Welcome to our dedicated page for Homestreet SEC filings (Ticker: HMST), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The HMST SEC filings page on Stock Titan aggregates U.S. Securities and Exchange Commission documents historically filed under HomeStreet, Inc.’s registration, as well as subsequent filings reflecting its transformation into Mechanics Bancorp. HomeStreet, Inc., formerly listed on the Nasdaq Global Select Market under the ticker HMST, was a diversified financial services company headquartered in Seattle, Washington, principally engaged in real estate lending, mortgage banking, and commercial and consumer banking through HomeStreet Bank.
Among the key documents accessible for this issuer are Current Reports on Form 8-K that describe material events. These include multiple 8-K filings detailing the Agreement and Plan of Merger among HomeStreet, HomeStreet Bank and Mechanics Bank, the receipt of regulatory approvals, shareholder votes at a special meeting, and the closing of the merger on September 2, 2025. A September 2, 2025 Form 8-K explains that, at the effective time of the merger, HomeStreet Bank merged with and into Mechanics Bank, the holding company changed its name to Mechanics Bancorp, and Class A common stock that had traded under the symbol HMST would begin trading under the symbol MCHB.
Other filings, such as an 8-K/A filed on September 25, 2025, provide audited and unaudited financial statements of Mechanics Bank and pro forma condensed combined financial information, reflecting Mechanics Bank as the accounting acquirer and HomeStreet Bank as the accounting acquiree. Notification of late filing on Form 12b-25 (NT 10-Q) for Mechanics Bancorp explains timing considerations related to incorporating purchase accounting adjustments from the merger into quarterly reporting.
Investors can also review 8-K filings that furnish slide presentations and earnings materials, where HomeStreet and later Mechanics Bancorp discuss non-GAAP financial measures, capital metrics, and the impact of strategic actions such as large multifamily loan sales. These filings provide context on how management evaluated core performance, credit quality and efficiency ratios.
On Stock Titan, AI-powered tools can help interpret lengthy filings by highlighting key sections of 8-Ks, NT 10-Qs and related exhibits, summarizing the implications of the merger, changes in capital structure, and the transition from HMST to MCHB. This makes it easier to understand the regulatory history of HomeStreet, Inc. as it evolved into Mechanics Bancorp and to trace how material events were reported over time.
Mechanics Bancorp executive Glenn C. Shrader, EVP & General Counsel, reported an equity award. On March 1, 2026, he was granted 3,366 restricted stock units that vest in three equal annual installments beginning March 1, 2027. Each unit converts into one share of Class A common stock with no purchase price, bringing his directly held stake to 18,193 shares.
Mechanics Bancorp is updating its corporate rules and returning cash to shareholders. The board amended the company’s bylaws to state that shares will generally be uncertificated and maintained in electronic book-entry form unless the board decides otherwise.
The board also declared a cash dividend of $0.40 per share for Class A common stock and $4.00 per share for Class B common stock, payable on March 19, 2026 to shareholders of record on March 9, 2026. Mechanics Bancorp is the financial holding company for Mechanics Bank, which reported $22.4 billion in assets and 166 branches across California, Oregon, Washington and Hawaii as of December 31, 2025.
Mechanics Bancorp director Edward Michael Downer reported several share acquisitions linked to the merger of HomeStreet Bank’s subsidiary with Mechanics Bank. He received 2,554 incentive units at no cash cost, each economically equivalent to one share of Class A common stock, with payment deferred until retirement, termination, or a change in control.
He also reported grants of Class A common stock, both directly and through multiple trusts and MJAK Holdings, LLC, in exchange for Mechanics Bank voting common shares under the merger terms. Indirect holdings are attributed to entities where he serves as trustee, voting trustee, or investment manager.
Mechanics Bancorp director Edward Michael Downer filed an initial Form 3, which is a statement of beneficial ownership for insiders. This filing lists him as a director but shows no reported transactions, meaning there are no disclosed recent purchases, sales, or other changes in his holdings in this document.
Mechanics Bancorp EVP & CFO Nathan Duda reported equity compensation-related transactions. He exercised 2,571 incentive units, each economically equivalent to one share of Class A common stock, for $0.00 per unit, receiving 2,571 Class A shares. A separate transaction disposed of 1,801 Class A shares at $15.37 per share to cover tax obligations linked to the exercise, leaving him with 32,367 Class A shares held directly.
Mechanics Bancorp executive vice president and chief accounting officer Fernando Pelayo exercised incentive units into common stock and had shares withheld for taxes. On February 15, 2026, he converted 2,506 incentive units into 2,506 shares of Class A common stock at $0.00 per share, then disposed of 1,032 shares at $15.37 per share to cover tax obligations. Following these transactions, he held 13,062 Class A shares and 5,012 incentive units, each unit economically equivalent to one share and vesting in two equal annual installments beginning February 15, 2027.
Mechanics Bancorp executive Glenn C. Shrader, EVP & General Counsel, reported several equity award transactions dated February 15, 2026. He exercised incentive units from 2022, 2023 and 2024, each unit economically equivalent to one share of Class A common stock and requiring no cash payment upon vesting.
These exercises delivered Class A shares in blocks of 2,980, 1,719 and 2,498 shares. On the same date, Shrader had 1,228, 708 and 1,029 Class A shares withheld at $15.37 per share to cover tax obligations. Footnotes state all related shares from certain grants have vested, with remaining incentive units scheduled to vest on or after February 15, 2027.
Mechanics Bancorp executive Kristie S. Shields reported multiple equity award transactions involving Class A common stock. On February 15, 2026, she exercised several series of incentive units from 2022, 2023, and 2024, each economically equivalent to one share and requiring no cash payment upon vesting.
The exercises delivered shares of Class A common stock, while separate transactions labeled with code F show 1,400, 808, and 1,201 shares withheld at $15.37 per share to cover tax obligations. After these transactions, her directly held Class A common stock position was 18,109 shares.
Mechanics Bancorp executive Scott A. Givans exercised equity awards and adjusted his shareholdings. On February 15, 2026, he exercised 4,164 Incentive Units - Not Deferred (2024), which are derivative securities economically equivalent to one share of Class A common stock and require no cash payment upon vesting.
The exercise delivered 4,164 shares of Class A Common Stock, increasing his direct holdings to 33,278 shares before a related tax transaction. In a separate tax-withholding disposition, 1,715 Class A shares at $15.37 per share were surrendered to cover tax obligations, leaving Givans with 31,563 Class A shares held directly after these transactions. Footnotes state that incentive units vest in two equal annual installments beginning February 15, 2027.
Mechanics Bancorp executive Tony P. Kallingal, EVP & Chief Banking Officer, reported equity award activity involving incentive units and Class A common stock. He acquired 4,580 shares of Class A common stock at $0.0000 per share through the exercise or conversion of incentive units, bringing his direct Class A holdings to 30,429 shares before a tax-related disposition.
To satisfy tax obligations, 1,887 Class A shares were disposed of at $15.37 per share, leaving him with 28,542 directly held Class A shares. Following the derivative transaction, he also held 9,162 incentive units. Footnotes state each incentive unit is economically equivalent to one Class A share, requires no payment upon vesting, and vests in two equal annual installments beginning on February 15, 2027.