Bank of Marin Bancorp (BMRC)
Novato, CA, US
Bank of Marin Bancorp functions as the parent organization for Bank of Marin, a financial institution delivering diverse services. It caters principally to small and mid-sized enterprises, independent professionals, non-profit groups, and private clientele across California. Deposit offerings include both personal and business checking and savings accounts, individual retirement accounts (IRAs), health savings accounts (HSAs), and specialized demand deposit marketplace accounts. Clients can also opt for time certificates of deposit (CDs), Certificate of Deposit Account Registry Service (CDARS), and Insured Cash Sweep (ICS) services. Its lending portfolio spans commercial real estate, commercial and industrial financing, and consumer loans, along with construction funding and home equity lines of credit. Beyond traditional banking, the bank provides business-focused solutions such as merchant and payroll services, comprehensive cash management, credit cards, and robust fraud detection tools. Digital conveniences include mobile and remote deposit capture, Automated Clearing House (ACH) transfers, wire services, and image lockbox functionality. Furthermore, the institution offers extensive wealth management and trust services, encompassing personalized investment portfolio management, financial planning, trust administration, estate settlement, custody services, and 401(k) plan administration. Customers also benefit from accessible ATMs and modern telephone and digital banking platforms. The bank maintains a physical network of twelve branch locations situated throughout Marin, southern Sonoma counties, and regions north of San Francisco, California, complemented by a dedicated loan production office within San Francisco. Founded in 1989, its corporate headquarters are based in Novato, California.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.16% | -1.34% | +0.78% | +3.82% | -4.51% | -0.65% | +21.26% | +53.54% | -24.00% | +1.65% | +1,238.86% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 3 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
26.00
-9.1%
|
| Last Year | 4 |
28.88
+0.9%
|
| All Time | 6 |
25.75
-10.0%
|
-
Revenue growth+51.9% Q1'26: +25.4% (vs Q1'25)
-
EPS growth+625.0% Q1'26: +76.7% (vs Q1'25)
-
FCF margin— Q1'26: +1.8% (vs Q1'25)
-
EBIT margin— Q1'26: +24.9% (vs Q1'25)
-
ROIC— Q1'26: -3.0% (vs Q1'25)
-
Share dilution-0.9% Q1'26: -0.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.53× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 5 EPS Ana. |
Dec 2027 4 Rev. Ana. 5 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
67.56M
est: 44.49M (+51.9%)
|
64.53M
est: 58.00M (+11.3%)
|
64.92M
est: 62.98M (+3.1%)
|
66.88M
est: 53.57M (+24.9%)
|
75.38M
est: 72.34M (+4.2%)
|
72.88M
est: 70.15M (+3.9%)
|
68.63M
est: 67.48M (+1.7%)
|
81.83M
est: 75.61M (+8.2%)
|
78.63M
est: 76.95M (+2.2%)
|
84.59M
est: 82.89M (+2.0%)
|
84.86M
est: 84.20M (+0.8%)
|
105.22M
est: 101.63M (+3.5%)
|
109.52M
est: 104.95M (+4.4%)
|
108.19M
est: 105.70M (+2.4%)
|
118.46M
est: 115.76M (+2.3%)
|
140.69M
est: 140.27M (+0.3%)
|
141.70M
est: 58.62M (+141.7%)
|
116.39M
est: 106.57M (+9.2%)
|
176.73M
est: 113.79M (+55.3%)
|
138.90M
137.31M – 140.49M
+22.1% YoY
|
147.98M
142.48M – 153.47M
+6.5% YoY
|
| EBITDA |
21.50M
est: 12.38M (+73.7%)
|
21.37M
est: 34.05M (-37.3%)
|
21.91M
est: 30.40M (-27.9%)
|
23.07M
est: 25.90M (-10.9%)
|
26.77M
est: 31.97M (-16.3%)
|
30.06M
est: 30.36M (-1.0%)
|
23.67M
est: 24.69M (-4.1%)
|
33.83M
est: 34.22M (-1.2%)
|
31.52M
est: 33.67M (-6.4%)
|
38.84M
est: 33.13M (+17.2%)
|
31.31M
est: 33.29M (-6.0%)
|
46.48M
est: 45.91M (+1.3%)
|
49.01M
est: 52.67M (-7.0%)
|
43.59M
est: 38.48M (+13.3%)
|
47.76M
est: 41.51M (+15.1%)
|
66.84M
est: 42.09M (+58.8%)
|
29.48M
est: 15.15M (+94.6%)
|
-11.39M
est: 27.55M (-141.4%)
|
53.75M
est: 29.42M (+82.7%)
|
35.91M
35.50M – 36.32M
+22.1% YoY
|
38.25M
36.83M – 39.67M
+6.5% YoY
|
| EBIT |
20.10M
est: 11.30M (+77.8%)
|
20.03M
est: 14.74M (+35.9%)
|
20.54M
est: 16.00M (+28.4%)
|
21.72M
est: 13.61M (+59.6%)
|
24.76M
est: 18.38M (+34.7%)
|
28.71M
est: 17.82M (+61.1%)
|
22.21M
est: 17.14M (+29.5%)
|
31.47M
est: 19.21M (+63.8%)
|
28.93M
est: 19.55M (+48.0%)
|
36.48M
est: 21.06M (+73.2%)
|
28.84M
est: 21.39M (+34.8%)
|
43.42M
est: 25.82M (+68.1%)
|
45.89M
est: 26.66M (+72.1%)
|
40.59M
est: 26.86M (+51.1%)
|
44.89M
est: 29.41M (+52.6%)
|
63.51M
est: 35.64M (+78.2%)
|
26.04M
est: 13.92M (+87.1%)
|
-13.84M
est: 25.31M (-154.7%)
|
51.62M
est: 27.02M (+91.0%)
|
32.98M
32.60M – 33.36M
+22.1% YoY
|
35.14M
33.83M – 36.44M
+6.5% YoY
|
| Net Income |
12.32M
est: 13.92M (-11.5%)
|
12.15M
est: 12.74M (-4.6%)
|
12.77M
est: 13.29M (-4.0%)
|
13.55M
est: 11.87M (+14.2%)
|
15.56M
est: 15.47M (+0.6%)
|
17.82M
est: 16.54M (+7.7%)
|
14.27M
est: 13.82M (+3.2%)
|
19.77M
est: 18.69M (+5.8%)
|
18.44M
est: 18.37M (+0.4%)
|
23.13M
est: 18.59M (+24.5%)
|
15.98M
est: 15.88M (+0.6%)
|
32.62M
est: 29.98M (+8.8%)
|
34.24M
est: 33.48M (+2.3%)
|
30.24M
est: 24.97M (+21.1%)
|
33.23M
est: 27.01M (+23.0%)
|
46.59M
est: 24.53M (+89.9%)
|
19.90M
est: -13.08M (+252.1%)
|
-8.41M
est: -8.99M (+6.4%)
|
43.41M
est: 11.76M (+269.0%)
|
35.19M
33.06M – 37.31M
+199.2% YoY
|
38.59M
34.68M – 40.70M
+9.7% YoY
|
| SGA |
15.90M
est: 18.09M (-12.1%)
|
18.43M
est: 17.05M (+8.1%)
|
20.45M
est: 21.04M (-2.8%)
|
20.21M
est: 19.08M (+5.9%)
|
21.80M
est: 24.20M (-9.9%)
|
22.60M
est: 24.00M (-5.8%)
|
23.43M
est: 27.68M (-15.4%)
|
27.07M
est: 28.22M (-4.1%)
|
27.92M
est: 31.32M (-10.8%)
|
28.61M
est: 27.13M (+5.5%)
|
31.91M
est: 38.11M (-16.3%)
|
35.46M
est: 37.89M (-6.4%)
|
36.12M
est: 40.57M (-11.0%)
|
36.35M
est: 33.85M (+7.4%)
|
44.69M
est: 40.00M (+11.7%)
|
45.42M
est: 38.94M (+16.7%)
|
47.78M
est: 21.09M (+126.6%)
|
48.85M
est: 38.34M (+27.4%)
|
60.42M
est: 40.94M (+47.6%)
|
49.97M
49.40M – 50.55M
+22.1% YoY
|
53.24M
51.26M – 55.21M
+6.5% YoY
|
| EPS |
