Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UMB FINANCIAL CORP | 6,816 | reported | 01 May 2026 | tx 3+6,816 |
| HEARTLAND FINANCIAL USA INC | 0 | reported | 31 Jan 2025 | tx 44+36,717−40,508 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | UMB FINANCIAL CORP | 116 | 129.24 USD | |
| 30 Jan 2026 | GRANT_AWARD | UMB FINANCIAL CORP | 786 | 127.14 USD | |
| 31 Jan 2025 | GRANT_AWARD | UMB FINANCIAL CORP | 5,914 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 10,754 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 3,791 | — | deriv |
| 09 Dec 2024 | SALE | HEARTLAND FINANCIAL USA INC | 5,811 | 67.56 USD | |
| 15 Nov 2024 | SALE | HEARTLAND FINANCIAL USA INC | 1,189 | 66.55 USD | |
| 02 Aug 2024 | SALE | HEARTLAND FINANCIAL USA INC | 5,000 | 50.06 USD | |
| 23 Jun 2024 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,272 | 0.00 USD | |
| 23 Jun 2024 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,272 | 0.00 USD | deriv |
| 22 May 2024 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 3,791 | 0.00 USD | deriv |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,746 | 0.00 USD | |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,105 | 0.00 USD | |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,105 | 0.00 USD | deriv |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,746 | 0.00 USD | deriv |
| 14 Jun 2023 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 2,272 | 0.00 USD | deriv |
| 15 Jun 2022 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,746 | 42.99 USD | deriv |
| 15 Jun 2022 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,105 | 42.99 USD | deriv |
| 05 Jun 2022 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,650 | 44.25 USD | |
| 05 Jun 2022 | EXERCISE | HEARTLAND FINANCIAL USA INC | 950 | 44.25 USD | |
| 05 Jun 2022 | EXERCISE | HEARTLAND FINANCIAL USA INC | 950 | 44.25 USD | deriv |
| 05 Jun 2022 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,650 | 44.25 USD | deriv |
| 11 Mar 2020 | PURCHASE | HEARTLAND FINANCIAL USA INC | 5,000 | 34.21 USD | |
| 05 Jun 2021 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,508 | 50.35 USD | |
| 05 Jun 2021 | EXERCISE | HEARTLAND FINANCIAL USA INC | 720 | 50.35 USD |