Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Director | July 01, 2026 | July 01, 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 July 01, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs Trustee of Colombo Family Trust | 44,409 |
Reported balance
After 2026-07-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-07-01 · Other · Acquired 849 · Balance 44,409 F1: Shares received as payment of Director fee |
| Common StockSEC Table I · non-derivative | Direct | 2,551 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,551 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 13,692 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,692 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.80 · Expires 2027-03-01 | Direct | 10,360 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 10,360 F2: 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 | 5,420 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,420 F3: 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 | 11,540 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 11,540 F2: 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 | 10,030 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 10,030 F2: 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 | 7,430 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,430 F2: 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 | 4,723 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 4,723 F2: Exercisable 33% per year beginning on first anniversary date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received as payment of Director fee
F2: Exercisable 33% per year beginning on first anniversary date of grant.
F3: 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 |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Jul 23, 2018 23:26 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 230.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043655 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 7,602.8003 F1 · kind: Represents the 2017 ESOP allocation reflected in reporting owner's account as of 12/31/2017. Read SEC document |
| December 04, 2017 Filed Dec 11, 2017 20:33 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064974 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,044.154 Read SEC document |
| November 10, 2017 Filed Feb 2, 2018 18:25 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 32.4199 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006678 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 7,372.7973 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| September 08, 2017 Filed Sep 8, 2017 20:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052066 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,094.154 F1 · kind: Correcting transaction dated 03/17/2017 filed in error on 03/20/2017. Read SEC document |
| August 11, 2017 Filed Sep 8, 2017 20:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 33.1554 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052066 · doc4.xml · nonDerivative · entry 2 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 7,340.3774 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 12, 2017 Filed Aug 3, 2017 19:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 29.312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047277 · doc4.xml · nonDerivative · entry 2 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 7,307.222 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 15:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021626 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,856.154 Read SEC document |
| March 09, 2017 Filed Mar 11, 2017 00:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to buy) · Derivative | 2,052 | $35.18 Strike: $35.18 | $72,189.36 |
DisclosureSEC source: 0001209191-17-019978 · doc4.xml · derivative · entry 3 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,052 shares Expires 2017-05-01 F1 · derivative.exercise_date: Exercisable 20% per year beginning on first anniversary date of grant Read SEC document |
| March 09, 2017 Filed Mar 11, 2017 00:53 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 2,052 | $35.18 | $72,189.36 |
DisclosureSEC source: 0001209191-17-019978 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,094.154 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016397 · doc4.xml · nonDerivative · entry 2 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,042.154 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016397 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,412.154 Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 15:59 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 27.477 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022217 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,990.3581 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2016 Filed Aug 3, 2017 19:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 287.5519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047277 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 7,250.433 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 19:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 29.6908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151916 · doc4.xml · nonDerivative · entry 2 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,962.8811 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 18:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 6,000 | $50.80 | $304,800.00 |
DisclosureSEC source: 0001209191-16-149003 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,462.154 Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 19:15 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 34.9169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151916 · doc4.xml · nonDerivative · entry 1 Colombo Russell A · CIK 0001403064 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 6,933.1903 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.