BMRCNasdaqState Commercial BanksFiscal year ends December 31
Bank of Marin Bancorp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$26.07−0.34 (-1.29%)
Close on Oct 19, 2026
- Market cap
- $416.89M
- P/E (TTM)
- –
- Dividend yield
- 3.84%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
67.1%
11M of 16M shares
Institutional holders
142
18 new, 12 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $10.19K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP | 943,534 | 5.90% | 13G (passive) | Sep 30, 2025 |
| BlackRock, Inc. | 1,102,191 | 6.80% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BMRC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,600,224 | 9.88% | $44.33M | +198,449 | 0.00% |
| Dimensional Fund Advisors LP | 680,239 | 4.20% | $18.84M | −122,626 | 0.00% |
| Vanguard Capital Management LLC | 657,941 | 4.06% | $18.22M | +15,269 | 0.00% |
| Alliancebernstein L.P. | 613,724 | 3.79% | $15.73M | −9,322 | 0.01% |
| HoldCo Asset Management, LP | 504,411 | 3.11% | $13.97M | – | 0.90% |
| Manufacturers Life Insurance Company, The | 456,401 | 2.82% | $12.64M | −2,411 | 0.01% |
| Ameriprise Financial Inc | 420,473 | 2.60% | $11.65M | +45,590 | 0.00% |
| Geode Capital Management, LLC | 413,173 | 2.55% | $11.45M | +22,872 | 0.00% |
| Two Sigma Investments, LP | 361,575 | 2.23% | $10.02M | +94,998 | 0.01% |
| State Street Corp | 344,314 | 2.13% | $9.54M | +4,310 | 0.00% |
| Heartland Advisors Inc | 325,508 | 2.01% | $9.02M | +75,508 | 0.40% |
| Algebris (UK) Ltd | 293,040 | 1.81% | $8.09M | +217,725 | 0.53% |
| Morgan Stanley | 271,960 | 1.68% | $7.53M | +31,529 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 264,196 | 1.63% | $7.32M | +3,600 | 0.02% |
| Citadel Advisors LLC | 255,290 | 1.58% | $7.07M | +76,537 | 0.00% |
| Qube Research & Technologies Ltd | 183,331 | 1.13% | $5.08M | +105,241 | 0.00% |
| Aqr Capital Management LLC | 168,484 | 1.04% | $4.67M | +50,835 | 0.00% |
| Charles Schwab Investment Management Inc | 137,428 | 0.85% | $3.81M | +12,043 | 0.00% |
| Northern Trust Corp | 134,145 | 0.83% | $3.72M | +8,967 | 0.00% |
| Renaissance Technologies LLC | 132,381 | 0.82% | $3.67M | +12,989 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 142 | 11M | 67.1% | 18 / 55 | 34 / 12 | 2M | 1M |
| Q1 2026 | 140 | 11M | 65.1% | 20 / 43 | 48 / 11 | 2M | 1M |
| Q4 2025 | 133 | 10M | 62.7% | 11 / 44 | 42 / 12 | 1M | 1M |
| Q3 2025 | 138 | 10M | 63.4% | 27 / 43 | 35 / 8 | 2M | 1M |
| Q2 2025 | 119 | 10M | 61.1% | 17 / 46 | 38 / 20 | 1M | 1M |
| Q1 2025 | 123 | 10M | 59.3% | 18 / 41 | 40 / 10 | 1M | 0M |
| Q4 2024 | 116 | 9M | 57.2% | 21 / 42 | 29 / 13 | 1M | 0M |
| Q3 2024 | 108 | 9M | 54.9% | 25 / 30 | 31 / 11 | 3M | 1M |
| Q2 2024 | 96 | 9M | 55.4% | 14 / 45 | 25 / 20 | 1M | 1M |
| Q1 2024 | 102 | 9M | 54.9% | 15 / 40 | 33 / 10 | 1M | 1M |
| Q4 2023 | 97 | 9M | 53.6% | 14 / 35 | 33 / 10 | 1M | 1M |
| Q3 2023 | 93 | 8M | 52.0% | 9 / 37 | 27 / 11 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BMRC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 455,320 | 2.81% | $12.61M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 412,862 | 2.55% | $11.44M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 300,000 | 1.85% | $8.31M | 0.71% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 277,167 | 1.71% | $8.08M | 0.32% | Jul 31, 2026 |
| Regional Bank Fund | 211,933 | 1.31% | $6.18M | 0.64% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 199,426 | 1.23% | $5.82M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 186,748 | 1.15% | $5.17M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 164,607 | 1.02% | $4.80M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 163,497 | 1.01% | $4.53M | 0.03% | Jun 30, 2026 |
| AB Small Cap Value Portfolio | 116,745 | 0.72% | $3.23M | 0.56% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 84,120 | 0.52% | $2.17M | 0.01% | May 31, 2026 |
