Homestreet Inc

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Homestreet Inc
TickerMCHB
CIK #0001518715
CUSIP43785V102
SectorFinance - Savings Institutions, Not Federally Chartered
Address2000 Two Union Square 601 Union Street, Ste 2000, Seattle, WA 98101
Source [EDGAR]
CIK Filing 2011 - 2026
[0001518715] 10-K
[0001518715] 10-Q
[0001518715] 3
[0001518715] 4
[0001518715] 5
[0001518715] 8-K
[0001518715] SC 13D
[0001518715] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Wellington Management Group LLP Homestreet Inc [2025-05-12] 0.0
Maltese Capital Management LLC Homestreet Inc [2024-11-14] 5.2
Philadelphia Financial Management of San Francisco LLC Homestreet Inc [2024-03-19] 5.3
Fourthstone LLC Homestreet Inc [2024-02-14] 9.92
Russell Investments Group Ltd Homestreet Inc [2019-01-31] 5.19
Roaring Blue Lion Capital Management LP Homestreet Inc [2017-12-01] 5.5
Roaring Blue Lion Capital Management LP Homestreet Inc [2017-11-20] 5.58
Vanguard Group Inc Homestreet Inc [2017-02-13] 5.43
Dimensional Fund Advisors LP Homestreet Inc [2017-02-09] 6.46
Bay Pond Partners LP Homestreet Inc [2015-03-12] 5.67
Wellington Management Group LLP Homestreet Inc [2015-02-12] 0.67
AllianceBernstein LP Homestreet Inc [2015-02-12] 5.1
American Financial Group Inc Homestreet Inc [2015-01-30] 5.8
BlackRock Inc Homestreet Inc [2014-01-29] 9.1
Basswood Capital Management LLC Homestreet Inc [2013-09-23] 6.22
Jacobs SY Homestreet Inc [2013-08-08] 5.03
NWQ Investment Management Co LLC Homestreet Inc [2013-02-14] 5.69
[2012-05-29] None
Trafelet Capital Management LP Homestreet Inc [2012-05-10] 5.61
Form 3/4/5 Filer 2011 - 2026
Mechanics Bancorp
Downer Edward Michael
Pellegrino Nancy D
Russell Kenneth D
Cochran Patricia
Wilcox Jon R
Crowe Adrienne Y
Downer Douglas E
Shields Kristie S
Pelayo Fernando
Duda Nathan
Pierce Christopher D
Shrader Glenn C
Givans Scott A
Kallingal Tony P
Johnson Coleman James
Price Marlene L
Parr David L
van AMEN Darrell
Lemon Paulette
Iseman Jay C
Hand Erik D
Evans Godfrey B
Endresen William
Novak Diane P
Mason Mark K
Michel John
Tompkins Sidney Craig
Harrell Joanne R
Cavanaugh Sandra A
Mitchell James R
Green Jeffrey D
Boggs Scott M
Harper Troy
Patterson Mark Robert
Smith Douglas Irvine
Voss Don
Vincent Mary L
Schultz Edward
Ruh Mark R
Ederer David A
Kirk George
King Thomas E
Indiek Victor H
Taylor Pamela J
Bennion Richard W H
David Rose Marie
Straus David H
Chrisman Timothy
Greenwald Susan C
Bartels Melba
Williams Bruce W
Daniels Randolph S
Stewart Cory D
Malone Michael J
Newgard Jeffrey K
Dempsey Brian P
Morrison Gerhardt
Leach Patricia A
Westling Janet L
Zimmerman Karen M
Williams Wendy S
Williams Marcia F
Zimmerman Steven W
Schlenker Jeffery D
Todhunter Jeffrey L
Kanealii Kathleen A
Gregory Mark C
Williams Kathryn Anne
Battaglia Paul Jerome
Francis Mary E
Hooston David E
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Pelayo Fernando
Class A Common Stock
2026-03-01 Grant 4,470
Duda Nathan
Class A Common Stock
2026-03-01 Grant 7,626
Shrader Glenn C
Class A Common Stock
2026-03-01 Grant 3,366
Pierce Christopher D
Class A Common Stock
2026-03-01 Grant 7,626
Kallingal Tony P
Class A Common Stock
2026-03-01 Grant 6,048
Shields Kristie S
Class A Common Stock
2026-03-01 Grant 4,207
Givans Scott A
Class A Common Stock
2026-03-01 Grant 6,574
Shields Kristie S
Class A Common Stock
2026-02-15 Option exercise 1,961
Pelayo Fernando
Class A Common Stock
2026-02-15 Tax withheld 1,032 $15.37 15,862
Kallingal Tony P
Class A Common Stock
2026-02-15 Option exercise 4,580
Pierce Christopher D
Class A Common Stock
2026-02-15 Tax withheld 1,887 $15.37 29,003
Shrader Glenn C
Class A Common Stock
2026-02-15 Tax withheld 1,029 $15.37 15,816
Shrader Glenn C
Incentive Units - Not Deferred (2022) · derivative
2026-02-15 Option exercise 2,980 $0.00
Shields Kristie S
Class A Common Stock
2026-02-15 Option exercise 2,915
Shrader Glenn C
Class A Common Stock
2026-02-15 Tax withheld 708 $15.37 10,882
Shields Kristie S
Incentive Units - Not Deferred (2023) · derivative
2026-02-15 Option exercise 1,961 $0.00
Givans Scott A
Incentive Units - Not Deferred (2024) · derivative
2026-02-15 Option exercise 4,164 $0.00
Shrader Glenn C
Class A Common Stock
2026-02-15 Option exercise 1,719
Givans Scott A
Class A Common Stock
2026-02-15 Option exercise 4,164
Duda Nathan
Class A Common Stock
2026-02-15 Tax withheld 1,801 $15.37 27,681
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 132 26,430,114
2025-12-31 131 28,633,598
2025-09-30 112 17,910,030
2025-06-30 98 14,251,242
2025-03-31 112 14,732,277
2024-12-31 111 15,146,025
2024-09-30 106 14,597,887
2024-06-30 103 14,247,108
2024-03-31 98 14,551,025
2023-12-31 114 14,630,132
2023-09-30 108 14,207,169
2023-06-30 114 14,471,265
Form 13F Holdings
Firm Period DFND Voting Shares
Mechanics Bank Trust Department [2026-06-30] SOLE 0 2,242,540
Sierra Summit Advisors LLC [2026-06-30] SOLE 0 63,203
Farther Finance Advisors LLC [2026-06-30] SOLE 0 31,801
Burns Matteson Capital Management LLC [2026-06-30] SOLE 15,259 15,259
Gamma Investing LLC [2026-06-30] DFND 1,224 1,224
Hilltop National Bank [2026-06-30] DFND 0 1,040
Versant Capital Management Inc [2026-06-30] SOLE 232 232
Fortitude Family Office LLC [2026-06-30] SOLE 87 87
Torren Management LLC [2026-06-30] SOLE 0 62
True Wealth Design LLC [2026-06-30] SOLE 0 23
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 11
Hughes Financial Services LLC [2026-06-30] SOLE 6 6
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