HomeTrust Bancshares Inc
For the period ended Dec 31, 2024. Filed Mar 13, 2025.
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FY2024 · Filed Mar 13, 2025
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Item 15. Exhibits and Financial Statement Schedules
(a)(1) Financial Statements: See Part II – Item 8. Financial Statements and Supplementary Data.
(a)(2) Financial Statement Schedules: All financial statement schedules have been omitted as the information is not required under the related instructions or is not applicable.
(a)(3) Exhibits: See Exhibit Index.
(b) Exhibits: The following exhibits are filed as part of this Form 10-K and this list constitutes the Exhibit Index.
| Regulation S-K Exhibit # | Document | Reference to Prior Filing or Exhibit # Attached Hereto |
|---|---|---|
| 2.1 | Agreement and Plan of Merger, dated as of September 20, 2016, by and between HomeTrust Bancshares, Inc. and TriSummit Bancorp, Inc. | (a) |
| 2.2 | Purchase and Assumption Agreement, dated as of June 9, 2014, between Bank of America, National Association and HomeTrust Bank | (b) |
| 2.3 | Agreement and Plan of Merger, dated as of January 22, 2014, by and between HomeTrust Bancshares, Inc. and Jefferson Bancshares, Inc. | (c) |
| 2.4 | Agreement and Plan of Merger, dated as of July 24, 2022, by and between HomeTrust Bancshares, Inc. and Quantum Capital Corp. | (r) |
| 3.1 | Charter of HomeTrust Bancshares, Inc. | (d) |
| 3.2 | Amended and Restated Bylaws of HomeTrust Bancshares, Inc. | (t) |
| 4.1 | Description of HomeTrust Bancshares, Inc. Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934. | 4.1 |
| 10.1 | HomeTrust Bancshares, Inc. Senior Leadership Incentive Plan (formerly known as Operating Committee Incentive Program) | 10.1 |
| 10.2 | Amended and Restated Employment and Transition Agreement between HomeTrust Bancshares, Inc. and Dana L. Stonestreet | (v) |
| 10.3 | Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and C. Hunter Westbrook | (g) |
| 10.3A | Amendment No. 1 to Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and C. Hunter Westbrook | (s) |
| 10.3B | Amendment No. 2 to Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and C. Hunter Westbrook | (h) |
| 10.3C | Amendment No. 3 to Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and C. Hunter Westbrook | (q) |
| 10.3D | Amendment No. 4 to Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and C. Hunter Westbrook | (e) |
| 10.4 | Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and Tony J. VunCannon | (g) |
| 10.4A | Amendment No. 1 to Amended and Restated Employment Agreement between HomeTrust Bancshares, Inc. and Tony VunCannon | (v) |
| 10.5 | HomeTrust Bank Executive Supplemental Retirement Income Master Agreement (“SERP”) | (d) |
| 10.6 | Amendment No. 1 to SERP | (m) |
| 10.7 | Amendment No. 2 to SERP | (l) |
| 10.7A | SERP Joinder Agreement for F. Edward Broadwell, Jr. | (d) |
| 10.7B | SERP Joinder Agreement for Dana L. Stonestreet | (d) |
| 10.7C | SERP Joinder Agreement for Tony J. VunCannon | (d) |
| 10.7D | SERP Joinder Agreement for Howard L. Sellinger | (d) |
| 10.7E | SERP Joinder Agreement for Stan Allen | (d) |
| 10.7F | SERP Joinder Agreement for Sidney A. Biesecker | (d) |
| 10.7G | SERP Joinder Agreement for Peggy C. Melville | (d) |
| 10.7H | SERP Joinder Agreement for William T. Flynt | (d) |
| 10.7I | Amended and Restated Supplemental Income Agreement between HomeTrust Bank, as successor to Industrial Federal Savings Bank, and Sidney Biesecker | (i) |
| 10.8 | HomeTrust Bank Director Emeritus Plan (“Director Emeritus Plan”) | (d) |
| 10.8A | Director Emeritus Plan Joinder Agreement for William T. Flynt | (d) |
| 10.8B | Director Emeritus Plan Joinder Agreement for J. Steven Goforth | (d) |
| 10.8C | Director Emeritus Plan Joinder Agreement for Craig C. Koontz | (d) |
| 10.8D | Director Emeritus Plan Joinder Agreement for Larry S. McDevitt | (d) |
| 10.8E | Director Emeritus Plan Joinder Agreement for F.K. McFarland, III | (d) |
| 10.8F | Director Emeritus Plan Joinder Agreement for Peggy C. Melville | (d) |
