Welcome to our dedicated page for Bank Marin Bancorp SEC filings (Ticker: BMRC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Bank of Marin Bancorp SEC filings document the regulatory record of a California bank holding company whose common stock trades on Nasdaq under BMRC. The filings identify Bank of Marin as its wholly owned banking subsidiary and cover financial results, capital structure, registered securities, and material events affecting the company.
BMRC filings include Form 8-K reports for quarterly operating results, Regulation FD investor presentations, dividend disclosures, corporate governance and officer appointments, and accounting matters involving non-reliance on previously issued financial statements. Its proxy materials document board elections, executive compensation, equity awards, pay-versus-performance disclosures, and shareholder voting matters.
Bank of Marin Bancorp is asking shareholders to vote at its 2026 annual meeting on electing ten directors, approving executive pay on an advisory basis, and ratifying the independent auditor. The board unanimously recommends voting “FOR” all three proposals.
The meeting is scheduled for May 27, 2026 at 4:00 p.m. Pacific Time at the Buck Institute for Research on Aging in Novato, California, with April 8, 2026 as the record date. Shareholders can vote by internet, telephone or mail, and must pre‑register online to attend in person.
The proxy highlights improved 2025 performance, including higher loan originations, stronger net interest margin and better asset quality, alongside a compensation program that blends salary, annual cash incentives and performance‑based equity tied to metrics such as core return on assets, loan and deposit growth, and efficiency.
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.
Bank of Marin Bancorp appointed First Vice President and Controller Susan Ramirez as its Principal Accounting Officer, effective April 2. Ramirez, a licensed CPA with prior senior finance roles at Summit Funding, Rabobank N.A. and Mechanics Bank, will keep her existing compensation and has no related-party relationships disclosed.
The company also scheduled a webcast earnings call on Monday, April 27, 2026, at 8:30 a.m. PT to discuss results for the quarter ended March 31, 2026. Bank of Marin is described as a business and community bank with $3.9 billion in assets, operating 27 branches and eight commercial banking offices in Northern California.
Bank of Marin Bancorp Executive Vice President Misako Stewart reported the forfeiture and cancellation of 3,222 shares of Common Stock on March 25, 2026. These were performance-based restricted shares granted in 2023, and performance goals were not achieved, resulting in a 0% payout and forfeiture for no consideration.
After this compensation-related adjustment, she directly holds 27,785 Common shares, plus 4,623.5366 Common shares held indirectly through an ESOP. She also continues to hold multiple stock option awards on Common Stock with exercise prices between $22.94 and $44.45 expiring from 2024 through 2032.
Bank of Marin Bancorp President & CEO Timothy D. Myers reported an administrative equity change rather than a market trade. On 2026-03-25, he had 10,755 shares of Common Stock forfeited and cancelled for no consideration when 2023 performance-based restricted share goals were not achieved, resulting in a 0% payout. Following this forfeiture, he directly held 124,173.3268 shares of Common Stock. He also continues to hold multiple stock option awards with exercise prices between $22.94 and $44.45 per share, expiring between 2024 and 2032, which together represent a further equity stake tied to future company performance.
Bank of Marin Bancorp executive vice president Robert Gotelli reported the forfeiture and cancellation of 2,212 shares of Common Stock on March 25, 2026. These were performance-based restricted shares granted in 2023 with three-year cliff vesting; performance goals were not achieved, resulting in a 0% payout and forfeiture for no consideration.
Following this, Gotelli directly holds 36,460 Common shares, plus 17,151.0485 shares held indirectly through an ESOP. He also retains multiple stock option grants on Common Stock with exercise prices ranging from $22.94 to $44.45 and expirations between 2024 and 2032.
Bank of Marin Bancorp executive Brandi Campbell forfeited 2,817 shares of common stock when performance-based restricted shares granted in 2023 failed to meet required goals, resulting in a 0% payout and cancellation for no consideration. Following this non-market transaction, Campbell holds 22,540 common shares directly, plus additional indirect ESOP shares and several option grants on Bank of Marin stock.
Bank of Marin Bancorp amendment reports that The Vanguard Group holds 0 shares of the company's common stock and 0% of the class following an internal realignment. The filing states subsidiaries and business divisions of The Vanguard Group now report beneficial ownership separately in accordance with SEC Release No. 34-39538, effective January 12, 2026. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Bank of Marin Bancorp is sharing an investor presentation at the Raymond James Northern California Bank Investor Symposium, highlighting balance sheet repositioning and fourth-quarter 2025 performance. The bank sold $593.2 million of held-to-maturity securities at a pre-tax loss of $69.5 million and issued $45 million of subordinated debt at 6.75% to replenish capital. Tax-equivalent net interest margin improved to 3.18% in Q4, with December at 3.27%. Newly funded loans reached $106.5 million in the quarter, and deposits grew with a 1.35% tax-equivalent cost and 36.7% non-interest-bearing mix. Despite a GAAP net loss driven by securities losses, comparable non-GAAP pre-tax, pre-provision income and returns were positive, supported by solid credit quality, strong liquidity of about $2.1 billion, and robust capital ratios including total risk-based capital around 16% and tangible common equity above 8%.
Bank of Marin Bancorp filed its annual report and restated prior financial statements after discovering material classification errors in reciprocal network deposits and related interest expense. The corrections reclassify certain deposits between interest-bearing and non-interest-bearing categories and reclassify related expenses between interest and non-interest expense.
The company states these errors did not affect net income or earnings per share for any affected period, nor total deposits or stockholders’ equity. Management concluded there is a material weakness in internal control over financial reporting as of December 31, 2025 and has begun remediation. The bank continues to operate a Northern California–focused community banking and wealth management franchise.