Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | Director · Executive Chairman | September 11, 2023 | September 13, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HomeTrust Bancshares, Inc.
Report date September 11, 2023 · Filed September 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 244,396 |
Ending reported balance
After 2023-09-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-09-11 · Other · Acquired 3,538 · Balance 247,829 F1: Represents adjustment in number of shares relating to award of performance-based restricted stock units previously reported on February 11, 2021 using target number of shares (7,076 shares). The award vested as to 10,614 shares on September 11, 2023 based on the level of achievement of the performance goal. Row 2 · 2023-09-11 · Tax withholding · Disposed 3,433 · Balance 244,396 |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 358 |
Reported balance
Holding disclosure · report date 2023-09-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 358 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $26.00 · Expires 2028-02-11 | Direct | 130,500 |
Reported balance
Holding disclosure · report date 2023-09-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 130,500 F2: Represents stock option granted under the Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents adjustment in number of shares relating to award of performance-based restricted stock units previously reported on February 11, 2021 using target number of shares (7,076 shares). The award vested as to 10,614 shares on September 11, 2023 based on the level of achievement of the performance goal.
F2: Represents stock option granted under the Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 23, 2021 Filed Aug 25, 2021 14:08 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 500 | $14.37 | $7,185.00 |
DisclosureSEC source: 0001104659-21-109205 · tm2125832d1_4seq1.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,681 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:39 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0001104659-21-065266 · tm2116173-2_4seq1.xml · derivative · entry 6 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:39 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 10,000 | $27.35 | $273,519.00 |
DisclosureSEC source: 0001104659-21-065266 · tm2116173-2_4seq1.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.35 to $27.355, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each seperate price within the range set forth in this footnote. Read SEC document |
| May 11, 2021 Filed May 12, 2021 22:39 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 10,000 | $14.37 | $143,700.00 |
DisclosureSEC source: 0001104659-21-065266 · tm2116173-2_4seq1.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2021 Filed May 11, 2021 13:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0001104659-21-064335 · tm2115849d1_4seq1.xml · derivative · entry 9 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| May 10, 2021 Filed May 11, 2021 13:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 10,000 | $27.40 | $274,019.00 |
DisclosureSEC source: 0001104659-21-064335 · tm2115849d1_4seq1.xml · nonDerivative · entry 4 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.40 to $27.46, inclusive. Read SEC document |
| May 10, 2021 Filed May 11, 2021 13:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 10,000 | $14.37 | $143,700.00 |
DisclosureSEC source: 0001104659-21-064335 · tm2115849d1_4seq1.xml · nonDerivative · entry 3 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 07, 2021 Filed May 11, 2021 13:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0001104659-21-064335 · tm2115849d1_4seq1.xml · derivative · entry 8 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| May 07, 2021 Filed May 11, 2021 13:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 10,000 | $27.36 | $273,557.00 |
DisclosureSEC source: 0001104659-21-064335 · tm2115849d1_4seq1.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.35 to $27.445, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 1 and 2 to this Form 4. Read SEC document |
| May 07, 2021 Filed May 11, 2021 13:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 10,000 | $14.37 | $143,700.00 |
DisclosureSEC source: 0001104659-21-064335 · tm2115849d1_4seq1.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 20:28 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 15,000 | $14.37 Strike: $14.37 | $215,550.00 |
DisclosureSEC source: 0001104659-21-036275 · tm219780d1_4.xml · derivative · entry 6 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 15,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 20:28 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 15,000 | $25.07 | $376,066.50 |
DisclosureSEC source: 0001104659-21-036275 · tm219780d1_4.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 F1 · price: The price reported of $25.0711 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.01 to $25.305, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 20:28 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 15,000 | $14.37 | $215,550.00 |
DisclosureSEC source: 0001104659-21-036275 · tm219780d1_4.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:14 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 10,000 | $14.37 Strike: $14.37 | $143,700.00 |
DisclosureSEC source: 0001104659-21-034360 · tm219238-1_4seq1.xml · derivative · entry 9 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:14 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 10,000 | $25.00 | $250,000.00 |
DisclosureSEC source: 0001104659-21-034360 · tm219238-1_4seq1.xml · nonDerivative · entry 4 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:14 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 10,000 | $14.37 | $143,700.00 |
DisclosureSEC source: 0001104659-21-034360 · tm219238-1_4seq1.xml · nonDerivative · entry 3 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 19:14 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 15,000 | $14.37 Strike: $14.37 | $215,550.00 |
DisclosureSEC source: 0001104659-21-034360 · tm219238-1_4seq1.xml · derivative · entry 8 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 19:14 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 15,000 | $25.25 | $378,750.00 |
DisclosureSEC source: 0001104659-21-034360 · tm219238-1_4seq1.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 19:14 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 15,000 | $14.37 | $215,550.00 |