1.19
est: 0.98 (+21.4%)
|
1.17
est: 1.33 (-12.0%)
|
1.11
est: 1.21 (-8.3%)
|
1.30
est: 1.01 (+28.7%)
|
1.47
est: 1.52 (-3.3%)
|
1.67
est: 1.55 (+7.7%)
|
1.31
est: 1.45 (-9.7%)
|
1.68
est: 2.37 (-29.1%)
|
1.55
est: 1.51 (+2.8%)
|
1.91
est: 1.84 (+3.9%)
|
1.29
est: 1.59 (-19.0%)
|
2.35
est: 2.25 (+4.6%)
|
2.51
est: 2.44 (+2.8%)
|
2.24
est: 2.10 (+6.7%)
|
2.32
est: 2.29 (+1.3%)
|
2.93
est: 2.90 (+1.0%)
|
1.24
est: -0.81 (+252.3%)
|
-0.52
est: -0.57 (+8.5%)
|
2.74
est: 0.74 (+271.9%)
|
2.19
2.08 – 2.35
+197.1% YoY
|
2.40
2.18 – 2.56
+9.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
| 2026-04-28 | DA Davidson | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-27 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-22 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-13 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-12 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 1.18M | 7.40% | 1.14M | — | 1.18M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 905.1K | 5.65% | — | 13.0K | 879.4K | 25.7K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 3 | Shawn Devlin | 632.5K | 4.00% | — | — | 632.5K | — | IN | — | 2022-04-06 | ↗ |
| 4 | Riley Gardner | 451.5K | 2.80% | — | — | 451.5K | — | IN | — | 2022-04-06 | ↗ |
| 5 | Banc Fund VII L.P. | 181.2K | 3.00% | 181.2K | — | 181.2K | — | PN | U.S. | 2016-02-10 | ↗ |
| 6 | Basswood Capital Management, L.L.C. | 120.4K | 1.90% | — | 120.4K | — | — | IA | Delaware | 2018-02-09 | ↗ |
| 7 | Bennett Lindenbaum | 120.4K | 1.90% | — | 120.4K | — | — | HC, IN | United States | 2018-02-09 | ↗ |
| 8 | Matthew Lindenbaum | 120.4K | 1.90% | — | 120.4K | — | — | HC, IN | United States | 2018-02-09 | ↗ |
| 9 | Banc Fund VIII L.P. | 75.4K | 1.20% | 75.4K | — | 75.4K | — | PN | U.S. | 2016-02-10 | ↗ |
| 10 | Banc Fund VI L.P. | 36.8K | 0.60% | 36.8K | — | 36.8K | — | PN | U.S. | 2016-02-10 | ↗ |
| 11 | Banc Fund IX L.P. | 6.1K | 0.10% | 6.1K | — | 6.1K | — | PN | U.S. | 2016-02-10 | ↗ |
| 12 | Gregory G. Kelly, Individually and as Co-Trustee of the Jon S. Kelly Administrative Trust (EIN: 85-6 | — | 0.00% | — | — | — | — | IN | — | 2021-05-21 | ↗ |
| 13 | Scott G. Nichols, Individually and as Co-Trustee of the Jon S. Kelly Administrative Trust (EIN: 85-6 | — | 0.00% | — | — | — | — | IN | — | 2021-05-21 | ↗ |
| 14 | Stephen Fleming, Individually and as Co-Trustee of the Jon S. Kelly Administrative Trust (EIN: 85-64 | — | 0.00% | — | — | — | — | IN | — | 2021-05-21 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 1.42M -5.7K (-0.4%) | 36.96M +2.3M (+6.7%) | 8.94% +0.015 pp | 0.00% +0.000 pp | USD20.18 +28.9% | 6 qtrs — |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 922.6K -20.9K (-2.2%) | 24.00M +1.1M (+4.8%) | 5.80% -0.098 pp | 0.00% +0.000 pp | USD23.83 +9.1% | 4 qtrs — |
| 3 | VANGUARD GROUP INC | 843.2K +4.6K (+0.5%) | 21.93M +1.6M (+7.7%) | 5.30% +0.059 pp | 0.00% +0.000 pp | USD30.23 -14.0% | 74 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 770.8K -16.8K (-2.1%) | 20.05M +927.0K (+4.8%) | 4.85% -0.077 pp | 0.00% +0.000 pp | USD30.45 -14.6% | 48 qtrs — |
| 5 | ALLIANCEBERNSTEIN L.P. | 660.0K -13.6K (-2.0%) | 17.17M +812.6K (+5.0%) | 4.15% -0.061 pp | 0.01% +0.000 pp | USD32.48 -19.9% | 61 qtrs — |
| 6 | HOLDCO ASSET MANAGEMENT, LP | 504.4K +— (+0.0%) | 13.12M +872.6K (+7.1%) | 3.17% +0.018 pp | 0.99% -0.306 pp | USD23.12 +12.5% | 3 qtrs — |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 450.1K -2.8K (-0.6%) | 11.71M +710.3K (+6.5%) | 2.83% -0.002 pp | 0.01% +0.001 pp | USD31.49 -17.4% | 51 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 385.8K +13.3K (+3.6%) | 10.04M +989.4K (+10.9%) | 2.43% +0.097 pp | 0.00% +0.000 pp | USD29.66 -12.3% | 66 qtrs — |
| 9 | AMERIPRISE FINANCIAL INC | 381.6K +3.5K (+0.9%) | 9.92M +744.8K (+8.1%) | 2.40% +0.036 pp | 0.00% +0.000 pp | USD26.01 +0.0% | 19 qtrs — |
| 10 | STATE STREET CORP | 336.8K -13.0K (-3.7%) | 8.76M +266.3K (+3.1%) | 2.12% -0.069 pp | 0.00% +0.000 pp | USD29.41 -11.6% | 51 qtrs — |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 270.2K -3.1K (-1.1%) | 7.03M +392.1K (+5.9%) | 1.70% -0.010 pp | 0.02% +0.001 pp | USD22.60 +15.1% | 18 qtrs — |
| 12 | MORGAN STANLEY | 262.2K +29.4K (+12.6%) | 6.82M +1.2M (+20.7%) | 1.65% +0.193 pp | 0.00% +0.000 pp | USD23.50 +10.7% | 51 qtrs — |
| 13 | HEARTLAND ADVISORS INC | 199.6K +199.6K (+100.0%) | 5.19M +5.2M (+100.0%) | 1.26% +1.255 pp | 0.28% +0.280 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 14 | TWO SIGMA INVESTMENTS, LP | 139.7K +15.9K (+12.8%) | 3.63M +627.1K (+20.9%) | 0.88% +0.104 pp | 0.01% +0.001 pp | USD22.23 +17.0% | 19 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 129.0K -95.0 (-0.1%) | 3.36M +220.9K (+7.0%) | 0.81% +0.004 pp | 0.00% +0.000 pp | USD32.73 -20.5% | 57 qtrs — |
| 16 | KENNEDY CAPITAL MANAGEMENT LLC | 121.0K -753.0 (-0.6%) | 3.15M +191.1K (+6.5%) | 0.76% 0.000 pp | 0.07% +0.001 pp | USD21.09 +23.3% | 6 qtrs — |
| 17 | AQR CAPITAL MANAGEMENT LLC | 118.1K +10.0K (+9.3%) | 3.07M +448.2K (+17.1%) | 0.74% +0.067 pp | 0.00% 0.000 pp | USD21.97 +18.4% | 10 qtrs — |
| 18 | ACADIAN ASSET MANAGEMENT LLC | 118.1K +5.3K (+4.7%) | 3.07M +333.0K (+12.2%) | 0.74% +0.037 pp | 0.01% +0.000 pp | USD18.66 +39.4% | 8 qtrs — |
| 19 | NORTHERN TRUST CORP | 117.3K -6.9K (-5.5%) | 3.05M +36.3K (+1.2%) | 0.74% -0.039 pp | 0.00% +0.000 pp | USD26.69 -2.5% | 51 qtrs — |
| 20 | WESTMOUNT PARTNERS, LLC | 114.6K +114.6K (+100.0%) | 2.98M +3.0M (+100.0%) | 0.72% +0.721 pp | 0.74% +0.743 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 21 | TWO SIGMA ADVISERS, LP | 111.0K +15.3K (+16.0%) | 2.89M +563.5K (+24.3%) | 0.70% +0.100 pp | 0.01% +0.001 pp | USD23.55 +10.4% | 51 qtrs — |
| 22 | BANK OF MARIN | 104.0K +81.7K (+364.7%) | 2.71M +2.2M (+397.8%) | 0.65% +0.514 pp | 1.87% +1.485 pp | USD24.72 +5.2% | 11 qtrs — |
