4//SEC Filing
GERDIN MICHAEL J 4
Accession 0001212393-24-000008
CIK 0000799233other
Filed
Jul 15, 8:00 PM ET
Accepted
Jul 16, 6:33 PM ET
Size
13.3 KB
Accession
0001212393-24-000008
Insider Transaction Report
Form 4
GERDIN MICHAEL J
DirectorPresident
Transactions
- Gift
Common Stock
2024-07-12−1,418,011→ 10,429,094 total(indirect: By Trust) - Gift
Common Stock
2024-07-12+1,418,011→ 8,510,438 total(indirect: By Trust)
Holdings
- 4,283,975(indirect: By Trust)
Common Stock
- 1,936,276(indirect: By Partnership)
Common Stock
- 5,003,805(indirect: By Trust)
Common Stock
- 290,010(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 1,146,718(indirect: By Trust)
Common Stock
Footnotes (9)
- [F1]Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.
- [F2]Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. As trustee, Mr. Gerdin has sole voting and dispositive power over the shares owned by these GRATs. Beneficial ownership is disclaimed.
- [F3]Mr. Gerdin, Julie Durr, Angela Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen.
- [F4]Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.
- [F5]Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.
- [F6]Mr. Gerdin is one of the beneficiaries of the 2009 Gerdin Heartland Trust. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without consent of the other two trustees.
- [F7]Mr. Gerdin is the trustee of trusts created for the benefit of his children. As trustee, Mr. Gerdin has voting and dispositive powers with respect to the trusts. Beneficial ownership is disclaimed.
- [F8]Mr. Gerdin is one of the beneficiaries of the 2007 Gerdin Heartland Trust. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.
- [F9]The Ann S. Gerdin Revocable Trust, Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are co-general partners of Gerdin Family Investments LP. None of the Ann S. Gerdin Revocable Trust, Mr. Gerdin, Mrs. Durr, or Mrs. Janssen has voting and dispositive powers with respect to this partnership without consent of the majority of the other co-general partners. Beneficial ownership is disclaimed except to the extent of each such reporting person's percentage ownership of general and limited partner shares in the partnership.
Documents
Issuer
HEARTLAND EXPRESS INC
CIK 0000799233
Entity typeother
Related Parties
1- filerCIK 0001212393
Filing Metadata
- Form type
- 4
- Filed
- Jul 15, 8:00 PM ET
- Accepted
- Jul 16, 6:33 PM ET
- Size
- 13.3 KB