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Nasdaq · USD

HTLD

HEARTLAND EXPRESS INC

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Tapewire entity
127
SEC CIK
0000799233
Parsed reports
171

Last 12 months

Inside the activity.

1 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202611
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 01, 2025 Filed Jan 3, 2025 21:58 UTC
EICKMAN KRIS ERICVP of Information Technology
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001735946-25-000002 · wk-form4_1735941470.xml · nonDerivative · entry 1

EICKMAN KRIS ERIC · CIK 0001735946 · VP of Information Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,987

F1 · shares: The reporting person received 1,000 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan, of which 250 shares immediately vested, 250 shares will vest on April 1, 2025, 250 shares will vest on July 1, 2025, and 250 shares will vest on October 1, 2025. The award is subject to certain other vesting and forfeiture provisions.

Read SEC document
January 01, 2025 Filed Mar 25, 2025 23:19 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001664211-25-000002 · wk-form4_1742944749.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 8,813

F1 · acquired: Angela Janssen's husband received 1,000 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan, of which 250 shares immediately vested, 250 shares will vest on April 1, 2025, 250 shares will vest on July 1, 2025, and 250 shares will vest on October 1, 2025. The award is subject to certain other vesting and forfeiture provisions.

F2 · ownership.nature: Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed.

Read SEC document
December 19, 2024 Filed Dec 23, 2024 22:26 UTC
Millis David PaulDirector · President of Millis Transfer
GrantCommon Stock 8,489 $11.57 $98,217.73
Disclosure

SEC source: 0001828657-24-000002 · wk-form4_1734992784.xml · nonDerivative · entry 1

Millis David Paul · CIK 0001828657 · Director · President of Millis Transfer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,718.92

F1 · shares: The reporting person received 8,489 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan. The award vested immediately.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 22:17 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 429,094 $0.00 $0.00
Disclosure

SEC source: 0001212393-24-000018 · wk-form4_1733350648.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 8,939,532

F1 · kind: Annuity distribution made from a grantor retained annuity trust (GRAT) created for the benefit of Ann Gerdin.

F3 · ownership.nature: 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.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 22:17 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 429,094 $0.00 $0.00
Disclosure

SEC source: 0001212393-24-000018 · wk-form4_1733350648.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 10,000,000

F1 · kind: Annuity distribution made from a grantor retained annuity trust (GRAT) created for the benefit of Ann Gerdin.

F2 · ownership.nature: 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.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 22:04 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
GiftCommon Stock 429,094 $0.00 $0.00
Disclosure

SEC source: 0001664211-24-000014 · wk-form4_1733349869.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,939,532

F1 · kind: Annuity distribution made from a grantor retained annuity trust (GRAT) created for the benefit of Ann Gerdin.

F2 · ownership.direct: 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.

Read SEC document
November 18, 2024 Filed Nov 20, 2024 23:00 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 49,506 $12.24 $606,087.11
Disclosure

SEC source: 0001664211-24-000012 · wk-form4_1732143629.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 898,584

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 12.1750 to 12.2500 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.

F2 · ownership.nature: Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.

Read SEC document
November 12, 2024 Filed Nov 14, 2024 21:42 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 1,683 $11.99 $20,179.17
Disclosure

SEC source: 0001212393-24-000016 · wk-form4_1731620546.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 1,313,596

F1 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 13:53 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 35,960 $11.97 $430,577.85
Disclosure

SEC source: 0001212393-24-000014 · wk-form4_1731419581.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 1,311,913

F2 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 11.9100 to 11.9900 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.

F1 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 13:53 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 10,951 $11.99 $131,302.49
Disclosure

SEC source: 0001212393-24-000014 · wk-form4_1731419581.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 1,275,953

F1 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
November 06, 2024 Filed Nov 6, 2024 23:28 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 5,210 $11.49 $59,862.90
Disclosure

SEC source: 0001212393-24-000012 · wk-form4_1730935698.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 1,265,002

F2 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
November 04, 2024 Filed Nov 6, 2024 23:28 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 63,074 $10.95 $690,382.77
Disclosure

SEC source: 0001212393-24-000012 · wk-form4_1730935698.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 1,259,792

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 10.8950 to 10.9700 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.

