Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTBI · Entity 5153 | Director | September 04, 2024 | September 06, 2024 |
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 September 04, 2024 · Filed September 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,925 |
Reported balance
After 2024-09-04 transaction · row 1
1 source rowRow 1 · 2024-09-04 · Gift · Disposed 110 · Balance 34,925 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.51 · Expires 2029-02-11 | Direct | 2,300 |
Reported balance
Holding disclosure · report date 2024-09-04 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,300 F1: 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 | 1,400 |
Reported balance
Holding disclosure · report date 2024-09-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,400 F2: 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: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2020.
F2: Represents stock option granted under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2019.
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 |
|---|---|---|---|---|---|---|
| November 26, 2019 Filed Nov 26, 2019 22:52 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 912 | $14.37 | $13,105.44 |
DisclosureSEC source: 0000927089-19-000461 · edgar.xml · nonDerivative · entry 3 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,041 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 |
| November 25, 2019 Filed Nov 26, 2019 22:52 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 2,253 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0000927089-19-000461 · edgar.xml · derivative · entry 5 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,747 Underlying: Common Stock · 2,253 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 |
| November 25, 2019 Filed Nov 26, 2019 22:52 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 2,253 | $26.60 | $59,930.03 |
DisclosureSEC source: 0000927089-19-000461 · edgar.xml · nonDerivative · entry 2 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,129 Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 22:52 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 2,253 | $14.37 | $32,375.61 |
DisclosureSEC source: 0000927089-19-000461 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,382 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 |
| November 14, 2019 Filed Nov 15, 2019 20:33 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000446 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,129 Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:42 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 2,300 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000927089-19-000102 · edgar.xml · derivative · entry 2 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 2,300 shares Expires 2029-02-11 F2 · 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, 2019 Filed Feb 13, 2019 19:42 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000102 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,829 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2020. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 21:34 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000437 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,129 Read SEC document |
| August 10, 2018 Filed Aug 10, 2018 19:42 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionStock Option · Derivative | 8,000 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0000927089-18-000307 · edgar.xml · derivative · entry 3 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 8,000 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 |
| August 10, 2018 Filed Aug 10, 2018 19:42 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | SaleCommon Stock | 8,000 | $29.50 | $236,000.00 |
DisclosureSEC source: 0000927089-18-000307 · edgar.xml · nonDerivative · entry 2 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 Read SEC document |
| August 10, 2018 Filed Aug 10, 2018 19:42 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Exercise / conversionCommon Stock | 8,000 | $14.37 | $114,960.00 |
DisclosureSEC source: 0000927089-18-000307 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,729 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 |
| February 11, 2018 Filed Feb 13, 2018 21:49 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantStock Option · Derivative | 1,400 | $0.00 Strike: $26.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000079 · edgar.xml · derivative · entry 2 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 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: 100% on February 11, 2019. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:49 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000079 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,729 F1 · shares: Represents restricted stock award under Issuer's 2013 Omnibus Incentive Plan with the following vesting schedule: 100% on February 11, 2019. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 16:44 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-17-000451 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,029 Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 17:37 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | Tax withholdingCommon Stock | 867 | $24.95 | $21,631.65 |
DisclosureSEC source: 0000927089-17-000071 · edgar.xml · nonDerivative · entry 1 Koontz Craig C. · CIK 0001550625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,629 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.