Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Barings BDC, Inc.BBDC · Entity 4971 | Director | December 21, 2020 | December 22, 2020 |
| Barings Capital Investment CorpNONE · Entity 70260 | Director | March 24, 2021 | March 24, 2021 |
| HomeTrust Bancshares, Inc.HTB · Entity 5153 | Director | June 01, 2026 | June 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.
Barings BDC, Inc.
Report date December 21, 2020 · Filed December 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock ("Shares")SEC Table I · non-derivative | Direct | 6,000 |
Reported balance
After 2020-12-21 transaction · row 1
1 source rowRow 1 · 2020-12-21 · Purchase · Acquired 1,000 · Balance 6,000 |
Barings Capital Investment Corp
Report date March 24, 2021 · Filed March 24, 2021
This filing explicitly reported no securities owned.
HomeTrust Bancshares, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,750 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 867 · Balance 9,750 F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2027.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 17:44 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-26-000087 · wk-form4_1780508659.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,750 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 19:11 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 1,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-25-000074 · wk-form4_1748977896.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,883 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 17:50 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-24-000057 · wk-form4_1717523432.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,767 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 09, 2023 Filed May 10, 2023 20:12 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 521 | $18.78 | $9,784.38 |
DisclosureSEC source: 0001104659-23-058440 · tm2315290-1_4seq1.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,143 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:21 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-021103 · tm236715d7_4seq1.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,622 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 23:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-023929 · tm226768d7_4.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474 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 11:30 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-022604 · tm216540-3_4seq1.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,519 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2022. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 14:41 UTC | Barings BDC, Inc. BBDC · Entity 4971 | PurchaseCommon Stock ("Shares") | 1,000 | $9.11 | $9,110.00 |
DisclosureSEC source: 0001225208-20-014963 · doc4.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:22 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000114 · edgar.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,107 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 |
| November 27, 2019 Filed Dec 6, 2019 20:57 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 1,000 | $26.39 | $26,393.90 |
DisclosureSEC source: 0000927089-19-000463 · edgar.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| August 28, 2019 Filed Aug 28, 2019 17:11 UTC | Barings BDC, Inc. BBDC · Entity 4971 | PurchaseCommon Stock ("Shares") | 3,000 | $9.88 | $29,640.00 |
DisclosureSEC source: 0001225208-19-011957 · doc4.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| September 27, 2018 Filed Sep 28, 2018 13:50 UTC | Barings BDC, Inc. BBDC · Entity 4971 | PurchaseCommon Stock ("Shares") | 2,000 | $10.02 | $20,040.00 |
DisclosureSEC source: 0001225208-18-013788 · doc4.xml · nonDerivative · entry 1 Switzer John · CIK 0001749223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.