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Durr Julie J 4

Accession 0001664211-24-000008

CIK 0000799233other

View on SEC.gov Company Profile

Filed

May 15, 8:00 PM ET

Accepted

May 16, 5:03 PM ET

Size

18.0 KB

Accession

0001664211-24-000008

Insider Transaction Report

Form 4

Period: 2024-05-14

HEARTLAND EXPRESS INCHTLD

Ann S. Gerdin Revocable Trust

10% OwnerOther

Transactions

Gift
Common Stock
2024-05-14−10,000,000→ 7,092,427 total

Holdings

Common Stock
(indirect: By Trust)
849,078
Common Stock
(indirect: By Trust)
1,451,828
Common Stock
(indirect: By Trust)
4,283,975
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
5,003,805
Common Stock
(indirect: By Spouse)
7,813
Common Stock
(indirect: By Partnership)
1,936,276

Gerdin Ann S

Other

Transactions

Gift
Common Stock
2024-05-14−10,000,000→ 7,092,427 total

Holdings

Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
849,078
Common Stock
(indirect: By Trust)
1,451,828
Common Stock
(indirect: By Trust)
4,283,975
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
5,003,805
Common Stock
(indirect: By Spouse)
7,813
Common Stock
(indirect: By Partnership)
1,936,276

Durr Julie J

Other

Transactions

Gift
Common Stock
2024-05-14−10,000,000→ 7,092,427 total

Holdings

Common Stock
(indirect: By Trust)
849,078
Common Stock
(indirect: By Trust)
1,451,828
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Partnership)
1,936,276
Common Stock
(indirect: By Trust)
4,283,975
Common Stock
(indirect: By Trust)
5,003,805
Common Stock
(indirect: By Spouse)
7,813

Janssen Angela K

Other

Transactions

Gift
Common Stock
2024-05-14−10,000,000→ 7,092,427 total

Holdings

Common Stock
(indirect: By Trust)
849,078
Common Stock
(indirect: By Trust)
1,451,828
Common Stock
(indirect: By Trust)
4,283,975
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
38,424
Common Stock
(indirect: By Trust)
5,003,805
Common Stock
(indirect: By Spouse)
7,813
Common Stock
(indirect: By Partnership)
1,936,276

Footnotes (10)

[F1]The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. Gerdin.
[F10]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.
[F2]Michael Gerdin, Mrs. Durr, Mrs. 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.
[F3]Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.
[F4]Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.
[F5]Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are 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.
[F6]Mrs. Janssen is the trustee of trusts created for the benefit of her children. As trustee, Mrs. Janssen has voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed.
[F7]Mrs. Durr is the trustee of trusts created for the benefit of her children. As trustee, Mrs. Durr has voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed.
[F8]Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are 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]Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed.

Documents

1 file

4
wk-form4_1715893414.xmlPrimary
FORM 4

Issuer

HEARTLAND EXPRESS INC

CIK 0000799233

→

Entity typeother

Related Parties

filerCIK 0001664207

Filing Metadata

Form type: 4
Filed: May 15, 8:00 PM ET
Accepted: May 16, 5:03 PM ET
Size: 18.0 KB

View on SEC.gov