Smart Money · Holder IQ
50.9 / 100
Below median holder quality (percentile 33.5 this quarter). Holder trend is not available.
BMRC
Bank of Marin BancorpNASDAQ
Financial Services • Banks - Regional
Factor tilt: Small-Cap Blend
$28.75+1.09%
Close Nov 9, 2026
- Market cap
- $465.45M
- 1 month
- +7.8%
- 3 months
- +1.0%
- 1 year
- +12.3%
- 52-week range
- $23.58$30.30
Reading stored signals…
More market facts
- Dividend, last 12 mo
- $1.00 · 3.48% yield
- Last ex-date
- Nov 5, 2026 · $0.25
- Short interest
- 7.1% of float1.1M shares · settled Oct 15, 2026 · +1.5% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- —
- Net income
- $67.23M
- Free cash flow
- —
- Book value
- $379.38M
- Total debt
- —
- P/E
- 6.9×
- Price / sales
- —
- Price / book
- 1.2×
- FCF yield
- —
- Net margin
- —
EODHD (TTM) · as of Nov 9, 2026
End-of-day close from stored market data, not a live quote.
About Bank of Marin Bancorp
Bank of Marin Bancorp operates as the holding company for Bank of Marin that provides a range of financial services to small to medium-sized businesses, not-for-profit organizations, and commercial real estate investors in the United States.
Read more
The company offers personal and business checking and savings accounts; and individual retirement, health savings, and demand deposit marketplace accounts, as well as time certificates of deposit, certificate of deposit account registry, and insured cash sweep services. It also provides commercial real estate, commercial and industrial, small business, and consumer loans, as well as construction financing and home equity lines of credit. In addition, the company offers merchant and payroll services; commercial equipment leasing program; payment solutions; treasury management services; credit cards; automated teller machines; and mobile deposit, remote deposit capture, automated clearing house, wire transfer, and image lockbox services. Further, it provides wealth management and trust services comprising customized investment portfolio management, trust administration, estate settlement, and custody services; international banking; and telephone and digital banking services. The company was founded in 1989 and is headquartered in Novato, California.
- Website
- bankofmarin.com
- Headquarters
- Novato, CA, United States
- Employees
- 312
- Listed
- Dec 23, 1999
- Fiscal year ends
- December
Company profile from EODHD, stored Nov 9, 2026.
Company Quality Grade
How steadily did the business compound its per-share book value with dividends over 40 quarters? This historical measure is not a stock-price return or a forecast.
As of · Window to
Grade withheld by the published method. This is not a zero or a poor-quality verdict.
- A published method rule prevents admission.
excluded_window_restatement_4_02 - The filings do not provide the intangible-asset inputs the method requires.
intangibles_untagged
Link an account to see your stake, watchlist and past holdings. Use this to question the durability of the business behind your investment case, alongside its filings and valuation. A withheld grade is a data or method limit, not a sell signal. For a short position, it does not predict timing, borrowing costs or downside. It does not measure your account’s return.
Method, filing sources and publication receipt
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (43 in this window): 0001403475-16-000064; 0001403475-16-000071; 0001403475-16-000092. The links show up to three of the input filings.
Method labels: going_concern_unchecked, intangibles_carried_forward, red_finding_basis_d1_enforcement_naming_issuer, split_applied
- Parameters
- pg-g2-params.v17
- Plane
- sha256:841c1bb46826c45b96472bf9adff6a93c8ce5f5392636cff297045298e9bf517
- Grade row SHA-256
- sha256:7179e02ed02d50f827109034453073d18a895866585dad3ecc2afd9664e61141
- Manifest SHA-256
- sha256:c94c0931ffa7d9818ad0d34110b400f347a53da8a9c7d9aee1013095384d6a8a
- Engine SHA-256
- sha256:defa2e17f100b92a30576940d1632532b5cc4f37a2cb4bcc7fcc881856417811
- Hand-check receipt SHA-256
- sha256:03dd742b7b83e1130b4c01f9beaaf2671b20562c447a337dd047a41ad675ed3c
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched BMRC. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
1,072,401 shares short
+15,941 shares (+1.5%) vs Sep 30, 2026
7.1% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
1,056,460 shares short
+190,517 shares (+22%) vs Sep 15, 2026
7% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
865,943 shares short
-36,786 shares (-4.1%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
902,729 shares short
+54,552 shares (+6.4%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
848,177 shares short
+6,028 shares (+0.7%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
842,149 shares short
+2,511 shares (+0.3%) vs Jul 15, 2026
5.8% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind BMRC’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.25 per share
Ex-dividend date: Nov 5, 2026
Recorded pay date: Nov 12, 2026 (pending)
Cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: Aug 6, 2026
Recorded pay date: Aug 13, 2026 (past date)
Cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: May 7, 2026
Recorded pay date: May 14, 2026 (past date)
Cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: Feb 5, 2026
Recorded pay date: Feb 12, 2026 (past date)
Cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: Nov 6, 2025
Recorded pay date: Nov 13, 2025 (past date)
Cash dividend · Polygon event record
USD 0.25 per share
Ex-dividend date: Aug 7, 2025
Recorded pay date: Aug 14, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
2 for 1 · forward split
Effective Nov 28, 2018
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
21 for 20 · forward split
Effective Apr 20, 2006
Each 20 pre-split shares become 21 post-split shares.
