Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Director · PRESIDENT & CEO | 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 | Direct | 124,437.9356 |
Reported balance
After 2025-05-16 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-05-16 · Other · Acquired 264.6087 · Balance 124,437.9356 F1: Represents additional shares resulting from automatic dividend reinvestment |
| Common StockSEC Table I · non-derivative | Direct | 124,689.3734 |
Reported balance
After 2025-08-15 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-08-15 · Other · Acquired 251.4378 · Balance 124,689.3734 F1: Represents additional shares resulting from automatic dividend reinvestment |
| Common StockSEC Table I · non-derivative | Direct | 124,914.2743 |
Reported balance
After 2025-11-14 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2025-11-14 · Other · Acquired 224.9008 · Balance 124,914.2743 F1: Represents additional shares resulting from automatic dividend reinvestment |
| Common StockSEC Table I · non-derivative | Direct | 125,128.5602 |
Reported balance
After 2026-02-13 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-13 · Other · Acquired 214.2859 · Balance 125,128.5602 F1: Represents additional shares resulting from automatic dividend reinvestment |
| Common StockSEC Table I · non-derivative | Direct | 125,408.4146 |
Reported balance
After 2026-05-15 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2026-05-15 · Other · Acquired 279.8544 · Balance 125,408.4146 F1: Represents additional shares resulting from automatic dividend reinvestment |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 15,556.726 |
Reported balance
After 2024-12-31 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-12-31 · Other · Acquired 770.54 · Balance 15,556.726 F2: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 16,395.046 |
Reported balance
After 2025-12-31 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2025-12-31 · Other · Acquired 838.32 · Balance 16,395.046 F3: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 17,048.826 |
Reported balance
After 2025-12-31 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2025-12-31 · Other · Acquired 653.78 · Balance 17,048.826 F4: Represents additional ESOP shares resulting from dividend reinvestment in 2025 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 17,362.936 |
Reported balance
After 2026-05-14 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2026-05-14 · Other · Acquired 314.11 · Balance 17,362.936 F5: Represents additional ESOP shares resulting from dividend reinvestment in 2026 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.80 · Expires 2027-03-01 | Direct | 3,720 |
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 3,720 F6: 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 | 2,000 |
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 2,000 F7: 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 | 4,140 |
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 4,140 F6: 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 | 3,600 |
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 3,600 F6: 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 | 2,670 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 2,670 F6: 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 | 2,099 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 2,099 F6: 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 | 3,616 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 3,616 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 4,629 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 4,629 F6: Exercisable 33% per year beginning on first anniversary date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional shares resulting from automatic dividend reinvestment
F2: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024
F3: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025
F4: Represents additional ESOP shares resulting from dividend reinvestment in 2025
F5: Represents additional ESOP shares resulting from dividend reinvestment in 2026
F6: Exercisable 33% per year beginning on first anniversary date of grant.
F7: 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 Jul 24, 2018 21:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 19.3239 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043784 · doc4.xml · nonDerivative · entry 2 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,651.4646 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2017 Filed Jul 24, 2018 21:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 230.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043784 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,632.1407 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 19:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 19.3572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006698 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,402.1377 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 11, 2017 Filed Sep 8, 2017 22:00 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 19.7963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052120 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,382.7805 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 12, 2017 Filed Aug 3, 2017 21:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 17.0177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047477 · doc4.xml · nonDerivative · entry 2 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,362.9842 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016405 · doc4.xml · nonDerivative · entry 2 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,650 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016405 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 16:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 15.9525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022230 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,058.4146 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2016 Filed Aug 3, 2017 21:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 287.5519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047477 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,330.014 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 20:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 17.2376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151941 · doc4.xml · nonDerivative · entry 2 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,042.4621 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 20:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 20.2719 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151941 · doc4.xml · nonDerivative · entry 1 Myers Timothy D · CIK 0001579472 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 4,025.2245 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.