Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mechanics BancorpHMST · Entity 4145 | Director | April 07, 2020 | April 08, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Mechanics Bancorp
Report date April 07, 2020 · Filed April 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,283.4 |
Reported balance
After 2020-04-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-04-07 · Grant · Acquired 358 · Balance 25,283.4 F1: Stock issued based on Directors' compensation policy paid quarterly. F2: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock issued based on Directors' compensation policy paid quarterly.
F2: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 07, 2020 Filed Apr 8, 2020 22:52 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-20-000084 · wf-form4_158638631304605.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,283.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| January 08, 2020 Filed Jan 8, 2020 22:26 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-20-000002 · wf-form4_157852238731507.xml · nonDerivative · entry 2 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,925.4 F2 · shares: Stock issued based on Directors' compensation policy paid quarterly. F3 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| January 01, 2020 Filed Jan 8, 2020 22:26 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 4,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-20-000002 · wf-form4_157852238731507.xml · derivative · entry 3 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,672 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F5 · derivative.exercise_date: RSUs previously issued under the director compensation policy vested as of January 1, 2020. F5 · derivative.expiration_date: RSUs previously issued under the director compensation policy vested as of January 1, 2020. Read SEC document |
| January 01, 2020 Filed Jan 8, 2020 22:26 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 4,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-20-000002 · wf-form4_157852238731507.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,702.4 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares issued upon vesting of Restricted Stock Units (RSUs) previously issued to the Reporting Person as director compensation. The Reporting Person had elected that these RSUs vest on January 1, 2020. Read SEC document |
| October 03, 2019 Filed Oct 4, 2019 20:48 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000187 · wf-form4_157022211260188.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,672 Underlying: Common Stock · 670 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020 unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the vesting date. No additional consideration is paid for the vesting of a restricted stock unit. F2 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020 unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the vesting date. No additional consideration is paid for the vesting of a restricted stock unit. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 17:57 UTC Amendment | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000172 · wf-form4a_156580546129566.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,002 Underlying: Common Stock · 585 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · date: On July 8, 2019, a Form 4 for this reporting person was mistakenly filed reporting an award on July 5, 2019 of 585 RSUs issued pursuant to the director compensation plan that did not in fact occur until August 13, 2019. This Form 4 is amended solely to correct the date of issuance for these RSUs. F3 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he/she departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of an RSU. F3 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he/she departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of an RSU. Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 19:12 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 585 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000141 · wf-form4_156261311146004.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,002 Underlying: Common Stock · 585 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. F2 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. Read SEC document |
| April 05, 2019 Filed Apr 8, 2019 20:36 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000085 · wf-form4_155475578836105.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,417 Underlying: Common Stock · 759 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020 unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. F2 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020 unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. Read SEC document |
| January 09, 2019 Filed Jan 9, 2019 20:43 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 1,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000002 · wf-form4_154706661894441.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,658 Underlying: Common Stock · 1,168 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. F2 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. Read SEC document |
| October 05, 2018 Filed Oct 10, 2018 20:21 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000279 · wf-form4_153920287345035.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,490 Underlying: Common Stock · 771 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. F2 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 21:57 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 719 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000251 · wf-form4_153134620880193.xml · derivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719 Underlying: Common Stock · 719 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · derivative.exercise_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. F2 · derivative.expiration_date: RSUs issued are based on Directors' compensation policy paid quarterly. RSUs are fully vested awards of a number of shares of stock that are delivered in stock at the time a Director leaves the Board or at a stated date elected by the Director, whichever is earlier. The reporting person has elected that this RSU shall vest as of January 1, 2020, unless he departs from the Board for any reason prior to that date, in which case the date of termination shall be the date of vesting. No additional consideration is paid for the vesting of a restricted stock unit. Read SEC document |
| April 05, 2018 Filed Apr 5, 2018 22:24 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000135 · wf-form4_152296705289020.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,030.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 23:30 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000010 · wf-form4_151545422514424.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,905.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| October 10, 2017 Filed Oct 10, 2017 23:32 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000204 · wf-form4_150767834604528.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,195.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: Includes 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| July 07, 2017 Filed Jul 7, 2017 22:02 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 523 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000168 · wf-form4_149946491603442.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,510.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: Includes 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| April 06, 2017 Filed Apr 6, 2017 17:32 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 633 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000100 · wf-form4_149149996447322.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,987.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 22:52 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000004 · wf-form4_148365673113926.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,323.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| January 04, 2017 Filed Jan 12, 2017 18:35 UTC Amendment | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000020 · wf-form4a_148424610185504.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,354.4 F1 · shares: This amendment is being filed solely to correct the number of shares issued to Mr. Kirk on January 4, 2016. Stock issued is based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
| October 11, 2016 Filed Oct 11, 2016 19:06 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 636 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-16-000338 · wf-form4_147621277168237.xml · nonDerivative · entry 1 KIRK GEORGE · CIK 0001529653 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,786.4 F1 · shares: Stock issued based on Directors' compensation policy paid quarterly. F2 · balance_after: 6,488.4 shares held jointly with Barbara Kirk, Mr. Kirk's spouse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.