Bank of Marin EVP reports ESOP stock changes
Bank of Marin Bancorp Executive Vice President Misako Stewart reported several ESOP-related changes in common stock and updated option holdings.
Rhea-AI Filing Summary
Bank of Marin Bancorp Executive Vice President Misako Stewart reported several ESOP-related changes in common stock and updated option holdings. ESOP allocations and dividend reinvestments added 770.54 shares for 2024, 838.32 allocation shares plus 218.96 dividend reinvestment shares for 2025, and 109.17 dividend reinvestment shares for 2026, partly offset by a 258-share ESOP diversification disposition. Direct common stock holdings were 27,785 shares as of December 31, 2024, and several stock option grants remain outstanding with stated exercise prices and expirations.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 2,194.99 shares
Other
13 txns
Insider
Stewart Misako
Role
EXECUTIVE VICE PRESIDENT
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock F4 | 109.17 | $0.00 | $0.00 |
| Other | Common Stock F2 | 838.32 | $0.00 | $0.00 |
| Other | Common Stock F3 | 218.96 | $0.00 | $0.00 |
| Other | Common Stock F5 | 258 | $0.00 | $0.00 |
| Other | Common Stock F1 | 770.54 | $0.00 | $0.00 |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 6,560.5266 shares (Indirect, BY ESOP);
Stock Options (Right to Buy) — 5,878 contracts (Direct);
Common Stock — 27,785 shares (Direct)
Footnotes (6)
- F1. Represents 2024 ESOP allocation posted to reporting owner's account on December 31, 2024
- F2. Represents 2025 ESOP allocation posted to reporting owner's account on December 31, 2025
- F3. Represents additional ESOP shares resulting from dividend reinvestment in 2025
- F4. Represents additional ESOP shares resulting from dividend reinvestment in 2026
- F5. Disposition of shares held in the ESOP pursuant to diversification election made under the Internal Revenue Code
- F6. Exercisable 33% per year beginning on the first anniversary date of grant.
Key Figures
2024 ESOP allocation: 770.5400 shares
2025 ESOP allocation: 838.3200 shares
2025 ESOP dividend reinvestment: 218.9600 shares
+5 more
8 metrics
2024 ESOP allocation
770.5400 shares
ESOP allocation posted to reporting owner's account on December 31, 2024
2025 ESOP allocation
838.3200 shares
ESOP allocation posted to reporting owner's account on December 31, 2025
2025 ESOP dividend reinvestment
218.9600 shares
Additional ESOP shares from dividend reinvestment in 2025
2026 ESOP dividend reinvestment
109.1700 shares
Additional ESOP shares from dividend reinvestment in 2026
ESOP diversification disposition
258.0000 shares
Disposition of ESOP shares pursuant to diversification election
Direct common stock holdings
27785.0000 shares
Directly owned BMRC common shares as of December 31, 2024
Largest option grant underlying shares
1676.0000 shares at $38.1100
Stock Options (Right to Buy) expiring October 29, 2031
Option grant at $34.0300
1194.0000 shares
Stock Options (Right to Buy) expiring March 1, 2032
Key Terms
ESOP, dividend reinvestment, diversification election, Internal Revenue Code, +1 more
5 terms
ESOP financial
"Represents 2024 ESOP allocation 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.
dividend reinvestment financial
"Represents additional ESOP shares resulting from dividend reinvestment in 2025"
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.
diversification election financial
"Disposition of shares held in the ESOP pursuant to diversification election"
Internal Revenue Code financial
"pursuant to diversification election made under the Internal Revenue Code"
The Internal Revenue Code is the U.S. federal law that sets the rules for calculating, collecting, and enforcing taxes — essentially the country's tax rulebook. It matters to investors because those rules determine how much companies and individuals actually keep after taxes, affecting profits, cash flow, dividend payouts, deal structures and the after-tax return on investments; changes in the Code can change financial outcomes and investment strategy much like a rule change in a game.
Stock Options (Right to Buy) financial
"security_title": "Stock Options (Right to Buy)""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did BMRC executive Misako Stewart report in this Form 4?
Misako Stewart reported ESOP-related changes in Bank of Marin Bancorp (BMRC) common stock: ESOP allocations of 770.54 shares for 2024 and 838.32 shares for 2025, dividend reinvestments of 218.96 shares in 2025 and 109.17 shares in 2026, and a 258-share ESOP diversification disposition.
What BMRC ESOP activity was recorded for 2024, 2025, and 2026 for Misako Stewart?
For Bank of Marin Bancorp (BMRC), Stewart’s ESOP account received a 770.54-share 2024 allocation, a 838.32-share 2025 allocation, and additional ESOP shares from dividend reinvestment of 218.96 shares in 2025 and 109.17 shares in 2026, plus one 258-share diversification-related disposition.
What stock option positions in BMRC does Misako Stewart report as of December 31, 2024?
Stewart reports several outstanding Stock Options (Right to Buy) on Bank of Marin Bancorp (BMRC) common stock, including grants over 640, 740, 620, 610, 398, 1,676, and 1,194 underlying shares, with exercise prices such as $34.80, $33.58, $44.45, and $38.11 per share.
Were Misako Stewart’s BMRC transactions made under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is marked as false, indicating the reported Bank of Marin Bancorp (BMRC) transactions were not reported as being made under a Rule 10b5-1 trading plan or similar pre-arranged trading arrangement.
AI-generated analysis. How Rhea-AI works. Not financial advice.
