{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-11T05:00:42.401920+00:00","company":{"ticker":"HTB","cik":1538263,"company_name":"HomeTrust Bancshares, Inc."},"pagination":{"limit":100,"returned":35,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"ma_counterparty":[{"display_name":"Quantum Capital Corp.","detail":"acquisition","count":1,"first_seen":"2023-02-13T23:59:59+00:00","last_seen":"2023-02-13T23:59:59+00:00","evidence_fact_ids":[179845]}]},"facts":[{"fact_type":"executive_change","fact_key":"84edd57741","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2026-05-19T12:57:48+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2026-05-18","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Robert E. James, Jr. retired as Director at HomeTrust Bancshares, Inc..","evidence_excerpt":"On May 18, 2026, Robert E. James, Jr. retired as a director of HomeTrust Bancshares, Inc. (the \"Company\"), the holding company for HomeTrust Bank (the \"Bank\"), effective at the completion of the Company's annual meeting of stockholders held that day (the \"Annual Meeting\").","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-26-000054","anchor_url":"https://secwatch.observer/filing/0001538263-26-000054#claim-84edd57741","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826326000054/0001538263-26-000054-index.htm"},{"fact_type":"earnings_release","fact_key":"499721e73b030229581cd1cbfdf93e857686f573","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2026-04-23T23:59:59+00:00","payload":{"eps_text":"$0.99 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$16.8 million","period_text":"first quarter of the year ending December 31, 2026","report_date":"2026-04-23","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported first quarter of the year ending December 31, 2026 results: net income $16.8 million, EPS $0.99 per diluted share.","evidence_excerpt":"HomeTrust Bancshares, Inc. (NYSE: HTB) (\"Company\"), the holding company of HomeTrust Bank (\"Bank\"), today announced preliminary net income for the first quarter of the year ending December 31, 2026 and an increase in its quarterly cash dividend. For the quarter ended March 31, 2026 compared to the quarter ended December 31, 2025: • net income was $16.8 million compared to $16.1 million; • diluted earnings per share (\"EPS\") were $0.99 compared to $0.93;","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-26-000042","anchor_url":"https://secwatch.observer/filing/0001538263-26-000042#claim-499721e73b030229581cd1cbfdf93e857686f573","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826326000042/0001538263-26-000042-index.htm"},{"fact_type":"executive_change","fact_key":"e82b776061","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2025-05-20T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2025-05-19","interim":false,"role":"director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Craig C. Koontz retired as director at HomeTrust Bancshares, Inc..","evidence_excerpt":"On May 19, 2025, Craig C. Koontz retired as a director of HomeTrust Bancshares, Inc. (the \"Company\"), the holding company for HomeTrust Bank (the \"Bank\"), effective at the completion of the Company's annual meeting of stockholders held that day (the \"Annual Meeting\").","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-25-000069","anchor_url":"https://secwatch.observer/filing/0001538263-25-000069#claim-e82b776061","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826325000069/0001538263-25-000069-index.htm"},{"fact_type":"governance_change","fact_key":"fb27f5f245c3df86e253c7290ff938ce5ee7428f","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2025-02-11T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2025-02-10","item_codes_triggered":["5.03"],"summary_text":"Changed mandatory director retirement age from 72 to 75 and eliminated the Extension Option"},"claim":"HomeTrust Bancshares, Inc.: Changed mandatory director retirement age from 72 to 75 and eliminated the Extension Option (effective 2025-02-10).","evidence_excerpt":"Article II, Section 12 was amended to (i) change the Director Retirement Age to 75 and (ii) eliminate the Extension Option.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-25-000015","anchor_url":"https://secwatch.observer/filing/0001538263-25-000015#claim-fb27f5f245c3df86e253c7290ff938ce5ee7428f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826325000015/0001538263-25-000015-index.htm"},{"fact_type":"auditor_change","fact_key":"8d3b2d4a9a3f470c417b6861aadd2a7852b255f4","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-12-23T23:59:59+00:00","payload":{"action":"engagement","auditor_name":"Crowe LLP","disagreement_text":null,"effective_date":"2024-12-18","item_codes_triggered":["4.01"],"non_reliance_signal":"none","successor_auditor_name":null},"claim":"HomeTrust Bancshares, Inc. engaged Crowe LLP as its auditor.","evidence_excerpt":"(b) Engagement of Independent Registered Public Accounting Firm On the Notice Date, the Company notified Crowe LLP (“Crowe”) that it had been selected to serve as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025 (beginning with a review of the Company's quarterly consolidated financial statements for the first quarter of that year), subject to completion of Crowe’s standard client acceptance procedures. The selection of Crowe was approved by the Audit Committee on December 18, 2024.