GERDIN RUSSELL A 4
4 · HEARTLAND EXPRESS INC · Filed Aug 15, 2011
Insider Transaction Report
Form 4
GERDIN RUSSELL A
DirectorChief Executive Officer10% Owner
Transactions
- Gift
Common Stock
2011-08-11−2,000,000→ 6,773,194 total(indirect: By Trust) - Gift
Common Stock
2011-08-11−2,000,000→ 4,773,194 total(indirect: By Trust)
Holdings
- 20,077,561(indirect: By GRATs)
Common Stock
- 1,936,276(indirect: By, GFI,LP)
Common Stock
Footnotes (4)
- [F1]Ann S. Gerdin transferred 2,000,000 shares each to two grantor retained annuity trusts for her benefit. Michael J. Gerdin serves as trustee over these two GRATS and has no pecuniary interest other than an indirect remainder interest, if any.
- [F2]Shares owned by the revocable trusts of the reporting person and his spouse over which the reporting person and his spouse serve as trustees for their respective trusts.
- [F3]Shares held by three grantor retained annuity trusts for the benefit of the spouse of the reporting person. Mr. Russell A. Gerdin serves as trustee with respect to each GRAT.
- [F4]Gerdin Family Investments, LP (the "GFI") owns a voting trust certificate representing 1,936,276 shares of Heartland Express, Inc. common stock. Mr. and Mrs. Gerdin are general partners of GFI. Although the entire number of shares controlled by GFI is disclosed herein (as permitted by SEC rules), Mr. and Mrs. Gerdin disclaim beneficial ownership of shares in excess of the number attributable to their ownership interest. Mr. and Mrs. Gerdin are not voting trustees and have no power to vote the shares in which GFI has an interest.