| 10.8G | Director Emeritus Plan Joinder Agreement for Robert E. Shepherd, Sr. | (d) |
| 10.9 | HomeTrust Bank Defined Contribution Executive Medical Care Plan | (d) |
| 10.9A | Amendment No. 1 to HomeTrust Bank Defined Contribution Executive Medical Care Plan | (m) |
| 10.9B | Form of Joinder Agreement Under the HomeTrust Bank Defined Contribution Executive Medical Care Plan | (m) |
| 10.9C | Amendment No. 2 to HomeTrust Bank Defined Contribution Executive Medical Care Plan | (u) |
| 10.9D | Amendment No. 3 to HomeTrust Bank Defined Contribution Executive Medical Care Plan | (p) |
| 10.10 | HomeTrust Bank 2005 Deferred Compensation Plan | (d) |
| Regulation S-K Exhibit # | Document | Reference to Prior Filing or Exhibit # Attached Hereto |
|---|---|---|
| 10.10A | Amendment No. 1 to HomeTrust Bank 2005 Deferred Compensation Plan | (m) |
| 10.11 | HomeTrust Bank Pre-2005 Deferred Compensation Plan | (d) |
| 10.11A | Amendment No. 1 to HomeTrust Bank Pre-2005 Deferred Compensation Plan | (m) |
| 10.12 | HomeTrust Bancshares, Inc. 2013 Omnibus Incentive Plan (“2013 Omnibus Incentive Plan”) | (j) |
| 10.12A | Form of Incentive Stock Option Award Agreement under 2013 Omnibus Incentive Plan | (k) |
| 10.12B | Form of Non-Qualified Stock Option Award Agreement under 2013 Omnibus Incentive Plan | (k) |
| 10.12C | Form of Stock Appreciation Right Award Agreement under 2013 Omnibus Incentive Plan | (k) |
| 10.12D | Form of Restricted Stock Award Agreement under 2013 Omnibus Incentive Plan | (k) |
| 10.12E | Form of Restricted Stock Unit Award Agreement under 2013 Omnibus Incentive Plan | (k) |
| 10.13 | HomeTrust Bancshares, Inc. 2022 Omnibus Incentive Plan ("2022 Omnibus Incentive Plan") | (o) |
| 10.13A | Form of Non-Qualified Stock Option Award Agreement under the Registrant’s 2022 Omnibus Incentive Plan | (w) |
| 10.13B | Form of Restricted Stock Award Agreement for Employees under the Registrant’s 2022 Omnibus Incentive Plan | (w) |
| 10.13C | Form of Restricted Stock Award Agreement for Directors under the Registrant’s 2022 Omnibus Incentive Plan | (w) |
| 10.14 | Amended and Restated Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and John Sprink | (x) |
| 10.15 | Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and Kristin Powell | (u) |
| 10.15A | Amendment No. 1 to Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and Kristin Powell | (v) |
| 10.16 | Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and Megan Pelletier | (v) |
| 10.17 | Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and Lora Jex | (y) |
| 10.18 | Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and Chuck Sivley | (f) |
| 10.18A | Change in Control Severance Agreement between HomeTrust Bancshares, Inc. and Kevin Nunley | (n) |
| 19.0 | Insider Trading Policy | 19.0 |
| 21.0 | Subsidiaries of the Registrant | 21.0 |
| 23.0 | Consent of Forvis Mazars, LLP | 23.0 |
| 31.1 | Certification of Chief Executive Officer pursuant to Securities Exchange Act Rules 13a-14(a) and 15d-14(a) as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 | 31.1 |
| 31.2 | Certification of Chief Financial Officer pursuant to Securities Exchange Act Rules 13a-14(a) and 15d-14(a) as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 | 31.2 |
| 32.0 | Certificate of Chief Executive Officer and Chief Financial Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 | 32.0 |
| 97 | Policy Relating to Recovery of Erroneously Awarded Compensation | (z) |
| 101 | The following materials from HomeTrust Bancshares’ Annual Report on Form 10-K for the year ended December 31, 2024, formatted in Extensible Business Reporting Language (XBRL): (a) Consolidated Balance Sheets; (b) Consolidated Statements of Income; (c) Consolidated Statements of Comprehensive Income; (d) Consolidated Statements of Changes in Stockholders' Equity; (e) Consolidated Statements of Cash Flows; and (f) Notes to Consolidated Financial Statements. | 101 |
(a)Attached as Appendix A to the proxy statement/prospectus filed by HomeTrust Bancshares on November 2, 2016 pursuant to Rule 424(b) of the Securities Act of 1933.
