Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bank of Marin Bancorp
Report date December 31, 2023 · Filed March 05, 2025
Section 16 reporting ended · disclosed 2025-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 6,051.6622 |
Reported balance
After 2023-12-31 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2023-12-31 · Other · Acquired 797.6354 · Balance 6,051.6622 F1: Represents 2023 ESOP allocation posted to reporting owner's account on December 31, 2023 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 6,359.3208 |
Reported balance
After 2024-12-31 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2024-12-31 · Other · Acquired 307.6586 · Balance 6,359.3208 F2: Represents additional ESOP shares resulting from dividend reinvestment |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,254.0268 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,254.0268 |
| Common StockSEC Table I · non-derivative | Direct | 65,200 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 65,200 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.10 · Expires 2030-03-02 | Direct | 2,930 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,930 F3: 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 | 1,864 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,864 F3: 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 | 2,730 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,730 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 3,143 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,143 F3: Exercisable 33% per year beginning on first anniversary date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 2023 ESOP allocation posted to reporting owner's account on December 31, 2023
F2: Represents additional ESOP shares resulting from dividend reinvestment
F3: 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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 5, 2018 19:19 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016238 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,690 Read SEC document |
| February 09, 2018 Filed Jul 24, 2018 21:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.1932 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043787 · doc4.xml · nonDerivative · entry 2 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,250.05 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2017 Filed Jul 24, 2018 21:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 230.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043787 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,244.8568 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 19:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 4.4624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006701 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,014.8538 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 11, 2017 Filed Sep 8, 2017 22:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 4.5638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052126 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,010.3914 F1 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| May 12, 2017 Filed Aug 3, 2017 22:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 2.9992 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047506 · doc4.xml · nonDerivative · entry 2 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,005.8276 F2 · kind: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:21 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 1,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016403 · doc4.xml · nonDerivative · entry 2 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,600 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 19:21 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016403 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,560 Read SEC document |
| February 10, 2017 Filed Mar 22, 2017 16:25 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 2.8116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022231 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 715.2765 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| December 31, 2016 Filed Aug 3, 2017 22:29 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 287.5519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047506 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 1,000.0168 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 20:14 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3.0381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151944 · doc4.xml · nonDerivative · entry 2 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 712.4649 F1 · timeliness: Exempt under Rule 16A-11 Additional shares resulting from dividend reinvestments Read SEC document |
| August 12, 2016 Filed Nov 23, 2016 20:14 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3.5727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151944 · doc4.xml · nonDerivative · entry 1 Girton Tani · CIK 0001585589 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 709.4268 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.