Bank of Marin officer reports initial share holdings
Bank of Marin Bancorp principal accounting officer Susana Ramirez filed an initial statement of ownership showing she holds common stock in the company.
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Form Type
3
Rhea-AI Filing Summary
Bank of Marin Bancorp principal accounting officer Susana Ramirez filed an initial statement of ownership showing she holds common stock in the company. She reports 344 shares held directly and 105.5465 shares held indirectly through an ESOP, with no buy or sell transactions indicated.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Ramirez Susana
Role
Principal Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 344 shares (Direct);
Common Stock — 105.5465 shares (Indirect, By ESOP)
Key Figures
Direct common shares: 344 shares
Indirect ESOP shares: 105.5465 shares
Unknown transaction entries: 2 entries
3 metrics
Direct common shares
344 shares
Total shares following transaction, direct ownership
Indirect ESOP shares
105.5465 shares
Total shares following transaction, held by ESOP
Unknown transaction entries
2 entries
Holding-type entries with unknown transaction codes
Key Terms
Form 3, Common Stock, ESOP, Principal Accounting Officer
4 terms
Form 3 regulatory
"Bank of Marin Bancorp officer Susana Ramirez files Form 3, reporting holdings"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
Common Stock financial
"The filing reports holdings of Bank of Marin Bancorp Common Stock"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
ESOP financial
"105.5465 shares held indirectly with nature of ownership described as By ESOP"
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
Principal Accounting Officer financial
"Susana Ramirez is identified with the officer title Principal Accounting Officer"
The Principal Accounting Officer is the person responsible for making sure a company's financial records are accurate and follow the rules. They play a key role in preparing financial reports that show how well the company is doing. This helps investors, managers, and regulators trust the company's financial information.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Bank of Marin Bancorp (BMRC) Form 3 filing show for Susana Ramirez?
The Form 3 shows that principal accounting officer Susana Ramirez beneficially owns 344 Bank of Marin Bancorp common shares directly and 105.5465 shares indirectly through an ESOP. It reports holdings only, with no explicit buy or sell transactions.
What indirect Bank of Marin Bancorp ownership is reported for Susana Ramirez?
The filing lists 105.5465 common shares held indirectly for Susana Ramirez, with the nature of ownership described as “By ESOP”. This indicates the shares are held through an employee stock ownership plan rather than in a personal brokerage account.
Does the BMRC Form 3 indicate any recent buy or sell by Susana Ramirez?
No explicit buy or sell activity is indicated for Susana Ramirez in this Form 3. The entries are categorized as holdings with unknown transaction codes, serving to disclose her beneficial ownership rather than report new market transactions.
What is Susana Ramirez’s role at Bank of Marin Bancorp in this filing?
In this filing, Susana Ramirez is identified as an officer of Bank of Marin Bancorp with the title Principal Accounting Officer. The Form 3 associates her officer status with the reported common stock holdings, both direct and ESOP-based.
AI-generated analysis. How Rhea-AI works. Not financial advice.
