Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mechanics BancorpMCHB · Entity 4145 | Director | June 15, 2026 | June 17, 2026 |
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 June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectE M Downer Dynasty Trust UAD 11/28/03 FBO Michael Downer | 1,121,268 |
Reported balance
After 2026-06-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-15 · Sale · Disposed 2 · Balance 1,121,268 F1: The Reporting Person is the Investment Manager and beneficiary of the E M Downer Dynasty Trust UAD 11/28/03. |
| Class A Common StockSEC Table I · non-derivative | Direct | 9,903 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,903 |
| Class A Common StockSEC Table I · non-derivative | IndirectE. Michael Downer, Trustee of the E. Michael Downer Separate Property Trust UTD 9/22/08 | 1,511,898 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,511,898 |
| Class A Common StockSEC Table I · non-derivative | IndirectE. Michael Downer, Investment Manager for MJAK Holdings, LLC | 1,155,382 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,155,382 F2: The Reporting Person is the Investment Manager of MJAK Holdings, LLC and has the power to direct the voting of such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectDouglas Downer Family Dynasty Trust | 1,121,270 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,121,270 F3: The Reporting Person is the voting trustee for the Douglas Downer Family Dynasty Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectRobert M Downer Family Dynasty Trust | 1,121,270 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,121,270 F4: The Reporting Person is the voting trustee for the Robert M Downer Family Dynasty Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectE M Downer Family Dynasty II Trust 12/28/03 | 79,226 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 79,226 F5: The Reporting Person is the voting trustee for the E M Downer Family Dynasty II Trust dated 12/28/03. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person is the Investment Manager and beneficiary of the E M Downer Dynasty Trust UAD 11/28/03.
F2: The Reporting Person is the Investment Manager of MJAK Holdings, LLC and has the power to direct the voting of such shares.
F3: The Reporting Person is the voting trustee for the Douglas Downer Family Dynasty Trust.
F4: The Reporting Person is the voting trustee for the Robert M Downer Family Dynasty Trust.
F5: The Reporting Person is the voting trustee for the E M Downer Family Dynasty II Trust dated 12/28/03.
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 |
|---|---|---|---|---|---|---|
| June 15, 2026 Filed Jun 17, 2026 22:41 UTC | Mechanics Bancorp MCHB · Entity 4145 | SaleClass A Common Stock | 2 | $15.13 | $30.26 |
DisclosureSEC source: 0002104239-26-000008 · wk-form4_1781736114.xml · nonDerivative · entry 1 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · E M Downer Dynasty Trust UAD 11/28/03 FBO Michael Downer Disclosed balance after: 1,121,268 F1 · ownership.nature: The Reporting Person is the Investment Manager and beneficiary of the E M Downer Dynasty Trust UAD 11/28/03. Read SEC document |
| May 28, 2026 Filed May 29, 2026 22:59 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantRestricted Stock Units · Derivative | 5,513 | $0.00 | $0.00 |
DisclosureSEC source: 0002104239-26-000006 · wk-form4_1780095546.xml · derivative · entry 9 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,513 Underlying: Class A Common Stock · 5,513 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Mechanics Bancorp (the "Company") Class A common stock. RSUs do not require the holder to pay any consideration on vesting. F9 · derivative.exercise_date: On May 28, 2026, the Reporting Person was granted 5,513 RSUs, which vest on May 28, 2027. Upon vesting, the Reporting Person will receive a number of shares of the Company's Class A common stock equal to the number of RSU's that vest on that date. F9 · derivative.expiration_date: On May 28, 2026, the Reporting Person was granted 5,513 RSUs, which vest on May 28, 2027. Upon vesting, the Reporting Person will receive a number of shares of the Company's Class A common stock equal to the number of RSU's that vest on that date. Read SEC document |
| May 27, 2026 Filed May 29, 2026 22:59 UTC | Mechanics Bancorp MCHB · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 3,301 | $0.00 | $0.00 |
DisclosureSEC source: 0002104239-26-000006 · wk-form4_1780095546.xml · derivative · entry 8 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,301 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Mechanics Bancorp (the "Company") Class A common stock. RSUs do not require the holder to pay any consideration on vesting. F2 · shares: Granted but unvested RSUs were previously reported in Table I. Going forward, granted but unvested RSUs will be reported in Table II and will be reported in Table I when they vest and convert into Class A common stock. Share totals of securities beneficially owned following reported transaction(s) reported in Table I have been adjusted to reflect this change in reporting and do not include unvested RSUs. F8 · derivative.exercise_date: On May 21, 2025, the Reporting Person was granted the equivalent of 3,301 of the Company's RSUs, which vest on May 27, 2026. Upon vesting, the Reporting Person will receive a number of shares of the Company's Class A common stock equal to the number of RSU's that vest on that date. F8 · derivative.expiration_date: On May 21, 2025, the Reporting Person was granted the equivalent of 3,301 of the Company's RSUs, which vest on May 27, 2026. Upon vesting, the Reporting Person will receive a number of shares of the Company's Class A common stock equal to the number of RSU's that vest on that date. Read SEC document |
| May 27, 2026 Filed May 29, 2026 22:59 UTC | Mechanics Bancorp MCHB · Entity 4145 | Exercise / conversionClass A Common Stock | 3,301 | $0.00 | $0.00 |
