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
15 Mar 24	BuyUS$25,052	Joanne Harrell	Individual	1,684.64	US$14.87

Insider Trading Volume

Insider Buying: HMST insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of HMST?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,149,366	6.09%
Hedge Funds	2,540,574	13.5%
General Public	2,839,305	15.1%
Institutions	12,328,320	65.4%

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

Top Shareholders

Top 25 shareholders own 69.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.29%	Philadelphia Financial Management of San Francisco, LLC	1,562,434	US$17.2m	4.61%	3.72%
7.2%	BlackRock, Inc.	1,358,624	US$14.9m	3.81%	no data
5.28%	The Vanguard Group, Inc.	995,580	US$10.9m	1.64%	no data
5.19%	Maltese Capital Management, LLC	978,140	US$10.7m	-3.2%	1.67%
3.96%	Endeavour Capital Advisors Inc.	747,647	US$8.2m	5.86%	2.82%
3.56%	Wellington Management Group LLP	670,926	US$7.4m	494%	no data
3.37%	Morgan Stanley, Investment Banking and Brokerage Investments	635,871	US$7.0m	0.02%	no data
3.26%	Dimensional Fund Advisors LP	613,904	US$6.7m	-4.12%	no data
3.1%	Columbia Management Investment Advisers, LLC	585,060	US$6.4m	5.32%	no data
2.53%	Petiole USA Limited	477,961	US$5.3m	0%	3.26%
2.26%	Geode Capital Management, LLC	426,130	US$4.7m	1.89%	no data
2.24%	State Street Global Advisors, Inc.	422,031	US$4.6m	0.26%	no data
2.19%	Charles Schwab Investment Management, Inc.	412,617	US$4.5m	-23.5%	no data
1.8%	Stieven Capital Advisors, L.P.	339,969	US$3.7m	0%	0.67%
1.76%	Acuitas Investments, LLC	332,689	US$3.7m	0%	1.11%
1.63%	Mark Patterson	307,006	US$3.4m	0%	no data
1.61%	AllianceBernstein L.P.	304,352	US$3.3m	29.6%	no data
1.59%	Mendon Capital Advisors Corp	300,000	US$3.3m	-17.4%	1.96%
1.59%	Curi RMB Capital, LLC	300,000	US$3.3m	-17.4%	0.07%
1.27%	Eaton Vance Management	239,444	US$2.6m	-1.25%	no data
1.22%	CCG Wealth Management, LLC	229,640	US$2.5m	-0.06%	1.41%
1.17%	Pinnacle Holdings, LLC	220,345	US$2.4m	-1.05%	1.08%
1.02%	Susquehanna International Group, LLP, Asset Management Arm	191,932	US$2.1m	3.07%	no data
1%	D. E. Shaw & Co., L.P.	189,359	US$2.1m	34.5%	no data
1%	Mark Mason	188,946	US$2.1m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 05:58
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

HomeStreet, Inc. is covered by 11 analysts. 4 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.