Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FARMERS & MERCHANTS BANCORPFMCB · Entity 4967 | Executive Vice President | October 14, 2026 | October 15, 2026 |
| Mechanics BancorpHMST · Entity 4145 | EVP & CIO | January 01, 2024 | January 04, 2024 |
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.
FARMERS & MERCHANTS BANCORP
Report date October 14, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 639 |
Reported balance
After 2026-10-14 transaction · row 1
1 source rowRow 1 · 2026-10-14 · Tax withholding · Disposed 18 · Balance 639 F1: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting person's tax withholding obligations upon the release of 48 shares of restricted stock on October 14, 2026. F2: Reflects market closing price on 10/13/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting person's tax withholding obligations upon the release of 48 shares of restricted stock on October 14, 2026.
F2: Reflects market closing price on 10/13/2026.
Mechanics Bancorp
Report date January 01, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,272 |
Ending reported balance
After 2024-01-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-01-01 · Exercise / conversion · Acquired 566 · Balance 14,979 F1: 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. Row 2 · 2024-01-01 · Exercise / conversion · Acquired 387 · Balance 15,366 F1: 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. Row 3 · 2024-01-01 · Exercise / conversion · Acquired 906 · Balance 16,272 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,564 |
Reported balance
After 2024-01-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-01 · Grant · Acquired 8,564 · Balance 8,564 F1: 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: On January 1, 2024, the reporting person was granted 8,564 RSUs, of which 2,854 shares vest on January 1, 2025 and 2,855 shares vest each on January 1, 2026 and January 1, 2027. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-01 · Exercise / conversion · Disposed 566 · Balance 0 F1: 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. F3: On January 1, 2021, the reporting person was granted 1,697 RSUs, of which 565 shares vest on January 1, 2022 and 566 shares vest each on January 1, 2023 and January 1, 2024. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 388 |
Reported balance
After 2024-01-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-01 · Exercise / conversion · Disposed 387 · Balance 388 F1: 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. F4: On January 1, 2022, the reporting person was granted 1,162 RSUs, of which 387 shares vest on each of January 1, 2023 and January 1, 2024, and 388 shares vest on January 1, 2025. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,814 |
Reported balance
After 2024-01-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-01-01 · Exercise / conversion · Disposed 906 · Balance 1,814 F1: 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. F5: On January 1, 2023, the reporting person was granted 2,720 RSUs, of which 906 shares vest on January 1, 2024 and 907 shares vest on each of January 1, 2025 and January 1, 2026. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: On January 1, 2024, the reporting person was granted 8,564 RSUs, of which 2,854 shares vest on January 1, 2025 and 2,855 shares vest each on January 1, 2026 and January 1, 2027. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date.
F3: On January 1, 2021, the reporting person was granted 1,697 RSUs, of which 565 shares vest on January 1, 2022 and 566 shares vest each on January 1, 2023 and January 1, 2024. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date.
F4: On January 1, 2022, the reporting person was granted 1,162 RSUs, of which 387 shares vest on each of January 1, 2023 and January 1, 2024, and 388 shares vest on January 1, 2025. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date.
F5: On January 1, 2023, the reporting person was granted 2,720 RSUs, of which 906 shares vest on January 1, 2024 and 907 shares vest on each of January 1, 2025 and January 1, 2026. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date.
