MCHBNasdaqState Commercial BanksFiscal year ends December 31
Mechanics Bancorp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$14.23−0.12 (-0.84%)
Close on Oct 19, 2026
- Market cap
- $3.17B
- P/E (TTM)
- 11.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
11.1%
25M of 221M shares
Institutional holders
143
33 new, 19 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $30
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jordan Hymowitz | 1,868,053 | 9.90% | 13G (passive) amendment | Dec 27, 2024 |
| Fourthstone LLC | 1,865,896 | 9.92% | 13G (passive) | Dec 31, 2023 |
| Ford Ultimate Management II, LLC | 171,765,719 | 78.10% | 13D (active) | Sep 2, 2025 |
| Hymowitz 1999 Trust | 1,545,583 | 8.20% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MCHB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,082,045 | 1.39% | $49.00M | −344,519 | 0.00% |
| Mechanics Bank Trust Department | 2,242,540 | 1.01% | $35.66M | −59,421 | 4.41% |
| State Street Corp | 1,722,446 | 0.78% | $27.39M | +12,021 | 0.00% |
| Vanguard Capital Management LLC | 1,649,674 | 0.75% | $26.23M | −430,765 | 0.00% |
| Geode Capital Management, LLC | 1,377,662 | 0.62% | $21.91M | −42,857 | 0.00% |
| GW&K Investment Management, LLC | 1,360,299 | 0.61% | $21.63K | +227,212 | 0.17% |
| Miracle Mile Advisors, LLC | 1,115,781 | 0.50% | $17.74M | – | 0.21% |
| Bank of New York Mellon Corp | 1,088,061 | 0.49% | $17.30M | −10,339 | 0.00% |
| Dimensional Fund Advisors LP | 761,455 | 0.34% | $12.11M | −11,913 | 0.00% |
| Charles Schwab Investment Management Inc | 532,287 | 0.24% | $8.46M | −112,286 | 0.00% |
| Sculptor Capital LP | 512,727 | 0.23% | $8.15M | – | 0.07% |
| Simcoe Capital LLC | 507,384 | 0.23% | $8.07M | +159,651 | 4.92% |
| Two Sigma Investments, LP | 507,019 | 0.23% | $8.06M | +357,462 | 0.01% |
| Goldman Sachs Group Inc | 452,348 | 0.20% | $7.19M | −228,187 | 0.00% |
| J. Goldman & Co LP | 449,959 | 0.20% | $7.15M | −234,226 | 0.18% |
| Renaissance Technologies LLC | 418,892 | 0.19% | $6.66M | +205,418 | 0.01% |
| Citadel Advisors LLC | 392,567 | 0.18% | $6.24M | +228,205 | 0.00% |
| Alliancebernstein L.P. | 392,493 | 0.18% | $5.79M | −252,488 | 0.00% |
| Northern Trust Corp | 354,036 | 0.16% | $5.63M | −19,912 | 0.00% |
| Siena Capital Partners GP, LLC | 353,216 | 0.16% | $5.62M | – | 1.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 143 | 25M | 11.1% | 33 / 44 | 45 / 19 | 3M | 5M |
| Q1 2026 | 132 | 28M | 12.4% | 23 / 56 | 35 / 20 | 5M | 5M |
| Q4 2025 | 131 | 30M | 13.5% | 33 / 52 | 24 / 10 | 15M | 4M |
| Q3 2025 | 111 | 19M | 8.5% | 23 / 1 | 87 / 7 | 3M | 140M |
| Q2 2025 | 95 | 156M | 70.6% | 11 / 33 | 30 / 25 | 17M | 17M |
| Q1 2025 | 109 | 157M | 71.0% | 16 / 36 | 38 / 11 | 22M | 20M |
| Q4 2024 | 107 | 161M | 72.9% | 20 / 43 | 26 / 17 | 32M | 26M |
| Q3 2024 | 104 | 156M | 70.3% | 11 / 34 | 37 / 7 | 32M | 14M |
| Q2 2024 | 101 | 152M | 68.6% | 16 / 32 | 37 / 11 | 22M | 25M |
| Q1 2024 | 96 | 155M | 69.9% | 18 / 26 | 38 / 34 | 62M | 62M |
| Q4 2023 | 112 | 155M | 70.1% | 28 / 46 | 25 / 21 | 30M | 22M |
