Bank of Marin Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BMRC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 Aug 24	SellUS$795,134	Shawn Devlin	Individual	40,085	US$20.73
22 Aug 24	SellUS$309,732	Riley Gardner	Individual	16,323	US$20.60
29 Jul 24	SellUS$1,361,544	Riley Gardner	Individual	61,193	US$22.25
18 Jul 24	SellUS$2,148,000	Shawn Devlin	Individual	100,000	US$21.48

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BMRC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,539,543	9.64%
General Public	5,061,193	31.7%
Institutions	9,374,593	58.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 54.87% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.98%	BlackRock, Inc.	1,593,705	US$38.0m	-1.19%	no data
5.11%	The Vanguard Group, Inc.	816,407	US$19.5m	1.76%	no data
4.59%	Dimensional Fund Advisors LP	733,077	US$17.5m	2.36%	no data
3.86%	AllianceBernstein L.P.	616,580	US$14.7m	-5.58%	no data
2.9%	Manulife Asset Management	463,272	US$11.1m	-2.02%	0.01%
2.67%	Shawn Devlin	425,946	US$10.2m	-24.8%	no data
2.39%	ProShare Advisors LLC	381,020	US$9.1m	0%	0.02%
2.3%	Riley Gardner	367,024	US$8.8m	-18.1%	no data
2.27%	State Street Global Advisors, Inc.	363,110	US$8.7m	0.85%	no data
2.27%	Geode Capital Management, LLC	362,376	US$8.6m	1.84%	no data
2.16%	Hotchkis and Wiley Capital Management, LLC	344,570	US$8.2m	-10.8%	0.02%
2.02%	North Reef Capital Management LP	322,936	US$7.7m	115%	0.32%
2.01%	Columbia Management Investment Advisers, LLC	321,116	US$7.7m	1.77%	no data
1.13%	Eaton Vance Management	180,566	US$4.3m	-3.16%	no data
1.06%	Basswood Capital Management, L.L.C.	169,803	US$4.1m	0%	0.2%
1.02%	Acadian Asset Management LLC	163,567	US$3.9m	64.2%	0.01%
1%	Renaissance Technologies LLC	160,479	US$3.8m	6.85%	0.01%
0.87%	American Century Investment Management Inc	138,958	US$3.3m	-24.6%	no data
0.85%	Northern Trust Global Investments	136,270	US$3.3m	-0.24%	no data
0.77%	Joel Sklar	122,667	US$2.9m	1.16%	no data
0.76%	Bridgeway Capital Management, LLC	122,101	US$2.9m	44.1%	0.05%
0.76%	Charles Schwab Investment Management, Inc.	121,986	US$2.9m	2.39%	no data
0.73%	Kennedy Capital Management LLC	116,309	US$2.8m	0%	0.06%
0.7%	Charles Fite	112,582	US$2.7m	1.27%	no data
0.68%	Zacks Investment Management, Inc.	109,260	US$2.6m	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 05:01
End of Day Share Price	2024/12/26 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Bank of Marin Bancorp is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	D.A. Davidson & Co.
Jeffrey Rulis	D.A. Davidson & Co.
Timothy Coffey	FIG Partners