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 04, 2025
Section 16 reporting ended · disclosed 2025-09-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,208 |
Ending reported balance
After 2025-09-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-09-02 · Grant · Acquired 1,196 · Balance 6,785 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 324 · Balance 6,461 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 3,765 · Balance 10,226 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 1,018 · Balance 9,208 F3: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of PSUs. |
| Common StockSEC Table I · non-derivative | IndirectHomeStreet, Inc. 401(k) Savings Plan | 44.173 |
Reported balance
Holding disclosure · report date 2025-09-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 44.173 F5: Participants in HomeStreet Inc.'s 401(k) Savings Plan, or the "401(k) Plan", have the authority to direct voting of shares they hold through the 401(k) Plan. The amount of shares held in the 401(k) Plan is as of September 2, 2025. |
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.
F5: Participants in HomeStreet Inc.'s 401(k) Savings Plan, or the "401(k) Plan", have the authority to direct voting of shares they hold through the 401(k) Plan. The amount of shares held in the 401(k) Plan is as of September 2, 2025.
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 |
|---|---|---|---|---|---|---|
| September 02, 2025 Filed Sep 4, 2025 21:42 UTC | Mechanics Bancorp MCHB · Entity 4145 | Tax withholdingCommon Stock | 1,018 | $13.87 | $14,119.66 |
DisclosureSEC source: 0001518715-25-000166 · wk-form4_1757036517.xml · nonDerivative · entry 4 Price Marlene L · CIK 0001410546 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,208 F3 · shares: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of PSUs. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:42 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantCommon Stock | 3,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-25-000166 · wk-form4_1757036517.xml · nonDerivative · entry 3 Price Marlene L · CIK 0001410546 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,226 F1 · shares: 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 · price: 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. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:42 UTC | Mechanics Bancorp MCHB · Entity 4145 | Tax withholdingCommon Stock | 324 | $13.87 | $4,493.88 |
DisclosureSEC source: 0001518715-25-000166 · wk-form4_1757036517.xml · nonDerivative · entry 2 Price Marlene L · CIK 0001410546 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,461 F3 · shares: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of PSUs. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:42 UTC | Mechanics Bancorp MCHB · Entity 4145 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001518715-25-000166 · wk-form4_1757036517.xml · nonDerivative · entry 1 Price Marlene L · CIK 0001410546 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,785 F1 · shares: 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 · price: 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. 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.