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 | 33,370 | reported | 01 May 2026 | tx 5+57,817 |
| HEARTLAND FINANCIAL USA INC | 0 | reported | 31 Jan 2025 | tx 116+239,710−479,753 |
| 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 | 32,468 | — | |
| 31 Jan 2025 | GRANT_AWARD | UMB FINANCIAL CORP | 21,818 | — | |
| 31 Jan 2025 | GRANT_AWARD | UMB FINANCIAL CORP | 2,629 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 59,033 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 39,670 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 4,780 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 1,992 | — | deriv |
| 13 Nov 2024 | GIFT | HEARTLAND FINANCIAL USA INC | 3,500 | 0.00 USD | |
| 11 Nov 2024 | SALE | HEARTLAND FINANCIAL USA INC | 22,500 | 68.32 USD | |
| 23 Jun 2024 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,534 | 0.00 USD | |
| 23 Jun 2024 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,534 | 0.00 USD | deriv |
| 22 May 2024 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,992 | 0.00 USD | deriv |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,396 | 0.00 USD | |
| 20 Jun 2023 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,396 | 0.00 USD | deriv |
| 14 Jun 2023 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 2,534 | 0.00 USD | deriv |
| 15 Jun 2022 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,571 | 42.99 USD | deriv |
| 05 Jun 2022 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,350 | 44.25 USD | |
| 05 Jun 2022 | EXERCISE | HEARTLAND FINANCIAL USA INC | 1,350 | 44.25 USD | deriv |
| 28 Dec 2021 | GIFT | HEARTLAND FINANCIAL USA INC | 25,740 | 0.00 USD | |
| 28 Dec 2021 | GIFT | HEARTLAND FINANCIAL USA INC | 25,740 | 0.00 USD | |
| 05 Jun 2021 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,116 | 50.35 USD | |
| 05 Jun 2021 | EXERCISE | HEARTLAND FINANCIAL USA INC | 2,116 | 50.35 USD | deriv |
| 01 Jun 2021 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 150 | 50.14 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 09 Sept 2011.