DisclosureSEC source: 0001104659-21-034360 · tm219238-1_4seq1.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 11:35 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 7,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-022621 · tm216540-14_4seq1.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,181 F1 · shares: Represents restricted stock unit award under Issuer's 2013 Omnibus Incentive Plan subject to performance-based vesting conditions. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 5,000 | $14.37 Strike: $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · derivative · entry 12 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 5,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 5,000 | $18.85 | $94,250.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · nonDerivative · entry 6 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 5,000 | $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · nonDerivative · entry 5 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,105 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 08, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 5,000 | $14.37 Strike: $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · derivative · entry 11 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 5,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| December 08, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 5,000 | $18.80 | $94,000.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · nonDerivative · entry 4 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 Read SEC document |
| December 08, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 5,000 | $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · nonDerivative · entry 3 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,105 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 5,000 | $14.37 Strike: $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · derivative · entry 10 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 5,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 5,000 | $18.72 | $93,600.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 F1 · price: The price reported of $18.72 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.70 to $18.78, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 5,000 | $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000568 · edgar.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,105 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 5,000 | $14.37 Strike: $14.37 | $71,850.00 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · derivative · entry 10 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 Underlying: Common Stock · 5,000 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 100 | $18.73 | $1,872.50 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · nonDerivative · entry 6 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 100 | $14.37 | $1,437.00 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · nonDerivative · entry 5 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,205 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 543 | $18.65 | $10,126.95 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · nonDerivative · entry 4 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 543 | $14.37 | $7,802.91 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · nonDerivative · entry 3 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,648 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 4,357 | $18.50 | $80,604.50 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 Read SEC document |
| December 04, 2020 Filed Dec 4, 2020 18:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 4,357 | $14.37 | $62,610.09 |
DisclosureSEC source: 0000927089-20-000565 · edgar.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,462 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 14:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 19,600 | $14.37 Strike: $14.37 | $281,652.00 |
DisclosureSEC source: 0000927089-20-000561 · edgar.xml · derivative · entry 9 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,000 Underlying: Common Stock · 19,600 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 14:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 19,600 | $18.66 | $365,775.20 |
DisclosureSEC source: 0000927089-20-000561 · edgar.xml · nonDerivative · entry 4 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 F1 · price: The price reported of $18.662 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.45 to $19.1475, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 14:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 19,600 | $14.37 | $281,652.00 |
DisclosureSEC source: 0000927089-20-000561 · edgar.xml · nonDerivative · entry 3 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,705 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 100 | $18.63 | $1,863.00 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 11 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 19,200 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 330 | $18.61 | $6,141.30 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 10 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 19,300 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 500 | $18.60 | $9,300.00 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 9 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 19,630 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 800 | $18.59 | $14,872.00 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 8 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 20,130 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 500 | $18.58 | $9,290.00 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 7 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 20,930 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 1,970 | $18.57 | $36,582.90 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 6 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 21,430 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 600 | $18.55 | $11,130.00 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 5 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 23,400 Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 14:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 400 | $14.37 Strike: $14.37 | $5,748.00 |
DisclosureSEC source: 0000927089-20-000561 · edgar.xml · derivative · entry 8 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,600 Underlying: Common Stock · 400 shares Expires 2023-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 14:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 400 | $18.48 | $7,392.00 |
DisclosureSEC source: 0000927089-20-000561 · edgar.xml · nonDerivative · entry 2 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,105 Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 14:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 400 | $14.37 | $5,748.00 |
DisclosureSEC source: 0000927089-20-000561 · edgar.xml · nonDerivative · entry 1 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 15:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 125 | $18.32 | $2,290.00 |
DisclosureSEC source: 0000927089-20-000560 · edgar.xml · nonDerivative · entry 4 Stonestreet Dana L. · CIK 0001550617 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 24,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.