| Small Cap Core Portfolio | 76,650 | 0.47% | $2.12M | 0.25% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 76,611 | 0.47% | $1.98M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 75,905 | 0.47% | $1.96M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 71,132 | 0.44% | $2.07M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy D. Myers | PRESIDENT & CEO, Director | 142,771 | 0.88% | Jul 28, 2026 |
| David Bonaccorso | EVP, Chief Financial Officer | 19,113 | 0.12% | Sep 24, 2026 |
| David A. Bloom | EXECUTIVE VICE PRESIDENT | 24,014 | 0.15% | Aug 5, 2026 |
| Arasadi Sathis | EXECUTIVE VICE PRESIDENT | 20,724 | 0.13% | Jul 28, 2026 |
| Robert Gotelli | EXECUTIVE VICE PRESIDENT | 56,121 | 0.35% | Jul 28, 2026 |
| Brandi Campbell | EXECUTIVE VICE PRESIDENT | 26,668 | 0.16% | Jul 28, 2026 |
| Misako Stewart | EXECUTIVE VICE PRESIDENT | 34,346 | 0.21% | Jul 28, 2026 |
| Susana Ramirez | Principal Accounting Officer | 450 | 0.00% | Apr 13, 2026 |
| David A. Merck | PRINCIPAL ACCOUNTING OFFICER | 3,508 | 0.02% | Mar 5, 2025 |
| Tani Girton | EXECUTIVE VICE PRESIDENT | 71,559 | 0.44% | Mar 5, 2025 |
| Nicolas C. Anderson | Director | 13,786 | 0.09% | Jul 31, 2026 |
| James C. Hale Iii | Director | 22,834 | 0.14% | Jul 1, 2026 |
| Joel Sklar | Director | 176,662 | 1.09% | Jul 1, 2026 |
| Kevin R. Kennedy | Director | 30,050 | 0.19% | Jul 1, 2026 |
| Charles D. Fite | Director | 116,333 | 0.72% | Jul 1, 2026 |
| Russell A. Colombo | Director | 60,652 | 0.37% | Jul 1, 2026 |
| Brian M. Sobel | Director | 34,696 | 0.21% | Jul 1, 2026 |
| Secil Tabli Watson | Director | 11,005 | 0.07% | Jul 1, 2026 |
| Cigdem Gencer | Director | 5,671 | 0.04% | Jul 1, 2026 |
| Jr William H. McDevitt | Director | 41,634 | 0.26% | Jan 2, 2025 |
| Sanjiv Siddharth Sanghvi | Director | 6,500 | 0.04% | Jan 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Bonaccorso EVP, Chief Financial Officer | Sep 22, 2026 | Tax withholding | −273 | $28.00 | $7.64K | 17,491 |
| David A. Bloom EXECUTIVE VICE PRESIDENT | Jul 31, 2026 | Tax withholding | −604 | $29.16 | $17.61K | 22,357 |
| Nicolas C. Anderson Director | Jul 30, 2026 | Buy | +175 | $28.88 | $5.05K | 13,786 |
| Russell A. Colombo Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 44,409 |
| Charles D. Fite Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 116,333 |
| Kevin R. Kennedy Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 30,050 |
| Joel Sklar Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 126,418 |
| James C. Hale Iii Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 18,853 |
| Cigdem Gencer Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 5,671 |
| Brian M. Sobel Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 34,696 |
| Nicolas C. Anderson Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 13,611 |
| Secil Tabli Watson Director | Jul 1, 2026 | Other | +849 | $28.94 | $24.57K | 11,005 |
| David A. Bloom EXECUTIVE VICE PRESIDENT | Jun 10, 2026 | Tax withholding | −604 | $26.15 | $15.79K | 22,961 |
| David Bonaccorso EVP, Chief Financial Officer | Jun 10, 2026 | Tax withholding | −296 | $26.15 | $7.74K | 17,764 |
| Timothy D. Myers PRESIDENT & CEO, Director | May 15, 2026 | Other | +279.85 | $25.92 | $7.25K | 125,408 |
| Arasadi Sathis EXECUTIVE VICE PRESIDENT | May 14, 2026 | Other | +31.06 | – | – | 2,086 |
| Robert Gotelli EXECUTIVE VICE PRESIDENT | May 14, 2026 | Other | +357.38 | – | – | 19,661 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | May 14, 2026 | Other | +109.17 | – | – | 6,561 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | May 14, 2026 | Other | +68.88 | – | – | 4,128 |
| Timothy D. Myers PRESIDENT & CEO, Director | May 14, 2026 | Other | +314.11 | – | – | 17,363 |
| Nicolas C. Anderson Director | Apr 30, 2026 | Buy | +200 | $25.68 | $5.14K | 12,762 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | Mar 25, 2026 | Other | −2,817 | – | – | 22,540 |