| 23 | PRUDENTIAL FINANCIAL INC | 97.5K -76.0 (-0.1%) | 2.54M +166.8K (+7.0%) | 0.61% +0.003 pp | 0.00% +0.000 pp | USD21.87 +18.9% | 6 qtrs — |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 95.3K -8.6K (-8.3%) | 2.48M -43.4K (-1.7%) | 0.60% -0.050 pp | 0.00% +0.001 pp | USD24.58 +5.8% | 51 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 72.5K -454.0 (-0.6%) | 1.89M +114.5K (+6.5%) | 0.46% 0.000 pp | 0.00% +0.000 pp | USD27.58 -5.7% | 66 qtrs — |
| 26 | CITADEL ADVISORS LLC | 62.8K +62.8K (+100.0%) | 1.63M +1.6M (+100.0%) | 0.40% +0.395 pp | 0.00% +0.000 pp | USD26.01 +0.0% | 25 qtrs — |
| 27 | CREATIVE PLANNING | 62.0K +1.9K (+3.1%) | 1.61M +152.4K (+10.4%) | 0.39% +0.014 pp | 0.00% +0.000 pp | USD22.32 +16.5% | 6 qtrs — |
| 28 | PERIGON WEALTH MANAGEMENT, LLC | 61.3K -453.0 (-0.7%) | 1.59M +95.0K (+6.3%) | 0.39% -0.001 pp | 0.03% -0.002 pp | USD17.75 +46.5% | 11 qtrs — |
| 29 | FISHER ASSET MANAGEMENT, LLC | 52.4K +— (+0.0%) | 1.36M +90.7K (+7.1%) | 0.33% +0.002 pp | 0.00% +0.000 pp | USD22.28 +16.7% | 4 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 51.2K +14.2K (+38.5%) | 1.33M +434.4K (+48.4%) | 0.32% +0.091 pp | 0.00% +0.000 pp | USD22.00 +18.2% | 31 qtrs — |
| 31 | JANE STREET GROUP, LLC | 51.0K +14.4K (+39.3%) | 1.33M +437.4K (+49.2%) | 0.32% +0.092 pp | 0.00% +0.000 pp | USD23.63 +10.1% | 9 qtrs — |
| 32 | QUANTINNO CAPITAL MANAGEMENT LP | 49.3K +8.3K (+20.1%) | 1.28M +285.9K (+28.7%) | 0.31% +0.053 pp | 0.00% 0.000 pp | USD23.85 +9.1% | 5 qtrs — |
| 33 | BARCLAYS PLC | 47.5K +2.1K (+4.7%) | 1.24M +323.7K (+35.5%) | 0.30% +0.015 pp | 0.00% +0.000 pp | USD22.16 +17.4% | 51 qtrs — |
| 34 | RAYMOND JAMES FINANCIAL INC | 45.5K +37.0K (+439.2%) | 1.18M +978.1K (+477.6%) | 0.29% +0.233 pp | 0.00% +0.000 pp | USD25.42 +2.3% | 5 qtrs — |
| 35 | UBS GROUP AG | 39.8K -126.8K (-76.1%) | 1.04M -3.0M (-74.4%) | 0.25% -0.792 pp | 0.00% -0.001 pp | USD23.85 +9.1% | 45 qtrs — |
| 36 | AMERICAN CENTURY COMPANIES INC | 39.0K -794.0 (-2.0%) | 1.01M +48.2K (+5.0%) | 0.25% -0.004 pp | 0.00% +0.000 pp | USD23.73 +9.6% | 14 qtrs — |
| 37 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37.0K -66.3K (-64.2%) | 963.0K -1.5M (-61.6%) | 0.23% -0.413 pp | 0.02% -0.033 pp | USD21.39 +21.6% | 18 qtrs — |
| 38 | PRIVATE WEALTH PARTNERS, LLC | 37.0K +— (+0.0%) | 961.9K +64.0K (+7.1%) | 0.23% +0.001 pp | 0.07% +0.004 pp | USD31.17 -16.6% | 14 qtrs — |
| 39 | TREXQUANT INVESTMENT LP | 36.7K -12.8K (-25.9%) | 953.6K -247.8K (-20.6%) | 0.23% -0.079 pp | 0.01% -0.004 pp | USD23.66 +9.9% | 9 qtrs — |
| 40 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 35.9K +4.5K (+14.3%) | 933.6K +171.1K (+22.4%) | 0.23% +0.029 pp | 0.00% +0.000 pp | USD23.41 +11.1% | 5 qtrs — |
| 41 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 32.9K +— (+0.0%) | 856.2K +57.0K (+7.1%) | 0.21% +0.001 pp | 0.49% +0.020 pp | USD24.28 +7.1% | 2 qtrs — |
| 42 | BANK OF AMERICA CORP /DE/ | 32.5K -193.0 (-0.6%) | 845.2K +51.5K (+6.5%) | 0.20% +0.000 pp | 0.00% +0.000 pp | USD23.61 +10.2% | 52 qtrs — |
| 43 | RBF CAPITAL, LLC | 30.0K -92.0 (-0.3%) | 780.3K +49.7K (+6.8%) | 0.19% +0.001 pp | 0.03% +0.002 pp | USD18.34 +41.8% | 54 qtrs — |
| 44 | WELLS FARGO & COMPANY/MN | 28.1K +5.2K (+22.7%) | 730.4K +174.8K (+31.5%) | 0.18% +0.034 pp | 0.00% +0.000 pp | USD27.27 -4.6% | 51 qtrs — |
| 45 | NUVEEN, LLC | 26.3K +— (+0.0%) | 684.0K +45.5K (+7.1%) | 0.17% +0.001 pp | 0.00% +0.000 pp | USD22.07 +17.9% | 4 qtrs — |
| 46 | INVESCO LTD. | 26.2K -5.3K (-16.9%) | 682.2K -84.4K (-11.0%) | 0.17% -0.033 pp | 0.00% +0.000 pp | USD22.68 +14.7% | 57 qtrs — |
| 47 | WEALTHSPIRE ADVISORS, LLC | 24.8K +4.2K (+20.7%) | 644.3K +145.9K (+29.3%) | 0.16% +0.027 pp | 0.01% +0.003 pp | USD21.74 +19.6% | 9 qtrs — |
| 48 | FREESTONE CAPITAL HOLDINGS, LLC | 23.3K +— (+0.0%) | 604.9K +40.2K (+7.1%) | 0.15% +0.001 pp | 0.02% +0.001 pp | USD34.00 -23.5% | 33 qtrs — |
| 49 | CERITY PARTNERS LLC | 22.4K -576.0 (-2.5%) | 583.2K +24.8K (+4.4%) | 0.14% -0.003 pp | 0.00% 0.000 pp | USD22.12 +17.6% | 16 qtrs — |
| 50 | EMPOWERED FUNDS, LLC | 22.0K -9.5K (-30.2%) | 571.6K -193.1K (-25.2%) | 0.14% -0.059 pp | 0.00% -0.003 pp | USD20.15 +29.1% | 9 qtrs — |
| 51 | CALDWELL SUTTER CAPITAL, INC. | 20.4K +— (+0.0%) | 530.3K +35.3K (+7.1%) | 0.13% +0.001 pp | 0.22% +0.013 pp | USD32.76 -20.6% | 13 qtrs — |
| 52 | RHUMBLINE ADVISERS | 19.1K -3.6K (-15.8%) | 496.7K -53.8K (-9.8%) | 0.12% -0.022 pp | 0.00% +0.000 pp | USD30.04 -13.4% | 51 qtrs — |
| 53 | STATE OF WISCONSIN INVESTMENT BOARD | 16.6K +4.2K (+33.5%) | 432.1K +130.0K (+43.0%) | 0.10% +0.027 pp | 0.00% +0.000 pp | USD24.71 +5.3% | 2 qtrs — |
| 54 | BRIDGE CITY CAPITAL, LLC | 16.4K +3.9K (+30.7%) | 427.1K +122.0K (+40.0%) | 0.10% +0.025 pp | 0.13% +0.044 pp | USD21.82 +19.2% | 9 qtrs — |
| 55 | STATE OF WYOMING | 15.9K +433.0 (+2.8%) | 413.2K +38.0K (+10.1%) | 0.10% +0.003 pp | 0.05% +0.003 pp | USD24.33 +6.9% | 2 qtrs — |
| 56 | FIDUCIARY FINANCIAL GROUP, LLC | 14.1K +— (+0.0%) | 365.9K +24.3K (+7.1%) | 0.09% +0.001 pp | 0.05% -0.002 pp | USD16.46 +58.0% | 7 qtrs — |
| 57 | FRANKLIN RESOURCES INC | 12.8K -13.3K (-50.9%) | 334.1K -805.2K (-70.7%) | 0.08% -0.083 pp | 0.00% 0.000 pp | USD23.32 +11.5% | 4 qtrs — |
| 58 | DEUTSCHE BANK AG\ | 12.4K +— (+0.0%) | 323.2K +21.5K (+7.1%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD22.85 +13.8% | 50 qtrs — |
| 59 | OCCUDO QUANTITATIVE STRATEGIES LP | 12.2K +3.0K (+32.9%) | 318.3K +94.6K (+42.3%) | 0.08% +0.019 pp | 0.02% -0.006 pp | USD24.71 +5.3% | 2 qtrs — |
| 60 | FINANCIAL CONNECTIONS GROUP, INC. | 12.0K +— (+0.0%) | 312.0K +21.0K (+7.2%) | 0.08% +0.000 pp | 0.11% -0.006 pp | USD24.28 +7.1% | 2 qtrs — |
| 61 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 11.5K +1.0K (+10.0%) | 298.2K +45.1K (+17.8%) | 0.07% +0.007 pp | 0.06% -0.008 pp | USD24.44 +6.4% | 2 qtrs — |
| 62 | QUEST PARTNERS LLC | 10.6K +2.6K (+32.3%) | 276.7K +81.5K (+41.7%) | 0.07% +0.017 pp | 0.02% +0.003 pp | USD24.70 +5.3% | 2 qtrs — |
