HomeStreet Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HMST Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Dec 24	SellUS$52,993	Darrell van Amen	Individual	4,541	US$11.67
18 Dec 24	SellUS$60,097	David Parr	Individual	5,210	US$11.53
17 Dec 24	BuyUS$57,463	S. Tompkins	Individual	5,000	US$11.49
17 Dec 24	SellUS$57,250	Erik Hand	Individual	5,000	US$11.45
27 Nov 24	BuyUS$46,000	Joanne Harrell	Individual	3,964.21	US$11.65
26 Nov 24	SellUS$53,548	Godfrey Evans	Individual	4,636	US$11.55
21 Nov 24	SellUS$90,080	John Michel	Individual	8,000	US$11.26
30 Aug 24	SellUS$37,436	Paulette Lemon	Individual	2,401.23	US$15.59

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HMST?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	743,256	3.93%
General Public	2,408,859	12.7%
Hedge Funds	2,938,693	15.5%
Institutions	12,830,000	67.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.75% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.87%	Philadelphia Financial Management of San Francisco, LLC	1,868,053	US$22.4m	19.6%	4.7%
7.21%	BlackRock, Inc.	1,363,354	US$16.4m	-0.96%	no data
5.66%	Maltese Capital Management, LLC	1,070,640	US$12.9m	9.46%	2.16%
5.14%	The Vanguard Group, Inc.	971,789	US$11.7m	0.26%	no data
4.86%	Wellington Management Group LLP	919,278	US$11.0m	37%	no data
3.97%	Columbia Management Investment Advisers, LLC	750,902	US$9.0m	28.4%	no data
3.83%	Endeavour Capital Advisors Inc.	723,747	US$8.7m	-3.2%	3.03%
3.34%	Dimensional Fund Advisors LP	631,996	US$7.6m	2.95%	no data
2.3%	State Street Global Advisors, Inc.	434,934	US$5.2m	3.06%	no data
2.29%	Phase 2 Partners, LLC	432,514	US$5.2m	0%	4.12%
2.27%	D. E. Shaw & Co., L.P.	428,578	US$5.1m	126%	0.01%
2.24%	Geode Capital Management, LLC	423,077	US$5.1m	-0.72%	no data
2.03%	Acuitas Investments, LLC	383,299	US$4.6m	14%	2.26%
1.59%	Mendon Capital Advisors Corp	300,000	US$3.6m	0%	2.18%
1.59%	Curi RMB Capital, LLC	300,000	US$3.6m	0%	0.08%
1.59%	Stieven Capital Advisors, L.P.	300,000	US$3.6m	0%	0.72%
1.51%	Basswood Capital Management, L.L.C.	286,130	US$3.4m	0%	0.22%
1.31%	Charles Schwab Investment Management, Inc.	248,468	US$3.0m	-11.9%	no data
1.25%	Jacobs Levy Equity Management Inc	236,747	US$2.8m	0%	0.01%
1.23%	Eaton Vance Management	231,897	US$2.8m	0%	no data
1.2%	Hotchkis and Wiley Capital Management, LLC	227,590	US$2.7m	36.2%	0.01%
1.19%	Pinnacle Holdings, LLC	226,013	US$2.7m	2.57%	1.24%
1.18%	Goldman Sachs Group, Investment Banking and Securities Investments	224,023	US$2.7m	0.62%	no data
1.07%	AllianceBernstein L.P.	202,259	US$2.4m	-33.5%	no data
1.06%	Mark Mason	201,148	US$2.4m	6.46%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 09:15
End of Day Share Price	2025/05/12 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

HomeStreet, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Moss	B. Riley Securities, Inc.
Jeffrey Rulis	D.A. Davidson & Co.
Paul Miller	FBR Capital Markets & Co.