Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mechanics BancorpMCHB · Entity 4145 | Director | May 27, 2026 | May 29, 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 May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,204 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Exercise / conversion · Acquired 3,301 · Balance 13,204 F1: 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: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-27 · Exercise / conversion · Disposed 3,301 · Balance 0 F1: 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: 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. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,513 |
Reported balance
After 2026-05-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-28 · Grant · Acquired 5,513 · Balance 5,513 F1: 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. F4: 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. |
| Incentive Units - DeferredSEC Table II · derivative / convertible security | Direct | 2,792 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,792 F5: Each incentive unit is the economic equivalent of one share of Issuer Class A common stock. F6: 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. F7: Includes 73 incentive units acquired on March 19, 2026 and 128 incentive units acquired on May 28, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
F3: 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.
F4: 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.
F5: Each incentive unit is the economic equivalent of one share of Issuer Class A common stock.
F6: 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.
F7: Includes 73 incentive units acquired on March 19, 2026 and 128 incentive units acquired on May 28, 2026.
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 |
|---|---|---|---|---|---|---|
| May 28, 2026 Filed May 29, 2026 23:00 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantRestricted Stock Units · Derivative | 5,513 | $0.00 | $0.00 |
DisclosureSEC source: 0002103504-26-000005 · wk-form4_1780095613.xml · derivative · entry 3 Crowe Adrienne Y · CIK 0002103504 · 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. F4 · 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. F4 · 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 23:00 UTC | Mechanics Bancorp MCHB · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 3,301 | $0.00 | $0.00 |
DisclosureSEC source: 0002103504-26-000005 · wk-form4_1780095613.xml · derivative · entry 2 Crowe Adrienne Y · CIK 0002103504 · 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. F3 · 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. F3 · 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 23:00 UTC | Mechanics Bancorp MCHB · Entity 4145 | Exercise / conversionClass A Common Stock | 3,301 | $0.00 | $0.00 |
DisclosureSEC source: 0002103504-26-000005 · wk-form4_1780095613.xml · nonDerivative · entry 1 Crowe Adrienne Y · CIK 0002103504 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,204 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. F2 · balance_after: 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. Read SEC document |
| September 02, 2025 Filed Feb 3, 2026 22:51 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantIncentive Units - Deferred · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-26-000015 · wk-form4_1770159114.xml · derivative · entry 2 Crowe Adrienne Y · CIK 0002103504 · 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. F3 · derivative.exercise_price: Each incentive unit is the economic equivalent of one share of Issuer Class A Common Stock. F4 · 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. F4 · 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. F5 · balance_after: Includes 37 incentive units acquired on December 15, 2025 pursuant to dividend reinvestment. Read SEC document |
| September 02, 2025 Filed Feb 3, 2026 22:51 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 13,204 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001518715-26-000015 · wk-form4_1770159114.xml · nonDerivative · entry 1 Crowe Adrienne Y · CIK 0002103504 · 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.