HBT Financial (HBT) director donates 15,000 shares to charity
Rhea-AI Filing Summary
HBT Financial, Inc. (HBT) director Roger A. Baker reported an indirect bona fide gift of 15,000 shares of common stock on August 18, 2026. According to a footnote, these shares were gifted to a charitable organization from stock held jointly by the Mary Angela Baker 2021 Irrevocable Trust and the Roger A. Baker 2021 Irrevocable Trust. After the gift, that joint trust position held 531,604 shares, while separate holdings totaled 423,666 shares in the Mary Angela Baker 2021 Irrevocable Trust, 363 shares in the Roger A. Baker 2021 Irrevocable Trust, and 1,200 shares held directly by Mr. Baker.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 15,000 shares
Net Sell
4 txns
Insider
Baker Roger A
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, $0.01 par value F1 | 15,000 | $0.00 | $0.00 |
| holding | Common Stock, $0.01 par value | -- | -- | -- |
| holding | Common Stock, $0.01 par value | -- | -- | -- |
| holding | Common Stock, $0.01 par value | -- | -- | -- |
Holdings After Transaction:
Common Stock, $0.01 par value — 531,604 shares (Indirect, By Mary Angela Baker 2021 Irrevocable Trust and Roger A. Baker 2021 Irrevocable Trust Jointly);
Common Stock, $0.01 par value — 423,666 shares (Indirect, By Mary Angela Baker 2021 Irrevocable Trust);
Common Stock, $0.01 par value — 1,200 shares (Direct);
Common Stock, $0.01 par value — 363 shares (Indirect, By Roger A. Baker 2021 Irrevocable Trust)
Footnotes (1)
- F1. Shares were gifted by the reporting person to a charitable organization.
Key Figures
Shares gifted: 15,000 shares
Joint trust holdings after gift: 531,604 shares
Mary Angela Baker 2021 Irrevocable Trust holdings: 423,666 shares
+2 more
5 metrics
Shares gifted
15,000 shares
Bona fide gift of HBT common stock on August 18, 2026
Joint trust holdings after gift
531,604 shares
Held jointly by Mary Angela Baker 2021 Irrevocable Trust and Roger A. Baker 2021 Irrevocable Trust
Mary Angela Baker 2021 Irrevocable Trust holdings
423,666 shares
Indirect ownership position reported after the transaction
Roger A. Baker 2021 Irrevocable Trust holdings
363 shares
Indirect ownership position reported after the transaction
Direct holdings after transaction
1,200 shares
Shares of HBT common stock held directly by Roger A. Baker
Key Terms
bona fide gift, Irrevocable Trust, indirect ownership
3 terms
bona fide gift regulatory
"transaction_code_description: "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Irrevocable Trust financial
"By Mary Angela Baker 2021 Irrevocable Trust and Roger A. Baker 2021 Irrevocable Trust"
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
indirect ownership financial
"ownership_type: "indirect" for trust-held shares"
FAQ
What insider transaction did HBT director Roger A. Baker report on this Form 4 for HBT?
Roger A. Baker reported a bona fide gift of 15,000 HBT common shares on August 18, 2026. The shares were donated to a charitable organization from jointly held trust holdings.
What are Roger A. Baker’s indirect HBT holdings after the reported gift?
After the gift, indirect holdings include 531,604 shares held jointly by two 2021 irrevocable trusts, 423,666 shares in the Mary Angela Baker 2021 Irrevocable Trust, and 363 shares in the Roger A. Baker 2021 Irrevocable Trust.
AI-generated analysis. How Rhea-AI works. Not financial advice.