Source: EODHD
21 for 20 · forward split
Effective Apr 18, 2005
Each 20 pre-split shares become 21 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective May 25, 2004
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
21 for 20 · forward split
Effective Apr 16, 2003
Each 20 pre-split shares become 21 post-split shares.
Source: EODHD
21 for 20 · forward split
Effective Apr 18, 2002
Each 20 pre-split shares become 21 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 10, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
Link an account to see your stake, watchlist and past holdings.
We’ll show you if BMRC is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
Smart money context
Holder IQ: MEDIUM
11 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: distributing (heavy)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: buy 11 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 15
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
142 filers reported a long position in BMRC for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
55.7%
of the 10.9M shares 13-F filers reported
Moves vs Q1 2026
6 added3 trimmed
1 unchanged
Net shares held
+4.3%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $44.3M · 1.6M shares | 1.6M | +14.2% |
| 2 | Dimensional Fund Advisors LP | $18.8M · 680.2K shares | 680.2K | -15.3% |
| 3 | Vanguard Capital Management LLC | $18.2M · 657.9K shares | 657.9K | +2.4% |
| 4 | Alliancebernstein L.P. | $15.7M · 613.7K shares | 613.7K | -1.5% |
| 5 | HoldCo Asset Management, LP | $14M · 504.4K shares | 504.4K | Unchanged |
| 6 | Manufacturers Life Insurance Company, the | $12.6M · 456.4K shares | 456.4K | -0.5% |
| 7 | Ameriprise Financial Inc | $11.6M · 420.5K shares | 420.5K | +12.2% |
| 8 | Geode Capital Management, LLC | $11.4M · 413.2K shares | 413.2K | +5.9% |
| 9 | Two Sigma Investments, LP | $10M · 361.6K shares | 361.6K | +35.6% |
| 10 | State Street Corp | $9.5M · 344.3K shares | 344.3K | +1.3% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of BMRC file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| May 15, 2026 | Wellington Management Group LLP13G · passive · amended | 3.9%under 5% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of BMRC’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -4.41%
- Style leanings
- +4.27%
- Unexplained residual
- +6.78%
- Stock move
- +6.64%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-09–2026-11-06, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-10T22:54:28.031Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +0.15% | -0.08% | -0.34% | +0.57% | |
| -1.40% | +0.02% | -0.03% | -1.40% | |
| -0.82% | -1.18% | -0.09% | +0.46% | |
| +1.03% | +0.52% | +0.84% | -0.33% | |
| +0.08% | -1.05% | +0.05% | +1.07% | |
| -1.29% | +0.36% | -0.40% | -1.24% | |
| +3.30% | +0.43% | +0.77% | +2.10% | |
| -1.08% | +0.49% | -0.59% | -0.97% | |
| +2.63% | -1.09% | +1.52% | +2.20% | |
| -0.84% | -0.46% | -0.05% | -0.33% | |
| +2.55% | +0.50% | +1.20% | +0.85% | |
| +3.88% | +0.68% | +0.20% | +3.00% | |
| +0.03% | +0.37% | -0.68% | +0.34% | |
| -0.31% | -0.46% | -0.29% | +0.44% | |
| -1.49% | -1.77% | +0.20% | +0.08% | |
| +2.96% | -0.24% | +1.62% | +1.58% | |
| -0.55% | +0.35% | -0.76% | -0.13% | |
| +1.62% | +1.75% | +1.40% | -1.53% | |
| -3.18% | -3.95% | +0.90% | -0.13% | |
| -0.49% | +0.71% | -1.26% | +0.06% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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