Home Federal Bancorp (HFBL) CEO returns 2,483 shares to issuer
Rhea-AI Filing Summary
Home Federal Bancorp, Inc. of Louisiana Chairman, President & CEO James R. Barlow reported an issuer disposition of 2,483 shares of Common Stock at $23 per share on August 4, 2026, leaving 91,000 shares held directly, including 5,000 unvested awards under the 2025 Stock Incentive Plan and 86,000 shares held jointly with his spouse. He also reports additional indirect holdings through an IRA, spouse IRA, a 401(k) plan pooled stock fund and an ESOP, plus stock options on 12,000 shares at 15.1700 and 20,000 shares at 11.8600 per share.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 2,483 shares
Net Sell
7 txns
Insider
BARLOW JAMES R
Role
Chairman, President & CEO***
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | Common Stock F1 | 2,483 | $23.00 | $57K |
| holding | Employee Stock Option (Right to Buy) F3 | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) F4 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 91,000 shares (Direct);
Employee Stock Option (Right to Buy) — 32,000 shares (Direct);
Common Stock — 37,050 shares (Indirect, By IRA);
Common Stock — 1,550 shares (Indirect, By Spouse IRA);
Common Stock — 23,016.9427 shares (Indirect, By 401(k) Plan);
Common Stock — 28,323.3315 shares (Indirect, By ESOP)
Footnotes (4)
- F1. Includes 5,000 shares granted pursuant to the Issuer's 2025 Stock Incentive Plan that are vesting ratably over five years at 20% per year commencing on December 18, 2026 and 86,000 shares are held jointly with the reporting person's spouse.
- F2. Represents unit price and units of the Issuer's pooled stock fund (the Fund) under the Home Federal Bank Employees' Savings and Profit Sharing Plan and Trust ("401(k) Plan"). The Fund consists of cash and Common Stock in amounts that vary from time to time. The reporting person's units representing the Issuer's Common Stock held in the Fund are based on a per unit price of $54.44 as of August 5, 2026.
- F3. The options are vesting at a rate of 20% per year commencing on December 18, 2026.
- F4. The options vested at a rate of 20% per year commencing on November 11, 2021 and were fully vested and exercisable as of November 11, 2025.
Key Figures
Shares disposed: 2483.0000 shares
Direct shares after transaction: 91000.0000 shares
IRA holdings: 37050.0000 shares
+5 more
8 metrics
Shares disposed
2483.0000 shares
Issuer disposition of Common Stock at 23.0000 per share on 2026-08-04
Direct shares after transaction
91000.0000 shares
Common Stock held directly by James R. Barlow after the disposition; includes 5,000 unvested awards and 86,000 jointly held shares
IRA holdings
37050.0000 shares
Indirect Common Stock held through an IRA
Spouse IRA holdings
1550.0000 shares
Indirect Common Stock held through spouse IRA
401(k) plan units
23016.9427 units
Units in pooled stock fund under 401(k) Plan based on 54.44 per unit as of 2026-08-05
ESOP holdings
28323.3315 shares
Indirect Common Stock held through ESOP
Stock option exercise price
15.1700 per share
Employee Stock Option (Right to Buy) for 12000.0000 underlying shares expiring 2035-12-18
Stock option exercise price
11.8600 per share
Employee Stock Option (Right to Buy) for 20000.0000 underlying shares expiring 2030-11-11
Key Terms
Employee Stock Option (Right to Buy), 2025 Stock Incentive Plan, 401(k) Plan, ESOP
4 terms
Employee Stock Option (Right to Buy) financial
"Reports <b>Employee Stock Option (Right to Buy)</b> positions with specific exercise prices."
2025 Stock Incentive Plan financial
"Includes 5,000 shares granted under the <b>2025 Stock Incentive Plan</b> vesting over five years."
401(k) Plan financial
"Units held in a pooled stock fund under the Home Federal Bank Employees' Savings and Profit Sharing Plan and Trust (<b>"401(k) Plan"</b>)."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
ESOP financial
"Additional indirect Common Stock is held <b>By ESOP</b> for the reporting person."
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did HFBL CEO James R. Barlow report on August 4, 2026?
James R. Barlow reported an issuer disposition of 2,483 shares of Home Federal Bancorp Common Stock at $23 per share on August 4, 2026. The transaction is coded as a disposition to the issuer, not an open-market sale, and was reported on Form 4.
What indirect HFBL holdings does James R. Barlow report in this filing?
Barlow reports indirect holdings of 37,050.0000 shares via an IRA, 1,550.0000 shares via a spouse IRA, 23,016.9427 units in a 401(k) pooled stock fund based on a $54.44 per-unit price as of August 5, 2026, and 28,323.3315 shares held through an ESOP.
What HFBL stock options are outstanding for James R. Barlow?
Barlow holds Employee Stock Options on 12,000.0000 underlying shares at an exercise price of 15.1700, expiring December 18, 2035, vesting 20% annually from December 18, 2026, and options on 20,000.0000 shares at 11.8600, expiring November 11, 2030, fully vested as of November 11, 2025.
Were James R. Barlow’s HFBL transactions made under a Rule 10b5-1 trading plan?
The Form 4 indicates that the Rule 10b5-1 checkbox is not marked, and the footnotes do not reference any 10b5-1 plan. Based on this disclosure, the reported 2,483-share disposition to the issuer is not affirmed as occurring under a pre-arranged trading plan.
What does the 401(k) Plan footnote in HFBL’s Form 4 explain?
The footnote explains that the reported 23,016.9427 units reflect Barlow’s interest in a pooled stock fund within the 401(k) Plan. The fund holds both cash and Common Stock, and his units are based on a $54.44 per-unit price as of August 5, 2026.