Bank of Marin Bancorp (BMRC) EVP Bloom reports ESOP and direct share stakes
Rhea-AI Filing Summary
Bank of Marin Bancorp Executive Vice President David A. Bloom reported updated ownership of the company’s common stock. As of a transaction dated December 31, 2024, he held 1,656.6800 shares indirectly through an ESOP and 22,961.0000 shares directly.
The ESOP position reflects 2024 and 2025 ESOP allocations posted to his account on December 31, 2024 and December 31, 2025, as well as additional ESOP shares from dividend reinvestment in 2025 and 2026. The filing records holdings and does not specify any buy or sell transaction direction.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Bloom David A
Role
EXECUTIVE VICE PRESIDENT
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock F1 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,656.68 shares (Indirect, ESOP);
Common Stock — 22,961 shares (Direct)
Footnotes (1)
- F1. Represents 2024 and 2025 ESOP allocations posted to reporting owner's account on December 31, 2024 and December 31, 2025. Represents additional ESOP shares resulting from dividend reinvestment in 2025 and 2026.
Key Figures
Indirect ESOP shares: 1,656.6800 shares
Directly held shares: 22,961.0000 shares
Reported holding entries: 2 entries
3 metrics
Indirect ESOP shares
1,656.6800 shares
Common Stock held indirectly through ESOP following 12/31/2024 entry
Directly held shares
22,961.0000 shares
Common Stock held directly following 12/31/2024 entry
Reported holding entries
2 entries
Number of Common Stock holding lines reported in the Form 4
Key Terms
ESOP, Common Stock, dividend reinvestment
3 terms
ESOP financial
"Represents 2024 and 2025 ESOP allocations posted to reporting owner's account"
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.
Common Stock financial
"security_title: "Common Stock" for both reported holdings"
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.
dividend reinvestment financial
"Represents additional ESOP shares resulting from dividend reinvestment in 2025 and 2026"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did BMRC executive David A. Bloom report in this Form 4 filing?
David A. Bloom reported his current holdings of Bank of Marin Bancorp common stock, including 22,961.0000 shares held directly and 1,656.6800 shares held indirectly through an ESOP, based on positions dated December 31, 2024 and described in the filing footnote.
Does David A. Bloom’s BMRC Form 4 indicate activity under a Rule 10b5-1 trading plan?
The Form 4’s Rule 10b5-1 checkbox is not affirmed as being under a plan. The filing characterizes the entries as holdings, and it does not state that these reported positions arose from a Rule 10b5-1 trading arrangement.