Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mechanics BancorpMCHB · Entity 4145 | EVP & CFO | March 01, 2026 | March 04, 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 March 01, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,993 |
Reported balance
After 2026-03-01 transaction · row 1
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 7,626 · Balance 39,993 F1: On March 1, 2026, the reporting person was granted 7,626 Restricted Stock Units ("RSUs"), which vest in three equal annual installments beginning March 1, 2027. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock and do not require the holder to pay any consideration on vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 1, 2026, the reporting person was granted 7,626 Restricted Stock Units ("RSUs"), which vest in three equal annual installments beginning March 1, 2027. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock and do not require the holder to pay any consideration on vesting.
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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 4, 2026 00:02 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 7,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001602088-26-000006 · wk-form4_1772582562.xml · nonDerivative · entry 1 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,993 F1 · price: On March 1, 2026, the reporting person was granted 7,626 Restricted Stock Units ("RSUs"), which vest in three equal annual installments beginning March 1, 2027. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock and do not require the holder to pay any consideration on vesting. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 02:17 UTC | Mechanics Bancorp MCHB · Entity 4145 | Exercise / conversionIncentive Units - Not Deferred (2024) · Derivative | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001602088-26-000004 · wk-form4_1771467424.xml · derivative · entry 3 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,546 Underlying: Class A Common Stock · 2,571 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 incentive unit is the economic equivalent of one share of Issuer Class A Common Stock. F3 · derivative.exercise_date: The incentive units vest in two equal annual installments beginning February 15, 2027. F3 · derivative.expiration_date: The incentive units vest in two equal annual installments beginning February 15, 2027. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 02:17 UTC | Mechanics Bancorp MCHB · Entity 4145 | Tax withholdingClass A Common Stock | 1,801 | $15.37 | $27,681.37 |
DisclosureSEC source: 0001602088-26-000004 · wk-form4_1771467424.xml · nonDerivative · entry 2 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,367 Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 02:17 UTC | Mechanics Bancorp MCHB · Entity 4145 | Exercise / conversionClass A Common Stock | 2,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001602088-26-000004 · wk-form4_1771467424.xml · nonDerivative · entry 1 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,168 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 incentive unit represents a contingent right to receive one share of Issuer Class A common stock. Incentive units do not require the holder to pay any consideration upon vesting. Read SEC document |
| December 31, 2025 Filed Jan 6, 2026 00:48 UTC | Mechanics Bancorp MCHB · Entity 4145 | Tax withholdingClass A Common Stock | 4,903 | $14.63 | $71,730.89 |
DisclosureSEC source: 0001602088-26-000002 · wk-form4_1767660532.xml · nonDerivative · entry 3 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,597 Read SEC document |
| September 26, 2025 Filed Jan 6, 2026 00:48 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 21,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001602088-26-000002 · wk-form4_1767660532.xml · nonDerivative · entry 2 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,500 Read SEC document |
| September 02, 2025 Filed Jan 6, 2026 00:48 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantIncentive Units - Not Deferred (2024) · Derivative | 13,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001602088-26-000002 · wk-form4_1767660532.xml · derivative · entry 5 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,117 Underlying: Class A Common Stock · 13,117 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. F6 · derivative.exercise_date: The incentive units vest in three equal annual installments beginning February 15, 2026. F6 · derivative.expiration_date: The incentive units vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| September 02, 2025 Filed Jan 6, 2026 00:48 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantIncentive Units - Deferred · Derivative | 104,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001602088-26-000002 · wk-form4_1767660532.xml · derivative · entry 4 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,433 Underlying: Class A Common Stock · 104,920 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 1,513 incentive units acquired on December 15, 2025 pursuant to dividend reinvestment. Read SEC document |
| September 02, 2025 Filed Jan 6, 2026 00:48 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantClass A Common Stock | 14,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001602088-26-000002 · wk-form4_1767660532.xml · nonDerivative · entry 1 Duda Nathan · CIK 0001602088 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,682 F1 · price: Received in exchange for 4.45 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.