DisclosureSEC source: 0002104239-26-000006 · wk-form4_1780095546.xml · nonDerivative · entry 1 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · E. Michael Downer, Trustee of the E. Michael Downer Separate Property Trust UTD 9/22/08 Disclosed balance after: 1,511,898 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Mechanics Bancorp (the "Company") Class A common stock. RSUs do not require the holder to pay any consideration on vesting. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantIncentive Units - Deferred · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · derivative · entry 8 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,591 Underlying: Class A Common Stock · 2,554 shares Expires not disclosed F2 · derivative.exercise_price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F9 · derivative.exercise_price: Each incentive unit is the economic equivalent of one share of Issuer Class A Common Stock. F10 · derivative.exercise_date: The Reporting Person has elected to defer payment on such incentive units until the earlier of (i) the retirement or termination of the Reporting Person, or (ii) a change in control of Issuer. F10 · derivative.expiration_date: The Reporting Person has elected to defer payment on such incentive units until the earlier of (i) the retirement or termination of the Reporting Person, or (ii) a change in control of Issuer. F11 · balance_after: Includes 37 incentive units acquired on December 15, 2025 pursuant to dividend reinvestment. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 79,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 7 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · E M Downer Family Dynasty II Trust 12/28/03 Disclosed balance after: 79,226 F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F8 · price: Received in exchange of 23 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the voting trustee for the E M Downer Family Dynasty II Trust dated 12/28/03. F8 · ownership.nature: Received in exchange of 23 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the voting trustee for the E M Downer Family Dynasty II Trust dated 12/28/03. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 1,121,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 6 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Robert M Downer Family Dynasty Trust Disclosed balance after: 1,121,270 F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F7 · price: Received in exchange of 339 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the voting trustee for the Robert M Downer Family Dynasty Trust. F7 · ownership.nature: Received in exchange of 339 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the voting trustee for the Robert M Downer Family Dynasty Trust. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 1,121,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 5 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Douglas Downer Family Dynasty Trust Disclosed balance after: 1,121,270 F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F6 · price: Received in exchange of 339 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the voting trustee for the Douglas Downer Family Dynasty Trust. F6 · ownership.nature: Received in exchange of 339 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the voting trustee for the Douglas Downer Family Dynasty Trust. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 1,155,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 4 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · E. Michael Downer, Investment Manager for MJAK Holdings, LLC Disclosed balance after: 1,155,382 F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F5 · price: Received in exchange of 349 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the Investment Manager of MJAK Holdings, LLC and has the power to direct the voting of such shares. F5 · ownership.nature: Received in exchange of 349 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the Investment Manager of MJAK Holdings, LLC and has the power to direct the voting of such shares. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 1,121,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 3 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · E M Downer Dynasty Trust UAD 11/28/03 FBO Michael Downer Disclosed balance after: 1,121,270 F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F4 · price: Received in exchange of 339 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the investment manager and beneficiary of the E M Downer Dynasty Trust UAD 11/28/03. F4 · ownership.nature: Received in exchange of 339 shares of MB original voting common stock in connection with the Merger. The Reporting Person is the investment manager and beneficiary of the E M Downer Dynasty Trust UAD 11/28/03. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 1,508,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 2 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · E. Michael Downer, Trustee of the E. Michael Downer Separate Property Trust UTD 9/22/08 Disclosed balance after: 1,508,597 F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. F3 · price: Received in exchange of 456 shares of MB original voting common stock in connection with the Merger. The Reporting Person is Trustee of the E. Michael Downer Separate Property Trust UTD 9/22/08. F3 · ownership.nature: Received in exchange of 456 shares of MB original voting common stock in connection with the Merger. The Reporting Person is Trustee of the E. Michael Downer Separate Property Trust UTD 9/22/08. Read SEC document |
| September 02, 2025 Filed Feb 24, 2026 01:08 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 13,204 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002104239-26-000004 · wk-form4_1771895297.xml · nonDerivative · entry 1 Downer Edward Michael · CIK 0002104239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,204 F1 · price: Received in exchange for an aggregate of four shares of Mechanics Bank ("MB") original voting common stock and MB restricted stock units in connection with the merger of HomeStreet Bank, a wholly owned subsidiary of Issuer, with and into MB, pursuant to which MB continued as the surviving corporation and as a wholly owned subsidiary of Issuer (the "Merger"). F2 · price: As consideration for the Merger, (i) each share of MB voting common stock converted into the right to receive 3,301.0920 shares of Issuer Class A Common Stock, which, on the effective date of the Merger, had a closing price of $13.87 per share, (ii) each MB restricted stock unit of the Reporting Person converted into restricted stock units of Issuer for the right to receive 3,301.0920 shares of Issuer Class A Common Stock, and (iii) each MB incentive unit of the Reporting Person converted into incentive units of Issuer of the economic equivalent of 3,301.0920 shares of Issuer Class A Common Stock. 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.