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-24-000107","anchor_url":"https://secwatch.observer/filing/0001538263-24-000107#claim-8d3b2d4a9a3f470c417b6861aadd2a7852b255f4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000107/0001538263-24-000107-index.htm"},{"fact_type":"auditor_change","fact_key":"bdb1ed1dfea7111a6da9a3baf10bcdcc96ca65f1","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-12-23T23:59:59+00:00","payload":{"action":"dismissal","auditor_name":"Forvis Mazars, LLP","disagreement_text":null,"effective_date":"2024-12-18","item_codes_triggered":["4.01"],"non_reliance_signal":"none","successor_auditor_name":null},"claim":"HomeTrust Bancshares, Inc. dismissed Forvis Mazars, LLP as its auditor.","evidence_excerpt":"the Audit Committee approved the dismissal of Forvis Mazars as the Company's independent registered public accounting firm","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-24-000107","anchor_url":"https://secwatch.observer/filing/0001538263-24-000107#claim-bdb1ed1dfea7111a6da9a3baf10bcdcc96ca65f1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000107/0001538263-24-000107-index.htm"},{"fact_type":"executive_change","fact_key":"883a69c491","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-05-21T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2024-05-20","interim":false,"role":"director","role_category":"director","successor_name":null,"successor_named":false},"claim":"F.K. McFarland, III retired as director at HomeTrust Bancshares, Inc..","evidence_excerpt":"On May 20, 2024, F.K. McFarland, III retired as a director of HomeTrust Bancshares, Inc. (the \"Company\"), the holding company for HomeTrust Bank (the \"Bank\"), effective at the completion of the Company's annual meeting of stockholders held that day (the \"Annual Meeting\").","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-24-000045","anchor_url":"https://secwatch.observer/filing/0001538263-24-000045#claim-883a69c491","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000045/0001538263-24-000045-index.htm"},{"fact_type":"earnings_release","fact_key":"428127f5d2205287c34db1da9d4d36141f5957ec","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-04-24T23:59:59+00:00","payload":{"eps_text":"diluted earnings per share (\"EPS\") was $0.88","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"net income was $15.1 million","period_text":"first quarter of the year ending December 31, 2024","report_date":"2024-04-24","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported first quarter of the year ending December 31, 2024 results: net income net income was $15.1 million, EPS diluted earnings per share (\"EPS\") was $0.88.","evidence_excerpt":"On April 24, 2024 , HomeTrust Bancshares, Inc., (the \"Company\") the holding company for HomeTrust Bank, issued a press release reporting financial results for the first quarter of the year ending December 31, 2024,","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-24-000038","anchor_url":"https://secwatch.observer/filing/0001538263-24-000038#claim-428127f5d2205287c34db1da9d4d36141f5957ec","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000038/0001538263-24-000038-index.htm"},{"fact_type":"earnings_release","fact_key":"278482207cc6af8c7a7c2948a7e2539be6de61cf","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-01-24T23:59:59+00:00","payload":{"eps_text":"$0.79","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$13.5 million","period_text":"second quarter of the six-month transition period ended December 31, 2023","report_date":"2024-01-24","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported second quarter of the six-month transition period ended December 31, 2023 results: net income $13.5 million, EPS $0.79.","evidence_excerpt":"HomeTrust Bancshares, Inc. Announces Financial Results for the Second Quarter of the Six-Month Transition Period Ending December 31, 2023* and Quarterly Dividend","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-24-000004","anchor_url":"https://secwatch.observer/filing/0001538263-24-000004#claim-278482207cc6af8c7a7c2948a7e2539be6de61cf","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000004/0001538263-24-000004-index.htm"},{"fact_type":"executive_change","fact_key":"41857268fa","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-01-23T23:59:59+00:00","payload":{"action":"will assume the role","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-06-30","interim":false,"role":"Chief Credit Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Kevin Nunley changed role as Chief Credit Officer at HomeTrust Bancshares, Inc..","evidence_excerpt":"As part of the Bank’s strategic succession plan, Kevin Nunley, Senior Vice President and Director of Commercial Credit, will assume the role and responsibilities of Chief Credit Officer upon Mr. Houghton’s retirement.