XML 12 R2.htm IDEA: XBRL DOCUMENT v3.25.1
Pay vs Performance Disclosure - USD ($)
 6 Months Ended 12 Months Ended
Dec. 31, 2023
Dec. 31, 2024
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2021
Pay vs Performance Disclosure          
Pay vs Performance Disclosure, Table  
Period  
SCT Total for Dana L. Stonestreet(1)
  
SCT Total for C. Hunter Westbrook(1)

 
CAP for
Dana L. Stonestreet(2)
  
CAP for
C. Hunter Westbrook(2)
  
Average SCT Total for Non-PEO NEOs(1)
  
Average CAP for Non-PEO NEOs(2)
  Year-end value of $100 invested on 06/30/20
Net Income
(in millions)
Adjusted PTPP Income
(in millions)(5)
HTB TSR(3)
Index TSR(4)
FY 2024$— $1,374,862 $— $1,641,981 $587,986 $674,321 $210.50 $191.16 $54.8 $79.3 
TP— 478,725 — 524,060 417,740 460,827 168.25 147.02 28.3 39.2 
FY 2023838,177 1,243,696 794,485 1,141,284 510,914 477,988 136.46 125.50 44.6 70.1 
FY 20221,087,016 — 993,523 — 566,687 530,242 160.63 135.86 35.7 44.7 
FY 20211,179,044 — 1,851,934 — 506,886 661,198 177.11 168.37 15.7 36.2 
      
Company Selected Measure Name   adjusted PTPP income      
Named Executive Officers, Footnote   For the fiscal year ended December 31, 2024 and the six-month transition period ended December 31, 2023, Mr. Westbrook was the only person who served as our PEO. For the fiscal year ended June 30, 2023, Messrs. Westbrook and Stonestreet served as our PEO for different portions of the year. For the fiscal years ended June 30, 2022 and 2021, Mr. Stonestreet was the only person who served as our PEO.
The Non-PEO NEOs for the fiscal year ended December 31, 2024 include Mr. VunCannon, Ms. Powell, Mr. Sprink and Ms. Pelletier. The Non-PEO NEOs for the six-month transition period ended December 31, 2023 include Mr. VunCannon, Ms. Powell, Mr. Sprink, Ms. Pelletier and Mr. Stonestreet. The Non-PEO NEOs for the fiscal year ended June 30, 2023 include Mr. VunCannon, Ms. Powell, Mr. Sprink and Keith J. Houghton. The Non-PEO NEOs for the fiscal year ended June 30, 2022 include Mr. Westbrook, Mr. VunCannon, W. Mark DeMarcus and Ms. Powell. The Non-PEO NEOs for the fiscal year ended June 30, 2021 include Mr. Westbrook, Mr. VunCannon, Marty T. Caywood, Mr. Houghton and Paula C. Labian.
The dollar amounts reported are total compensation in the SCT for the PEO and the average for the Non-PEO NEOs for each reported period.
      
Peer Group Issuers, Footnote   Reflects the four and a half-year cumulative TSR of the S&P US BMI Bank Index, calculated in the same manner as the HTB TSR. This is the same peer group used by the Company in the Stockholder Return Performance Graph in its Annual Report on Form 10-K for the fiscal year ended December 31, 2024.      
Adjustment To PEO Compensation, Footnote  
FY 2024TPFY 2023FY 2022FY 2021
C. Hunter WestbrookAverageNon-PEO NEOsC. Hunter WestbrookAverageNon-PEO NEOsDana L. StonestreetC. Hunter WestbrookAverageNon-PEO NEOsDana L. StonestreetAverageNon-PEO NEOsDana L. StonestreetAverageNon-PEO NEOs
Total compensation from SCT$1,374,862 $587,986 $478,725 $417,740 $838,177 $1,243,696 $510,914 $1,087,016 $566,687 $1,179,044 $506,886 
Adjustment for SERP— — — (7,437)(14,455)— — (13,766)(5,553)(76,343)— 
Adjustments for equity awards
Grant date fair values in the SCT(296,686)(104,220)— — — (288,939)(82,329)(154,461)(106,695)(162,182)(48,173)
Period-end fair value of unvested awards granted in covered year466,158 158,444 — — — 219,888 62,654 123,175 83,232 197,420 58,646 
Period-over-year difference of year-end fair values of unvested awards granted in prior years80,133 30,759 16,001 27,888 (49,332)(47,385)(16,980)(88,442)(26,198)592,441 138,681 
Difference in fair values between prior year-end fair values and vest date fair values for awards granted in prior years that vested at end of or during covered year
17,514 1,352 29,334 22,636 20,095 14,024 3,729 40,001 18,769 121,554 31,669 
Forfeitures during covered year equal to prior year end fair value of awards granted in prior years
— — — — — — — — — — (26,511)
Total adjustments for equity awards267,119 86,335 45,335 50,524 (29,237)(102,412)(32,926)(79,727)(30,892)749,233 154,312 
CAP (as calculated)$1,641,981 $674,321 $524,060 $460,827 $794,485 $1,141,284 $477,988 $993,523 $530,242 $1,851,934 $661,198 
      
