Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTB · Entity 5153 | Director | July 30, 2026 | August 03, 2026 |
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 July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,229 |
Ending reported balance
After 2026-07-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-30 · Exercise / conversion · Acquired 10,000 · Balance 34,229 Row 2 · 2026-07-30 · Sale · Disposed 10,000 · Balance 24,229 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.92 to $51.695, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $24.95 · Expires 2027-02-11 | Direct | 0 |
Reported balance
After 2026-07-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-30 · Exercise / conversion · Disposed 10,000 · Balance 0 F4: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2018, 2019, 2020, 2021 and 2022. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.51 · Expires 2029-02-11 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,000 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 | 1,000 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,000 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: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.92 to $51.695, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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, 2018, 2019, 2020, 2021 and 2022.
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 |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Aug 3, 2026 10:02 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0001538263-26-000098 · wk-form4_1785765736.xml · derivative · entry 5 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2027-02-11 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. F4 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2018, 2019, 2020, 2021 and 2022. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 10:02 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | SaleCommon Stock | 10,000 | $51.13 | $511,348.00 |
DisclosureSEC source: 0001538263-26-000098 · wk-form4_1785765736.xml · nonDerivative · entry 2 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,229 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.92 to $51.695, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 10:02 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | Exercise / conversionCommon Stock | 10,000 | $24.95 | $249,500.00 |
DisclosureSEC source: 0001538263-26-000098 · wk-form4_1785765736.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,229 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 |
| June 01, 2026 Filed Jun 3, 2026 15:54 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-26-000075 · wk-form4_1780502081.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,229 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2027. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 19:20 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 1,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-25-000086 · wk-form4_1748978441.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,362 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on June 2, 2026. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 17:55 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-24-000059 · wk-form4_1717523748.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,246 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2025. Read SEC document |
| May 12, 2023 Filed May 16, 2023 16:17 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 1,000 | $18.45 | $18,449.00 |
DisclosureSEC source: 0001104659-23-061268 · tm2315955-1_4seq1.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,622 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.44 to $18.45, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:16 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-021087 · tm236715d3_4seq1.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,622 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2024. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-023924 · tm226768d3_4.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,474 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2023. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 11:29 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-022603 · tm216540-2_4seq1.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,519 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Plan with the following vesting schedule: 100% on February 11, 2022. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 19:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 4,500 | $15.77 | $70,977.15 |
DisclosureSEC source: 0000927089-20-000367 · edgar.xml · nonDerivative · entry 2 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,107 Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 19:54 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 1,500 | $15.85 | $23,769.75 |
DisclosureSEC source: 0000927089-20-000367 · edgar.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,607 Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:21 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000113 · edgar.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,107 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, 2019 Filed Feb 13, 2019 19:45 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 1,000 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000927089-19-000107 · edgar.xml · derivative · entry 2 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2029-02-11 F1 · 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, 2018 Filed Feb 13, 2018 21:45 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 1,000 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000074 · edgar.xml · derivative · entry 2 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-02-11 F1 · 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, 2017 Filed Feb 14, 2017 22:57 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 10,000 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0000927089-17-000081 · edgar.xml · derivative · entry 2 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2027-02-11 F2 · derivative.exercise_date: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan, which is scheduled to vest in 20% increments on February 11, 2018, 2019, 2020, 2021 and 2022. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:57 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-17-000081 · edgar.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan, which is scheduled to vest in 20% increments on February 11, 2018, 2019, 2020, 2021 and 2022. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 19:53 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 1,000 | $18.79 | $18,790.00 |
DisclosureSEC source: 0000927089-16-000988 · primary_doc.xml · nonDerivative · entry 1 KENDALL LAURA C · CIK 0001236809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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.