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-24-000002","anchor_url":"https://secwatch.observer/filing/0001538263-24-000002#claim-41857268fa","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000002/0001538263-24-000002-index.htm"},{"fact_type":"executive_change","fact_key":"3cf1c2cee2","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2024-01-23T23:59:59+00:00","payload":{"action":"retire","action_category":"departure","departure_tone":"retirement","effective_date":"2024-06-30","interim":false,"role":"Executive Vice President and Chief Credit Officer","role_category":"other_named_officer","successor_name":"Kevin Nunley","successor_named":true},"claim":"Keith J. Houghton departed as Executive Vice President and Chief Credit Officer at HomeTrust Bancshares, Inc..","evidence_excerpt":"On January 19, 2024, Keith J. Houghton notified HomeTrust Bancshares, Inc. (the “Company”) and HomeTrust Bank, a wholly owned subsidiary of the Company (the “Bank”), of his intention to retire as Executive Vice President and Chief Credit Officer of the Company and the Bank, effective June 30, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-24-000002","anchor_url":"https://secwatch.observer/filing/0001538263-24-000002#claim-3cf1c2cee2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826324000002/0001538263-24-000002-index.htm"},{"fact_type":"shareholder_vote","fact_key":"11a6f83d21d4fa1ac713f0e0e84616a3a34724cf","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-11-14T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-12-31","outcome":"passed","proposal_text":"Ratification of the appointment of FORVIS, LLP as the Company’s independent auditors for the six-month transition period ending December 31, 2023","proposal_type":"auditor_ratification","results":[{"broker_non_votes":"0","subject":null,"votes_abstain":"123,134","votes_against":"183,489","votes_for":"14,225,240","votes_withheld":null}]},"claim":"HomeTrust Bancshares, Inc. shareholders approved Ratification of the appointment of FORVIS, LLP as the Company’s independent auditors for the six-month transition period ending December 31, 2023 at the 2023-12-31 meeting.","evidence_excerpt":"Proposal 3:    Ratification of the appointment of FORVIS, LLP as the Company’s independent auditors for the six-month transition period ending December 31, 2023: Votes For Votes Against Abstentions Broker Non-Votes 14,225,240 183,489 123,134 0","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000063","anchor_url":"https://secwatch.observer/filing/0001538263-23-000063#claim-11a6f83d21d4fa1ac713f0e0e84616a3a34724cf","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000063/0001538263-23-000063-index.htm"},{"fact_type":"shareholder_vote","fact_key":"4a405171ccc45ea44ae81a92ab930255bf9455b7","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-11-14T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":null,"outcome":"passed","proposal_text":"Advisory (non-binding) vote on executive compensation","proposal_type":"say_on_pay","results":[{"broker_non_votes":"1,933,974","subject":null,"votes_abstain":"81,875","votes_against":"679,987","votes_for":"11,836,027","votes_withheld":null}]},"claim":"HomeTrust Bancshares, Inc. shareholders approved Advisory (non-binding) vote on executive compensation.","evidence_excerpt":"Proposal 2:    Advisory (non-binding) vote on executive compensation: Votes For Votes Against Abstentions Broker Non-Votes 11,836,027 679,987 81,875 1,933,974","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000063","anchor_url":"https://secwatch.observer/filing/0001538263-23-000063#claim-4a405171ccc45ea44ae81a92ab930255bf9455b7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000063/0001538263-23-000063-index.htm"},{"fact_type":"shareholder_vote","fact_key":"f8743d3e76e542afd180bb92e03a3711db953bde","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-11-14T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":null,"outcome":"passed","proposal_text":"Election of two directors, Robert E. 