Bruce K. Lee's Insider Trades & SAST Disclosures
Bruce K. Lee's most recent trade in Heartland Financial USA, Inc. was a trade of 3,455 Common Stock done . Disclosure was reported to the exchange on March 21, 2024.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 3,455 | 86,812 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 3,455 | 6,909 | - | - | 2023 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 3,427 | 3,426 | - | - | 2022 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 3,427 | 84,343 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 3,187 | 0 | - | - | 2021 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 3,187 | 81,833 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.99 per share. | 21 Mar 2024 | 986 | 83,357 (0%) | 0% | 34.0 | 33,514 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.99 per share. | 21 Mar 2024 | 917 | 80,916 (0%) | 0% | 34.0 | 31,169 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.99 per share. | 21 Mar 2024 | 907 | 85,905 (0%) | 0% | 34.0 | 30,829 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Mar 2024 | 16,048 | 16,048 | - | - | 2024 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Mar 2024 | 14,054 | 0 | - | - | 2021 Performance Based Restricted Stock (3-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Mar 2024 | 7,870 | 80,909 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.97 per share. | 18 Mar 2024 | 2,263 | 78,646 (0%) | 0% | 33.0 | 74,611 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Purchase of securities on an exchange or from another person at price $ 31.50 per share. | 14 Aug 2023 | 3,000 | 73,039 (0%) | 0% | 31.5 | 94,500 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Purchase of securities on an exchange or from another person at price $ 27.55 per share. | 09 May 2023 | 5,000 | 70,039 (0%) | 0% | 27.6 | 137,750 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2023 | 3,427 | 6,853 | - | - | 2022 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2023 | 3,427 | 67,996 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2023 | 3,091 | 3,187 | - | - | 2021 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2023 | 3,091 | 64,569 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 38.40 per share. | 21 Mar 2023 | 1,555 | 66,441 (0%) | 0% | 38.4 | 59,712 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 38.40 per share. | 21 Mar 2023 | 1,402 | 65,039 (0%) | 0% | 38.4 | 53,837 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Mar 2023 | 4,216 | 0 | - | - | 2020 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Mar 2023 | 4,216 | 63,390 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 49.28 per share. | 06 Mar 2023 | 1,912 | 61,478 (0%) | 0% | 49.3 | 94,223 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Feb 2023 | 12,646 | 0 | - | - | 2020 Performance Based Restricted Stock (3-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2023 | 10,364 | 10,364 | - | - | 2023 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Feb 2023 | 9,737 | 62,239 (0%) | 0% | 0 | Common Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 49.27 per share. | 28 Feb 2023 | 3,065 | 59,174 (0%) | 0% | 49.3 | 151,013 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Purchase of securities on an exchange or from another person at price $ 45.90 per share. | 23 Aug 2022 | 2,000 | 52,502 (0%) | 0% | 45.9 | 91,800 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 21 Mar 2022 | 1,689 | 1,689 | - | - | 2021 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 50.33 per share. | 21 Mar 2022 | 1,689 | 50,502 (0%) | 0% | 50.3 | 85,007 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Mar 2022 | 15,420 | 0 | - | - | 2022 Performance Based Restricted Stock (3-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Mar 2022 | 10,280 | 0 | - | - | 2022 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 06 Mar 2022 | 2,935 | 2,935 | - | - | 2020 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 48.64 per share. | 06 Mar 2022 | 2,935 | 48,813 (0%) | 0% | 48.6 | 142,758 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 06 Mar 2022 | 1,236 | 1,236 | - | - | 2019 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 48.64 per share. | 06 Mar 2022 | 1,236 | 45,878 (0%) | 0% | 48.6 | 60,119 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 01 Mar 2022 | 4,608 | 4,608 | - | - | 2019 Performance Based Restricted Stock (3-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 49.62 per share. | 01 Mar 2022 | 4,608 | 44,642 (0%) | 0% | 49.6 | 228,649 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Mar 2021 | 14,054 | 0 | - | - | 2021 Performance Based Restricted Stock (3-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Mar 2021 | 9,369 | 0 | - | - | 2021 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.06 per share. | 16 Mar 2021 | 2,248 | 40,034 (0%) | 0% | 52.1 | 117,031 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 16 Mar 2021 | 2,248 | 0 | - | - | 2018 Performance Based Restricted Stock (3-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 05 Mar 2021 | 4,215 | 0 | - | - | 2020 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 48.88 per share. | 05 Mar 2021 | 2,935 | 37,786 (0%) | 0% | 48.9 | 143,463 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 05 Mar 2021 | 1,776 | 0 | - | - | 2019 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 48.88 per share. | 05 Mar 2021 | 1,236 | 34,851 (0%) | 0% | 48.9 | 60,416 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 05 Mar 2021 | 761 | 0 | - | - | 2018 Time-Based Restricted Stock | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 48.88 per share. | 05 Mar 2021 | 530 | 33,615 (0%) | 0% | 48.9 | 25,906 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 05 Mar 2021 | 514 | 0 | - | - | 2018 Performance Based Restricted Stock (1-year performance) | |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 48.88 per share. | 05 Mar 2021 | 358 | 33,085 (0%) | 0% | 48.9 | 17,499 | Common Stock |
| Heartland Financial USA, Inc. | Bruce K. Lee | HTLF President and CEO | Grant, award, or other acquisition of securities at price $ 30.09 per share. | 30 Jun 2020 | 502 | 29,726 (0%) | 0% | 30.1 | 15,105 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges