Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | EVP and Chief HR Officer | May 20, 2021 | May 21, 2021 |
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 May 20, 2021 · Filed May 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,000 |
Reported balance
After 2021-05-20 transaction · row 1
1 source rowRow 1 · 2021-05-20 · Grant · Acquired 2,000 · Balance 2,000 F1: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2022, 2023, 2024. 2025 and 2026. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $28.07 · Expires 2031-05-20 | Direct | 5,000 |
Reported balance
After 2021-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-20 · Grant · Acquired 5,000 · Balance 5,000 F2: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2022, 2023, 2024, 2025 and 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2022, 2023, 2024. 2025 and 2026.
F2: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2022, 2023, 2024, 2025 and 2026.
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 |
|---|---|---|---|---|---|---|
| May 20, 2021 Filed May 21, 2021 16:08 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 5,000 | $0.00 Strike: $28.07 | $0.00 |
DisclosureSEC source: 0001104659-21-070481 · tm2117282-2_4seq1.xml · derivative · entry 2 Smith Anna Marie · CIK 0001863659 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2031-05-20 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, 2022, 2023, 2024, 2025 and 2026. Read SEC document |
| May 20, 2021 Filed May 21, 2021 16:08 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-070481 · tm2117282-2_4seq1.xml · nonDerivative · entry 1 Smith Anna Marie · CIK 0001863659 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2022, 2023, 2024. 2025 and 2026. 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.