Non-PEO NEO Average Total Compensation Amount $ 417,740 $ 587,986 $ 510,914 $ 566,687 $ 506,886
Non-PEO NEO Average Compensation Actually Paid Amount 460,827 $ 674,321 477,988 530,242 661,198
Adjustment to Non-PEO NEO Compensation Footnote  
FY 2024TPFY 2023FY 2022FY 2021
C. Hunter WestbrookAverageNon-PEO NEOsC. Hunter WestbrookAverageNon-PEO NEOsDana L. StonestreetC. Hunter WestbrookAverageNon-PEO NEOsDana L. StonestreetAverageNon-PEO NEOsDana L. StonestreetAverageNon-PEO NEOs
Total compensation from SCT$1,374,862 $587,986 $478,725 $417,740 $838,177 $1,243,696 $510,914 $1,087,016 $566,687 $1,179,044 $506,886 
Adjustment for SERP— — — (7,437)(14,455)— — (13,766)(5,553)(76,343)— 
Adjustments for equity awards
Grant date fair values in the SCT(296,686)(104,220)— — — (288,939)(82,329)(154,461)(106,695)(162,182)(48,173)
Period-end fair value of unvested awards granted in covered year466,158 158,444 — — — 219,888 62,654 123,175 83,232 197,420 58,646 
Period-over-year difference of year-end fair values of unvested awards granted in prior years80,133 30,759 16,001 27,888 (49,332)(47,385)(16,980)(88,442)(26,198)592,441 138,681 
Difference in fair values between prior year-end fair values and vest date fair values for awards granted in prior years that vested at end of or during covered year
17,514 1,352 29,334 22,636 20,095 14,024 3,729 40,001 18,769 121,554 31,669 
Forfeitures during covered year equal to prior year end fair value of awards granted in prior years
— — — — — — — — — — (26,511)
Total adjustments for equity awards267,119 86,335 45,335 50,524 (29,237)(102,412)(32,926)(79,727)(30,892)749,233 154,312 
CAP (as calculated)$1,641,981 $674,321 $524,060 $460,827 $794,485 $1,141,284 $477,988 $993,523 $530,242 $1,851,934 $661,198 
      
Compensation Actually Paid vs. Total Shareholder Return  
13090
      
Compensation Actually Paid vs. Net Income  
13092
      
Compensation Actually Paid vs. Company Selected Measure  
13094
      
Total Shareholder Return Vs Peer Group  
13090
      
Total Shareholder Return Amount 168.25 $ 210.50 136.46 160.63 177.11
Peer Group Total Shareholder Return Amount 147.02 191.16 125.50 135.86 168.37
Net Income (Loss) $ 28,300,000 $ 54,800,000 $ 44,600,000 $ 35,700,000 $ 15,700,000
Company Selected Measure Amount 39,200,000 79,300,000 70,100,000 44,700,000 36,200,000
Additional 402(v) Disclosure   These dollar amounts do not reflect actual amounts of compensation paid during the covered period, but reflect adjustments for (i) the period-end fair values of unvested equity awards granted in the covered period, (ii) the period-over-period difference of period-end fair values for unvested awards granted in prior periods, (iii) the fair values at vest date for awards granted and vested in the covered period, (iv) the difference between prior period-end fair values and vest date fair values for awards granted in prior periods that vested at the end of or during the covered period and (v) the fair value at the end of the prior period of any awards granted in a prior period that failed to meet the applicable vesting conditions (i.e., were forfeited) during the covered period. In addition, adjustments were made for the change in the actuarial present value of the NEO’s accumulated benefit under the SERP reported in the SCT and the current period service cost (which was zero, as all SERP benefits were fully vested).Reflects the cumulative TSR of HomeTrust Bancshares, Inc. (“HTB”) over the four and a half-year period ended December 31, 2024. The reporting is based on a theoretical $100 invested on the last day of the fiscal year ended December 31, 2020 and valued as of the last trading day of the fiscal years ended June 30, 2021, 2022 and 2023, the six-month transition period ended December 31, 2023 and the fiscal year ended December 31, 2024. These calculated values were obtained from the S&P Cap IQ database.Net income as reported in the Company’s SEC filings, adjusted for the provision for credit losses, income tax expense, and any one-time or nonrecurring items (e.g., merger-related expenses, gain/loss on sale of securities or fixed assets, etc.). Refer to the “Executive Compensation Program in Detail” subsection of the “Compensation Discussion and Analysis” section of the Company’s proxy statements for each period covered by this disclosure for additional detail on the calculation of adjusted PTPP income for the periods included above.adjusted PTPP income*
•efficiency ratio
•relative return on average assets – peer group ranking
In accordance with SEC rules, we have prepared the graphs below, which overlay the following performance results with CAP:
•Company and peer group TSR versus CAP to the PEO and average CAP to the Non-PEO NEOs for each covered period.
•Company net income versus CAP to the PEO and average CAP to the Non-PEO NEOs for each covered period.
•Company adjusted PTPP income versus CAP to the PEO and average CAP to the Non-PEO NEOs for each covered period.
      
Measure:: 1          
Pay vs Performance Disclosure          
Name   adjusted PTPP income      
Measure:: 2          
Pay vs Performance Disclosure          
Name   efficiency ratio      
Measure:: 3          
Pay vs Performance Disclosure          
Name   relative return on average assets – peer group ranking      
Dana L Stonestreet [Member]          
Pay vs Performance Disclosure          
PEO Total Compensation Amount $ 0 $ 0 $ 838,177 $ 1,087,016 $ 1,179,044
PEO Actually Paid Compensation Amount 0 0 $ 794,485 $ 993,523 $ 1,851,934
PEO Name     Stonestreet Mr. Stonestreet Mr. Stonestreet
C. Hunter Westbrook [Member]          
Pay vs Performance Disclosure          
PEO Total Compensation Amount 478,725 1,374,862 $ 1,243,696 $ 0 $ 0
PEO Actually Paid Compensation Amount $ 524,060 $ 1,641,981 $ 1,141,284 0 0
PEO Name Mr. Westbrook Mr. Westbrook Messrs. Westbrook    
PEO | Dana L Stonestreet [Member] | Aggregate Pension Adjustments Service Cost          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     $ (14,455) (13,766) (76,343)
PEO | Dana L Stonestreet [Member] | Equity Awards Adjustments          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     (29,237) (79,727) 749,233
PEO | Dana L Stonestreet [Member] | Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     0 (154,461) (162,182)
PEO | Dana L Stonestreet [Member] | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     0 123,175 197,420
PEO | Dana L Stonestreet [Member] | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     (49,332) (88,442) 592,441
PEO | Dana L Stonestreet [Member] | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     20,095 40,001 121,554
PEO | Dana L Stonestreet [Member] | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount     0 0 0
PEO | C. Hunter Westbrook [Member] | Aggregate Pension Adjustments Service Cost          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount $ 0 $ 0 0    
PEO | C. Hunter Westbrook [Member] | Equity Awards Adjustments          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 45,335 267,119 (102,412)    
PEO | C. Hunter Westbrook [Member] | Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 (296,686) (288,939)    
PEO | C. Hunter Westbrook [Member] | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 466,158 219,888    
PEO | C. Hunter Westbrook [Member] | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 16,001 80,133 (47,385)    
PEO | C. Hunter Westbrook [Member] | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 29,334 17,514 14,024    
PEO | C. Hunter Westbrook [Member] | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0    
Non-PEO NEO | Aggregate Pension Adjustments Service Cost          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (7,437) 0 0 (5,553) 0
Non-PEO NEO | Equity Awards Adjustments          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 50,524 86,335 (32,926) (30,892) 154,312
Non-PEO NEO | Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 (104,220) (82,329) (106,695) (48,173)
Non-PEO NEO | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 158,444 62,654 83,232 58,646
Non-PEO NEO | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 27,888 30,759 (16,980) (26,198) 138,681
Non-PEO NEO | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 22,636 1,352 3,729 18,769 31,669
Non-PEO NEO | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount $ 0 $ 0 $ 0 $ 0 $ (26,511)