Filing Details

Accession Number:
0001212393-23-000010
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-05-18 17:31:24
Reporting Period:
2023-05-16
Accepted Time:
2023-05-18 17:31:24
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
799233 Heartland Express Inc HTLD Trucking (No Local) (4213) 930926999
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1212393 J Michael Gerdin 901 Heartland Way
North Liberty IA 52317
Chief Executive Officer Yes Yes Yes Yes
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Acquisiton 2023-05-16 1,704 $14.98 188,039 No 4 P Indirect Trustee of Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect Trustee of Trust
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 12,921,435 Indirect Co-Trustee of Trust
Common Stock 4,283,975 Indirect Co-Trustee of Trust
Common Stock 6,018,097 Indirect Trustee of GRATs
Common Stock 38,424 Indirect Trustee of Trusts
Common Stock 5,003,805 Indirect Co-Trustee of Trust
Common Stock 1,936,276 Indirect Co-General Partner of Partnership
Common Stock 628,124 Direct
Footnotes
  1. The price reflects a weighted average purchase price for multiple transactions ranging from 14.9300 to 14.9900 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
  2. Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.