Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | EXECUTIVE VICE PRESIDENT | May 10, 2024 | May 13, 2024 |
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 May 10, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,035.6984 |
Reported balance
After 2024-05-10 transaction · row 2
1 source rowRow 2 · 2024-05-10 · Tax withholding · Disposed 166 · Balance 20,035.6984 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 647.5602 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 647.5602 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.13 · Expires 2031-05-10 | Direct | 5,600 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,600 F1: 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 | 1,737 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,737 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.03 · Expires 2032-03-01 | Direct | 1,919 |
Reported balance
Holding disclosure · report date 2024-05-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,919 F1: Exercisable 33% per year beginning on first anniversary date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| May 10, 2024 Filed May 13, 2024 14:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 166 | $15.97 | $2,651.02 |
DisclosureSEC source: 0001415889-24-012979 · form4-05132024_060523.xml · nonDerivative · entry 2 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,035.6984 Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 15:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 9,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007165 · form4-03072024_080349.xml · nonDerivative · entry 2 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,201.6984 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:54 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 509 | $16.61 | $8,454.49 |
DisclosureSEC source: 0001415889-24-006875 · form4-03052024_110322.xml · nonDerivative · entry 2 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,102.6984 Read SEC document |
| November 14, 2023 Filed Dec 21, 2023 13:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 17.8866 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016816 · form4-12212023_061243.xml · nonDerivative · entry 5 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,611.6984 F1 · kind: Additional shares resulting from automatic dividend reinvestment. Read SEC document |
| November 10, 2023 Filed Dec 19, 2023 19:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 8.6967 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016759 · form4-12202023_121259.xml · nonDerivative · entry 6 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 647.5602 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| August 15, 2023 Filed Dec 21, 2023 13:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 14.8401 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016816 · form4-12212023_061243.xml · nonDerivative · entry 4 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,593.8117 F1 · kind: Additional shares resulting from automatic dividend reinvestment. Read SEC document |
| August 11, 2023 Filed Dec 19, 2023 19:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 8.268 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016759 · form4-12202023_121259.xml · nonDerivative · entry 5 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 638.8635 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| May 16, 2023 Filed Dec 21, 2023 13:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 20.2702 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016816 · form4-12212023_061243.xml · nonDerivative · entry 3 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,578.9715 F1 · kind: Additional shares resulting from automatic dividend reinvestment. Read SEC document |
| May 12, 2023 Filed Dec 19, 2023 19:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 9.7949 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016759 · form4-12202023_121259.xml · nonDerivative · entry 4 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 630.5955 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| May 10, 2023 Filed May 11, 2023 13:58 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 165 | $14.38 | $2,372.70 |
DisclosureSEC source: 0001209191-23-028667 · doc4.xml · nonDerivative · entry 1 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,554.8264 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 18:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 238 | $29.29 | $6,971.02 |
DisclosureSEC source: 0001209191-23-015941 · doc4.xml · nonDerivative · entry 2 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,719.8264 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 18:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 4,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015941 · doc4.xml · nonDerivative · entry 1 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,957.8264 Read SEC document |
| February 14, 2023 Filed Dec 21, 2023 13:56 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 3.8747 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016816 · form4-12212023_061243.xml · nonDerivative · entry 2 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,558.7012 F1 · kind: Additional shares resulting from automatic dividend reinvestment. Read SEC document |
| February 10, 2023 Filed Dec 19, 2023 19:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5.2513 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016759 · form4-12202023_121259.xml · nonDerivative · entry 3 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 620.8006 F2 · kind: Represents additional ESOP shares resulting from dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Dec 19, 2023 19:45 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 479.0985 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016759 · form4-12202023_121259.xml · nonDerivative · entry 2 Sloan Nicolette · CIK 0001862798 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 615.5493 F1 · kind: Represents 2022 ESOP allocation posted to reporting owner's account on December 31, 2022. Read SEC document |
| May 10, 2022 Filed May 13, 2022 18:22 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Tax withholdingCommon Stock | 165 | $31.69 | $5,228.85 |
DisclosureSEC source: 0001209191-22-028957 · doc4.xml · nonDerivative · entry 1 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,990 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:39 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 1,919 | $34.03 Strike: $34.03 | $65,303.57 |
DisclosureSEC source: 0001209191-22-015918 · doc4.xml · derivative · entry 2 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,919 Underlying: Common Stock · 1,919 shares Expires 2032-03-01 F1 · derivative.exercise_date: Exercisable 33% per year beginning on first anniversary date of grant Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:39 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 4,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015918 · doc4.xml · nonDerivative · entry 1 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,155 Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 20:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantStock Options (Right to Buy) · Derivative | 1,737 | $38.11 Strike: $38.11 | $66,197.07 |
DisclosureSEC source: 0001209191-21-062565 · doc4.xml · derivative · entry 2 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,737 Underlying: Common Stock · 1,737 shares Expires 2031-10-29 Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 20:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GrantCommon Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062565 · doc4.xml · nonDerivative · entry 1 Sloan Nicolette · CIK 0001862798 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,545 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.