Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTB · Entity 5153 | Director | June 02, 2025 | June 03, 2025 |
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 June 02, 2025 · Filed June 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,187 |
Reported balance
After 2025-06-02 transaction · row 1
1 source rowRow 1 · 2025-06-02 · Grant · Acquired 1,116 · Balance 19,187 F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on June 2, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,250 |
Reported balance
Holding disclosure · report date 2025-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,250 |
| 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 2025-06-02 · 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 2025-06-02 · 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. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $24.95 · Expires 2027-02-11 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2025-06-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 10,000 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. |
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 June 2, 2026.
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 |
|---|---|---|---|---|---|---|
| June 02, 2025 Filed Jun 3, 2025 19:14 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 1,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-25-000076 · wk-form4_1748978033.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,187 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 17:58 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-24-000061 · wk-form4_1717523901.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,071 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 19, 2023 Filed May 22, 2023 16:53 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 2,500 | $20.02 | $50,052.50 |
DisclosureSEC source: 0001104659-23-063029 · tm2316455-1_4seq1.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,447 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.93 to $20.05, 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 16:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-021084 · tm236715d2_4seq1.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,947 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 |
| September 15, 2022 Filed Sep 15, 2022 21:42 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 2,500 | $22.81 | $57,025.00 |
DisclosureSEC source: 0001104659-22-100496 · tm2225999-1_4seq1.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,799 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 23:29 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 955 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-023923 · tm226768d2_4.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,299 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 11:31 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-022606 · tm216540-4_4seq1.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,344 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 |
| February 11, 2020 Filed Feb 12, 2020 17:19 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000110 · edgar.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,932 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 19:43 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 1,000 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000927089-19-000104 · edgar.xml · derivative · entry 3 JAMES ROBERT E. · CIK 0001654826 · 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 21:46 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 1,000 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000075 · edgar.xml · derivative · entry 3 JAMES ROBERT E. · CIK 0001654826 · 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 22:58 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 10,000 | $0.00 Strike: $24.95 | $0.00 |
DisclosureSEC source: 0000927089-17-000082 · edgar.xml · derivative · entry 3 JAMES ROBERT E. · CIK 0001654826 · 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 veset in 20% increments on February 11, 2018, 2019, 2020, 2021 and 2022. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:58 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-17-000082 · edgar.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,825 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan, which is schedule to vest in 20% increments on February 11, 2018, 2019, 2020, 2021, and 2022. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 14:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 100 | $18.74 | $1,874.00 |
DisclosureSEC source: 0000927089-16-000996 · primary_doc.xml · nonDerivative · entry 4 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 14:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 700 | $18.61 | $13,023.78 |
DisclosureSEC source: 0000927089-16-000996 · primary_doc.xml · nonDerivative · entry 3 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 14:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 99 | $18.75 | $1,856.25 |
DisclosureSEC source: 0000927089-16-000996 · primary_doc.xml · nonDerivative · entry 2 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,025 Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 14:15 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 176 | $18.70 | $3,291.20 |
DisclosureSEC source: 0000927089-16-000996 · primary_doc.xml · nonDerivative · entry 1 JAMES ROBERT E. · CIK 0001654826 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926 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.