| 63 | ENGINEERS GATE MANAGER LP | 10.5K -621.0 (-5.6%) | 273.4K +3.1K (+1.1%) | 0.07% -0.004 pp | 0.00% +0.000 pp | USD24.28 +7.1% | 2 qtrs — |
| 64 | QUBE RESEARCH & TECHNOLOGIES LTD | 10.4K +10.4K (+100.0%) | 271.5K +271.5K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.000 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 65 | PRINCETON CAPITAL MANAGEMENT LLC | 10.1K +— (+0.0%) | 261.6K +17.4K (+7.1%) | 0.06% +0.000 pp | 0.07% +0.002 pp | USD24.28 +7.1% | 2 qtrs — |
| 66 | IEQ CAPITAL, LLC | 9.6K +1.0K (+11.9%) | 248.6K +41.2K (+19.9%) | 0.06% +0.007 pp | 0.00% +0.000 pp | USD24.46 +6.3% | 2 qtrs — |
| 67 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 9.5K -180.0 (-1.9%) | 248.0K +12.1K (+5.1%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD24.28 +7.1% | 2 qtrs — |
| 68 | KCM INVESTMENT ADVISORS LLC | 9.2K +— (+0.0%) | 240.3K +16.0K (+7.1%) | 0.06% +0.000 pp | 0.01% +0.001 pp | USD23.77 +9.4% | 5 qtrs — |
| 69 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 9.2K +— (+0.0%) | 240.1K +16.0K (+7.1%) | 0.06% +0.000 pp | 0.02% +0.001 pp | USD24.28 +7.1% | 2 qtrs — |
| 70 | CANADA PENSION PLAN INVESTMENT BOARD | 9.2K +9.2K (+100.0%) | 239.3K +239.3K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.000 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 71 | FOURTHSTONE LLC | 9.1K -213.0K (-95.9%) | 236.7K -5.2M (-95.6%) | 0.06% -1.332 pp | 0.04% -0.923 pp | USD21.60 +20.4% | 11 qtrs — |
| 72 | SEI INVESTMENTS CO | 9.1K +— (+0.0%) | 236.6K +15.7K (+7.1%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD24.28 +7.1% | 2 qtrs — |
| 73 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.9K +— (+0.0%) | 231.9K +15.4K (+7.1%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD24.28 +7.1% | 33 qtrs — |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.8K +8.8K (+100.0%) | 230.0K +230.0K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.000 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 75 | XTX TOPCO LTD | 8.8K -5.5K (-38.6%) | 228.2K -118.9K (-34.3%) | 0.06% -0.034 pp | 0.01% -0.012 pp | USD22.29 +16.7% | 4 qtrs — |
| 76 | MILLENNIUM MANAGEMENT LLC | 8.7K -8.3K (-48.7%) | 227.1K -186.1K (-45.0%) | 0.05% -0.052 pp | 0.00% 0.000 pp | USD22.36 +16.3% | 4 qtrs — |
| 77 | BALLENTINE PARTNERS, LLC | 8.7K -355.0 (-3.9%) | 225.8K +6.4K (+2.9%) | 0.05% -0.002 pp | 0.00% +0.000 pp | USD22.84 +13.9% | 5 qtrs — |
| 78 | WULFF, HANSEN & CO. | 8.5K +— (+0.0%) | 222.2K +14.8K (+7.1%) | 0.05% +0.000 pp | 0.19% +0.008 pp | USD24.28 +7.1% | 2 qtrs — |
| 79 | BLAIR WILLIAM & CO/IL | 7.8K +7.8K (+100.0%) | 203.6K +203.6K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.001 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 80 | MAI CAPITAL MANAGEMENT | 7.5K +12.0 (+0.2%) | 193.8K +13.2K (+7.3%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD23.86 +9.0% | 5 qtrs — |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.8K +91.0 (+1.3%) | 177.9K +14.0K (+8.6%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD17.23 +51.0% | 7 qtrs — |
| 82 | CWM, LLC | 6.6K +184.0 (+2.9%) | 171.0K +16.0K (+10.3%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD21.59 +20.5% | 11 qtrs — |
| 83 | JPMORGAN CHASE & CO | 6.6K -166.0 (-2.5%) | 170.8K +7.3K (+4.5%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD23.05 +12.8% | 50 qtrs — |
| 84 | NEW YORK STATE COMMON RETIREMENT FUND | 5.9K +— (+0.0%) | 154.3K +10.3K (+7.1%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD35.43 -26.6% | 43 qtrs — |
| 85 | US BANCORP \DE\ | 5.5K +— (+0.0%) | 143.1K +9.5K (+7.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD20.47 +27.1% | 38 qtrs — |
| 86 | SG AMERICAS SECURITIES, LLC | 4.4K +4.4K (+100.0%) | 115.0K +115.0K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 87 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 4.1K +— (+0.0%) | 107.5K +7.2K (+7.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD23.77 +9.4% | 5 qtrs — |
| 88 | FMR LLC | 3.4K +276.0 (+8.7%) | 89.4K +12.7K (+16.5%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD22.04 +18.0% | 16 qtrs — |
| 89 | BNP PARIBAS ARBITRAGE, SNC | 3.4K +491.0 (+17.0%) | 88.0K +17.8K (+25.3%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD23.82 +9.2% | 47 qtrs — |
| 90 | ALLWORTH FINANCIAL LP | 3.1K -1.0K (-24.8%) | 81.8K -19.7K (-19.4%) | 0.02% -0.006 pp | 0.00% 0.000 pp | USD36.24 -28.2% | 28 qtrs — |
| 91 | PARALLEL ADVISORS, LLC | 3.1K +— (+0.0%) | 80.9K +5.4K (+7.1%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD37.89 -31.4% | 37 qtrs — |
| 92 | AQUATIC CAPITAL MANAGEMENT LLC | 3.1K -2.8K (-47.4%) | 80.4K -62.4K (-43.7%) | 0.02% -0.017 pp | 0.00% 0.000 pp | USD22.79 +14.1% | 9 qtrs — |
| 93 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 2.9K +180.0 (+6.7%) | 74.4K +9.3K (+14.3%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD24.39 +6.6% | 2 qtrs — |
| 94 | QUADRANT CAPITAL GROUP LLC | 2.8K +407.0 (+17.3%) | 71.6K +14.6K (+25.7%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD24.54 +6.0% | 6 qtrs — |
| 95 | ROYAL BANK OF CANADA | 2.2K -785.0 (-26.0%) | 58.0K -15.0K (-20.5%) | 0.01% -0.005 pp | 0.00% +0.000 pp | USD32.09 -18.9% | 37 qtrs — |
| 96 | PINNACLE WEALTH PLANNING SERVICES, INC. | 1.6K +1.6K (+100.0%) | 40.9K +40.9K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.004 pp | USD26.01 +0.0% | 1 qtrs NEW |
| 97 | VERSANT CAPITAL MANAGEMENT, INC | 1.6K +— (+0.0%) | 40.8K +2.7K (+7.1%) | 0.01% +0.000 pp | 0.01% 0.000 pp | USD23.12 +12.5% | 5 qtrs — |
| 98 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 1.5K +379.0 (+33.6%) | 39.0K +12.0K (+44.4%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD32.65 -20.3% | 32 qtrs — |
| 99 | LEGAL & GENERAL GROUP PLC | 1.4K +— (+0.0%) | 35.3K +2.4K (+7.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD26.32 -1.2% | 46 qtrs — |
