{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-24-022730","form_type":"8-K","ticker":null,"cik":"0000920112","company_name":"HEARTLAND FINANCIAL USA INC","filed_at":"2024-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.449458+00:00","generated_at":"2026-06-03T06:07:09.433052+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"HTLF and UMB announce merger; HTLF shareholders to receive 0.55 UMB shares per HTLF share","bullets":["Each HTLF common share converts into 0.55 UMB common shares; HTLF preferred converts into new UMB preferred series.","Two-step merger: HTLF first into UMB subsidiary, then into UMB; bank subsidiary merger follows.","Combined board of 16 directors: 11 from UMB, 5 from HTLF.","Termination fee of $70 million payable by either party under specified circumstances.","Regulatory approvals needed from Fed and OCC; shareholder votes required from both HTLF and UMB."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-24-022730","json":"https://secwatch.observer/filing/0001140361-24-022730.json","markdown":"https://secwatch.observer/filing/0001140361-24-022730.md","text":"https://secwatch.observer/filing/0001140361-24-022730.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/920112/000114036124022730/0001140361-24-022730-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/920112/000114036124022730/ny20027917x1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T06:07:09.433052+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":"3af7121bf644b3a2e935c7a8c5b0fad2b429a055","claim":"HEARTLAND FINANCIAL USA INC entered into Agreement and Plan of Merger with UMB Financial Corporation (effective 2024-04-28).","evidence_excerpt":"On April 28, 2024 (the “Signing Date”), Heartland Financial USA, Inc., a Delaware corporation (“HTLF”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with UMB Financial Corporation, a Missouri corporation (“UMB”) and Blue Sky Merger Sub Inc., a Delaware corporation and wholly owned subsidiary of UMB (“Blue Sky Merger Sub”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/920112/000114036124022730/0001140361-24-022730-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"merger"},{"label":"Counterparty","value":"UMB Financial Corporation"},{"label":"Effective","value":"2024-04-28"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}