Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTB · Entity 5153 | Director · President, CEO | May 07, 2026 | May 08, 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 May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,828 |
Ending reported balance
After 2026-05-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-07 · Exercise / conversion · Acquired 3,904 · Balance 109,732 Row 2 · 2026-05-07 · Sale · Disposed 3,904 · Balance 105,828 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.02 to $46.395, 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 $26.00 · Expires 2028-02-11 | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-07 · Exercise / conversion · Disposed 3,904 · Balance 0 F3: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $31.35 · Expires 2032-02-11 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 10,000 F2: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2023, 2024, 2025, 2026 and 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 16,776 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,776 |
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 $46.02 to $46.395, 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: 20% increments on February 11, 2023, 2024, 2025, 2026 and 2027.
F3: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023.
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 21:00 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000125 · edgar.xml · nonDerivative · entry 3 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,705 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 21:00 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000125 · edgar.xml · nonDerivative · entry 2 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,080 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 |
| February 11, 2020 Filed Feb 12, 2020 21:00 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,605 | $27.11 | $43,511.55 |
DisclosureSEC source: 0000927089-20-000125 · edgar.xml · nonDerivative · entry 1 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,455 Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:48 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000111 · edgar.xml · nonDerivative · entry 3 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,060 F2 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan subject to performance-based vesting conditions. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:48 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000111 · edgar.xml · nonDerivative · entry 2 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,435 F1 · shares: Represents restricted stock award 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 |
| February 11, 2019 Filed Feb 13, 2019 19:48 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,489 | $27.51 | $40,962.39 |
DisclosureSEC source: 0000927089-19-000111 · edgar.xml · nonDerivative · entry 1 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,810 Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:41 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 40,000 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000069 · edgar.xml · derivative · entry 4 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 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: 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:41 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000069 · edgar.xml · nonDerivative · entry 2 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,299 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:41 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,510 | $26.00 | $39,260.00 |
DisclosureSEC source: 0000927089-18-000069 · edgar.xml · nonDerivative · entry 1 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,799 Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 20,000 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0000927089-17-000080 · edgar.xml · derivative · entry 4 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 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, 2019, 2020, 2021, 2022 and 2023. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-17-000080 · edgar.xml · nonDerivative · entry 2 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,309 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan, which is scheduled to vest in 20% increments on February 11, 2019, 2020, 2021, 2022 and 2023. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 1,700 | $24.95 | $42,415.00 |
DisclosureSEC source: 0000927089-17-000080 · edgar.xml · nonDerivative · entry 1 Westbrook Hunter · CIK 0001553051 · EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,309 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.