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 31, 2024 | July 28, 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 December 31, 2024 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 17,792.2985 |
Reported balance
After 2024-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-31 · Other · Acquired 641.25 · Balance 17,792.2985 F1: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 18,553.3485 |
Reported balance
After 2025-12-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-12-31 · Other · Acquired 761.05 · Balance 18,553.3485 F2: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 19,303.5885 |
Reported balance
After 2025-12-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-12-31 · Other · Acquired 750.24 · Balance 19,303.5885 F3: Represents additional ESOP shares resulting from dividend reinvestment in 2025 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 19,660.9685 |
Reported balance
After 2026-05-14 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-05-14 · Other · Acquired 357.38 · Balance 19,660.9685 F4: Represents additional ESOP shares resulting from dividend reinvestment in 2026 |
| Common StockSEC Table I · non-derivative | Direct | 36,460 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 36,460 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.80 · Expires 2027-03-01 | Direct | 1,560 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,560 F5: 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 | 1,740 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,740 F5: 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 | 980 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 980 F6: Exercisable 33% immediately, then 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 | 1,580 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 1,580 F5: 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 | 1,770 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,770 F5: 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 | 1,153 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,153 F5: 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 $38.11 · Expires 2031-10-29 | Direct | 1,429 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 1,429 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 1,944 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 1,944 F5: Exercisable 33% per year beginning on first anniversary date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024
F2: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025
F3: Represents additional ESOP shares resulting from dividend reinvestment in 2025
F4: Represents additional ESOP shares resulting from dividend reinvestment in 2026
F5: Exercisable 33% per year beginning on first anniversary date of grant.
F6: Exercisable 33% immediately, then 33% per year beginning 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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed Jul 28, 2026 18:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 357.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001769421-26-000010 · form4-07282026_060752.xml · nonDerivative · entry 4 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 19,660.9685 F4 · kind: Represents additional ESOP shares resulting from dividend reinvestment in 2026 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 2,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001769421-26-000006 · form4-03272026_090328.xml · nonDerivative · entry 3 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,460 F1 · kind: Represents forfeiture and cancellation of performance-based restricted shares granted in 2023 that were issued at grant and subject to three-year cliff vesting. Performance goals were not achieved, resulting in a 0% payout and forfeiture of all shares for no consideration. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 4,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001769421-26-000004 · form4-03042026_110313.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,672 Read SEC document |
| March 01, 2026 Filed May 6, 2026 21:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $24.83 | $0.00 |
DisclosureSEC source: 0001769421-26-000008 · form4-05062026_090531.xml · derivative · entry 5 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 shares Expires 2026-03-01 F5 · kind: The stock option was granted on March 1, 2016 and vested in equal annual installments over three years, becoming fully exercisable on March 1, 2019. A portion of the option expired unexercised on April 1, 2024. The remaining portion of the option was previously exercised and reported on a Form 4 filed on March 3, 2026. This Form 4 is being filed late due to an administrative oversight. F4 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 00:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $24.83 | $0.00 |
DisclosureSEC source: 0001769421-26-000002 · form4-03032026_120329.xml · derivative · entry 3 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 2,400 shares Expires 2026-03-01 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 33% per year beginning on first anniversary date of grant. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 00:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 1,200 | $24.83 | $29,796.00 |
DisclosureSEC source: 0001769421-26-000002 · form4-03032026_120329.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,971 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 |
| December 31, 2025 Filed Jul 28, 2026 18:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 750.24 | $0.00 | $0.00 |
DisclosureSEC source: 0001769421-26-000010 · form4-07282026_060752.xml · nonDerivative · entry 3 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 19,303.5885 F3 · kind: Represents additional ESOP shares resulting from dividend reinvestment in 2025 Read SEC document |
| December 31, 2025 Filed Jul 28, 2026 18:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 761.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001769421-26-000010 · form4-07282026_060752.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 18,553.3485 F2 · kind: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025 Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 19:06 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 1,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011263 · form4-04242025_070403.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,771 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 4,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007070 · form4-03052025_110339.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,215 Read SEC document |
| March 02, 2025 Filed May 6, 2026 21:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 2,200 | $0.00 Strike: $25.38 | $0.00 |
DisclosureSEC source: 0001769421-26-000008 · form4-05062026_090531.xml · derivative · entry 4 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,200 shares Expires 2025-03-02 F3 · kind: The stock option was granted on March 2, 2015 and vested in equal annual installments over three years, becoming fully exercisable on March 2, 2018. The option expired unexercised on March 2, 2025. This Form 4 is being filed late due to an administrative oversight. F4 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant. Read SEC document |
| February 26, 2025 Filed Feb 26, 2025 19:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005637 · form4-02262025_070238.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,589 Read SEC document |
| December 31, 2024 Filed Mar 5, 2025 23:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 852.7816 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007070 · form4-03052025_110339.xml · nonDerivative · entry 4 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 17,151.0485 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment Read SEC document |
| December 31, 2024 Filed Jul 28, 2026 18:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 641.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001769421-26-000010 · form4-07282026_060752.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 17,792.2985 F1 · kind: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 Read SEC document |
| April 01, 2024 Filed May 6, 2026 21:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 1,300 | $0.00 Strike: $22.94 | $0.00 |
DisclosureSEC source: 0001769421-26-000008 · form4-05062026_090531.xml · derivative · entry 3 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,300 shares Expires 2024-04-01 F1 · kind: The stock option was granted on April 1, 2014 and vested in equal annual installments over five years, becoming fully exercisable on April 1, 2019. The option expired unexercised on April 1, 2024. This Form 4 is being filed late due to an administrative oversight. F2 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant. Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 18:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 994 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009402 · form4-03292024_060321.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,589 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 20:24 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 6,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007163 · form4-03072024_080336.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,583 Read SEC document |
