Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN RIVER BANKSHARESAMRB · Entity 136458 | Director | August 06, 2021 | August 09, 2021 |
| 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.
AMERICAN RIVER BANKSHARES
Report date August 06, 2021 · Filed August 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-08-06 transaction · row 1
1 source rowRow 1 · 2021-08-06 · Disposition to issuer · Disposed 179,663 · Balance 0 F1: On August 6, 2021, pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of April 16, 2021 by and between Bank of Marin Bancorp ("BMRC") and American River Bankshares ("AMRB"), AMRB merged with and into BMRC ("Merger"), and each outstanding AMRB common share was converted into the right to receive 0.575 of a share of BMRC common stock, with cash payable in lieu of a fractional share in an amount equal to the fraction of a share of BMRC common stock which the holder would otherwise be entitled to receive multiplied by $33.59. In connection with the Merger, the reporting person has the right to receive, in exchange for all of the AMRB common shares reported in Table I, an aggregate of 103,306 shares of BMRC common stock and $7.73 in cash, with cash payable in lieu of a fractional share of BMRC common stock, subject to any required tax withholding under applicable law. [Contd. in FN2] F2: [Continued from FN1] On August 6, 2021, the effective date of the Merger, the closing price of BMRC common stock was $36.15 per share. F3: Amount of securities disposed of, pursuant to the Merger Agreement, includes AMRB restricted shares. At the effective time of the Merger, any vesting conditions applicable to outstanding restricted share awards under AMRB's equity incentive plans automatically accelerated in full and such restricted shares converted into, and will be exchanged for, the merger consideration as described in note (1) above, less any applicable taxes required to be withheld with respect to such vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 6, 2021, pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of April 16, 2021 by and between Bank of Marin Bancorp ("BMRC") and American River Bankshares ("AMRB"), AMRB merged with and into BMRC ("Merger"), and each outstanding AMRB common share was converted into the right to receive 0.575 of a share of BMRC common stock, with cash payable in lieu of a fractional share in an amount equal to the fraction of a share of BMRC common stock which the holder would otherwise be entitled to receive multiplied by $33.59. In connection with the Merger, the reporting person has the right to receive, in exchange for all of the AMRB common shares reported in Table I, an aggregate of 103,306 shares of BMRC common stock and $7.73 in cash, with cash payable in lieu of a fractional share of BMRC common stock, subject to any required tax withholding under applicable law. [Contd. in FN2]
F2: [Continued from FN1] On August 6, 2021, the effective date of the Merger, the closing price of BMRC common stock was $36.15 per share.
F3: Amount of securities disposed of, pursuant to the Merger Agreement, includes AMRB restricted shares. At the effective time of the Merger, any vesting conditions applicable to outstanding restricted share awards under AMRB's equity incentive plans automatically accelerated in full and such restricted shares converted into, and will be exchanged for, the merger consideration as described in note (1) above, less any applicable taxes required to be withheld with respect to such vesting.
