Bruce K Lee - Net Worth and Insider Trading
Bruce K Lee Net Worth
The estimated net worth of Bruce K Lee is at least $3 Million dollars as of 2024-04-29. 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 $3 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 assumption that Bruce K Lee has not made any transactions after 2023-08-14 and currently still holds the listed stock(s).
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 $3 Million.
Latest Holdings of Bruce K Lee
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HTLF | Heartland Financial USA Inc | 2023-08-14 | 73,039 | 42.40 | 3,096,854 |
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
- 1
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
11.29%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 7.95 | 13.15 | 15.93 | 11.29 | 21.94 | -4.06 |
| Relative Return to S&P 500(%) | 8.07 | 8.94 | 7.73 | -9.35 | 18.3 | -11.55 |
Bruce K Lee Ownership Network
Ownership Network List of Bruce K Lee
Ownership Network Relation of Bruce K Lee
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 purchase of 14,600 shares made by Robert B Engel , a net sale of 4,000 shares made by Martin J Schmitz , and a net purchase of 1,000 shares made by Robert S Kahn .
In summary, during the past 3 months, insiders sold 0 shares of Heartland Financial USA Inc (HTLF) in total and bought 1,000 shares, with a net purchase of 1,000 shares. During the past 18 months, 4,000 shares of Heartland Financial USA Inc (HTLF) were sold and 24,229 shares were bought by its insiders, resulting in a net purchase of 20,229 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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