Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Mechanics Bancorp
Report date September 02, 2025 · Filed September 05, 2025
Section 16 reporting ended · disclosed 2025-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 93,329 |
Ending reported balance
After 2025-09-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-09-02 · Grant · Acquired 2,545 · Balance 88,058 F1: Reflects shares of Issuer Class A common stock received upon vesting of performance stock units ("PSUs"). Pursuant to the Agreement and Plan of Merger, dated as of March 28, 2025, among HomeStreet, Inc., HomeStreet Bank, a subsidiary of HomeStreet, Inc., and Mechanics Bank, at the effective time of the merger on September 2, 2025, each outstanding PSU held by the Reporting Person was accelerated and entitled the Reporting Person to receive shares of Issuer Class A common stock, plus a cash amount for any accrued but unpaid dividends on the PSUs. In the merger, HomeStreet, Inc. was renamed Mechanics Bancorp. F2: Shares of Issuer Class A common stock were issued to the Reporting Person without payment of any consideration in connection with the vesting of a PSU award granted to the Reporting Person on January 1, 2023. The number of shares issued on the vesting of the PSU was determined based on the achievement of certain performance factors set forth in the PSU. The unvested portion of the PSU was cancelled. Row 2 · 2025-09-02 · Tax withholding · Disposed 689 · Balance 87,369 F3: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of PSUs. Row 3 · 2025-09-02 · Grant · Acquired 8,169 · Balance 95,538 F1: Reflects shares of Issuer Class A common stock received upon vesting of performance stock units ("PSUs"). Pursuant to the Agreement and Plan of Merger, dated as of March 28, 2025, among HomeStreet, Inc., HomeStreet Bank, a subsidiary of HomeStreet, Inc., and Mechanics Bank, at the effective time of the merger on September 2, 2025, each outstanding PSU held by the Reporting Person was accelerated and entitled the Reporting Person to receive shares of Issuer Class A common stock, plus a cash amount for any accrued but unpaid dividends on the PSUs. In the merger, HomeStreet, Inc. was renamed Mechanics Bancorp. F4: Shares of Issuer Class A common stock were issued to the Reporting Person without payment of any consideration in connection with the vesting of a PSU award granted to the Reporting Person on January 1, 2024. The number of shares issued on the vesting of the PSU was determined based on the achievement of certain performance factors set forth in the PSU. The unvested portion of the PSU was cancelled. Row 4 · 2025-09-02 · Tax withholding · Disposed 2,209 · Balance 93,329 F3: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Issuer Class A common stock received upon vesting of performance stock units ("PSUs"). Pursuant to the Agreement and Plan of Merger, dated as of March 28, 2025, among HomeStreet, Inc., HomeStreet Bank, a subsidiary of HomeStreet, Inc., and Mechanics Bank, at the effective time of the merger on September 2, 2025, each outstanding PSU held by the Reporting Person was accelerated and entitled the Reporting Person to receive shares of Issuer Class A common stock, plus a cash amount for any accrued but unpaid dividends on the PSUs. In the merger, HomeStreet, Inc. was renamed Mechanics Bancorp.
F2: Shares of Issuer Class A common stock were issued to the Reporting Person without payment of any consideration in connection with the vesting of a PSU award granted to the Reporting Person on January 1, 2023. The number of shares issued on the vesting of the PSU was determined based on the achievement of certain performance factors set forth in the PSU. The unvested portion of the PSU was cancelled.
F3: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of PSUs.
F4: Shares of Issuer Class A common stock were issued to the Reporting Person without payment of any consideration in connection with the vesting of a PSU award granted to the Reporting Person on January 1, 2024. The number of shares issued on the vesting of the PSU was determined based on the achievement of certain performance factors set forth in the PSU. The unvested portion of the PSU was cancelled.