| 100 | RUSSELL INVESTMENTS GROUP, LTD. | 1.3K +— (+0.0%) | 33.0K +2.2K (+7.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD24.32 +6.9% | 37 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.19% | 168.5K | 0.63% |
| 2 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.11% | 99.3K | 0.89% |
| 3 | iShares Micro-Cap ETF IWC | 0.10% | 1.46M | 0.60% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.03% | 4.46M | 0.24% |
| 5 | Avantis U.S. Small Cap Equity ETF AVSC | 0.03% | 898.6K | 0.25% |
| 6 | WisdomTree US Equity Income UCITS ETF DHSD.L | 0.02% | 41.3K | 0.29% |
| 7 | WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L | 0.02% | 55.2K | 0.35% |
| 8 | WisdomTree US Equity Income UCITS ETF - Acc DHSA.L | 0.02% | 41.3K | 0.29% |
| 9 | WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE | 0.02% | 47.0K | 0.35% |
| 10 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.02% | 497.3K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | Anderson Nicolas C | Director | P-Purchase | A | Common Stock | 200 | 25.68 | 5.1K | 12,762 | D | ↗ |
| 2026-04-02 | Ramirez Susana | Officer | — | — | Common Stock | 0 | 0.00 | — | 106 | I | ↗ |
| 2026-03-25 | Stewart Misako | Officer | J-Other | D | Common Stock | 3,222 | 0.00 | — | 27,785 | D | ↗ |
| 2026-03-25 | Myers Timothy D | Director / Officer | J-Other | D | Common Stock | 10,755 | 0.00 | — | 124,173 | D | ↗ |
| 2026-03-25 | Gotelli Robert | Officer | J-Other | D | Common Stock | 2,212 | 0.00 | — | 36,460 | D | ↗ |
| 2026-03-25 | Campbell Brandi | Officer | J-Other | D | Common Stock | 2,817 | 0.00 | — | 22,540 | D | ↗ |
| 2026-03-03 | Stewart Misako | Officer | F-InKind | D | Common Stock | 254 | 25.03 | 6.4K | 31,007 | D | ↗ |
| 2026-03-03 | Sathis Arasadi | Officer | F-InKind | D | Common Stock | 245 | 25.03 | 6.1K | 18,638 | D | ↗ |
| 2026-03-03 | Myers Timothy D | Director / Officer | F-InKind | D | Common Stock | 1,037 | 25.03 | 26.0K | 134,928 | D | ↗ |
| 2026-03-03 | Campbell Brandi | Officer | F-InKind | D | Common Stock | 253 | 25.03 | 6.3K | 25,357 | D | ↗ |
| 2026-03-03 | Bonaccorso David | Officer | F-InKind | D | Common Stock | 278 | 25.03 | 7.0K | 18,060 | D | ↗ |
| 2026-03-02 | Stewart Misako | Officer | F-InKind | D | Common Stock | 536 | 25.06 | 13.4K | 31,261 | D | ↗ |
| 2026-03-02 | Sathis Arasadi | Officer | F-InKind | D | Common Stock | 260 | 25.06 | 6.5K | 18,883 | D | ↗ |
| 2026-03-02 | Myers Timothy D | Director / Officer | A-Award | A | Common Stock | 37,403 | 0.00 | — | 137,662 | D | ↗ |
| 2026-03-02 | Gotelli Robert | Officer | A-Award | A | Common Stock | 4,701 | 0.00 | — | 38,672 | D | ↗ |
| 2026-03-02 | Campbell Brandi | Officer | F-InKind | D | Common Stock | 468 | 25.06 | 11.7K | 25,610 | D | ↗ |
| 2026-03-02 | Bonaccorso David | Officer | A-Award | A | Common Stock | 7,291 | 0.00 | — | 18,338 | D | ↗ |
| 2026-03-02 | Bloom David A | Officer | A-Award | A | Common Stock | 6,496 | 0.00 | — | 23,565 | D | ↗ |
| 2026-03-01 | Stewart Misako | Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 900 | 24.83 | 22.3K | 0 | D | ↗ |
| 2026-03-01 | Myers Timothy D | Director / Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 5,380 | 24.83 | 133.6K | 0 | D | ↗ |
| 2026-03-01 | Gotelli Robert | Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 1,200 | 24.83 | 29.8K | 0 | D | ↗ |
| 2026-03-01 | Colombo Russell A | Director | H-ExpireLong | D | Stock Options (Right to Buy) | 14,820 | 24.83 | 368.0K | 0 | D | ↗ |
| 2026-02-27 | Gotelli Robert | Officer | M-Exempt | D | Stock Options (Right to Buy) | 1,200 | 24.83 | 29.8K | 1,200 | D | ↗ |
| 2026-01-02 | Watson Secil Tabli | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 10,156 | D | ↗ |
| 2026-01-02 | Sobel Brian M | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 33,847 | D | ↗ |
| 2026-01-02 | Sklar Joel | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 125,569 | I | ↗ |
| 2026-01-02 | Kennedy Kevin R | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 29,201 | I | ↗ |
| 2026-01-02 | HALE JAMES C III | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 18,004 | I | ↗ |
| 2026-01-02 | Gencer Cigdem | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 4,822 | D | ↗ |
| 2026-01-02 | FITE CHARLES D | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 115,484 | I | ↗ |
| 2026-01-02 | Colombo Russell A | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 43,560 | I | ↗ |
| 2026-01-02 | Anderson Nicolas C | Director | J-Other | A | Common Stock | 925 | 25.79 | 23.9K | 12,562 | D | ↗ |
| 2025-07-01 | Watson Secil Tabli | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 9,231 | D | ↗ |
| 2025-07-01 | Sobel Brian M | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 32,922 | D | ↗ |
| 2025-07-01 | Sklar Joel | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 124,644 | I | ↗ |
| 2025-07-01 | Kennedy Kevin R | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 28,276 | I | ↗ |
| 2025-07-01 | HALE JAMES C III | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 17,079 | I | ↗ |
| 2025-07-01 | Gencer Cigdem | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 3,897 | D | ↗ |
| 2025-07-01 | FITE CHARLES D | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 114,559 | I | ↗ |
| 2025-07-01 | Colombo Russell A | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 42,635 | I | ↗ |
| 2025-07-01 | Anderson Nicolas C | Director | J-Other | A | Common Stock | 992 | 24.05 | 23.9K | 11,637 | D | ↗ |
| 2025-04-22 | Stewart Misako | Officer | D-Return | D | Common Stock | 2,140 | 0.00 | — | 25,398 | D | ↗ |
| 2025-04-22 | Myers Timothy D | Director / Officer | F-InKind | D | Common Stock | 218 | 20.76 | 4.5K | 100,259 | D | ↗ |
| 2025-04-22 | Gotelli Robert | Officer | D-Return | D | Common Stock | 1,444 | 0.00 | — | 32,771 | D | ↗ |
| 2025-04-22 | Campbell Brandi | Officer | D-Return | D | Common Stock | 1,326 | 0.00 | — | 19,681 | D | ↗ |
| 2025-03-03 | Stewart Misako | Officer | A-Award | A | Common Stock | 6,389 | 0.00 | — | 27,538 | D | ↗ |
