Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Director | January 02, 2025 | January 02, 2025 |
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 January 02, 2025 · Filed January 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,134 |
Reported balance
After 2025-01-02 transaction · row 2
1 source rowRow 2 · 2025-01-02 · Other · Acquired 985 · Balance 30,134 F1: Shares received in payment of Director fee |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 11,500 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,500 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.77 · Expires 2026-07-01 | Direct | 3,430 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,430 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 $34.60 · Expires 2027-01-03 | Direct | 2,378 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,378 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.23 · Expires 2027-07-03 | Direct | 2,950 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,950 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.90 · Expires 2028-01-02 | Direct | 2,546 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,546 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.41 · Expires 2031-07-01 | Direct | 2,479 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,479 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.35 · Expires 2032-01-03 | Direct | 2,061 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,061 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.55 · Expires 2032-07-01 | Direct | 2,410 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,410 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.54 · Expires 2033-01-03 | Direct | 2,317 |
Reported balance
Holding disclosure · report date 2025-01-02 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2,317 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received in payment of Director fee
F2: 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 |
|---|---|---|---|---|---|---|
| January 02, 2025 Filed Jan 2, 2025 19:13 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 985 | $23.51 | $23,157.35 |
DisclosureSEC source: 0001415889-25-000196 · form4-01032025_120118.xml · nonDerivative · entry 2 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,134 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:37 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,407 | $16.46 | $23,159.22 |
DisclosureSEC source: 0001415889-24-018980 · form4-07022024_090732.xml · nonDerivative · entry 2 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,149 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,027 | $21.90 | $22,491.30 |
DisclosureSEC source: 0001415889-24-000225 · form4-01032024_060102.xml · nonDerivative · entry 2 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,742 F1 · kind: Shares received in payment of Director fee Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 17:00 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 3,000 | $19.99 | $59,979.60 |
DisclosureSEC source: 0001415889-23-015696 · form4-12012023_101252.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,715 Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 17:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 3,000 | $20.10 | $60,306.60 |
DisclosureSEC source: 0001415889-23-015700 · form4-12012023_101232.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,715 Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 18:49 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,250 | $18.00 | $22,500.00 |
DisclosureSEC source: 0001209191-23-040703 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,715 F1 · kind: Shares received in payment of Director fee Read SEC document |
| May 03, 2023 Filed May 3, 2023 16:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 3,000 | $15.40 | $46,200.00 |
DisclosureSEC source: 0001209191-23-026985 · doc4.xml · nonDerivative · entry 3 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,465 Read SEC document |
| May 03, 2023 Filed May 3, 2023 16:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 3,000 | $15.25 | $45,750.00 |
DisclosureSEC source: 0001209191-23-026985 · doc4.xml · nonDerivative · entry 2 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,465 Read SEC document |
| May 03, 2023 Filed May 3, 2023 16:40 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 3,000 | $15.15 | $45,450.00 |
DisclosureSEC source: 0001209191-23-026985 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,465 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 14:27 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 2,317 | $32.54 Strike: $32.54 | $75,395.18 |
DisclosureSEC source: 0001209191-23-001678 · doc4.xml · derivative · entry 3 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 Underlying: Common Stock · 2,317 shares Expires 2033-01-03 F1 · kind: Option issued in payment of Director fee Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 16:50 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 2,410 | $32.55 Strike: $32.55 | $78,445.50 |
DisclosureSEC source: 0001209191-22-041182 · doc4.xml · derivative · entry 3 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 Underlying: Common Stock · 2,410 shares Expires 2032-07-01 F1 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 15:21 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 2,061 | $37.35 Strike: $37.35 | $76,978.35 |
DisclosureSEC source: 0001209191-22-001581 · doc4.xml · derivative · entry 3 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,061 Underlying: Common Stock · 2,061 shares Expires 2032-01-03 F1 · balance_after: Option issued in payment of Director fee Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 11:25 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 515 | $34.86 | $17,952.90 |
DisclosureSEC source: 0001209191-21-001796 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,465 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 519 | $32.20 | $16,711.80 |
DisclosureSEC source: 0001209191-20-040571 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,950 F1 · kind: Shares received in payment of Director fee Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 13:17 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 5,200 | $38.30 | $199,153.24 |
DisclosureSEC source: 0001209191-20-015930 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,500 Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 14:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 373 | $44.85 | $16,729.05 |
DisclosureSEC source: 0001209191-20-002679 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,431 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 18:19 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) | 400 | $41.80 | $16,720.00 |
DisclosureSEC source: 0001209191-19-041624 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,058 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 15:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 392 | $41.35 | $16,209.20 |
DisclosureSEC source: 0001209191-19-003016 · doc4.xml · nonDerivative · entry 3 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,658 F3 · kind: Shares received in payment of Director fee Read SEC document |
| November 27, 2018 Filed Jan 9, 2019 15:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 10,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003016 · doc4.xml · nonDerivative · entry 2 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,266 F2 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 10,133 additional shares of common stock. Read SEC document |
| November 27, 2018 Filed Jan 9, 2019 15:30 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003016 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,300 F1 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 3,150 additional shares of common stock. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:03 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 199 | $81.40 | $16,198.60 |
DisclosureSEC source: 0001209191-18-041288 · doc4.xml · nonDerivative · entry 1 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,133 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 03, 2017 Filed Jan 11, 2017 15:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to buy) · Derivative | 1,189 | $69.20 Strike: $69.20 | $82,278.80 |
DisclosureSEC source: 0001209191-17-003336 · doc4.xml · derivative · entry 3 McDevitt Jr William H · CIK 0001403443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 Underlying: Common Stock · 1,189 shares Expires 2027-01-03 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.