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 | IndirectESOP | 3,096.6039 |
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 770.54 · Balance 3,096.6039 F1: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 3,934.9239 |
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 838.32 · Balance 3,934.9239 F2: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 4,058.6239 |
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 123.7 · Balance 4,058.6239 F3: Represents additional ESOP shares resulting from dividend reinvestment in 2025 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 4,127.5039 |
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 68.88 · Balance 4,127.5039 F4: Represents additional ESOP shares resulting from dividend reinvestment in 2026 |
| Common StockSEC Table I · non-derivative | Direct | 22,540 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 22,540 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.10 · Expires 2030-03-02 | Direct | 300 |
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 300 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 | 926 |
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 926 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 | 1,829 |
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 1,829 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 1,709 |
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 1,709 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.
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 18:23 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 68.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001808235-26-000006 · form4-07282026_060730.xml · nonDerivative · entry 4 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 4,127.5039 F4 · kind: Represents additional ESOP shares resulting from dividend reinvestment in 2026 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 2,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001808235-26-000004 · form4-03272026_090316.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,540 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 03, 2026 Filed Mar 4, 2026 23:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 253 | $25.03 | $6,332.59 |
DisclosureSEC source: 0001808235-26-000002 · form4-03042026_110323.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,357 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 468 | $25.06 | $11,728.08 |
DisclosureSEC source: 0001808235-26-000002 · form4-03042026_110323.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,610 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 6,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001808235-26-000002 · form4-03042026_110323.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,078 Read SEC document |
| December 31, 2025 Filed Jul 28, 2026 18:23 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 123.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001808235-26-000006 · form4-07282026_060730.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 4,058.6239 F3 · kind: Represents additional ESOP shares resulting from dividend reinvestment in 2025 Read SEC document |
| December 31, 2025 Filed Jul 28, 2026 18:23 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 838.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001808235-26-000006 · form4-07282026_060730.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 3,934.9239 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 19:01 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 57 | $20.76 | $1,183.32 |
DisclosureSEC source: 0001415889-25-011261 · form4-04242025_070441.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,624 Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 19:01 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 1,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011261 · form4-04242025_070441.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,681 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 801 | $24.22 | $19,400.22 |
DisclosureSEC source: 0001415889-25-007025 · form4-03052025_100350.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,007 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007025 · form4-03052025_100350.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,808 Read SEC document |
| December 31, 2024 Filed Mar 5, 2025 22:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 105.295 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007025 · form4-03052025_100350.xml · nonDerivative · entry 4 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 2,326.0639 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment Read SEC document |
| December 31, 2024 Filed Jul 28, 2026 18:23 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 770.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001808235-26-000006 · form4-07282026_060730.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 3,096.6039 F1 · kind: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 17:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 97 | $16.67 | $1,616.99 |
DisclosureSEC source: 0001415889-24-009399 · form4-03292024_050324.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,458 Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 17:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Disposition to issuerCommon Stock | 846 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009399 · form4-03292024_050324.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,555 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 20:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 7,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007166 · form4-03072024_080338.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,401 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:59 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 526 | $16.61 | $8,736.86 |
DisclosureSEC source: 0001415889-24-006877 · form4-03052024_110345.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,725 Read SEC document |
| December 31, 2023 Filed Mar 5, 2025 22:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 797.6354 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007025 · form4-03052025_100350.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 2,220.7689 F1 · kind: Represents 2023 ESOP allocation posted to reporting owner's account on December 31, 2023 Read SEC document |
| November 10, 2023 Filed Dec 19, 2023 23:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 19.1157 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016748 · form4-12192023_111211.xml · nonDerivative · entry 6 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 1,423.1335 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| August 11, 2023 Filed Dec 19, 2023 23:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 18.1715 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016748 · form4-12192023_111211.xml · nonDerivative · entry 5 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 1,404.0178 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| May 12, 2023 Filed Dec 19, 2023 23:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 21.5256 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016748 · form4-12192023_111211.xml · nonDerivative · entry 4 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 1,385.8463 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:26 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 21 | $30.71 | $644.91 |
DisclosureSEC source: 0001209191-23-015950 · doc4.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:26 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 281 | $29.29 | $8,230.49 |
DisclosureSEC source: 0001209191-23-015950 · doc4.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,272 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:26 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 4,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015950 · doc4.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,553 Read SEC document |
| February 10, 2023 Filed Dec 19, 2023 23:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 11.5413 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016748 · form4-12192023_111211.xml · nonDerivative · entry 3 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 1,364.3207 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Dec 19, 2023 23:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 479.0985 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016748 · form4-12192023_111211.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 1,352.7794 F1 · kind: Represents 2022 ESOP allocation posted to reporting owner's account on December 31, 2022. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 1,709 | $34.03 Strike: $34.03 | $58,157.27 |
DisclosureSEC source: 0001209191-22-015934 · doc4.xml · derivative · entry 3 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709 Underlying: Common Stock · 1,709 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 00:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 3,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015934 · doc4.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,370 Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 00:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 1,829 | $38.11 Strike: $38.11 | $69,703.19 |
DisclosureSEC source: 0001209191-21-062547 · doc4.xml · derivative · entry 3 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,829 Underlying: Common Stock · 1,829 shares Expires 2031-10-29 Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 00:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062547 · doc4.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 17:43 UTC Amendment | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 52 | $38.11 | $1,981.72 |
DisclosureSEC source: 0001209191-21-062631 · doc4a.xml · nonDerivative · entry 2 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 F1 · kind: Correcting transaction of October 29, 2021 to reflect the acquisition of securities and payment of tax liability. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 17:43 UTC Amendment | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062631 · doc4a.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,833 F1 · kind: Correcting transaction of October 29, 2021 to reflect the acquisition of securities and payment of tax liability. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 926 | $38.25 Strike: $38.25 | $35,419.50 |
DisclosureSEC source: 0001209191-21-016885 · doc4.xml · derivative · entry 3 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926 Underlying: Common Stock · 926 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 21:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016885 · doc4.xml · nonDerivative · entry 1 Campbell Brandi · CIK 0001808235 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,680 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.