEC document |
| May 10, 2019 Filed Jun 25, 2019 23:03 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 14.7153 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039021 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 3,214.9069 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 23:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 415 | $40.83 | $16,944.45 |
DisclosureSEC source: 0001209191-19-021250 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,084 Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 23:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021250 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,499 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:57 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016671 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,214 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:57 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016671 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,644 Read SEC document |
| February 15, 2019 Filed Jun 25, 2019 23:03 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 13.5555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039021 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 3,200.1916 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2018 Filed Mar 19, 2019 23:58 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 353.4877 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020503 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 3,186.6361 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 5, 2019 00:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,416.5742 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007130 · doc5.xml · nonDerivative · entry 4 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 2,833.1484 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 1,416.5742 additional shares of common stock. Read SEC document |
| November 27, 2018 Filed Feb 5, 2019 00:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 7,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007130 · doc5.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,214 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 7,107 additional shares of common stock. Read SEC document |
| November 08, 2018 Filed Feb 5, 2019 00:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.7256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007130 · doc5.xml · nonDerivative · entry 3 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,416.5742 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 10, 2018 Filed Feb 5, 2019 00:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.1832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007130 · doc5.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,410.8486 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 11, 2018 Filed Jul 23, 2018 23:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.7021 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043658 · doc4.xml · nonDerivative · entry 3 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,405.6654 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 17:01 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 273 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023463 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,107 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 19:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016219 · doc4.xml · nonDerivative · entry 3 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,380 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 19:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016219 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,050 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 19:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016219 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,870 Read SEC document |
| February 09, 2018 Filed Jul 23, 2018 23:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043658 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,399.9633 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2017 Filed Jul 23, 2018 23:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 230.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043658 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,394.1473 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 18:55 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.1189 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006692 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,164.1443 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 11, 2017 Filed Sep 8, 2017 21:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.2352 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052113 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,159.0254 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 03, 2017 Filed Aug 3, 2017 21:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047449 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,980 F1 · kind: Correcting transaction dated 3/20/17 filed in error. Read SEC document |
| May 12, 2017 Filed Aug 3, 2017 21:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3.6172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047449 · doc4.xml · nonDerivative · entry 3 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,153.7902 F3 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 21:42 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021795 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,420 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016402 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,980 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016402 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,130 Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 16:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3.3907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022228 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 862.6211 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2016 Filed Aug 3, 2017 21:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 287.5519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047449 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,146.7823 F2 · 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 19:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3.6639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151926 · doc4.xml · nonDerivative · entry 2 Burke James T · CIK 0001355721 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 859.2304 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 19:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 4.309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151926 · doc4.xml · nonDerivative · entry 1 Burke James T · CIK 0001355721 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 855.5665 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.