4//SEC Filing
Durr Julie J 4
Accession 0001664211-24-000010
CIK 0000799233other
Filed
Jul 15, 8:00 PM ET
Accepted
Jul 16, 6:29 PM ET
Size
18.0 KB
Accession
0001664211-24-000010
Insider Transaction Report
Form 4
Gerdin Ann S
Other
Transactions
- Gift
Common Stock
2024-07-12+1,418,011→ 8,510,438 total
Holdings
- 849,078(indirect: By Trust)
Common Stock
- 1,936,276(indirect: By Partnership)
Common Stock
- 4,283,975(indirect: By Trust)
Common Stock
- 5,003,805(indirect: By Trust)
Common Stock
- 1,451,828(indirect: By Trust)
Common Stock
- 7,813(indirect: By Spouse)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
Ann S. Gerdin Revocable Trust
10% OwnerOther
Transactions
- Gift
Common Stock
2024-07-12+1,418,011→ 8,510,438 total
Holdings
- 7,813(indirect: By Spouse)
Common Stock
- 849,078(indirect: By Trust)
Common Stock
- 4,283,975(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 1,451,828(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 5,003,805(indirect: By Trust)
Common Stock
- 1,936,276(indirect: By Partnership)
Common Stock
Janssen Angela K
Other
Transactions
- Gift
Common Stock
2024-07-12+1,418,011→ 8,510,438 total
Holdings
- 849,078(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 7,813(indirect: By Spouse)
Common Stock
- 5,003,805(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 1,451,828(indirect: By Trust)
Common Stock
- 4,283,975(indirect: By Trust)
Common Stock
- 1,936,276(indirect: By Partnership)
Common Stock
Durr Julie J
Other
Transactions
- Gift
Common Stock
2024-07-12+1,418,011→ 8,510,438 total
Holdings
- 38,424(indirect: By Trust)
Common Stock
- 7,813(indirect: By Spouse)
Common Stock
- 5,003,805(indirect: By Trust)
Common Stock
- 4,283,975(indirect: By Trust)
Common Stock
- 1,451,828(indirect: By Trust)
Common Stock
- 38,424(indirect: By Trust)
Common Stock
- 1,936,276(indirect: By Partnership)
Common Stock
- 849,078(indirect: By Trust)
Common Stock
Footnotes (10)
- [F1]Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann 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
Issuer
HEARTLAND EXPRESS INC
CIK 0000799233
Entity typeother
Related Parties
1- filerCIK 0001664207
Filing Metadata
- Form type
- 4
- Filed
- Jul 15, 8:00 PM ET
- Accepted
- Jul 16, 6:29 PM ET
- Size
- 18.0 KB