STOCK TITAN

Wellington Group (BMRC) discloses 632,000-share, 3.92% passive stake

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Bank of Marin Bancorp ownership update: Wellington Management Group LLP and affiliated entities report beneficial ownership of 632,000 shares of common stock, representing 3.92% of the class as shown on the cover pages. The Schedule 13G/A lists shared voting and dispositive power of 632,000 shares across the filing entities.

Positive

  • None.

Negative

  • None.

Insights

Passive institutional stake reported; shared voting/dispositive power indicated.

The filing shows Wellington Management Group LLP and affiliated holders report 632,000 shares (3.92%) of common stock as beneficially owned with shared voting and dispositive power. The document is a Schedule 13G/A amendment reflecting passive investment reporting conventions.

Ownership is held of record by clients of Wellington advisers and structured through parent and subsidiary entities. Subsequent filings would show any material changes in ownership; no active trading or acquisition direction is indicated in this excerpt.

Shares beneficially owned 632,000 shares reported on Schedule 13G/A cover pages (03/31/2026)
Percent of class 3.92% Item 4(b) of Schedule 13G/A
Filing signature date 05/15/2026 signature by Compliance Manager Matthew Revell
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 632,000.00"
Schedule 13G/A regulatory
"Item 1. (a) Name of issuer: Bank of Marin Bancorp"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington Management report in BMRC?

Wellington reports beneficial ownership of 632,000 shares, or 3.92%. The Schedule 13G/A shows shared voting and shared dispositive power of 632,000 shares across Wellington entities, filed as an amendment on the attached cover pages.

Does this Schedule 13G/A indicate Wellington is an active trader in BMRC?

No active trading direction is stated in the excerpt. The filing is a passive beneficial ownership report under Schedule 13G/A showing shared voting/dispositive power; it does not state purchases, sales, or an acquisition program.

Which Wellington entities are named on the BMRC filing?

Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP are listed. The filing explains ownership flows through holding companies and investment adviser subsidiaries listed in Item 7.

What dates appear in the filing for BMRC ownership disclosure?

The cover shows 03/31/2026 and the signatures are dated 05/15/2026. The 03/31/2026 date appears atop the cover pages; signatures by the compliance manager are dated 05/15/2026.





063425102

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026