| Q3 2023 | 106 | 151M | 68.0% | 19 / 30 | 41 / 23 | 40M | 43M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MCHB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,057,674 | 0.48% | $16.82M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,052,325 | 0.48% | $16.73M | 0.02% | Jun 30, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 787,235 | 0.36% | $12.52M | 0.57% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 687,788 | 0.31% | $10.94M | 0.23% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 553,935 | 0.25% | $8.81M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 457,530 | 0.21% | $7.68M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 393,383 | 0.18% | $6.25M | 0.04% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 255,392 | 0.12% | $3.76M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 249,220 | 0.11% | $3.67M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 229,732 | 0.10% | $3.38M | 0.01% | May 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 173,941 | 0.08% | $2.56M | 0.03% | May 31, 2026 |
| WisdomTree U.S. High Dividend Fund | 156,955 | 0.07% | $2.50M | 0.17% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 141,693 | 0.06% | $2.09M | 0.01% | May 31, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 108,306 | 0.05% | $1.82M | 0.14% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 101,086 | 0.05% | $1.70M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Glenn C. Shrader | EVP & General Counsel | 18,193 | 0.01% | Mar 3, 2026 |
| Tony P. Kallingal | EVP & Chief Banking Officer | 34,590 | 0.02% | Mar 3, 2026 |
| Kristie S. Shields | EVP & Chief Compliance Counsel | 22,316 | 0.01% | Mar 3, 2026 |
| Christopher D. Pierce | EVP & Chief Operating Officer | 38,496 | 0.02% | Mar 3, 2026 |
| Scott A. Givans | EVP & Chief Credit Officer | 38,137 | 0.02% | Mar 3, 2026 |
| Nathan Duda | EVP & CFO | 39,993 | 0.02% | Mar 3, 2026 |
| Fernando Pelayo | EVP & Chief Accounting Officer | 17,532 | 0.01% | Mar 3, 2026 |
| Coleman James Johnson | President & CEO | – | – | Jan 5, 2026 |
| Erik D. Hand | EVP, Mortgage Lending Director | 13,401 | 0.01% | Sep 4, 2025 |
| David L. Parr | EVP, DIR. OF COMM'L BANKING | 11,214 | 0.01% | Sep 4, 2025 |
| Diane P. Novak | EVP, CHIEF RISK OFFICER | 12,506 | 0.01% | Sep 4, 2025 |
| Marlene L. Price | EVP, Chief Operations Officer | 6,829 | 0.00% | Sep 4, 2025 |
| Jay C. Iseman | EVP - Chief Credit Officer | 93,329 | 0.04% | Sep 4, 2025 |
| Godfrey B. Evans | EVP - General Counsel | 72,535 | 0.03% | Sep 4, 2025 |
| Paulette Lemon | EVP - Retail Banking Director | 25,160 | 0.01% | Sep 4, 2025 |
| Amen Darrell Van | EVP, Chief Investment Officer | 95,870 | 0.04% | Sep 4, 2025 |
| William Endresen | EVP, Comm'l RE & Capital Pres. | 39,837 | 0.02% | Sep 4, 2025 |
| John Michel | EVP, Chief Financial Officer | 105,086 | 0.05% | Sep 4, 2025 |
| Edward Michael Downer | Director | 6,120,217 | 2.76% | Jun 17, 2026 |
| Kenneth D. Russell | Director | – | – | May 29, 2026 |
| Nancy D. Pellegrino | Director | 32,446 | 0.01% | May 29, 2026 |
| Douglas E. Downer | Director | 3,439,034 | 1.55% | May 29, 2026 |
| Patricia Cochran | Director | 13,204 | 0.01% | May 29, 2026 |
| Adrienne Y. Crowe | Director | 13,204 | 0.01% | May 29, 2026 |
| Jon R. Wilcox | Director | 13,204 | 0.01% | May 29, 2026 |
| Carl B. Webb | Director, 10% owner | 171,765,719 | 77.57% | Sep 8, 2025 |
| Sidney Craig Tompkins | Director | 10,689 | 0.00% | Sep 3, 2025 |
| Scott M. Boggs | Director | 37,376 | 0.02% | Sep 3, 2025 |
| James R. Mitchell | Director | 17,161 | 0.01% | Sep 3, 2025 |
