Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | Director | February 11, 2020 | February 12, 2020 |
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 11, 2020 · Filed February 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,416 |
Ending reported balance
After 2020-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-11 · Tax withholding · Disposed 191 · Balance 25,309 Row 2 · 2020-02-11 · Grant · Acquired 1,107 · Balance 26,416 F1: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2021. |
| 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 2020-02-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 2020-02-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $14.37 · Expires 2023-02-11 | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2020-02-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 40,000 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2021.
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.
F4: 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.
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, 2020 Filed Feb 12, 2020 17:18 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000108 · edgar.xml · nonDerivative · entry 2 Goforth J. Steven · CIK 0001550624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,416 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2021. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:18 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 191 | $27.11 | $5,178.01 |
DisclosureSEC source: 0000927089-20-000108 · edgar.xml · nonDerivative · entry 1 Goforth J. Steven · CIK 0001550624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,309 Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:43 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 2,300 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000927089-19-000103 · edgar.xml · derivative · entry 2 Goforth J. Steven · CIK 0001550624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 2,300 shares Expires 2029-02-11 F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2020. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:43 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000103 · edgar.xml · nonDerivative · entry 1 Goforth J. Steven · CIK 0001550624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2020. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:48 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 1,400 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000077 · edgar.xml · derivative · entry 2 Goforth J. Steven · CIK 0001550624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 shares Expires 2028-02-11 F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2019. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:48 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000077 · edgar.xml · nonDerivative · entry 1 Goforth J. Steven · CIK 0001550624 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,800 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2019. 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.