| Timothy D. Myers PRESIDENT & CEO, Director | Mar 25, 2026 | Other | −10,755 | – | – | 124,173 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | Mar 25, 2026 | Other | −3,222 | – | – | 27,785 |
| Robert Gotelli EXECUTIVE VICE PRESIDENT | Mar 25, 2026 | Other | −2,212 | – | – | 36,460 |
| David Bonaccorso EVP, Chief Financial Officer | Mar 3, 2026 | Tax withholding | −278 | $25.03 | $6.96K | 18,060 |
| Timothy D. Myers PRESIDENT & CEO, Director | Mar 3, 2026 | Tax withholding | −1,037 | $25.03 | $25.96K | 134,928 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | Mar 3, 2026 | Tax withholding | −253 | $25.03 | $6.33K | 25,357 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | Mar 3, 2026 | Tax withholding | −254 | $25.03 | $6.36K | 31,007 |
| Arasadi Sathis EXECUTIVE VICE PRESIDENT | Mar 3, 2026 | Tax withholding | −245 | $25.03 | $6.13K | 18,638 |
| David A. Bloom EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Award | +6,496 | – | – | 23,565 |
| Robert Gotelli EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Award | +4,701 | – | – | 38,672 |
| David Bonaccorso EVP, Chief Financial Officer | Mar 2, 2026 | Award | +7,291 | – | – | 18,338 |
| Timothy D. Myers PRESIDENT & CEO, Director | Mar 2, 2026 | Award | +37,403 | – | – | 137,662 |
| Timothy D. Myers PRESIDENT & CEO, Director | Mar 2, 2026 | Tax withholding | −1,697 | $25.06 | $42.53K | 135,965 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Tax withholding | −468 | $25.06 | $11.73K | 25,610 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Award | +6,454 | – | – | 26,078 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Tax withholding | −536 | $25.06 | $13.43K | 31,261 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Award | +6,492 | – | – | 31,797 |
| Arasadi Sathis EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Tax withholding | −260 | $25.06 | $6.52K | 18,883 |
| Arasadi Sathis EXECUTIVE VICE PRESIDENT | Mar 2, 2026 | Award | +6,393 | – | – | 19,143 |
| Robert Gotelli EXECUTIVE VICE PRESIDENT | Feb 27, 2026 | Option exercise | +1,200 | $24.83 | $29.80K | 33,971 |
| Timothy D. Myers PRESIDENT & CEO, Director | Feb 13, 2026 | Other | +214.29 | $27.90 | $5.98K | 125,129 |
| Kevin R. Kennedy Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 29,201 |
| Charles D. Fite Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 115,484 |
| Joel Sklar Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 125,569 |
| Nicolas C. Anderson Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 12,562 |
| Russell A. Colombo Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 43,560 |
| Brian M. Sobel Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 33,847 |
| Secil Tabli Watson Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 10,156 |
| James C. Hale Iii Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 18,004 |
| Cigdem Gencer Director | Jan 2, 2026 | Other | +925 | $25.79 | $23.86K | 4,822 |
| Arasadi Sathis EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +838.32 | – | – | 2,013 |
| Arasadi Sathis EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +41.91 | – | – | 2,055 |
| Robert Gotelli EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +761.05 | – | – | 18,553 |
| Robert Gotelli EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +750.24 | – | – | 19,304 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +218.96 | – | – | 6,451 |
| Misako Stewart EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +838.32 | – | – | 6,232 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +123.7 | – | – | 4,059 |
| Brandi Campbell EXECUTIVE VICE PRESIDENT | Dec 31, 2025 | Other | +838.32 | – | – | 3,935 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert Gotelli Officer | Feb 5, 2026 | 1,036 | $28.49K | Feb 5, 2026 | Restricted Stock Award |
| Jr William H. McDevitt Director | Nov 29, 2023 | 6,000 | $117.84K | Nov 29, 2023 | Open Market |