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.
HomeStreet Inc. filings document its historical public-company record as the parent of HomeStreet Bank and the completed merger transition to Mechanics Bancorp. The filing record includes material-event reports, operating-results disclosures, capital-structure items, shareholder and governance matters, and notices tied to periodic-report timing.
Subsequent filings identify Mechanics Bancorp as the registrant and cover results of operations, Regulation FD materials, cash dividends on Class A and Class B common stock, bylaw amendments for uncertificated book-entry shares, definitive proxy governance disclosures, and material events involving Mechanics Bank business lines.
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.
Mechanics Bancorp executive Christopher D. Pierce, EVP & Chief Operating Officer, reported equity award activity. He exercised 4,580 incentive units into 4,580 shares of Class A common stock at a price of $0.0000 per share and then disposed of 1,887 shares through a tax-withholding transaction at $15.3700 per share.
After these transactions, he directly held 30,870 shares of Class A common stock and 9,162 incentive units. Each incentive unit is the economic equivalent of one share of Class A common stock and vests in two equal annual installments beginning on February 15, 2027.
Mechanics Bancorp director Jon R. Wilcox reported equity received in connection with the merger of HomeStreet Bank into Mechanics Bank. On September 2, 2025, he acquired 13,204 shares of Class A Common Stock at a stated price of $0, held directly.
He also acquired 2,554 deferred incentive units, each economically equivalent to one share of Class A Common Stock, bringing his total derivative holdings to 2,591 incentive units. These incentive units were received as part of the merger consideration, with the reporting person electing to defer payment until retirement, termination, or a change in control.
Mechanics Bancorp director Adrienne Y. Crowe reported new equity holdings tied to the merger of HomeStreet Bank with Mechanics Bank. On September 2, 2025, she acquired 13,204 shares of Class A Common Stock at a stated price of $0, held directly after the transaction.
She also received 2,554 deferred incentive units, each economically equivalent to one share of Class A Common Stock, bringing her total to 2,591 incentive units. These awards reflect conversion of prior Mechanics Bank stock and units at a ratio of 3,301.0920 issuer shares per Mechanics Bank share or unit, based on a reference price of $13.87 per share, and payments on the incentive units have been deferred until retirement, termination, or a change in control.
Mechanics Bancorp director Patricia Cochran reported stock and incentive unit awards tied to the Mechanics Bank–HomeStreet Bank merger. On September 2, 2025, she acquired 13,204 shares of Class A Common Stock, leaving her with 13,204 directly held shares.
She also received 2,554 deferred incentive units, each economically equivalent to one share of Class A Common Stock, bringing her derivative holdings to 2,591 incentive units. These units were issued as merger consideration based on a conversion rate of 3,301.0920 shares of Mechanics Bancorp Class A Common Stock for each Mechanics Bank share, restricted stock unit, or incentive unit, at a referenced closing price of $13.87 per share. Payment on the incentive units is deferred until retirement, termination, or a change in control, and the total includes 37 units from dividend reinvestment.
Mechanics Bancorp director reports no share ownership. Director Jon R. Wilcox filed an initial ownership statement indicating that he does not beneficially own any Mechanics Bancorp (MCHB) securities. The filing shows no non-derivative or derivative holdings and no reportable transactions.
Mechanics Bancorp director Adrienne Y. Crowe filed an initial Form 3 reporting her beneficial ownership in the company. The filing, tied to an event dated 09/02/2025, states in the remarks that no securities are beneficially owned, and both non-derivative and derivative tables are empty.