Filing Details

Accession Number:
0001664211-24-000002
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-02-26 17:42:30
Reporting Period:
2024-02-22
Accepted Time:
2024-02-26 17:42:30
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
1483283 S Ann Gerdin 901 Heartland Way
North Liberty IA 52317
No No Yes No
1664207 J Julie Durr 901 Heartland Way
North Liberty IA 52317
No No No Yes
1664211 Trust Revocable Gerdin S. Ann 901 Heartland Way
North Liberty IA 52317
No No Yes Yes
1664284 K Angela Janssen 901 Heartland Way
North Liberty IA 52317
No No No 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 2024-02-22 14,933 $12.39 159,865 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 495,612 Indirect Trustee of Trust
Common Stock 17,092,427 Direct
Common Stock 4,283,975 Indirect Co-Trustee of Trust
Common Stock 38,424 Indirect Trustee of Trusts
Common Stock 38,424 Indirect Trustee of Trusts
Common Stock 5,003,805 Indirect Co-Trustee of Trust
Common Stock 7,813 Indirect By Spouse
Common Stock 1,936,276 Indirect Co-General Partner of Partnership
Common Stock 681,124 Direct
Common Stock 681,124 Direct
Footnotes
  1. The price reflects a weighted average purchase price for multiple transactions ranging from 12.3400 to 12.4000 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. Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.
  3. Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed.
  10. 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.
  11. Mrs. Janssen's directly owned shares.
  12. Mrs. Durr's directly owned shares.