Bruce K Lee - Net Worth and Insider Trading
Bruce K Lee Net Worth
The estimated net worth of Bruce K Lee is at least $4 Million dollars as of 2024-09-13. Bruce K Lee is the HTLF President and CEO of Heartland Financial USA Inc and owns about 73,039 shares of Heartland Financial USA Inc (HTLF) stock worth over $4 Million. Details can be seen in Bruce K Lee's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Bruce K Lee has not made any transactions after 2023-08-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Bruce K Lee
Bruce K Lee Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bruce K Lee owns 2 companies in total, including Heartland Financial USA Inc (HTLF) , and Fifth Third Bancorp (FITB) .
Click here to see the complete history of Bruce K Lee’s form 4 insider trades.
Insider Ownership Summary of Bruce K Lee
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HTLF | Heartland Financial USA Inc | 2023-08-14 | director & PRESIDENT |
| FITB | Fifth Third Bancorp | 2005-06-21 | Executive Vice President |
Bruce K Lee Latest Holdings Summary
Bruce K Lee currently owns a total of 1 stock. Bruce K Lee owns 73,039 shares of Heartland Financial USA Inc (HTLF) as of August 14, 2023, with a value of $4 Million.
Latest Holdings of Bruce K Lee
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HTLF | Heartland Financial USA Inc | 2023-08-14 | 73,039 | 54.85 | 4,006,189 |
Holding Weightings of Bruce K Lee
Bruce K Lee Form 4 Trading Tracker
According to the SEC Form 4 filings, Bruce K Lee has made a total of 4 transactions in Heartland Financial USA Inc (HTLF) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Heartland Financial USA Inc is the acquisition of 3,000 shares on August 14, 2023, which cost Bruce K Lee around $94,500.
Insider Trading History of Bruce K Lee
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Bruce K Lee Trading Performance
GuruFocus tracks the stock performance after each of Bruce K Lee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bruce K Lee is 13.15%. GuruFocus also compares Bruce K Lee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bruce K Lee within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bruce K Lee's insider trading performs compared to the benchmark.
Performance of Bruce K Lee
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 7.95 | | | | | |
| Relative Return to S&P 500(%) | 8.07 | | | | | |
Bruce K Lee Ownership Network
Bruce K Lee Owned Company Details
What does Heartland Financial USA Inc do?
Who are the key executives at Heartland Financial USA Inc?
Bruce K Lee is the director & PRESIDENT of Heartland Financial USA Inc. Other key executives at Heartland Financial USA Inc include EVP & Chief Strategy Officer Robert S Kahn , EVP & Head of Consumer & Retail Kevin C Karrels , and EVP & Chief HR Officer Deborah K Deters .
Heartland Financial USA Inc (HTLF) Insider Trades Summary
Over the past 18 months, Bruce K Lee made 2 insider transaction in Heartland Financial USA Inc (HTLF) with a net purchase of 8,000. Other recent insider transactions involving Heartland Financial USA Inc (HTLF) include a net sale of 12,000 shares made by Robert B Engel , a net sale of 4,121 shares made by , and a net sale of 3,846 shares made by Kathryn G Unger .
In summary, during the past 3 months, insiders sold 20,658 shares of Heartland Financial USA Inc (HTLF) in total and bought 585 shares, with a net sale of 20,073 shares. During the past 18 months, 36,708 shares of Heartland Financial USA Inc (HTLF) were sold and 11,814 shares were bought by its insiders, resulting in a net sale of 24,894 shares.
Heartland Financial USA Inc (HTLF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Heartland Financial USA Inc Insider Transactions
Bruce K Lee Mailing Address
Above is the net worth, insider trading, and ownership report for Bruce K Lee. You might contact Bruce K Lee via mailing address: 1800 Larimer St., Suite 1800, Denver Co 80202.
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