Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Director | July 13, 2014 | July 14, 2017 |
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 July 13, 2014 · Filed July 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,069 |
Ending reported balance
After 2017-07-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-07-13 · Exercise / conversion · Acquired 8,040 · Balance 10,402 Row 2 · 2017-07-13 · Tax withholding · Disposed 5,593 · Balance 4,809 Row 3 · 2017-07-13 · Other · Acquired 260 · Balance 5,069 F1: Shares received in payment of Director fee |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.97 · Expires 2021-05-13 | Direct | 2,011 |
Reported balance
After 2017-07-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-07-13 · Exercise / conversion · Disposed 8,040 · Balance 2,011 F2: Exercisable 20% per year beginning on date of grant |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received in payment of Director fee
F2: Exercisable 20% per year beginning on 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 |
|---|---|---|---|---|---|---|
| July 13, 2017 Filed Jul 14, 2017 22:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 8,040 | $43.97 Strike: $43.97 | $353,518.80 |
DisclosureSEC source: 0001209191-17-045255 · doc4.xml · derivative · entry 4 RODENO MICHAELA K · CIK 0001246552 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,011 Underlying: Common Stock · 8,040 shares Expires 2021-05-13 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 20% per year beginning on date of grant Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 22:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 260 | $62.45 | $16,237.00 |
DisclosureSEC source: 0001209191-17-045255 · doc4.xml · nonDerivative · entry 3 RODENO MICHAELA K · CIK 0001246552 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,069 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 22:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 5,593 | $63.20 | $353,477.60 |
DisclosureSEC source: 0001209191-17-045255 · doc4.xml · nonDerivative · entry 2 RODENO MICHAELA K · CIK 0001246552 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,809 Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 22:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 8,040 | $43.97 | $353,518.80 |
DisclosureSEC source: 0001209191-17-045255 · doc4.xml · nonDerivative · entry 1 RODENO MICHAELA K · CIK 0001246552 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,402 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 |
| January 10, 2017 Filed Jan 11, 2017 21:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 216 | $69.20 | $14,947.20 |
DisclosureSEC source: 0001209191-17-003398 · doc4.xml · nonDerivative · entry 1 RODENO MICHAELA K · CIK 0001246552 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,362 F1 · kind: Shares received in payment of Director fee 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.