| 2025-03-03 | Sathis Arasadi | Officer | F-InKind | D | Common Stock | 254 | 24.22 | 6.2K | 12,750 | D | ↗ |
| 2025-03-03 | Myers Timothy D | Director / Officer | A-Award | A | Common Stock | 37,573 | 0.00 | — | 107,770 | D | ↗ |
| 2025-03-03 | Gotelli Robert | Officer | A-Award | A | Common Stock | 4,626 | 0.00 | — | 34,215 | D | ↗ |
| 2025-03-03 | Campbell Brandi | Officer | F-InKind | D | Common Stock | 801 | 24.22 | 19.4K | 21,007 | D | ↗ |
| 2025-03-03 | Bonaccorso David | Officer | A-Award | A | Common Stock | 6,986 | 0.00 | — | 11,047 | D | ↗ |
| 2025-03-03 | Bloom David A | Officer | A-Award | A | Common Stock | 6,392 | 0.00 | — | 17,069 | D | ↗ |
| 2025-03-02 | Stewart Misako | Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 820 | 25.38 | 20.8K | 0 | D | ↗ |
| 2025-03-02 | Myers Timothy D | Director / Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 2,980 | 25.38 | 75.6K | 0 | D | ↗ |
| 2025-03-02 | Gotelli Robert | Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 2,200 | 25.38 | 55.8K | 0 | D | ↗ |
| 2025-03-02 | Colombo Russell A | Director | H-ExpireLong | D | Stock Options (Right to Buy) | 14,340 | 25.38 | 363.9K | 0 | D | ↗ |
| 2025-02-26 | Gotelli Robert | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 29,589 | D | ↗ |
| 2025-02-14 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 188 | 0.00 | — | 70,197 | D | ↗ |
| 2025-02-14 | Bloom David A | Officer | J-Other | A | Common Stock | 17 | 0.00 | — | 17,124 | D | ↗ |
| 2025-01-02 | Watson Secil Tabli | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 8,239 | D | ↗ |
| 2025-01-02 | Sobel Brian M | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 31,930 | D | ↗ |
| 2025-01-02 | Sklar Joel | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 123,652 | I | ↗ |
| 2025-01-02 | Sanghvi Sanjiv Siddharth | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 6,500 | D | ↗ |
| 2025-01-02 | McDevitt Jr William H | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 30,134 | D | ↗ |
| 2025-01-02 | Kennedy Kevin R | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 27,284 | I | ↗ |
| 2025-01-02 | HALE JAMES C III | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 16,087 | I | ↗ |
| 2025-01-02 | Gencer Cigdem | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 2,905 | D | ↗ |
| 2025-01-02 | FITE CHARLES D | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 113,567 | I | ↗ |
| 2025-01-02 | Colombo Russell A | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 39,092 | I | ↗ |
| 2025-01-02 | Anderson Nicolas C | Director | J-Other | A | Common Stock | 985 | 23.51 | 23.2K | 10,645 | D | ↗ |
| 2024-12-31 | Stewart Misako | Officer | J-Other | A | Common Stock | 262 | 0.00 | — | 6,077 | I | ↗ |
| 2024-12-31 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 733 | 0.00 | — | 14,786 | I | ↗ |
| 2024-12-31 | Merck David A | Officer | J-Other | A | Common Stock | 108 | 0.00 | — | 2,277 | I | ↗ |
| 2024-12-31 | Gotelli Robert | Officer | J-Other | A | Common Stock | 853 | 0.00 | — | 17,151 | I | ↗ |
| 2024-12-31 | Girton Tani | Officer | J-Other | A | Common Stock | 308 | 0.00 | — | 6,359 | I | ↗ |
| 2024-12-31 | Campbell Brandi | Officer | J-Other | A | Common Stock | 105 | 0.00 | — | 2,326 | I | ↗ |
| 2024-11-15 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 172 | 0.00 | — | 70,009 | D | ↗ |
| 2024-11-15 | Bloom David A | Officer | J-Other | A | Common Stock | 16 | 0.00 | — | 17,107 | D | ↗ |
| 2024-09-23 | Bonaccorso David | Officer | F-InKind | D | Common Stock | 294 | 20.46 | 6.0K | 4,061 | D | ↗ |
| 2024-08-16 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 237 | 0.00 | — | 69,837 | D | ↗ |
| 2024-08-16 | Bloom David A | Officer | J-Other | A | Common Stock | 22 | 0.00 | — | 17,091 | D | ↗ |
| 2024-07-01 | Watson Secil Tabli | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 7,254 | — | ↗ |
| 2024-07-01 | Sobel Brian M | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 30,945 | — | ↗ |
| 2024-07-01 | Sklar Joel | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 122,667 | — | ↗ |
| 2024-07-01 | Sanghvi Sanjiv Siddharth | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 5,515 | — | ↗ |
| 2024-07-01 | McDevitt Jr William H | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 29,149 | — | ↗ |
| 2024-07-01 | Kennedy Kevin R | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 26,299 | — | ↗ |
| 2024-07-01 | HALE JAMES C III | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 15,102 | — | ↗ |
| 2024-07-01 | Gencer Cigdem | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 1,920 | — | ↗ |
| 2024-07-01 | FITE CHARLES D | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 112,582 | — | ↗ |
| 2024-07-01 | Colombo Russell A | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 2,551 | — | ↗ |
| 2024-07-01 | Anderson Nicolas C | Director | J-Other | A | Common Stock | 1,407 | 16.46 | 23.2K | 9,660 | — | ↗ |
| 2024-05-20 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 277 | 0.00 | — | 69,600 | D | ↗ |
| 2024-05-10 | Sloan Nicolette | Officer | F-InKind | D | Common Stock | 166 | 15.97 | 2.7K | 20,036 | — | ↗ |
| 2024-04-01 | Stewart Misako | Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 520 | 22.94 | 11.9K | 0 | D | ↗ |
| 2024-04-01 | Myers Timothy D | Director / Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 1,300 | 22.94 | 29.8K | 0 | D | ↗ |
| 2024-04-01 | Gotelli Robert | Officer | H-ExpireLong | D | Stock Options (Right to Buy) | 1,300 | 22.94 | 29.8K | 0 | D | ↗ |
| 2024-04-01 | Colombo Russell A | Director | H-ExpireLong | D | Stock Options (Right to Buy) | 8,400 | 22.94 | 192.7K | 0 | D | ↗ |
| 2024-03-27 | Myers Timothy D | Director / Officer | F-InKind | D | Common Stock | 222 | 16.67 | 3.7K | 69,107 | — | ↗ |
| 2024-03-27 | Gotelli Robert | Officer | D-Return | D | Common Stock | 994 | 0.00 | — | 30,589 | — | ↗ |
