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Bank of Marin Bancorp (BMRC)

USD28.61 +0.35 (+1.24%)
US NASDAQ Financial Services Banks - Regional
Address 504 Redwood Boulevard 94947
Novato, CA, US
CEO Timothy D. Myers
IPO 1999-12-23
CIK 1403475 ISIN US0634251021

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
NorCal 2013-08-23 View
NAPA • MARCH 31 2017-09-14 View
BMRC AMRB ​ • DECEMBER 31 AMRB 2021-06-11 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD28.61 +0.35 (+1.24%)
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Volume Profile
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Liquidity & share structure
Average Volume
120.4K
Beta
0.81
Float Shares
14.42M
Free Float %
89.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.16% -1.34% +0.78% +3.82% -4.51% -0.65% +21.26% +53.54% -24.00% +1.65% +1,238.86%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (15 ratings, all time) Hold
Price Targets & DCF
Current price
28.61
Low 26.00 -9.1%
Consensus 28.25 -1.3%
Median 28.25 -1.3%
High 30.50 +6.6%
DCF (Unlevered) 145.72 +409.3%
DCF (Levered) 55.98 +95.7%

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.

Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 3 +1
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
0.71
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.81) × ERP
WACC = 86% × Ke + 14% × Kd (60.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 145.72 Current price: 28.61
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 Keefe, Bruyette & Woods Outperform Outperform Maintain
2026-04-28 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
46.24M
OE per share TTM
2.90
Owner's Yield
11.24%
Maintenance CapEx ratio
19.23%
Maint CapEx / Avg PPE
19.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
138
Total invested
270.32M
Insider transactions (90d)
1
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
138
+6 vs prev Q
New positions
19
Closed positions
13
Increased
62
Reduced
47
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 75 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
200.00
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+200
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
177.4K
Shares Outstanding
16.19M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2017 Steven I. Barlow Director
2 2006 Russell A. Colombo President, CEO and Director
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEF 14A
2025-04-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G/A
2026-05-08 10-Q
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-06 4
2026-05-01 4
2026-04-27 8-K
2026-04-22 DEF 14A
2026-04-13 3

Executive team

NameTitleCompensationGender
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
ESG Rating
B
BANKS - REGIONAL
Rank: 320 out of 431
2023
E (Environmental)
67.0 / 64.3
Company / Sector avg.
S (Social)
69.5 / 76.5
Company / Sector avg.
G (Governance)
64.3 / 75.5
Company / Sector avg.
ESG Total
66.9 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits