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 | 2,169.6618 |
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 462.8249 · Balance 2,169.6618 F1: Represents 2023 ESOP allocation posted to reporting owner's account on December 31, 2023 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 2,277.2503 |
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 107.5885 · Balance 2,277.2503 F2: Represents additional ESOP shares resulting from dividend reinvestment |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,706.8369 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,706.8369 |
| Common StockSEC Table I · non-derivative | Direct | 1,231 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,231 |
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
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, 2024 Filed Mar 5, 2025 17:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 107.5885 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007017 · form4-03052025_100314.xml · nonDerivative · entry 4 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 2,277.2503 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 15:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007168 · form4-03072024_080308.xml · nonDerivative · entry 2 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,231 Read SEC document |
| December 31, 2023 Filed Mar 5, 2025 17:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 462.8249 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007017 · form4-03052025_100314.xml · nonDerivative · entry 3 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 2,169.6618 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 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 22.9381 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016763 · form4-12202023_011204.xml · nonDerivative · entry 6 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 1,706.8369 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| August 11, 2023 Filed Dec 19, 2023 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 21.7939 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016763 · form4-12202023_011204.xml · nonDerivative · entry 5 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 1,683.8988 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| May 12, 2023 Filed Dec 19, 2023 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 25.8169 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016763 · form4-12202023_011204.xml · nonDerivative · entry 4 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 1,662.1049 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| May 05, 2023 Filed May 5, 2023 13:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 500 | $14.40 | $7,200.00 |
DisclosureSEC source: 0001209191-23-027591 · doc4.xml · nonDerivative · entry 1 Merck David A · CIK 0001783228 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715 Read SEC document |
| February 10, 2023 Filed Dec 19, 2023 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 13.8417 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016763 · form4-12202023_011204.xml · nonDerivative · entry 3 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 1,636.288 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Dec 19, 2023 20:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 260.1028 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016763 · form4-12202023_011204.xml · nonDerivative · entry 2 Merck David A · CIK 0001783228 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 1,622.4463 F1 · kind: Represents 2022 ESOP allocation posted to reporting owner's account on December 31, 2022. 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.