| Sandra A. Cavanaugh | Director | 20,593 | 0.01% | Sep 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Edward Michael Downer Director | Jun 15, 2026 | Sale | −2 | $15.13 | $30 | 1,121,268 |
| Adrienne Y. Crowe Director | May 27, 2026 | Option exercise | +3,301 | – | – | 13,204 |
| Douglas E. Downer Director | May 27, 2026 | Option exercise | +3,301 | – | – | 2,317,764 |
| Edward Michael Downer Director | May 27, 2026 | Option exercise | +3,301 | – | – | 1,511,898 |
| Jon R. Wilcox Director | May 27, 2026 | Option exercise | +3,301 | – | – | 13,204 |
| Patricia Cochran Director | May 27, 2026 | Option exercise | +3,301 | – | – | 13,204 |
| Glenn C. Shrader EVP & General Counsel | Mar 1, 2026 | Award | +3,366 | – | – | 18,193 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Mar 1, 2026 | Award | +4,207 | – | – | 22,316 |
| Nathan Duda EVP & CFO | Mar 1, 2026 | Award | +7,626 | – | – | 39,993 |
| Tony P. Kallingal EVP & Chief Banking Officer | Mar 1, 2026 | Award | +6,048 | – | – | 34,590 |
| Fernando Pelayo EVP & Chief Accounting Officer | Mar 1, 2026 | Award | +4,470 | – | – | 17,532 |
| Scott A. Givans EVP & Chief Credit Officer | Mar 1, 2026 | Award | +6,574 | – | – | 38,137 |
| Christopher D. Pierce EVP & Chief Operating Officer | Mar 1, 2026 | Award | +7,626 | – | – | 38,496 |
| Scott A. Givans EVP & Chief Credit Officer | Feb 15, 2026 | Tax withholding | −1,715 | $15.37 | $26.36K | 31,563 |
| Scott A. Givans EVP & Chief Credit Officer | Feb 15, 2026 | Option exercise | +4,164 | – | – | 33,278 |
| Glenn C. Shrader EVP & General Counsel | Feb 15, 2026 | Option exercise | +1,719 | – | – | 14,066 |
| Glenn C. Shrader EVP & General Counsel | Feb 15, 2026 | Option exercise | +2,498 | – | – | 15,856 |
| Glenn C. Shrader EVP & General Counsel | Feb 15, 2026 | Tax withholding | −708 | $15.37 | $10.88K | 13,358 |
| Glenn C. Shrader EVP & General Counsel | Feb 15, 2026 | Tax withholding | −1,029 | $15.37 | $15.82K | 14,827 |
| Glenn C. Shrader EVP & General Counsel | Feb 15, 2026 | Tax withholding | −1,228 | $15.37 | $18.87K | 12,347 |
| Glenn C. Shrader EVP & General Counsel | Feb 15, 2026 | Option exercise | +2,980 | – | – | 13,575 |
| Nathan Duda EVP & CFO | Feb 15, 2026 | Option exercise | +2,571 | – | – | 34,168 |
| Nathan Duda EVP & CFO | Feb 15, 2026 | Tax withholding | −1,801 | $15.37 | $27.68K | 32,367 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Feb 15, 2026 | Tax withholding | −1,201 | $15.37 | $18.46K | 18,109 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Feb 15, 2026 | Option exercise | +2,915 | – | – | 19,310 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Feb 15, 2026 | Option exercise | +3,398 | – | – | 16,642 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Feb 15, 2026 | Tax withholding | −808 | $15.37 | $12.42K | 16,395 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Feb 15, 2026 | Option exercise | +1,961 | – | – | 17,203 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Feb 15, 2026 | Tax withholding | −1,400 | $15.37 | $21.52K | 15,242 |
| Tony P. Kallingal EVP & Chief Banking Officer | Feb 15, 2026 | Tax withholding | −1,887 | $15.37 | $29.00K | 28,542 |
| Tony P. Kallingal EVP & Chief Banking Officer | Feb 15, 2026 | Option exercise | +4,580 | – | – | 30,429 |
| Christopher D. Pierce EVP & Chief Operating Officer | Feb 15, 2026 | Tax withholding | −1,887 | $15.37 | $29.00K | 30,870 |
