Gerdin Ann S 4
4 · HEARTLAND EXPRESS INC · Filed Dec 2, 2011
Insider Transaction Report
Form 4
Gerdin Ann S
Other
Transactions
- Gift
Common Stock
2011-11-30−5,195,036→ 0 total(indirect: By GRATS) - Gift
Common Stock
2011-11-30−7,363,347→ 12,714,214 total(indirect: By GRATs) - Gift
Common Stock
2011-11-30−7,519,178→ 5,195,036 total(indirect: By GRATs)
Holdings
- 773,194(indirect: By Trust)
Common Stock
- 1,936,276(indirect: By, GFI, LP)
Common Stock
Footnotes (3)
- [F1]Shares held by three grantor retained annuity trusts for the benefit of the reporting person. Mr. Russell A. Gerdin, deceased spouse of the reporting person, previously served as trustee with respect to each GRAT. Michael J. Gerdin was appointed as successor trustee over the GRATS upon the death of Mr. Russell A. Gerdin.
- [F2]Shares owned by the revocable trusts of the reporting person and her deceased spouse over which the reporting person serves as trustee for each trust.
- [F3]Gerdin Family Investments, LP (the "GFI") owns a voting trust certificate representing 1,936,276 shares of Heartland Express, Inc. common stock. The reporting person is a general partner of GFI. Although the entire number of shares controlled by GFI is disclosed herein (as permitted by SEC rules), the reporting person disclaims beneficial ownership of shares in excess of the number attributable to her ownership interest. The reporting person is not a voting trustee and has no power to vote the shares in which GFI has an interest.