Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | EVP, CAO and Corp Secretary | February 11, 2017 | February 14, 2017 |
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, 2017 · Filed February 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,198 |
Reported balance
After 2017-02-11 transaction · row 1
1 source rowRow 1 · 2017-02-11 · Tax withholding · Disposed 1,522 · Balance 16,198 |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 3,542 |
Reported balance
Holding disclosure · report date 2017-02-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,542 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $14.37 · Expires 2023-02-11 | Direct | 36,000 |
Reported balance
Holding disclosure · report date 2017-02-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 36,000 F1: 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 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, 2017 Filed Feb 14, 2017 22:03 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,522 | $24.95 | $37,973.90 |
DisclosureSEC source: 0000927089-17-000076 · edgar.xml · nonDerivative · entry 1 White M. Teresa · CIK 0001550677 · EVP, CAO and Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,198 Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:00 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,522 | $24.95 | $37,973.90 |
DisclosureSEC source: 0000927089-17-000075 · edgar.xml · nonDerivative · entry 1 White M. Teresa · CIK 0001550677 · EVP, CAO and Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,198 Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 54,000 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0000927089-17-000042 · edgar.xml · derivative · entry 4 White M. Teresa · CIK 0001550677 · EVP, CAO and Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 54,000 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. F1 · 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 |
| February 01, 2017 Filed Feb 2, 2017 22:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 54,000 | $25.00 | $1,350,000.00 |
DisclosureSEC source: 0000927089-17-000042 · edgar.xml · nonDerivative · entry 2 White M. Teresa · CIK 0001550677 · EVP, CAO and Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,720 Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 54,000 | $14.37 | $775,980.00 |
DisclosureSEC source: 0000927089-17-000042 · edgar.xml · nonDerivative · entry 1 White M. Teresa · CIK 0001550677 · EVP, CAO and Corp Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,720 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.