Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | Director | February 10, 2023 | February 14, 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 February 10, 2023 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,473 |
Ending reported balance
After 2023-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-10 · Grant · Acquired 1,148 · Balance 33,729 F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2024. Row 2 · 2023-02-11 · Tax withholding · Disposed 256 · Balance 33,473 |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 2,019 |
Reported balance
Holding disclosure · report date 2023-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,019 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.51 · Expires 2029-02-11 | Direct | 2,300 |
Reported balance
Holding disclosure · report date 2023-02-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,300 F2: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2020. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $26.00 · Expires 2028-02-11 | Direct | 1,400 |
Reported balance
Holding disclosure · report date 2023-02-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,400 F3: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2024.
F2: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2020.
F3: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2019.
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 |
|---|---|---|---|---|---|---|
| February 11, 2017 Filed Feb 14, 2017 17:38 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,082 | $24.95 | $26,995.90 |
DisclosureSEC source: 0000927089-17-000073 · edgar.xml · nonDerivative · entry 1 Biesecker Sidney A. · CIK 0001550622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,767 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.