(b)Filed as an exhibit to HomeTrust Bancshares’s Current Report on Form 8-K filed on June 10, 2014 (File No. 001-35593).
(c)Attached as Appendix A to the joint proxy statement/prospectus filed by HomeTrust Bancshares on April 28, 2014 pursuant to Rule 424(b) of the Securities Act of 1933.
(d)Filed as an exhibit to HomeTrust Bancshares's Registration Statement on Form S-1 (File No. 333-178817) filed on December 29, 2011.
(e)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on May 24, 2022 (File No. 001-35593).
(f)Filed as an exhibit to HomeTrust Bancshares's Quarterly Report on Form 10-Q for the quarter ended June 30, 2024 (File No. 001-35593).
(g)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on September 11, 2018 (File No. 001-35593).
(h)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on October 28, 2020 (File No. 001-35593).
(i)Filed as an exhibit to Amendment No. 1 to HomeTrust Bancshares’s Registration Statement on Form S-1 (File No. 333-178817) filed on March 9, 2012.
(j)Attached as Appendix A to HomeTrust Bancshares’s definitive proxy statement filed on December 5, 2012 (File No. 001-35593).
(k)Filed as an exhibit to HomeTrust Bancshares's Registration Statement on Form S-8 (File No. 333-186666) filed on February 13, 2013.
(l)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on February 15, 2022 (File No. 001-35593).
(m)Filed as an exhibit to HomeTrust Bancshares's Quarterly Report on Form 10-Q for the quarter ended March 31, 2022 (File No. 001-35593).
(n)Filed as an exhibit to HomeTrust Bancshares's Quarterly Report on Form 10-Q for the quarter ended September 30, 2024 (File No. 001-35593).
(o)Attached as Appendix A to HomeTrust Bancshares’s definitive proxy statement filed on October 3, 2022 (File No. 001-35593).
(p)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on August 28, 2023 (File No. 001-35593).
(q)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on July 28, 2021 (File No. 001-35593).
(r)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on July 25, 2022 (File No. 001-35593).
(s)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on September 25, 2018 (File No. 001-35593).
(t)Filed as an exhibit to HomeTrust Bancshares's Current Report on Form 8-K filed on February 11, 2025 (File No. 001-35593).
(u)Filed as an exhibit to HomeTrust Bancshares's Quarterly Report on Form 10-Q for the quarter ended September 30, 2022 (File No. 001-35593).
(v)Filed as an exhibit to HomeTrust Bancshares's Annual Report on Form 10-K for the fiscal year ended June 30, 2022 (File No. 001-35593).
(w)Filed as an exhibit to HomeTrust Bancshares's Registration Statement on Form S-8 (File No. 333-186666) filed on February 6, 2023.
(x)Filed as an exhibit to HomeTrust Bancshares's Annual Report on Form 10-K for the fiscal year ended June 30, 2023 (File No. 001-35593).
(y)Filed as an exhibit to HomeTrust Bancshares's Quarterly Report on Form 10-Q for the quarter ended September 30, 2023 (File No. 001-35593).
(z)Filed as an exhibit to HomeTrust Bancshares's Transition Report on Form 10-KT for the-six month transition period ended December 31, 2023 (File No.
001-35593).
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