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, formerly HomeStreet, Inc., filed an amended current report to add required financial information related to its merger of HomeStreet Bank into Mechanics Bank. The amendment supplies audited financial statements of Mechanics Bank for the years ended December 31, 2024 and 2023 and unaudited financial statements for the six months ended June 30, 2025 and 2024. It also provides unaudited pro forma condensed combined financial statements showing how the merged company’s balance sheet and income statements would have looked on a combined basis for the same periods. These exhibits give investors a clearer view of the acquired bank’s historical results and the combined entity’s post‑merger financial profile.
Mechanics Bancorp (formerly HomeStreet, Inc.) completed a merger on September 2, 2025 that converted Mechanics Bank voting shares into Class A common stock of the combined company. Under the merger, each Mechanics voting common share was converted into 3,301.0920 shares of the issuer's Class A stock. EB Acquisition Company LLC received 81,134,239 shares (36.9% of Class A) and EB Acquisition Company II LLC received 90,631,480 shares (41.2% of Class A), together representing 171,765,719 shares or 78.1% of the 219,822,191 outstanding Class A shares reported as of the Closing Date. The shares held by the Ford-related entities were issued in connection with the Merger and funded by capital contributions to the acquisition vehicles. The Ford parties and Rabobank have a registration rights agreement requiring the issuer to use reasonable best efforts to file a resale shelf registration on Form S-3 within 180 days of closing. Carl B. Webb is identified as sole manager of the ultimate management vehicle and is a director of the issuer.
Carl B. Webb, a director and reported >10% owner, disclosed receipt of Class A common stock of Mechanics Bancorp on 09/02/2025 in connection with the merger of Mechanics Bank into a wholly owned subsidiary of Mechanics Bancorp. Two non‑derivative transactions converted MB original voting common stock into Issuer Class A shares at a stated conversion ratio of 3301.0920 shares per MB share. The filing reports 81,134,239 Class A shares held indirectly by EB Acquisition Company LLC and 90,631,480 Class A shares held indirectly by EB Acquisition Company II LLC. The statement is filed jointly on behalf of multiple related entities, and the reporting persons disclaim direct beneficial ownership except for pecuniary interests.
Carl B. Webb filed a Form 3 reporting his initial statement of beneficial ownership for Mechanics Bancorp (MCHB). The filing states the event date as 09/02/2025 and the signature date as 09/08/2025. Mr. Webb is identified as a Director, and the form declares no securities are beneficially owned as of the reporting date. The filing references Exhibit 99.1 for signatures.
Mechanics Bancorp reporting person Kenneth D. Russell filed an Initial Form 3 disclosing his relationship as a Director to the issuer Mechanics Bancorp (MCHB) and that the event date triggering the filing was 09/02/2025. The filing, signed on 09/08/2025, states explicitly that no securities are beneficially owned by Mr. Russell at the time of the statement.
Insider transactions tied to merger-driven PSU vesting and resignation. David L. Parr, an executive and director, received a total of 10,249 shares of Mechanics Bancorp Class A common stock on September 2, 2025 from accelerated vesting of performance stock units (PSUs) issued in 2023 and 2024, with 4,920 and 11,946 shares reported following different settlement lines and withholding for taxes reducing beneficial ownership on certain lines. The filings show 3, (173) and 920 shares withheld across transactions for tax obligations and indicate Parr resigned as an officer effective at the merger's closing, after which he is no longer subject to Section 16 filing obligations.
John Michel, then an executive and EVP/CFO of the issuer, received a total of 21,150 shares of Issuer Class A common stock on 09/02/2025 upon acceleration and vesting of performance stock units (PSUs) tied to prior grants. The Form explains 5,098 shares resulted from a 2023 PSU and 16,052 shares from a 2024 PSU, each issued without payment based on achievement of specified performance factors. Following these transactions, Mr. Michel reported beneficial ownership of 71,150 shares directly and an additional 33,936 shares indirectly via a family trust for which he and his spouse are co-trustees and beneficiaries. The transactions occurred at the effective time of a merger on 09/02/2025, when HomeStreet, Inc. was renamed Mechanics Bancorp. The Form notes Mr. Michel resigned as an officer at the merger effective time and is no longer subject to Section 16 reporting obligations.
HomeStreet, Inc. (now Mechanics Bancorp) Form 4 reports insider share settlements tied to the merger that became effective on September 2, 2025. Marlene L. Price received shares of the Issuer's Class A common stock as PSUs vested upon the merger, including 1,196 and 3,765 shares from PSU awards granted on January 1, 2023 and January 1, 2024, respectively, and had 1,342 shares withheld to satisfy tax withholding for those settlements. The filings show open-market/withholding disposals at a reported price of $13.87 per share for withheld shares. The Reporting Person resigned as an officer at the merger's effective time and is no longer subject to Section 16 reporting obligations. The 401(k) plan holds an additional 44.173 shares reported as indirect ownership.
Erik D. Hand, identified as EVP, Mortgage Lending Director, reported receipt of Issuer Class A common stock on September 2, 2025 related to vesting of performance stock units (PSUs) accelerated by a merger. The Form 4 shows two non‑derivative acquisitions: 966 shares from a 2023 PSU and 3,042 shares from a 2024 PSU, both issued without payment based on achievement of specified performance factors, bringing his reported direct holdings to 10,236 shares. The filing also discloses 3,165.212 shares held indirectly via the HomeStreet, Inc. 401(k) Savings Plan as of the merger date.
The Form 4 states that at the effective time of the merger on September 2, 2025, HomeStreet, Inc. was renamed Mechanics Bancorp and the Reporting Person resigned as an officer, after which he is no longer subject to Section 16 reporting for the issuer.
William Endresen, an executive formerly of HomeStreet, Inc., reported stock transactions tied to the September 2, 2025 merger that renamed HomeStreet to Mechanics Bancorp (MCHB). On the merger effective date each outstanding performance stock unit (PSU) held by Mr. Endresen accelerated and converted into shares of the issuer's Class A common stock plus cash for accrued dividends. He received 3,736 shares from a 2023 PSU and 11,761 shares from a 2024 PSU, bringing his direct beneficial ownership to 39,299 shares. He also holds 537.567 shares indirectly through the former HomeStreet 401(k) plan. Mr. Endresen resigned as an officer effective at the merger and is no longer subject to Section 16 reporting obligations.