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McFarland, III for a one-year term: Nominee Votes For Votes Withheld Broker Non-Votes Robert E. James, Jr. 11,581,983 1,015,907 1,933,974 Craig C. Koontz 12,082,064 515,826 1,933,974 F.K. McFarland, III 11,985,539 612,351 1,933,974","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000063","anchor_url":"https://secwatch.observer/filing/0001538263-23-000063#claim-f8743d3e76e542afd180bb92e03a3711db953bde","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000063/0001538263-23-000063-index.htm"},{"fact_type":"executive_change","fact_key":"63fca2f1d7","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-11-14T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":null,"interim":false,"role":"Chair","role_category":"chair","successor_name":null,"successor_named":false},"claim":"Richard T. Williams was appointed as Chair at HomeTrust Bancshares, Inc..","evidence_excerpt":"Richard T. Williams, previously Vice Chair and Lead Director of the Company, has been appointed to serve as Chair of the Company going forward.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000063","anchor_url":"https://secwatch.observer/filing/0001538263-23-000063#claim-63fca2f1d7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000063/0001538263-23-000063-index.htm"},{"fact_type":"executive_change","fact_key":"01e6287e06","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-11-14T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2023-11-13","interim":false,"role":"Executive Chair","role_category":"chair","successor_name":"Richard T. Williams","successor_named":true},"claim":"Dana L. Stonestreet retired as Executive Chair at HomeTrust Bancshares, Inc..","evidence_excerpt":"the retirement of its Executive Chair, Dana L. Stonestreet, effective at the conclusion of the Company’s Annual Meeting of Stockholders on November 13, 2023","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000063","anchor_url":"https://secwatch.observer/filing/0001538263-23-000063#claim-01e6287e06","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000063/0001538263-23-000063-index.htm"},{"fact_type":"earnings_release","fact_key":"b58a1d6deaefdd9d54dbabb4e771a6cd01bd6ee1","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-10-25T23:59:59+00:00","payload":{"eps_text":"$0.88","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$14.8 million","period_text":"first quarter of the six-month transition period ending December 31, 2023","report_date":"2023-10-25","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported first quarter of the six-month transition period ending December 31, 2023 results: net income $14.8 million, EPS $0.88.","evidence_excerpt":"HomeTrust Bancshares, Inc. Announces Financial Results for the First Quarter of the Six-Month Transition Period Ending December 31, 2023* and an Increase in the Quarterly Dividend ASHEVILLE, N.C., October 25, 2023 – HomeTrust Bancshares, Inc. (NASDAQ: HTBI) (\"Company\"), the holding company of HomeTrust Bank (\"Bank\"), today announced preliminary net income for the first quarter of the six-month transition period ending December 31, 2023* and an increase in its quarterly cash dividend. For the quarter ended September 30, 2023 compared to the quarter ended June 30, 2023: • net income was $14.8 million compared to $15.0 million; • diluted earnings per share (\"EPS\") was $0.88 compared to $0.90;","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000051","anchor_url":"https://secwatch.observer/filing/0001538263-23-000051#claim-b58a1d6deaefdd9d54dbabb4e771a6cd01bd6ee1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000051/0001538263-23-000051-index.htm"},{"fact_type":"earnings_release","fact_key":"13feac799c9cc819dcfe51ee9ae2384dd8ec4a64","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-07-26T23:59:59+00:00","payload":{"eps_text":"$0.90 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$15.0 million","period_text":"the fourth quarter and fiscal year 2023","report_date":"2023-07-26","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported the fourth quarter and fiscal year 2023 results: net income $15.0 million, EPS $0.90 per diluted share.","evidence_excerpt":"HomeTrust Bancshares, Inc. Announces Financial Results for the Fourth Quarter and Fiscal Year 2023 and Quarterly Dividend ASHEVILLE, N.C., July 26, 2023 – HomeTrust Bancshares, Inc. (NASDAQ: HTBI) (\"Company\"), the holding company of HomeTrust Bank (\"Bank\"), today announced preliminary net income for the fourth quarter and fiscal year 2023 and approval of its quarterly cash dividend.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-23-000032","anchor_url":"https://secwatch.observer/filing/0001538263-23-000032#claim-13feac799c9cc819dcfe51ee9ae2384dd8ec4a64","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000032/0001538263-23-000032-index.htm"},{"fact_type":"governance_change","fact_key":"f737e95f4de01db1ca770a99b7c3833bdefaad18","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-07-25T23:59:59+00:00","payload":{"change_type":"fiscal_year_change","effective_date":"2023-07-24","item_codes_triggered":["5.03"],"summary_text":"Changed fiscal year end from June 30 to December 31, effective July 24, 2023, with a transition period from July 1, 2023 to December 31, 2023."