Janet M. Quick - 21 Mar 2024 Form 4 Insider Report for HEARTLAND FINANCIAL USA INC

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
25 Mar 2024, 16:08:09 UTC
Prior SEC filing
20 Mar 2024
Next SEC filing
12 Nov 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Janet Emerson, as attorney-in-fact for Janet M. Quick

Key filing fact

Janet M. Quick filed Form 4 for HEARTLAND FINANCIAL USA INC on 25 Mar 2024.

Key facts

  • This page summarizes Janet M. Quick's Form 4 filing for HEARTLAND FINANCIAL USA INC.
  • 9 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 25 Mar 2024, 16:08.

Change

  • Previous filing in this sequence was filed on 20 Mar 2024.
  • Current net transaction value: -$10,401.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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
+312
Change %
+1.7%
Price
$0.000000
Shares after
18,264
Date
21 Mar 2024
Ownership
Direct
Footnotes
F1
HTLF transaction

Common Stock

Tax liability

Transaction value
$3,807
Shares
-112
Change %
-0.61%
Price
$33.99
Shares after
18,152
Date
21 Mar 2024
Ownership
Direct
Footnotes
F2
HTLF transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+279
Change %
+1.5%
Price
$0.000000
Shares after
18,431
Date
21 Mar 2024
Ownership
Direct
Footnotes
F1
HTLF transaction

Common Stock

Tax liability

Transaction value
$3,399
Shares
-100
Change %
-0.54%
Price
$33.99
Shares after
18,331
Date
21 Mar 2024
Ownership
Direct
Footnotes
F2
HTLF transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+290
Change %
+1.6%
Price
$0.000000
Shares after
18,621
Date
21 Mar 2024
Ownership
Direct
Footnotes
F1
HTLF transaction

Common Stock

Tax liability

Transaction value
$3,195
Shares
-94
Change %
-0.5%
Price
$33.99
Shares after
18,527
Date
21 Mar 2024
Ownership
Direct
Footnotes
F2
HTLF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
265
Date
21 Mar 2024
Ownership
Pension Plan
HTLF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
432
Date
21 Mar 2024
Ownership
IRA
HTLF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
919
Date
21 Mar 2024
Ownership
401 (k)

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HTLF transaction Derivative

2021 Time-Based Restricted Stock

Options Exercise

Transaction value
$0
Shares
-312
Change %
-100%
Price
$0.000000*
Shares after
0
Date
21 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
312
Exercise price
Footnotes
F1, F3
HTLF transaction Derivative

2022 Time-Based Restricted Stock

Options Exercise

Transaction value
$0
Shares
-279
Change %
-50%
Price
$0.000000
Shares after
280
Date
21 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
279
Exercise price
Footnotes
F1, F3
HTLF transaction Derivative

2023 Time-Based Restricted Stock

Options Exercise

Transaction value
$0
Shares
-290
Change %
-33%
Price
$0.000000
Shares after
580
Date
21 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
290
Exercise price
Footnotes
F1, F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person.

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.

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