{"schema_version":"secwatch.filing_event.v1","accession":"0000920112-24-000022","form_type":"8-K","ticker":null,"cik":"0000920112","company_name":"HEARTLAND FINANCIAL USA INC","filed_at":"2024-02-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.289431+00:00","generated_at":"2026-06-05T23:42:34.212323+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"HTLF CEO Bruce K. Lee to retire by end of 2024; nationwide search underway","bullets":["Bruce K. Lee, President and CEO, intends to retire by end of 2024 and will remain until successor is chosen.","Board formed search committee; Heidrick & Struggles retained for nationwide search.","Lee will also retire from the Board concurrent with his successor assuming CEO role.","Company will continue executing HTLF 3.0 strategic plan during transition."],"urls":{"canonical":"https://secwatch.observer/filing/0000920112-24-000022","json":"https://secwatch.observer/filing/0000920112-24-000022.json","markdown":"https://secwatch.observer/filing/0000920112-24-000022.md","text":"https://secwatch.observer/filing/0000920112-24-000022.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/920112/000092011224000022/0000920112-24-000022-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/920112/000092011224000022/htlf-20240213.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T23:42:34.212323+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6b2365ca8f","claim":"Bruce K. Lee departed as Member of the Board of Directors at HEARTLAND FINANCIAL USA INC.","evidence_excerpt":"Mr. Lee also indicated that concurrent with his successor assuming the role of CEO of the Company, he intends to retire from the Board.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/920112/000092011224000022/0000920112-24-000022-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Member of the Board of Directors"}],"fact_type":"executive_change"},{"claim_id":"e8ff3452b2","claim":"Bruce K. Lee departed as President and Chief Executive Officer at HEARTLAND FINANCIAL USA INC.","evidence_excerpt":"Bruce K. Lee, the Company’s President and Chief Executive Officer (“CEO”), and a member of the Board of Directors (the “Board”), informed the Board that he intends to retire by the end of 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/920112/000092011224000022/0000920112-24-000022-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"President and Chief Executive Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}