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 the C.D. Fite Trust | 116,333 |
Reported balance
After 2026-07-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-01 · Other · Acquired 849 · Balance 116,333 F1: Shares received in payment of Director fee |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received in payment of Director fee
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 1, 2026 22:16 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 849 | $28.94 | $24,570.06 |
DisclosureSEC source: 0001125060-26-000004 · form4-07012026_100737.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 116,333 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 18:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 925 | $25.79 | $23,855.75 |
DisclosureSEC source: 0001125060-26-000002 · form4-01052026_060117.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 115,484 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 17:09 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 992 | $24.05 | $23,857.60 |
DisclosureSEC source: 0001415889-25-018916 · form4-07022025_050719.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 114,559 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 02, 2025 Filed Jan 2, 2025 22:52 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 985 | $23.51 | $23,157.35 |
DisclosureSEC source: 0001415889-25-000167 · form4-01022025_100114.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 113,567 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 21:11 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,407 | $16.46 | $23,159.22 |
DisclosureSEC source: 0001415889-24-018962 · form4-07022024_090704.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 112,582 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,027 | $21.90 | $22,491.30 |
DisclosureSEC source: 0001415889-24-000204 · form4-01032024_060149.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 111,175 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 22:25 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,250 | $18.00 | $22,500.00 |
DisclosureSEC source: 0001209191-23-040684 · doc4.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 110,148 F1 · kind: Shares received in payment of Director fee Read SEC document |
| May 02, 2023 Filed May 2, 2023 21:11 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 3,907 | $15.08 | $58,924.98 |
DisclosureSEC source: 0001209191-23-026585 · doc4.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 108,898 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 00:58 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 629 | $32.54 | $20,467.66 |
DisclosureSEC source: 0001209191-23-001450 · doc4.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 104,991 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 22:00 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 629 | $32.55 | $20,473.95 |
DisclosureSEC source: 0001209191-22-041289 · doc4.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 104,362 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 429 | $37.35 | $16,023.15 |
DisclosureSEC source: 0001209191-22-001701 · doc4.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of the C.D. Fite Trust Disclosed balance after: 103,735 F1 · kind: Shares received in payment of Director fee Read SEC document |
| August 06, 2021 Filed Aug 9, 2021 19:56 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | Disposition to issuerCommon Stock | 179,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001171843-21-005715 · ownership.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On August 6, 2021, pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of April 16, 2021 by and between Bank of Marin Bancorp ("BMRC") and American River Bankshares ("AMRB"), AMRB merged with and into BMRC ("Merger"), and each outstanding AMRB common share was converted into the right to receive 0.575 of a share of BMRC common stock, with cash payable in lieu of a fractional share in an amount equal to the fraction of a share of BMRC common stock which the holder would otherwise be entitled to receive multiplied by $33.59. In connection with the Merger, the reporting person has the right to receive, in exchange for all of the AMRB common shares reported in Table I, an aggregate of 103,306 shares of BMRC common stock and $7.73 in cash, with cash payable in lieu of a fractional share of BMRC common stock, subject to any required tax withholding under applicable law. [Contd. in FN2] F2 · price: [Continued from FN1] On August 6, 2021, the effective date of the Merger, the closing price of BMRC common stock was $36.15 per share. F3 · price: Amount of securities disposed of, pursuant to the Merger Agreement, includes AMRB restricted shares. At the effective time of the Merger, any vesting conditions applicable to outstanding restricted share awards under AMRB's equity incentive plans automatically accelerated in full and such restricted shares converted into, and will be exchanged for, the merger consideration as described in note (1) above, less any applicable taxes required to be withheld with respect to such vesting. Read SEC document |
| May 20, 2021 Filed May 21, 2021 17:52 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | GrantCommon Stock | 1,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-21-003709 · ownership.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,663 Read SEC document |
| June 17, 2020 Filed Jun 18, 2020 17:07 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | GrantCommon Stock | 2,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-20-004432 · ownership.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,384 Read SEC document |
| May 16, 2019 Filed May 17, 2019 15:24 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | GrantCommon Stock | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-19-003467 · ownership.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,952 Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 14:38 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | OtherOption/ Right to Buy · Derivative | 2,785 | $0.00 Strike: $8.50 | $0.00 |
DisclosureSEC source: 0001171843-19-000207 · ownership.xml · derivative · entry 2 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2019-02-18 Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 14:38 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | Exercise / conversionCommon Stock | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-19-000207 · ownership.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,062 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 |
| May 17, 2018 Filed May 18, 2018 15:28 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-18-004074 · formfour.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,277 Read SEC document |
| May 18, 2017 Filed May 19, 2017 13:38 UTC | AMERICAN RIVER BANKSHARES AMRB · Entity 136458 | GrantCommon Stock | 1,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001171843-17-003215 · formfour.xml · nonDerivative · entry 1 FITE CHARLES D · CIK 0001125060 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,672 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.