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 |
|---|---|---|---|---|---|---|
| January 26, 2019 Filed Jan 30, 2019 01:46 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000024 · wf-form4_154881276549781.xml · derivative · entry 4 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,978 Underlying: Common Stock · 310 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: On January 26, 2017, the reporting person was granted 930 RSUs, which vest incrementally in equal amounts on January 26, 2018, January 26, 2019, and January 26, 2020, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F5 · derivative.expiration_date: On January 26, 2017, the reporting person was granted 930 RSUs, which vest incrementally in equal amounts on January 26, 2018, January 26, 2019, and January 26, 2020, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. Read SEC document |
| January 26, 2019 Filed Jan 30, 2019 01:46 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-19-000024 · wf-form4_154881276549781.xml · nonDerivative · entry 1 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,414 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 · price: Common stock acquired upon vesting of Restricted Stock Units ("RSUs") granted on January 26,2017. Read SEC document |
| June 25, 2018 Filed Jun 25, 2018 22:24 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000238 · wf-form4_152996547159008.xml · derivative · entry 2 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,288 Underlying: Common Stock · 336 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. F2 · 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. F3 · derivative.exercise_date: On June 25, 2015 the reporting person was granted 1,008 RSUs, which vest incrementally in equal amounts on June 25, 2016, June 25, 2017, and June 25, 2018, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F3 · derivative.expiration_date: On June 25, 2015 the reporting person was granted 1,008 RSUs, which vest incrementally in equal amounts on June 25, 2016, June 25, 2017, and June 25, 2018, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F4 · balance_after: The reporting person's remaining RSUs includes 393 RSUs granted on January 28, 2016, which vest on January 28, 2019, 620 RSUs granted on January 26, 2017, which vest incrementally in equal amounts on January 26, 2019 and January 26, 2020, and 1,275 RSUs granted on January 29, 2018, which vest incrementally in equal amounts on January 29, 2019, January 29, 2020 and January 29, 2021, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. Read SEC document |
| June 25, 2018 Filed Jun 25, 2018 22:24 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000238 · wf-form4_152996547159008.xml · nonDerivative · entry 1 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,104 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 · price: Common stock acquired upon vesting of Restricted Stock Units ("RSUs") granted on June 25, 2015. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 02:27 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 1,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000035 · wf-form4_151736562388687.xml · derivative · entry 5 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,624 Underlying: Common Stock · 1,275 shares Expires not disclosed F3 · 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. F6 · derivative.exercise_date: On January 29, 2018, the reporting person was granted 1,275 RSUs, which vest incrementally in equal amounts on January 29, 2019, January 29, 2020, and January 29, 2021, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F6 · derivative.expiration_date: On January 29, 2018, the reporting person was granted 1,275 RSUs, which vest incrementally in equal amounts on January 29, 2019, January 29, 2020, and January 29, 2021, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F7 · balance_after: The reporting person's remaining RSUs includes 336 RSUs granted on June 25, 2015, which vest on June 25, 2018, 393 RSUs granted on January 28, 2016, which vest on January 28, 2019, and 620 RSUs granted on January 26, 2017, which vest incrementally in equal amounts on January 26, 2019 and January 26, 2020, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. Read SEC document |
| January 28, 2018 Filed Jan 31, 2018 02:27 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000035 · wf-form4_151736562388687.xml · derivative · entry 4 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,349 Underlying: Common Stock · 393 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. F3 · 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: On January 28, 2016, the reporting person was granted 1,179 RSUs, which vest incrementally in equal amounts on January 28, 2017, January 28, 2018 and January 28, 2019, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F5 · derivative.expiration_date: On January 28, 2016, the reporting person was granted 1,179 RSUs, which vest incrementally in equal amounts on January 28, 2017, January 28, 2018 and January 28, 2019, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. Read SEC document |
| January 28, 2018 Filed Jan 31, 2018 02:27 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000035 · wf-form4_151736562388687.xml · nonDerivative · entry 2 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,768 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. F2 · price: Common stock acquired upon vesting of RSUs" granted on January 28, 2016. Read SEC document |
| January 26, 2018 Filed Jan 31, 2018 02:27 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000035 · wf-form4_151736562388687.xml · derivative · entry 3 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742 Underlying: Common Stock · 310 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. F3 · 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. F4 · derivative.exercise_date: On January 26, 2017, the reporting person was granted 930 RSUs, which vest incrementally in equal amounts on January 26, 2018, January 26, 2019, and January 26, 2020, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. F4 · derivative.expiration_date: On January 26, 2017, the reporting person was granted 930 RSUs, which vest incrementally in equal amounts on January 26, 2018, January 26, 2019, and January 26, 2020, respectively. In the event of a change in control, all unvested RSUs may vest immediately under certain circumstances. Upon vesting, the reporting person will receive a number of shares of HomeStreet common stock equal to the number of RSUs that vest on that date. Read SEC document |
| January 26, 2018 Filed Jan 31, 2018 02:27 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000035 · wf-form4_151736562388687.xml · nonDerivative · entry 1 Harper Troy · CIK 0001722279 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375 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 · price: Common stock acquired upon vesting of Restricted Stock Units ("RSUs") granted on January 26, 2017. 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.