},"claim":"HomeTrust Bancshares, Inc.: Changed fiscal year end from June 30 to December 31, effective July 24, 2023, with a transition period from July 1, 2023 to December 31, 2023 (effective 2023-07-24).","evidence_excerpt":"On July 24, 2023, the Board of Directors of HomeTrust Bancshares, Inc. (the \"Company\"), the holding company of HomeTrust Bank, approved a change in the Company's fiscal year end from June 30 to December 31.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-23-000030","anchor_url":"https://secwatch.observer/filing/0001538263-23-000030#claim-f737e95f4de01db1ca770a99b7c3833bdefaad18","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000030/0001538263-23-000030-index.htm"},{"fact_type":"executive_change","fact_key":"713794d5b5","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-06-29T23:59:59+00:00","payload":{"action":"intends to retire","action_category":"departure","departure_tone":"retirement","effective_date":null,"interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"F.K. McFarland, III departed as Director at HomeTrust Bancshares, Inc..","evidence_excerpt":"On June 26, 2023, F.K. McFarland, III notified HomeTrust Bancshares, Inc. (the “Company”), the holding company for HomeTrust Bank (the “Bank”), that he intends to retire as a director of the Company at the time of the Company’s annual meeting of stockholders in 2024","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000027","anchor_url":"https://secwatch.observer/filing/0001538263-23-000027#claim-713794d5b5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000027/0001538263-23-000027-index.htm"},{"fact_type":"governance_change","fact_key":"c39500aa638fc73001c7fd5431f19680f0154429","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-06-26T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2023-06-26","item_codes_triggered":["5.03"],"summary_text":"The Board approved an amendment to Article II, Section 12 of the Company's bylaws to exempt Dr. Neel, age 73, from the mandatory director retirement age of 72, allowing him to serve as a director per the Merger Agreement."},"claim":"HomeTrust Bancshares, Inc.: The Board approved an amendment to Article II, Section 12 of the Company's bylaws to exempt Dr. Neel, age 73, from the mandatory director retirement age of 72, allowing him to serve as a director per the Merger Agreement (effective 2023-06-26).","evidence_excerpt":"On June 26, 2023, the Board approved an amendment to the Company’s bylaws, which became effective immediately. The amendment affects the mandatory director retirement provision contained in Article II, Section 12 of the Company's bylaws. Article II, Section 12 generally prohibits a person who is 72 years of age or older from being elected, re-elected, appointed or re-appointed to the Board or from continuing to serve as a director of the Company beyond the annual meeting of stockholders of the Company immediately following the non-employee director’s attaining age 72. Article II, Section 12 was amended to permit Dr. Neel, who is currently age 73, to serve as a director of the Company in the manner contemplated by the Merger Agreement, as described in Item 5.02 of this Current Report on Form 8-K.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000023","anchor_url":"https://secwatch.observer/filing/0001538263-23-000023#claim-c39500aa638fc73001c7fd5431f19680f0154429","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000023/0001538263-23-000023-index.htm"},{"fact_type":"executive_change","fact_key":"69eadeba4c","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-06-26T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2023-06-26","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Narasimhulu Neelagaru was appointed as Director at HomeTrust Bancshares, Inc..","evidence_excerpt":"On June 26, 2023, the Board of Directors (the “Board”) of HomeTrust Bancshares, Inc. (the “Company”), the holding company for HomeTrust Bank (the “Bank”), appointed Narasimhulu Neelagaru, M.D. (“Dr. Neel”) as a director of the Company.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000023","anchor_url":"https://secwatch.observer/filing/0001538263-23-000023#claim-69eadeba4c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000023/0001538263-23-000023-index.htm"},{"fact_type":"earnings_release","fact_key":"06f2d5a14093d5c09f6804699584929be2af9886","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-04-26T23:59:59+00:00","payload":{"eps_text":"$0.40 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$6.7 million","period_text":"the third quarter of fiscal year 2023","report_date":"2023-04-26","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported the third quarter of fiscal year 2023 results: net income $6.7 million, EPS $0.40 per diluted share.","evidence_excerpt":"Net income totaled $6.7 million, or $0.40 per diluted share, for the three months ended March 31, 2023 compared to net income of $13.7 million, or $0.90 per diluted share, for the three months ended December 31, 2022","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-23-000017","anchor_url":"https://secwatch.observer/filing/0001538263-23-000017#claim-06f2d5a14093d5c09f6804699584929be2af9886","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000017/0001538263-23-000017-index.htm"},{"fact_type":"ma_transaction","fact_key":"c9ba777448e85599a40950042e46afa592f562bd","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-02-13T23:59:59+00:00","payload":{"action":"acquisition","closing_date":"2023-02-12","consideration_text":"$57.54 in cash and HomeTrust common stock based on a fixed exchange ratio of 2.3942","counterparty":"Quantum Capital Corp.","effective_date":"2023-02-12","item_codes_triggered":["2.01"]},"claim":"HomeTrust Bancshares, Inc. completed an acquisition involving Quantum Capital Corp. for $57.54 in cash and HomeTrust common stock based on a fixed exchange ratio of 2.3942 (closed 2023-02-12).","evidence_excerpt":"with and into HomeTrust Bank. As a result of the Merger, each share of Quantum common stock outstanding immediately prior to completion of the Merger is being exchanged for $57.54 in cash and HomeTrust common stock (“HomeTrust Common Stock”) based on a fixed exchange ratio of 2.3942, with cash in lieu of fractional shares being paid based on the closing","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-23-000013","anchor_url":"https://secwatch.observer/filing/0001538263-23-000013#claim-c9ba777448e85599a40950042e46afa592f562bd","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000013/0001538263-23-000013-index.htm"},{"fact_type":"executive_change","fact_key":"747fcf59bc","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-02-13T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":null,"interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Dr. Narasimhulu Neelagaru was appointed as Director at HomeTrust Bancshares, Inc..","evidence_excerpt":"In connection with the Merger, HomeTrust will appoint, subject to any legal or regulatory requirements, Dr. Narasimhulu Neelagaru (\"Dr. Neel\") as a director of HomeTrust and HomeTrust Bank, in June 2023, to serve for a term ending at the annual meeting following his attaining seventy-five (75) years of age.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000013","anchor_url":"https://secwatch.observer/filing/0001538263-23-000013#claim-747fcf59bc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000013/0001538263-23-000013-index.htm"},{"fact_type":"earnings_release","fact_key":"cf254c2b416bdaa1a90acfdc3bcf83d944b2096a","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2023-01-24T23:59:59+00:00","payload":{"eps_text":"$0.90","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$13.7 million","period_text":"three months ended December 31, 2022","report_date":"2023-01-24","result_type":"preliminary_results","revenue_text":null},"claim":"HomeTrust Bancshares, Inc. reported three months ended December 31, 2022 results: net income $13.7 million, EPS $0.90.","evidence_excerpt":"HomeTrust Bancshares, Inc. Announces Financial Results for the Second Quarter of Fiscal Year 2023 and Quarterly Dividend ASHEVILLE, N.C., January 24, 2023 – HomeTrust Bancshares, Inc. (NASDAQ: HTBI) (\"Company\"), the holding company of HomeTrust Bank (\"Bank\"), today announced preliminary net income for the second quarter of fiscal year 2023 and approval of its quarterly cash dividend. For the quarter ended December 31, 2022 compared to the quarter ended September 30, 2022: • net income was $13.7 million compared to $9.2 million; • diluted earnings per share (\"EPS\") was $0.90 compared to $0.60;","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-23-000002","anchor_url":"https://secwatch.observer/filing/0001538263-23-000002#claim-cf254c2b416bdaa1a90acfdc3bcf83d944b2096a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826323000002/0001538263-23-000002-index.htm"},{"fact_type":"shareholder_vote","fact_key":"b8fa7cb8c0eb1d2212c1bf96d60aae63512228fd","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-11-15T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2022-11-14","outcome":"passed","proposal_text":"Ratification of the appointment of FORVIS, LLP as independent auditors for the fiscal year ending June 30, 2023","proposal_type":"auditor_ratification","results":[{"broker_non_votes":"0","subject":null,"votes_abstain":"130,681","votes_against":"227,049","votes_for":"13,275,551","votes_withheld":null}]},"claim":"HomeTrust Bancshares, Inc. shareholders approved Ratification of the appointment of FORVIS, LLP as independent auditors for the fiscal year ending June 30, 2023 at the 2022-11-14 meeting.","evidence_excerpt":"Proposal 4: Ratification of the Appointment of FORVIS, LLP as the Company’s Independent Auditors for the Fiscal Year Ending June 30, 2023: Votes For Votes Against Abstentions Broker Non-Votes 13,275,551 227,049 130,681 0 The vote required to approve this proposal was the affirmative vote of a majority of the votes cast on the proposal. Accordingly, this proposal was approved.