| 2024-03-27 | Girton Tani | Officer | D-Return | D | Common Stock | 1,606 | 0.00 | — | 65,200 | — | ↗ |
| 2024-03-27 | Colombo Russell A | Director | D-Return | D | Common Stock | 4,072 | 0.00 | — | 1,144 | — | ↗ |
| 2024-03-27 | Campbell Brandi | Officer | D-Return | D | Common Stock | 846 | 0.00 | — | 15,555 | — | ↗ |
| 2024-03-06 | Stewart Misako | Officer | A-Award | A | Common Stock | 8,782 | 0.00 | — | 21,149 | — | ↗ |
| 2024-03-06 | Sloan Nicolette | Officer | A-Award | A | Common Stock | 9,099 | 0.00 | — | 20,202 | — | ↗ |
| 2024-03-06 | Sathis Arasadi | Officer | A-Award | A | Common Stock | 6,533 | 0.00 | — | 6,833 | — | ↗ |
| 2024-03-06 | Myers Timothy D | Director / Officer | A-Award | A | Common Stock | 30,887 | 0.00 | — | 71,548 | — | ↗ |
| 2024-03-06 | Merck David A | Officer | A-Award | A | Common Stock | 516 | 0.00 | — | 1,231 | — | ↗ |
| 2024-03-06 | Gotelli Robert | Officer | A-Award | A | Common Stock | 6,359 | 0.00 | — | 31,583 | — | ↗ |
| 2024-03-06 | Girton Tani | Officer | A-Award | A | Common Stock | 10,138 | 0.00 | — | 66,806 | — | ↗ |
| 2024-03-06 | Campbell Brandi | Officer | A-Award | A | Common Stock | 7,676 | 0.00 | — | 16,401 | — | ↗ |
| 2024-03-06 | Bloom David A | Officer | A-Award | A | Common Stock | 2,252 | 0.00 | — | 10,677 | — | ↗ |
| 2024-03-01 | Stewart Misako | Officer | F-InKind | D | Common Stock | 506 | 16.61 | 8.4K | 12,367 | — | ↗ |
| 2024-03-01 | Sloan Nicolette | Officer | F-InKind | D | Common Stock | 509 | 16.61 | 8.5K | 11,103 | — | ↗ |
| 2024-03-01 | Myers Timothy D | Director / Officer | F-InKind | D | Common Stock | 1,127 | 16.61 | 18.7K | 40,661 | — | ↗ |
| 2024-03-01 | Campbell Brandi | Officer | F-InKind | D | Common Stock | 526 | 16.61 | 8.7K | 8,725 | — | ↗ |
| 2024-02-20 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 216 | 0.00 | — | 69,323 | D | ↗ |
| 2024-01-02 | Watson Secil Tabli | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 5,847 | — | ↗ |
| 2024-01-02 | Sobel Brian M | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 29,538 | — | ↗ |
| 2024-01-02 | Sklar Joel | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 121,260 | — | ↗ |
| 2024-01-02 | Sanghvi Sanjiv Siddharth | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 4,108 | — | ↗ |
| 2024-01-02 | McDevitt Jr William H | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 27,742 | — | ↗ |
| 2024-01-02 | Kennedy Kevin R | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 24,892 | — | ↗ |
| 2024-01-02 | HELLER H ROBERT | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 18,673 | — | ↗ |
| 2024-01-02 | HALE JAMES C III | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 13,695 | — | ↗ |
| 2024-01-02 | Gencer Cigdem | Director | J-Other | A | Common Stock | 513 | 21.90 | 11.2K | 513 | — | ↗ |
| 2024-01-02 | FITE CHARLES D | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 111,175 | — | ↗ |
| 2024-01-02 | Colombo Russell A | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 37,138 | — | ↗ |
| 2024-01-02 | Anderson Nicolas C | Director | J-Other | A | Common Stock | 1,027 | 21.90 | 22.5K | 8,253 | — | ↗ |
| 2023-12-31 | Stewart Misako | Officer | J-Other | A | Common Stock | 798 | 0.00 | — | 5,815 | I | ↗ |
| 2023-12-31 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 798 | 0.00 | — | 14,054 | I | ↗ |
| 2023-12-31 | Merck David A | Officer | J-Other | A | Common Stock | 463 | 0.00 | — | 2,170 | I | ↗ |
| 2023-12-31 | Gotelli Robert | Officer | J-Other | A | Common Stock | 721 | 0.00 | — | 16,298 | I | ↗ |
| 2023-12-31 | Girton Tani | Officer | J-Other | A | Common Stock | 798 | 0.00 | — | 6,052 | I | ↗ |
| 2023-12-31 | Campbell Brandi | Officer | J-Other | A | Common Stock | 798 | 0.00 | — | 2,221 | I | ↗ |
| 2023-12-01 | McDevitt Jr William H | Director | S-Sale | D | Common Stock | 3,000 | 19.99 | 60.0K | 29,715 | — | ↗ |
| 2023-11-14 | Sloan Nicolette | Officer | J-Other | A | Common Stock | 18 | 0.00 | — | 11,612 | — | ↗ |
| 2023-11-14 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 207 | 0.00 | — | 41,788 | — | ↗ |
| 2023-11-10 | Stewart Misako | Officer | J-Other | A | Common Stock | 67 | 0.00 | — | 5,017 | — | ↗ |
| 2023-11-10 | Sloan Nicolette | Officer | J-Other | A | Common Stock | 9 | 0.00 | — | 648 | — | ↗ |
| 2023-11-10 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 179 | 0.00 | — | 13,256 | — | ↗ |
| 2023-11-10 | Merck David A | Officer | J-Other | A | Common Stock | 23 | 0.00 | — | 1,707 | — | ↗ |
| 2023-11-10 | Gotelli Robert | Officer | J-Other | A | Common Stock | 210 | 0.00 | — | 15,577 | — | ↗ |
| 2023-11-10 | Girton Tani | Officer | J-Other | A | Common Stock | 71 | 0.00 | — | 5,254 | — | ↗ |
| 2023-11-10 | Campbell Brandi | Officer | J-Other | A | Common Stock | 19 | 0.00 | — | 1,423 | — | ↗ |
| 2023-10-20 | Gencer Cigdem | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-09-22 | Bonaccorso David | Officer | A-Award | A | Common Stock | 4,125 | 0.00 | — | 4,355 | — | ↗ |
| 2023-09-21 | Bonaccorso David | Officer | — | D | Common Stock | 0 | 0.00 | — | 230 | — | ↗ |
| 2023-09-15 | Bloom David A | Officer | A-Award | A | Common Stock | 8,425 | 18.58 | 156.5K | 8,425 | — | ↗ |
| 2023-08-15 | Sloan Nicolette | Officer | J-Other | A | Common Stock | 15 | 0.00 | — | 11,594 | — | ↗ |
| 2023-08-15 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 172 | 0.00 | — | 41,581 | — | ↗ |
| 2023-08-11 | Stewart Misako | Officer | J-Other | A | Common Stock | 64 | 0.00 | — | 4,950 | — | ↗ |
| 2023-08-11 | Sloan Nicolette | Officer | J-Other | A | Common Stock | 8 | 0.00 | — | 639 | — | ↗ |
| 2023-08-11 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 169 | 0.00 | — | 13,077 | — | ↗ |
| 2023-08-11 | Merck David A | Officer | J-Other | A | Common Stock | 22 | 0.00 | — | 1,684 | — | ↗ |
| 2023-08-11 | Gotelli Robert | Officer | J-Other | A | Common Stock | 199 | 0.00 | — | 15,367 | — | ↗ |