| Christopher D. Pierce EVP & Chief Operating Officer | Feb 15, 2026 | Option exercise | +4,580 | – | – | 32,757 |
| Fernando Pelayo EVP & Chief Accounting Officer | Feb 15, 2026 | Option exercise | +2,506 | – | – | 14,094 |
| Fernando Pelayo EVP & Chief Accounting Officer | Feb 15, 2026 | Tax withholding | −1,032 | $15.37 | $15.86K | 13,062 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Dec 31, 2025 | Tax withholding | −1,301 | $14.63 | $19.03K | 13,244 |
| Tony P. Kallingal EVP & Chief Banking Officer | Dec 31, 2025 | Tax withholding | −4,367 | $14.63 | $63.89K | 25,849 |
| Nathan Duda EVP & CFO | Dec 31, 2025 | Tax withholding | −4,903 | $14.63 | $71.73K | 31,597 |
| Fernando Pelayo EVP & Chief Accounting Officer | Dec 31, 2025 | Tax withholding | −1,139 | $14.63 | $16.66K | 11,588 |
| Glenn C. Shrader EVP & General Counsel | Dec 31, 2025 | Tax withholding | −1,041 | $14.63 | $15.23K | 10,595 |
| Scott A. Givans EVP & Chief Credit Officer | Dec 31, 2025 | Tax withholding | −4,659 | $14.63 | $68.16K | 29,114 |
| Christopher D. Pierce EVP & Chief Operating Officer | Dec 31, 2025 | Tax withholding | −4,903 | $14.63 | $71.73K | 28,177 |
| Douglas E. Downer Director | Oct 7, 2025 | Gift | −75,000 | – | – | 2,392,764 |
| Douglas E. Downer Director | Oct 7, 2025 | Gift | −75,000 | – | – | 2,317,764 |
| Kristie S. Shields EVP & Chief Compliance Counsel | Sep 26, 2025 | Award | +14,545 | – | – | 14,545 |
| Tony P. Kallingal EVP & Chief Banking Officer | Sep 26, 2025 | Award | +20,000 | – | – | 30,216 |
| Nathan Duda EVP & CFO | Sep 26, 2025 | Award | +21,818 | – | – | 36,500 |
| Fernando Pelayo EVP & Chief Accounting Officer | Sep 26, 2025 | Award | +12,727 | – | – | 12,727 |
| Glenn C. Shrader EVP & General Counsel | Sep 26, 2025 | Award | +11,636 | – | – | 11,636 |
| Scott A. Givans EVP & Chief Credit Officer | Sep 26, 2025 | Award | +19,091 | – | – | 33,773 |
| Christopher D. Pierce EVP & Chief Operating Officer | Sep 26, 2025 | Award | +21,818 | – | – | 33,080 |
| Douglas E. Downer Director | Sep 2, 2025 | Award | +2,467,764 | – | – | 2,467,764 |
| Douglas E. Downer Director | Sep 2, 2025 | Award | +1,121,270 | – | – | 1,121,270 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +1,155,382 | – | – | 1,155,382 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +13,204 | – | – | 13,204 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +79,226 | – | – | 79,226 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +1,121,270 | – | – | 1,121,270 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +1,121,270 | – | – | 1,121,270 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +1,121,270 | – | – | 1,121,270 |
| Edward Michael Downer Director | Sep 2, 2025 | Award | +1,508,597 | – | – | 1,508,597 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Erik D. Hand Officer | Dec 20, 2024 | 5,000 | $55.75K | Dec 17, 2024 | Open Market Purchase |
| David L. Parr EVP and Director of Commercial Banking | Dec 18, 2024 | 5,210 | $60.10K | Dec 18, 2024 | Owned Shares |
| S. Van Amen Darrell Officer | Dec 18, 2024 | 4,541 | $52.99K | Dec 18, 2024 | Performance Stock Units |
| Godfrey B. Evans General Council | Nov 26, 2024 | 4,636 | $54.70K | Nov 26, 2024 | Owned Shares |
| Paulette Lemon Officer | Aug 30, 2024 | 2,401 | $37.43K | Aug 30, 2024 | ESOP |