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-22-000060","anchor_url":"https://secwatch.observer/filing/0001538263-22-000060#claim-b8fa7cb8c0eb1d2212c1bf96d60aae63512228fd","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000060/0001538263-22-000060-index.htm"},{"fact_type":"shareholder_vote","fact_key":"3e85389908775323b32b16031e44d8b546f71ab2","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-11-15T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2022-11-14","outcome":"passed","proposal_text":"Approval of the HomeTrust Bancshares, Inc. 2022 Omnibus Incentive Plan","proposal_type":"equity_plan","results":[{"broker_non_votes":"2,619,205","subject":null,"votes_abstain":"62,253","votes_against":"1,624,291","votes_for":"9,327,532","votes_withheld":null}]},"claim":"HomeTrust Bancshares, Inc. shareholders approved Approval of the HomeTrust Bancshares, Inc. 2022 Omnibus Incentive Plan at the 2022-11-14 meeting.","evidence_excerpt":"Proposal 3: Approval of the HomeTrust Bancshares, Inc. 2022 Omnibus Incentive Plan: Votes For Votes Against Abstentions Broker Non-Votes 9,327,532 1,624,291 62,253 2,619,205 The vote required to approve this proposal was the affirmative vote of a majority of the votes cast on the proposal. Accordingly, this proposal was approved.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-22-000060","anchor_url":"https://secwatch.observer/filing/0001538263-22-000060#claim-3e85389908775323b32b16031e44d8b546f71ab2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000060/0001538263-22-000060-index.htm"},{"fact_type":"shareholder_vote","fact_key":"e8675e6120d01866f7447ae11c76d3921265b314","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-11-15T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2022-11-14","outcome":"passed","proposal_text":"Advisory (non-binding) vote on executive compensation","proposal_type":"say_on_pay","results":[{"broker_non_votes":"2,619,205","subject":null,"votes_abstain":"69,180","votes_against":"508,635","votes_for":"10,436,261","votes_withheld":null}]},"claim":"HomeTrust Bancshares, Inc. shareholders approved Advisory (non-binding) vote on executive compensation at the 2022-11-14 meeting.","evidence_excerpt":"Proposal 2: Advisory (non-binding) vote on executive compensation: Votes For Votes Against Abstentions Broker Non-Votes 10,436,261 508,635 69,180 2,619,205 The vote required to approve this proposal was the affirmative vote of a majority of the votes cast on the proposal. Accordingly, this proposal was approved.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-22-000060","anchor_url":"https://secwatch.observer/filing/0001538263-22-000060#claim-e8675e6120d01866f7447ae11c76d3921265b314","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000060/0001538263-22-000060-index.htm"},{"fact_type":"shareholder_vote","fact_key":"8aa6a1778e5b01c88a30546f9c770eef37f22449","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-11-15T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2022-11-14","outcome":"passed","proposal_text":"Election of three directors: Laura C. Kendall (three-year term), Rebekah M. Lowe (three-year term), Dana L. Stonestreet (one-year term)","proposal_type":"director_election","results":[{"broker_non_votes":"2,619,205","subject":"Laura C. Kendall","votes_abstain":null,"votes_against":null,"votes_for":"10,115,922","votes_withheld":"898,154"},{"broker_non_votes":"2,619,205","subject":"Rebekah M. Lowe","votes_abstain":null,"votes_against":null,"votes_for":"10,129,950","votes_withheld":"884,126"},{"broker_non_votes":"2,619,205","subject":"Dana L. Stonestreet","votes_abstain":null,"votes_against":null,"votes_for":"10,264,205","votes_withheld":"749,871"}]},"claim":"HomeTrust Bancshares, Inc. shareholders approved Election of three directors: Laura C. Kendall (three-year term), Rebekah M. Lowe (three-year term), Dana L. Stonestreet (one-year term) at the 2022-11-14 meeting.","evidence_excerpt":"Proposal 1: Election of three directors, Laura C. Kendall for a three-year term, Rebekah M. Lowe for a three-year term, and Dana L. Stonestreet for a one-year term: Nominee Votes For Votes Withheld Broker Non-Votes Laura C. Kendall 10,115,922 898,154 2,619,205 Rebekah M. Lowe 10,129,950 884,126 2,619,205 Dana L. Stonestreet 10,264,205 749,871 2,619,205","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001538263-22-000060","anchor_url":"https://secwatch.observer/filing/0001538263-22-000060#claim-8aa6a1778e5b01c88a30546f9c770eef37f22449","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000060/0001538263-22-000060-index.htm"},{"fact_type":"executive_change","fact_key":"0862ba3d2a","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-10-19T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2022-10-28","interim":true,"role":"Executive Vice President and Commercial Banking Group Executive","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"John Sprink was appointed as Executive Vice President and Commercial Banking Group Executive at HomeTrust Bancshares, Inc..","evidence_excerpt":"The role vacated by Mr. DeMarcus will be filled on an interim basis by John Sprink, Senior Vice President and Raleigh Market President of the Bank.