| 2023-08-11 | Girton Tani | Officer | J-Other | A | Common Stock | 67 | 0.00 | — | 5,183 | — | ↗ |
| 2023-08-11 | Campbell Brandi | Officer | J-Other | A | Common Stock | 18 | 0.00 | — | 1,404 | — | ↗ |
| 2023-07-31 | Bloom David A | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-03 | Watson Secil Tabli | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 4,820 | — | ↗ |
| 2023-07-03 | Sobel Brian M | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 28,511 | — | ↗ |
| 2023-07-03 | Sklar Joel | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 120,233 | — | ↗ |
| 2023-07-03 | Sanghvi Sanjiv Siddharth | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 3,081 | — | ↗ |
| 2023-07-03 | McDevitt Jr William H | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 32,715 | — | ↗ |
| 2023-07-03 | Kennedy Kevin R | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 23,865 | — | ↗ |
| 2023-07-03 | HELLER H ROBERT | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 17,646 | — | ↗ |
| 2023-07-03 | HALE JAMES C III | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 12,668 | — | ↗ |
| 2023-07-03 | FITE CHARLES D | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 110,148 | — | ↗ |
| 2023-07-03 | Colombo Russell A | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 36,111 | — | ↗ |
| 2023-07-03 | Anderson Nicolas C | Director | J-Other | A | Common Stock | 1,250 | 18.00 | 22.5K | 7,226 | — | ↗ |
| 2023-05-23 | Stewart Misako | Officer | P-Purchase | A | Common Stock | 1,000 | 18.46 | 18.5K | 12,873 | — | ↗ |
| 2023-05-23 | Barlow Steven I. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-16 | Sloan Nicolette | Officer | J-Other | A | Common Stock | 20 | 0.00 | — | 11,579 | — | ↗ |
| 2023-05-16 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 251 | 0.00 | — | 41,409 | — | ↗ |
| 2023-05-12 | Stewart Misako | Officer | J-Other | A | Common Stock | 76 | 0.00 | — | 4,886 | — | ↗ |
| 2023-05-12 | Sloan Nicolette | Officer | J-Other | A | Common Stock | 10 | 0.00 | — | 631 | — | ↗ |
| 2023-05-12 | Myers Timothy D | Director / Officer | J-Other | A | Common Stock | 200 | 0.00 | — | 12,908 | — | ↗ |
| 2023-05-12 | Merck David A | Officer | J-Other | A | Common Stock | 26 | 0.00 | — | 1,662 | — | ↗ |
| 2023-05-12 | Gotelli Robert | Officer | J-Other | A | Common Stock | 236 | 0.00 | — | 15,168 | — | ↗ |
| 2023-05-12 | Girton Tani | Officer | J-Other | A | Common Stock | 79 | 0.00 | — | 5,116 | — | ↗ |
| 2023-05-12 | Campbell Brandi | Officer | J-Other | A | Common Stock | 22 | 0.00 | — | 1,386 | — | ↗ |
| 2023-05-10 | Sloan Nicolette | Officer | F-InKind | D | Common Stock | 165 | 14.38 | 2.4K | 11,555 | — | ↗ |
| 2023-05-10 | Myers Timothy D | Director / Officer | P-Purchase | A | Common Stock | 684 | 14.56 | 10.0K | 41,158 | — | ↗ |
| 2023-05-08 | Sathis Arasadi | Officer | P-Purchase | A | Common Stock | 100 | 14.20 | 1.4K | 300 | — | ↗ |
| 2023-05-05 | Watson Secil Tabli | Director | P-Purchase | A | Common Stock | 1,500 | 14.39 | 21.6K | 3,570 | — | ↗ |
| 2023-05-05 | Sathis Arasadi | Officer | P-Purchase | A | Common Stock | 200 | 14.30 | 2.9K | 200 | — | ↗ |
| 2023-05-05 | Merck David A | Officer | P-Purchase | A | Common Stock | 500 | 14.40 | 7.2K | 715 | — | ↗ |
| 2023-05-03 | McDevitt Jr William H | Director | P-Purchase | A | Common Stock | 3,000 | 15.15 | 45.5K | 25,465 | — | ↗ |
| 2023-05-03 | Kennedy Kevin R | Director | P-Purchase | A | Common Stock | 5,000 | 15.15 | 75.8K | 22,615 | — | ↗ |
| 2023-05-03 | HELLER H ROBERT | Director | P-Purchase | A | Common Stock | 1,000 | 15.18 | 15.2K | 16,396 | — | ↗ |
| 2023-05-02 | FITE CHARLES D | Director | P-Purchase | A | Common Stock | 3,907 | 15.08 | 58.9K | 108,898 | — | ↗ |
| 2023-04-27 | Myers Timothy D | Director / Officer | D-Return | D | Common Stock | 1,481 | 0.00 | — | 40,594 | — | ↗ |
| 2023-04-27 | Gotelli Robert | Officer | D-Return | D | Common Stock | 1,003 | 0.00 | — | 25,224 | — | ↗ |
| 2023-04-27 | Girton Tani | Officer | D-Return | D | Common Stock | 1,626 | 0.00 | — | 56,668 | — | ↗ |
| 2023-04-27 | Colombo Russell A | Director | D-Return | D | Common Stock | 4,111 | 0.00 | — | 6,185 | — | ↗ |
| 2023-03-31 | Gotelli Robert | Officer | M-Exempt | A | Common Stock | 1,400 | 19.68 | 27.5K | 26,227 | — | ↗ |
| 2023-03-21 | Myers Timothy D | Director / Officer | F-InKind | D | Common Stock | 468 | 25.20 | 11.8K | 42,075 | — | ↗ |
| 2023-03-20 | Sathis Arasadi | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-13 | Kennedy Kevin R | Director | M-Exempt | A | Common Stock | 1,714 | 23.77 | 40.7K | 17,615 | — | ↗ |
| 2023-03-02 | Stewart Misako | Officer | F-InKind | D | Common Stock | 44 | 30.71 | 1.4K | 11,873 | — | ↗ |
Executive team
Executive compensation
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Timothy D. Myers | President, Chief Executive Officer & Director | 1M | male |
| David Bloom | Executive Vice President & Head of Commercial Banking | 717.7K | male |
| David Bonaccorso | Executive VP, CFO & Treasurer | 634.8K | male |
| Misako Stewart | Executive Vice President & Chief Credit Officer of Bank of Marin | 619.0K | female |
| Patrick J. London | Executive Vice President & Director of Private Banking | 180.0K | male |
| Boo Wilson | Chief Marketing Officer | — | female |
| Deborah Hoke Smith | Senior Vice President & Director of Wealth Management & Trust, AIF | — | female |
| Sathis Arasadi | Executive Vice President & Chief Information Officer | — | male |
| Susan Ramirez | First VP, Controller & Principal Accounting Officer | — | female |
| David A. Merck | Senior Vice President and Director of Audit, Compliance & Risk | — | male |
| Robert Gotelli | Executive Vice President & Director of Human Resources | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BMRC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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