Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | EVP, Chief Human Resources Off | 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 | 7,750 |
Ending reported balance
After 2020-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-11 · Grant · Acquired 875 · Balance 6,875 F1: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2021, 2022, 2023, 2024 and 2025. Row 2 · 2020-02-11 · Grant · Acquired 875 · Balance 7,750 F2: Represents restricted stock unit award under Issuer's 2013 Omnibus Incentive Plan subject to performance-based vesting conditions. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $25.37 · Expires 2029-08-22 | Direct | 20,000 |
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 20,000 F3: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on August 22, 2020, 2021, 2022, 2023 and 2024. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.51 · Expires 2029-02-11 | Direct | 5,000 |
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 5,000 F4: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2020, 2021, 2022, 2023 and 2024. |
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, 2021, 2022, 2023, 2024 and 2025.
F2: Represents restricted stock unit award under Issuer's 2013 Omnibus Incentive Plan subject to performance-based vesting conditions.
F3: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on August 22, 2020, 2021, 2022, 2023 and 2024.
F4: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2020, 2021, 2022, 2023 and 2024.
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 17:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000118 · edgar.xml · nonDerivative · entry 2 Labian Paula C. · CIK 0001767211 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,750 F2 · shares: Represents restricted stock unit award under Issuer's 2013 Omnibus Incentive Plan subject to performance-based vesting conditions. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000118 · edgar.xml · nonDerivative · entry 1 Labian Paula C. · CIK 0001767211 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,875 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2021, 2022, 2023, 2024 and 2025. Read SEC document |
| August 22, 2019 Filed Aug 27, 2019 19:28 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 20,000 | $0.00 Strike: $25.37 | $0.00 |
DisclosureSEC source: 0000927089-19-000346 · edgar.xml · derivative · entry 2 Labian Paula C. · CIK 0001767211 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2029-08-22 F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on August 22, 2020, 2021, 2022, 2023 and 2024. Read SEC document |
| August 22, 2019 Filed Aug 27, 2019 19:28 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000346 · edgar.xml · nonDerivative · entry 1 Labian Paula C. · CIK 0001767211 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: Represents restricted stock granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on August 22, 2020, 2021, 2022, 2023 and 2024. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:46 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 5,000 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000927089-19-000108 · edgar.xml · derivative · entry 2 Labian Paula C. · CIK 0001767211 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2029-02-11 F1 · derivative.exercise_date: Representst stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2020, 2021, 2022, 2023 and 2024. 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.