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HomeTrust Bancshares (HTB) EVP Jex granted stock and RSUs, tax shares withheld

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HomeTrust Bancshares executive Lora Jex reported equity awards and a related tax-share disposition. As EVP and Chief Risk Officer, she received a grant of 963 shares of common stock as restricted stock under the company’s 2022 Omnibus Incentive Plan, vesting in one-third increments on February 11, 2027, 2028, and 2029.

She also received 1,444 restricted stock units subject to performance-based vesting conditions. To cover tax obligations, 254 shares were withheld and disposed of at a price of $44.04 per share. After these transactions, she directly held 7,868 common shares and indirectly held 392 shares through a KSOP.

Positive

  • None.

Negative

  • None.
Insider Jex Lora
Role EVP and Chief Risk Officer
Type Security Shares Price Value
Grant/Award Common Stock 963 $0.00 --
Grant/Award Common Stock 1,444 $0.00 --
Tax Withholding Common Stock 254 $44.04 $11K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 6,678 shares (Direct); Common Stock — 392 shares (Indirect, By KSOP)
Footnotes (1)
  1. Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: one-third increments on February 11, 2027, 2028 and 2029. Represents restricted stock unit award under Issuer's 2022 Omnibus Incentive Plan subject to performance-based vesting conditions.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jex Lora

(Last) (First) (Middle)
C/O HOMETRUST BANCSHARES, INC.
10 WOODFIN ST

(Street)
ASHEVILLE NC 28801

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
HomeTrust Bancshares, Inc. [ HTB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP and Chief Risk Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/11/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/11/2026 A 963(1) A $0 6,678 D
Common Stock 02/11/2026 A 1,444(2) A $0 8,122 D
Common Stock 02/11/2026 F 254 D $44.04 7,868 D
Common Stock 392 I By KSOP
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: one-third increments on February 11, 2027, 2028 and 2029.
2. Represents restricted stock unit award under Issuer's 2022 Omnibus Incentive Plan subject to performance-based vesting conditions.
Remarks:
/s/ Tony J. VunCannon, Attorney-in-Fact for Lora Jex 02/13/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did HTB executive Lora Jex report on this Form 4?

Lora Jex reported equity awards and a tax-related share disposition. She received 963 restricted shares, 1,444 performance-based restricted stock units, and had 254 shares withheld at $44.04 per share to satisfy tax obligations related to these awards.

How many HomeTrust Bancshares (HTB) shares does Lora Jex own after these transactions?

After the reported transactions, Lora Jex directly owned 7,868 shares of HomeTrust Bancshares common stock. She also indirectly owned 392 additional shares through a KSOP, reflecting her combined reported beneficial ownership position following the equity awards and tax-share withholding.

What type of equity awards did HTB grant to EVP and Chief Risk Officer Lora Jex?

Lora Jex received two types of equity awards: 963 shares of restricted stock and 1,444 restricted stock units. The restricted stock vests in three equal installments, while the restricted stock units are subject to performance-based vesting under the 2022 Omnibus Incentive Plan.

When do Lora Jex’s restricted stock awards in HomeTrust Bancshares (HTB) vest?

The 963-share restricted stock award vests in three equal installments. The vesting dates are February 11, 2027, February 11, 2028, and February 11, 2029, creating a multi-year incentive and retention structure tied to her continued service with HomeTrust Bancshares.

What does the tax-withholding transaction on HTB shares represent for Lora Jex?

The 254-share transaction coded “F” represents shares withheld to pay taxes. These shares were disposed of at $44.04 per share to satisfy tax liabilities associated with her equity awards, rather than an open-market sale initiated for investment purposes.

How are Lora Jex’s indirect HomeTrust Bancshares (HTB) holdings reported?

Her indirect holdings are reported as 392 shares of common stock held “By KSOP.” This indicates beneficial ownership through a plan or entity labeled KSOP, separate from her 7,868 directly held shares reported following the latest equity-related transactions.