Key facts
- This page summarizes Janet M. Quick's Form 4 filing for HEARTLAND FINANCIAL USA INC.
- 4 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 20 Mar 2024, 16:13.
Janet M. Quick - 18 Mar 2024 Form 4 Insider Report for HEARTLAND FINANCIAL USA INC
- Reporting relationship
- EVP, Principal Acctg Officer
- Issuer ticker
- N/A
- Reported as of
- 18 Mar 2024
- Net transaction value
- -$9,067
- SEC form
- 4
- Accepted by SEC
- 20 Mar 2024, 16:13:49 UTC
- Prior SEC filing
- 23 Mar 2023
- Next SEC filing
- 25 Mar 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Janet Emerson, as attorney-in-fact for Janet M. Quick
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Janet M. Quick filed Form 4 for HEARTLAND FINANCIAL USA INC on 20 Mar 2024.
Change
- Previous filing in this sequence was filed on 23 Mar 2023.
- Current net transaction value: -$9,067.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HTLF
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +769
- Change %
- +4.4%
- Price
- $0.000000
- Shares after
- 18,227
- Date
- 18 Mar 2024
- Ownership
- Direct
- Footnotes
- F1
HTLF
transaction
Common Stock
Tax liability
- Transaction value
- $9,067
- Shares
- -275
- Change %
- -1.5%
- Price
- $32.97
- Shares after
- 17,952
- Date
- 18 Mar 2024
- Ownership
- Direct
- Footnotes
- F2
HTLF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 432
- Date
- 18 Mar 2024
- Ownership
- IRA
HTLF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 265
- Date
- 18 Mar 2024
- Ownership
- Pension Plan
HTLF
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 919
- Date
- 18 Mar 2024
- Ownership
- 401 (k)
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HTLF
transaction
Derivative
2021 Performance Based Restricted Stock (3-year performance)
Options Exercise
- Transaction value
- $0
- Shares
- -1,374
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 18 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,374
- Exercise price
- Footnotes
- F1, F3
HTLF
transaction
Derivative
2024 Time-Based Restricted Stock
Award
- Transaction value
- $0
- Shares
- +1,329
- Change %
- Price
- $0.000000
- Shares after
- 1,329
- Date
- 18 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,329
- Exercise price
- Footnotes
- F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Shares earned upon vesting and settlement of Performance Restricted Stock Units ("Performance RSUs") awarded March 16, 2021, achievement of 56% of performance criteria.
Footnote F2
These shares were withheld from distribution at the request of reporting person to satisfy tax liability.
Footnote F3
Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
Footnote F4
Of these restricted stock units, 1/3 vest on 3-21-2025, 1/3 vest on 3-21-2026, and 1/3 vest on 3-21-2027.