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| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
36,890,000 |
| Market
Cap: |
1.62(B) |
| Last
Volume: |
919,841 |
Avg
Vol: |
163,636 |
| 52
Week Range: |
$26.69 - $44.05 |
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| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Savings & Loans |
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Member Indexes:
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NASDAQ BANK |
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NASDAQ COMPOSITE |
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NASDAQ NNM COMPOSITE |
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Rankings:
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| Insider 3 Months : 5.2 |
| Insider 6 Months : 5.9 |
| Insider 3/6 Months : 11.6 |
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| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile Heartland Financial USA is a multi-bank holding company. Co. conducts a community banking business via various community banks (collectively, the Banks). The principal business of Co.'s Banks consists of making loans to and accepting deposits from businesses and consumers. Co.'s lending and investment activities are funded primarily by primary deposits. Deposit products include checking and other demand deposit accounts, NOW accounts, savings accounts, money market accounts, certificates of deposit, individual retirement accounts and other time deposits. Loan products include commercial and industrial, commercial real estate, small business, agricultural, real estate mortgage and consumer.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
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| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
1,000 |
1,093 |
6,353 |
31,753 |
| Total Buy Value |
$33,030 |
$36,238 |
$180,464 |
$872,320 |
| Total People Bought |
1 |
2 |
5 |
5 |
| Total Buy Transactions |
1 |
2 |
6 |
16 |
| Total Shares Sold |
7,600 |
7,600 |
7,600 |
11,600 |
| Total Sell Value |
$191,982 |
$191,982 |
$191,982 |
$392,808 |
| Total People Sold |
1 |
1 |
1 |
2 |
| Total Sell Transactions |
1 |
1 |
1 |
2 |
| End Date |
2024-02-11 |
2023-11-10 |
2023-05-12 |
2022-05-12 |
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| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Prince David |
EVP, Head of Commercial |
– – – |
2023-02-28 |
4 |
D |
$49.27 |
$34,588 |
D/D |
(702) |
11,555 |
|
- |
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| Prince David |
EVP, Head of Commercial |
– – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,294 |
12,257 |
|
- |
|
| Quick Janet M |
EVP, Principal Acctg Officer |
• – – |
2023-02-28 |
4 |
D |
$49.27 |
$13,993 |
D/D |
(284) |
16,791 |
|
- |
|
| Quick Janet M |
EVP, Principal Acctg Officer |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
865 |
17,075 |
|
- |
|
| Karrels Kevin C |
EVP, Head of Consumer |
• – – |
2023-02-28 |
4 |
D |
$49.27 |
$10,248 |
D/D |
(208) |
2,466 |
|
- |
|
| Karrels Kevin C |
EVP, Head of Consumer |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
865 |
2,674 |
|
- |
|
| Oneill Tamina |
EVP Chief Risk Officer |
• – – |
2023-02-28 |
4 |
D |
$49.27 |
$9,411 |
D/D |
(191) |
1,177 |
|
- |
|
| Oneill Tamina |
EVP Chief Risk Officer |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
649 |
1,368 |
|
- |
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| Quinn Kevin G |
EVP Chief Banking Officer |
• – – |
2023-02-28 |
4 |
D |
$49.27 |
$16,653 |
D/D |
(338) |
5,956 |
|
- |
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| Quinn Kevin G |
EVP Chief Banking Officer |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,168 |
6,294 |
|
- |
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| Deters Deborah K |
EVP, Chief HR Officer |
• – – |
2023-02-28 |
4 |
D |
$49.27 |
$13,401 |
D/D |
(272) |
6,088 |
|
- |
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| Deters Deborah K |
EVP, Chief HR Officer |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
995 |
6,360 |
|
- |
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| Lee Bruce K |
HTLF President and CEO |
• – – |
2023-02-28 |
4 |
D |
$49.27 |
$151,013 |
D/D |
(3,065) |
59,174 |
|
- |
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| Lee Bruce K |
HTLF President and CEO |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
9,737 |
62,239 |
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- |
|
| Mckeag Bryan |
Chief Financial Officer |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,770 |
16,391 |
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- |
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| Schmitz Martin J |
Director |
– • – |
2023-02-03 |
4 |
S |
$50.21 |
$200,826 |
D/D |
(4,000) |
65,340 |
|
40% |
|
| Engel Robert B |
Director |
– • – |
2022-09-02 |
4 |
B |
$25.62 |
$35,628 |
D/D |
1,389 |
10,000 |
2.39 |
5% |
|
| Engel Robert B |
Director |
– • – |
2022-08-30 |
4 |
A |
$26.01 |
$2,887 |
D/D |
111 |
8,611 |
|
- |
|
| Engel Robert B |
Director |
– • – |
2022-08-26 |
4 |
B |
$26.01 |
$50,000 |
D/D |
1,922 |
8,500 |
2.39 |
1% |
|
| Engel Robert B |
Director |
– • – |
2022-08-25 |
4 |
B |
$26.03 |
$28,367 |
D/D |
1,089 |
6,578 |
2.39 |
1% |
|
| Engel Robert B |
Director |
– • – |
2022-08-24 |
4 |
B |
$26.25 |
$26,250 |
D/D |
1,000 |
5,489 |
2.39 |
2% |
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| Lee Bruce K |
HTLF President and CEO |
• – – |
2022-08-23 |
4 |
B |
$45.90 |
$91,800 |
D/D |
2,000 |
52,502 |
2.74 |
2% |
|
| Karrels Kevin C |
EVP, Head of Consumer, RetailO |
• – – |
2022-08-12 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,809 |
|
-2% |
|
| Deters Deborah K |
EVP, Chief HR Officer |
• – – |
2022-06-30 |
4 |
A |
$37.52 |
$14,858 |
D/D |
396 |
5,365 |
|
- |
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| Schmitz Martin J |
Director |
– • – |
2022-06-05 |
4 |
OE |
$44.25 |
$59,738 |
D/D |
1,350 |
69,340 |
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731 Records found
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Page 5 of 30 |
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0.52 (1.2%) 