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, 2018 Filed Jan 31, 2018 02:49 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-18-000040 · wf-form4_151736694237103.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,312 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 01, 2017 Filed Jun 1, 2017 22:24 UTC | Mechanics Bancorp HMST · Entity 4145 | SaleCommon Stock | 230 | $27.08 | $6,227.25 |
DisclosureSEC source: 0001518715-17-000145 · wf-form4_149635582575687.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,602 F1 · shares: Shares sold to cover reporting person's tax liability in connection with the vesting of Restricted Stock Units on May 29, 2017. Read SEC document |
| May 29, 2017 Filed Jun 1, 2017 00:50 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000138 · wf-form4_149627821717899.xml · derivative · entry 2 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,606 Underlying: Common Stock · 816 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 May 29, 2014, the reporting person was granted 2,448 RSUs, which vested incrementally in equal amounts on May 29, 2015, May 29, 2016 and May 29, 2017, respectively. F3 · derivative.expiration_date: On May 29, 2014, the reporting person was granted 2,448 RSUs, which vested incrementally in equal amounts on May 29, 2015, May 29, 2016 and May 29, 2017, respectively. F4 · balance_after: The reporting person's remaining RSUs also include 828 RSUs granted on January 29, 2015, which vest on January 29, 2018; 2,008 RSUs granted on January 28, 2016, which vest incrementally in equal amounts on January 28, 2018 and January 28, 2019; 2,130 RSUs granted on January 26, 2017, which vest incrementally in equal amounts on January 26, 2018, January 26, 2019 and January 26, 2020; and 5,640 RSUs granted on March 8, 2017, which vest incrementally in equal amounts on March 8, 2018, March 8, 2019 and March 8, 2020. 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 have vested. Read SEC document |
| May 29, 2017 Filed Jun 1, 2017 00:50 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000138 · wf-form4_149627821717899.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,832 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 May 29, 2014. Read SEC document |
| March 13, 2017 Filed Mar 13, 2017 21:51 UTC | Mechanics Bancorp HMST · Entity 4145 | SaleCommon Stock | 659 | $26.41 | $17,402.54 |
DisclosureSEC source: 0001518715-17-000074 · wf-form4_148944186431723.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,016 F1 · shares: Shares sold to cover reporting person's tax liability in connection with the vesting of Performance Share Units on March 8, 2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:54 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 5,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000063 · wf-form4_148918646052161.xml · derivative · entry 2 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,422 Underlying: Common Stock · 5,640 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of HomeStreet common stock. F3 · price: On March 8, 2017, the reporting person was granted 5,640 RSUs, which vest incrementally in equal amounts on March 8, 2018, March 8, 2019 and March 8, 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 have vested. F3 · derivative.exercise_date: On March 8, 2017, the reporting person was granted 5,640 RSUs, which vest incrementally in equal amounts on March 8, 2018, March 8, 2019 and March 8, 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 have vested. F3 · derivative.expiration_date: On March 8, 2017, the reporting person was granted 5,640 RSUs, which vest incrementally in equal amounts on March 8, 2018, March 8, 2019 and March 8, 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 have vested. F3 · derivative.underlying_shares: On March 8, 2017, the reporting person was granted 5,640 RSUs, which vest incrementally in equal amounts on March 8, 2018, March 8, 2019 and March 8, 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 have vested. F4 · balance_after: The reporting person's remaining RSUs includes 816 RSUs granted on May 29, 2014, which vest on May 29, 2017, 828 RSUs granted on January 29, 2015, which vest on January 29, 2018, 2,008 RSUs granted on January 28, 2016, which vest incrementally in equal amounts on January 28, 2018 and January 28, 2019, respectively and 2,130 RSUs granted on January 26, 2017, which vest incrementally in equal amounts o January 26, 2018, January 26, 2019 and January 26, 2020. 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 have vested. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:54 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantCommon Stock | 2,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000063 · wf-form4_148918646052161.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,675 F1 · price: Delivery of shares of the company's common stock was made to the reporting person without payment of any consideration in connection with the vesting of underlying Performance Share Units ("PSUs") awarded as compensation in 2014 and converted to common stock on the basis of the achievement of certain performance factors. These PSUs were previously reported on a Form 4 filed June 2, 2014 with a maximum award amount of 3,672 shares. Any portion of the award not vested terminated as of the date of this issuance. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 01:31 UTC | Mechanics Bancorp HMST · Entity 4145 | SaleCommon Stock | 605 | $26.20 | $15,851.00 |
DisclosureSEC source: 0001518715-17-000054 · wf-form4_148643107143941.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,485 F1 · shares: Shares sold to cover reporting person's tax liability in connection with the vesting of Restricted Stock Units on January 28, 2017 and January 29, 2017. Read SEC document |
| January 29, 2017 Filed Jan 30, 2017 22:41 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000048 · wf-form4_148581604965696.xml · derivative · entry 6 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,782 Underlying: Common Stock · 828 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. F8 · derivative.exercise_date: On January 29, 2015, the reporting person was granted 2,484 RSUs, which vest incrementally in equal amounts on January 29, 2016, January 29, 2017 and January 29, 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 have vested. F8 · derivative.expiration_date: On January 29, 2015, the reporting person was granted 2,484 RSUs, which vest incrementally in equal amounts on January 29, 2016, January 29, 2017 and January 29, 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 have vested. F9 · balance_after: The reporting person's remaining RSUs also include 816 RSUs granted on May 29, 2014, which vest on May 29, 2017, 828 RSUs granted on January 29, 2015, which vest on January 29, 2018, and 2,008 RSUs granted on January 28, 2016, which vest incrementally in equal amounts on 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 have vested. Read SEC document |
| January 29, 2017 Filed Jan 30, 2017 22:41 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000048 · wf-form4_148581604965696.xml · nonDerivative · entry 2 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,090 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 29, 2015. Read SEC document |
| January 28, 2017 Filed Jan 30, 2017 22:41 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionRestricted Stock Units · Derivative | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000048 · wf-form4_148581604965696.xml · derivative · entry 5 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,610 Underlying: Common Stock · 1,004 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. F7 · derivative.exercise_date: On January 28, 2016, the reporting person was granted 3,012 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 have vested. F7 · derivative.expiration_date: On January 28, 2016, the reporting person was granted 3,012 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 have vested. Read SEC document |
| January 28, 2017 Filed Jan 30, 2017 22:41 UTC | Mechanics Bancorp HMST · Entity 4145 | Exercise / conversionCommon Stock | 1,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000048 · wf-form4_148581604965696.xml · nonDerivative · entry 1 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,262 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 28, 2016. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 22:41 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantPerformance Share Units · Derivative | 3,195 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000048 · wf-form4_148581604965696.xml · derivative · entry 4 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,111 Underlying: Common Stock · 3,195 shares Expires not disclosed F5 · shares: The number of performance share units ("PSUs") represents the maximum number of shares of HomeStreet common stock to which the reporting person will be entitled. The target number of shares associated with the grant is 2,130 shares of common stock. Each PSU represents one share of common stock and will vest depending on the achievement of certain specified performance criteria including the return on average equity for each of HomeStreet's 12 fiscal quarters completed from January 1, 2017 through December 31, 2019. F5 · price: The number of performance share units ("PSUs") represents the maximum number of shares of HomeStreet common stock to which the reporting person will be entitled. The target number of shares associated with the grant is 2,130 shares of common stock. Each PSU represents one share of common stock and will vest depending on the achievement of certain specified performance criteria including the return on average equity for each of HomeStreet's 12 fiscal quarters completed from January 1, 2017 through December 31, 2019. F6 · derivative.exercise_date: The PSUs are scheduled to vest in the first quarter of 2020 when the HomeStreet, Inc. Human Resources and Corporate Governance Committee certifies the achievement of the performance goals in accordance with the provisions of the reporting person's award agreement. In the event of a change in control, all outstanding PSUs may vest under certain circumstances at the target award level on the effective date of the change in control. F6 · derivative.expiration_date: The PSUs are scheduled to vest in the first quarter of 2020 when the HomeStreet, Inc. Human Resources and Corporate Governance Committee certifies the achievement of the performance goals in accordance with the provisions of the reporting person's award agreement. In the event of a change in control, all outstanding PSUs may vest under certain circumstances at the target award level on the effective date of the change in control. F5 · derivative.underlying_shares: The number of performance share units ("PSUs") represents the maximum number of shares of HomeStreet common stock to which the reporting person will be entitled. The target number of shares associated with the grant is 2,130 shares of common stock. Each PSU represents one share of common stock and will vest depending on the achievement of certain specified performance criteria including the return on average equity for each of HomeStreet's 12 fiscal quarters completed from January 1, 2017 through December 31, 2019. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 22:41 UTC | Mechanics Bancorp HMST · Entity 4145 | GrantRestricted Stock Units · Derivative | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-17-000048 · wf-form4_148581604965696.xml · derivative · entry 3 ISEMAN JAY C · CIK 0001529667 · EVP - Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,614 Underlying: Common Stock · 2,130 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HomeStreet common stock. F4 · price: On January 26, 2017, the reporting person was granted 2,130 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 have vested. F4 · derivative.exercise_date: On January 26, 2017, the reporting person was granted 2,130 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 have vested. F4 · derivative.expiration_date: On January 26, 2017, the reporting person was granted 2,130 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 have vested. F4 · derivative.underlying_shares: On January 26, 2017, the reporting person was granted 2,130 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 have vested. 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.