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 | 1,174.7608 |
Reported balance
After 2024-12-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-12-31 · Other · Acquired 770.54 · Balance 1,174.7608 F1: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,013.0808 |
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 838.32 · Balance 2,013.0808 F2: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,054.9908 |
Reported balance
After 2025-12-31 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-12-31 · Other · Acquired 41.91 · Balance 2,054.9908 F3: Represents additional ESOP shares resulting from dividend reinvestment in 2025 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,086.0508 |
Reported balance
After 2026-05-14 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-05-14 · Other · Acquired 31.06 · Balance 2,086.0508 F4: Represents additional ESOP shares resulting from dividend reinvestment in February and May 2026 |
| Common StockSEC Table I · non-derivative | Direct | 18,638 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 18,638 |
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 February and May 2026
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 17:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 31.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001970613-26-000004 · form4-07282026_050753.xml · nonDerivative · entry 5 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 2,086.0508 F4 · kind: Represents additional ESOP shares resulting from dividend reinvestment in February and May 2026 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 23:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 245 | $25.03 | $6,132.35 |
DisclosureSEC source: 0001970613-26-000002 · form4-03042026_110300.xml · nonDerivative · entry 3 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,638 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 260 | $25.06 | $6,515.60 |
DisclosureSEC source: 0001970613-26-000002 · form4-03042026_110300.xml · nonDerivative · entry 2 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,883 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 6,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001970613-26-000002 · form4-03042026_110300.xml · nonDerivative · entry 1 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,143 Read SEC document |
| December 31, 2025 Filed Jul 28, 2026 17:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 41.91 | $0.00 | $0.00 |
DisclosureSEC source: 0001970613-26-000004 · form4-07282026_050753.xml · nonDerivative · entry 4 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 2,054.9908 F3 · kind: Represents additional ESOP shares resulting from dividend reinvestment in 2025 Read SEC document |
| December 31, 2025 Filed Jul 28, 2026 17:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 838.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001970613-26-000004 · form4-07282026_050753.xml · nonDerivative · entry 3 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 2,013.0808 F2 · kind: Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 254 | $24.22 | $6,151.88 |
DisclosureSEC source: 0001415889-25-007041 · form4-03052025_110309.xml · nonDerivative · entry 3 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,750 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:05 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 6,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007041 · form4-03052025_110309.xml · nonDerivative · entry 2 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,004 Read SEC document |
| December 31, 2024 Filed Jul 28, 2026 17:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 770.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001970613-26-000004 · form4-07282026_050753.xml · nonDerivative · entry 2 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · ESOP Disclosed balance after: 1,174.7608 F1 · kind: Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 20:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 6,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007167 · form4-03072024_080311.xml · nonDerivative · entry 1 Sathis Arasadi · CIK 0001970613 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,833 Read SEC document |
| May 08, 2023 Filed May 9, 2023 16:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 100 | $14.20 | $1,420.00 |
DisclosureSEC source: 0001209191-23-028196 · doc4.xml · nonDerivative · entry 2 Sathis Arasadi · CIK 0001970613 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300 Read SEC document |
| May 05, 2023 Filed May 9, 2023 16:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 200 | $14.30 | $2,860.00 |
DisclosureSEC source: 0001209191-23-028196 · doc4.xml · nonDerivative · entry 1 Sathis Arasadi · CIK 0001970613 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 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.