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-22-000052","anchor_url":"https://secwatch.observer/filing/0001538263-22-000052#claim-0862ba3d2a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000052/0001538263-22-000052-index.htm"},{"fact_type":"executive_change","fact_key":"d26353620b","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-10-19T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"not_disclosed","effective_date":"2022-10-28","interim":true,"role":"Executive Vice President and Commercial Banking Group Executive","role_category":"other_named_officer","successor_name":"John Sprink","successor_named":true},"claim":"W. Mark DeMarcus resigned as Executive Vice President and Commercial Banking Group Executive at HomeTrust Bancshares, Inc..","evidence_excerpt":"On October 17, 2022, W. Mark DeMarcus notified HomeTrust Bancshares, Inc. (the “Company”) and HomeTrust Bank, a wholly owned subsidiary of the Company (the “Bank”), of his resignation as Executive Vice President and Commercial Banking Group Executive of the Company and the Bank, effective October 28, 2022.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-22-000052","anchor_url":"https://secwatch.observer/filing/0001538263-22-000052#claim-d26353620b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000052/0001538263-22-000052-index.htm"},{"fact_type":"executive_change","fact_key":"7125c4b6a4","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-05-24T23:59:59+00:00","payload":{"action":"promoted","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2022-09-01","interim":false,"role":"President and Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"C. Hunter Westbrook was appointed as President and Chief Executive Officer at HomeTrust Bancshares, Inc..","evidence_excerpt":"Mr. Westbrook’s promotion to CEO of the Company, effective September 1, 2022","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-22-000024","anchor_url":"https://secwatch.observer/filing/0001538263-22-000024#claim-7125c4b6a4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000024/0001538263-22-000024-index.htm"},{"fact_type":"executive_change","fact_key":"fad62ab10e","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2022-05-24T23:59:59+00:00","payload":{"action":"transitioned","action_category":"role_change","departure_tone":"retirement","effective_date":"2022-09-01","interim":false,"role":"Executive Chairman","role_category":"chair","successor_name":null,"successor_named":false},"claim":"Dana L. Stonestreet changed role as Executive Chairman at HomeTrust Bancshares, Inc..","evidence_excerpt":"the transition of Mr. Stonestreet to Executive Chairman of the Company and HomeTrust Bank (the “Bank”) effective September 1, 2022","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-22-000024","anchor_url":"https://secwatch.observer/filing/0001538263-22-000024#claim-fad62ab10e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826322000024/0001538263-22-000024-index.htm"},{"fact_type":"executive_change","fact_key":"5563673ba6","cik":1538263,"ticker":"HTB","company_name":"HomeTrust Bancshares, Inc.","filed_at":"2021-07-28T23:59:59+00:00","payload":{"action":"promoted","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2021-09-01","interim":false,"role":"President of the Company and Chief Executive Officer of the Bank","role_category":"president","successor_name":null,"successor_named":false},"claim":"C. Hunter Westbrook changed role as President of the Company and Chief Executive Officer of the Bank at HomeTrust Bancshares, Inc..","evidence_excerpt":"On July 26, 2021, C. Hunter Westbrook, who currently serves as Senior Executive Vice President and Chief Operating Officer of HomeTrust Bancshares, Inc. (the “Company”) and as President and Chief Operating Officer of HomeTrust Bank, a wholly owned subsidiary of the Company (the “Bank”), was promoted to President of the Company and Chief Executive Officer of the Bank, effective September 1, 2021.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001538263-21-000053","anchor_url":"https://secwatch.observer/filing/0001538263-21-000053#claim-5563673ba6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538263/000153826321000053/0001538263-21-000053-index.htm"}]}