| December 31, 2023 Filed Mar 5, 2025 23:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 721.3197 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007070 · form4-03052025_110339.xml · nonDerivative · entry 3 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 16,298.2669 F1 · kind: Represents 2023 ESOP allocation posted to reporting owner's account on December 31, 2023 Read SEC document |
| November 10, 2023 Filed Dec 20, 2023 00:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 209.8106 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016761 · form4-12202023_121224.xml · nonDerivative · entry 6 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 15,576.9472 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| August 11, 2023 Filed Dec 20, 2023 00:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 198.8896 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016761 · form4-12202023_121224.xml · nonDerivative · entry 5 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 15,367.1366 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| May 12, 2023 Filed Dec 20, 2023 00:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 235.6036 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016761 · form4-12202023_121224.xml · nonDerivative · entry 4 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 15,168.247 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| April 27, 2023 Filed May 1, 2023 17:52 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026223 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,224 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 16:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 1,400 | $19.68 | $27,545.00 |
DisclosureSEC source: 0001209191-23-022029 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,227 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, 2023 Filed Mar 3, 2023 23:50 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015991 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,827 Read SEC document |
| February 10, 2023 Filed Dec 20, 2023 00:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 126.3198 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016761 · form4-12202023_121224.xml · nonDerivative · entry 3 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 14,932.6434 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Dec 20, 2023 00:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 457.7594 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016761 · form4-12202023_121224.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 14,806.3236 F1 · kind: Represents 2022 ESOP allocation posted to reporting owner's account on December 31, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023257 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,542 Read SEC document |
| March 18, 2022 Filed Mar 18, 2022 22:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 2,200 | $19.09 | $41,998.00 |
DisclosureSEC source: 0001209191-22-020105 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,320 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, 2022 Filed Mar 4, 2022 00:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 1,944 | $34.03 Strike: $34.03 | $66,154.32 |
DisclosureSEC source: 0001209191-22-015891 · doc4.xml · derivative · entry 3 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 Underlying: Common Stock · 1,944 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 00:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 3,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015891 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,120 Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 00:27 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 119 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062557 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,595 Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 21:01 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022592 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,476 Read SEC document |
| March 16, 2021 Filed Mar 16, 2021 23:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,400 | $19.00 Strike: $19.00 | $26,600.00 |
DisclosureSEC source: 0001209191-21-021108 · doc4.xml · derivative · entry 3 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 shares Expires 2021-04-01 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. F2 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| March 16, 2021 Filed Mar 16, 2021 23:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 1,400 | $19.00 | $26,600.00 |
DisclosureSEC source: 0001209191-21-021108 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,716 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, 2021 Filed Mar 3, 2021 21:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 1,153 | $38.25 Strike: $38.25 | $44,102.25 |
DisclosureSEC source: 0001209191-21-016921 · doc4.xml · derivative · entry 3 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 1,153 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 21:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016921 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,316 Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 19:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021101 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,550 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 00:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 1,400 | $16.55 | $23,170.00 |
DisclosureSEC source: 0001209191-20-016372 · doc4.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,895 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 02, 2020 Filed Mar 5, 2020 00:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to buy) · Derivative | 1,770 | $40.10 Strike: $40.10 | $70,977.00 |
DisclosureSEC source: 0001209191-20-016372 · doc4.xml · derivative · entry 4 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 Underlying: Common Stock · 1,770 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 00:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016372 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,495 Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 00:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 1,575 | $45.55 | $71,741.25 |
DisclosureSEC source: 0001209191-19-057999 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,725 Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 20:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 276 | $45.25 | $12,489.00 |
DisclosureSEC source: 0001209191-19-056699 · doc4.xml · nonDerivative · entry 3 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,300 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 20:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 403 | $45.40 | $18,296.20 |
DisclosureSEC source: 0001209191-19-056699 · doc4.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,576 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 20:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 167 | $45.55 | $7,606.85 |
DisclosureSEC source: 0001209191-19-056699 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,979 Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 22:33 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-045998 · doc4.xml · nonDerivative · entry 3 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,146 Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 22:33 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-045998 · doc4.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,723 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 14, 2019 Filed Aug 14, 2019 22:33 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-045998 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,675 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 10, 2019 Filed Jun 26, 2019 00:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 55.0269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039033 · doc4.xml · nonDerivative · entry 2 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 12,021.7165 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 25, 2019 Filed Mar 25, 2019 22:59 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 3,100 | $11.13 Strike: $11.13 | $34,487.50 |
DisclosureSEC source: 0001209191-19-021234 · doc4.xml · derivative · entry 3 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,100 shares Expires 2019-04-01 F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| March 25, 2019 Filed Mar 25, 2019 22:59 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3,100 | $11.13 | $34,487.50 |
DisclosureSEC source: 0001209191-19-021234 · doc4.xml · nonDerivative · entry 1 Gotelli Robert · CIK 0001769421 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,046 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.