Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Director | January 02, 2024 | January 03, 2024 |
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | Director | April 29, 2021 | April 30, 2021 |
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, 2024 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 18,673 |
Reported balance
After 2024-01-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-01-02 · Other · Acquired 1,027 · Balance 18,673 F1: Shares received in payment of Director fee |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.20 · Expires 2030-07-01 | Direct | 2,559 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,559 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.86 · Expires 2031-01-04 | Direct | 2,240 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,240 |
| 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 2024-01-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,479 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received in payment of Director fee
SONIC AUTOMOTIVE INC
Report date April 29, 2021 · Filed April 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95,578 |
Reported balance
After 2021-04-29 transaction · row 1
1 source rowRow 1 · 2021-04-29 · Grant · Acquired 2,905 · Balance 95,578 F1: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.
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, 2024 Filed Jan 3, 2024 13:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,027 | $21.90 | $22,491.30 |
DisclosureSEC source: 0001415889-24-000220 · form4-01032024_060124.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,673 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 18:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,250 | $18.00 | $22,500.00 |
DisclosureSEC source: 0001209191-23-040698 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 17,646 F1 · kind: Shares received in payment of Director fee Read SEC document |
| May 03, 2023 Filed May 3, 2023 16:31 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 1,000 | $15.18 | $15,183.70 |
DisclosureSEC source: 0001209191-23-026962 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 16,396 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 10:52 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 629 | $32.54 | $20,467.66 |
DisclosureSEC source: 0001209191-23-001595 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,396 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 18:10 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 629 | $32.55 | $20,473.95 |
DisclosureSEC source: 0001209191-22-041313 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,767 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:36 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 515 | $37.35 | $19,235.25 |
DisclosureSEC source: 0001209191-22-001853 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,138 Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 14:49 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 2,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029170 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,578 F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020. Read SEC document |
| April 30, 2020 Filed May 1, 2020 18:58 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 9,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-026486 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,673 F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020. Read SEC document |
| January 08, 2020 Filed Jan 9, 2020 14:06 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 373 | $44.85 | $16,729.05 |
DisclosureSEC source: 0001209191-20-002676 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,623 F1 · kind: Shares received in payment of Director fee Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 18:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 876 | $44.78 | $39,227.28 |
DisclosureSEC source: 0001209191-19-059762 · doc4.xml · nonDerivative · entry 5 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,250 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 18:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 100 | $44.72 | $4,472.00 |
DisclosureSEC source: 0001209191-19-059762 · doc4.xml · nonDerivative · entry 4 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,126 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 18:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 92 | $44.44 | $4,088.48 |
DisclosureSEC source: 0001209191-19-059762 · doc4.xml · nonDerivative · entry 3 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,226 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 18:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 424 | $44.69 | $18,948.56 |
DisclosureSEC source: 0001209191-19-059762 · doc4.xml · nonDerivative · entry 2 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,318 Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 18:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | SaleCommon Stock | 176 | $44.71 | $7,868.96 |
DisclosureSEC source: 0001209191-19-059762 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,742 Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 17:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) | 400 | $41.80 | $16,720.00 |
DisclosureSEC source: 0001209191-19-041607 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,918 F1 · kind: Shares received in payment of Director fee Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 19:05 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 8,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026139 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,390 F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 18, 2017. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 15:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 392 | $41.35 | $16,209.20 |
DisclosureSEC source: 0001209191-19-003017 · doc4.xml · nonDerivative · entry 2 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,518 F2 · date: Shares received in payment of Director fee F2 · kind: Shares received in payment of Director fee Read SEC document |
| November 27, 2018 Filed Jan 9, 2019 15:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 7,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003017 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,126 F1 · date: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 7,063 additional shares of common stock. 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 7,063 additional shares of common stock. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 17:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 199 | $81.40 | $16,198.60 |
DisclosureSEC source: 0001209191-18-041254 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,063 F1 · kind: Shares received in payment of Director fee Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 21:59 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026704 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,847 F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 18, 2017. Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 16:08 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 239 | $67.80 | $16,204.20 |
DisclosureSEC source: 0001209191-18-002908 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,864 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 19:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 260 | $62.45 | $16,237.00 |
DisclosureSEC source: 0001209191-17-045265 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,625 F1 · kind: Shares received in payment of Director fee Read SEC document |
| April 19, 2017 Filed Apr 19, 2017 19:57 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027434 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,114 F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 18, 2017. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 16:28 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 216 | $69.20 | $14,947.20 |
DisclosureSEC source: 0001209191-17-003367 · doc4.xml · nonDerivative · entry 1 HELLER H ROBERT · CIK 0001102737 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,365 F1 · kind: Shares received in payment of Director fee 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.