F2 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 22:30 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 50,000 $11.67 $583,675.00
Disclosure

SEC source: 0001212393-24-000010 · wk-form4_1726266647.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 1,196,718

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 11.4900 to 11.8000 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.

F2 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
August 02, 2024 Filed Aug 6, 2024 21:44 UTC
Donovan Michael PaulCOO of Smith Transport
Tax withholdingCommon Stock 7,463 $0.00 $0.00
Disclosure

SEC source: 0002016984-24-000006 · wk-form4_1722980666.xml · nonDerivative · entry 2

Donovan Michael Paul · CIK 0002016984 · COO of Smith Transport

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,587

F2 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person.

Read SEC document
August 02, 2024 Filed Aug 6, 2024 21:44 UTC
Donovan Michael PaulCOO of Smith Transport
GrantCommon Stock 26,261 $0.00 $0.00
Disclosure

SEC source: 0002016984-24-000006 · wk-form4_1722980666.xml · nonDerivative · entry 1

Donovan Michael Paul · CIK 0002016984 · COO of Smith Transport

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,050

F1 · shares: The reporting person received 26,261 shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan. The award vested immediately.

Read SEC document
July 12, 2024 Filed Jul 16, 2024 22:33 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,418,011 $0.00 $0.00
Disclosure

SEC source: 0001212393-24-000008 · wk-form4_1721169185.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 8,510,438

F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F3 · ownership.nature: 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.

Read SEC document
July 12, 2024 Filed Jul 16, 2024 22:33 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,418,011 $0.00 $0.00
Disclosure

SEC source: 0001212393-24-000008 · wk-form4_1721169185.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 10,429,094

F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F2 · ownership.nature: 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.

Read SEC document
July 12, 2024 Filed Jul 16, 2024 22:29 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
GiftCommon Stock 1,418,011 $0.00 $0.00
Disclosure

SEC source: 0001664211-24-000010 · wk-form4_1721168983.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,510,438

F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F2 · ownership.direct: 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.

Read SEC document
June 12, 2024 Filed Jun 14, 2024 21:36 UTC PurchaseCommon Stock 9,000 $11.96 $107,619.30
Disclosure

SEC source: 0001259736-24-000002 · wk-form4_1718401008.xml · nonDerivative · entry 1

PRATT JAMES G · CIK 0001259736 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,429

Read SEC document
May 14, 2024 Filed May 16, 2024 21:07 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 10,000,000 $0.00 $0.00
Disclosure

SEC source: 0001212393-24-000006 · wk-form4_1715893661.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 11,847,105

F1 · kind: The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. Gerdin.

F3 · ownership.nature: 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.

Read SEC document
May 14, 2024 Filed May 16, 2024 21:07 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 10,000,000 $0.00 $0.00
Disclosure

SEC source: 0001212393-24-000006 · wk-form4_1715893661.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 7,092,427

F1 · kind: The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. Gerdin.

F2 · ownership.nature: 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.

Read SEC document
May 14, 2024 Filed May 16, 2024 21:03 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
GiftCommon Stock 10,000,000 $0.00 $0.00
Disclosure

SEC source: 0001664211-24-000008 · wk-form4_1715893414.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,092,427

F1 · kind: The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. Gerdin.

F2 · ownership.direct: 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.

Read SEC document
May 03, 2024 Filed May 3, 2024 22:12 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 93,496 $10.81 $1,010,775.91
Disclosure

SEC source: 0001212393-24-000004 · wk-form4_1714774369.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of Shares Held by Trust

Disclosed balance after: 290,010

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 10.7200 to 10.8900 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.

F2 · ownership.nature: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.

Read SEC document
May 03, 2024 Filed May 7, 2024 21:30 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 8,089 $10.74 $86,899.32
Disclosure

SEC source: 0001664211-24-000006 · wk-form4_1715117390.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 849,078

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 10.7200 to 10.7500 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.

F2 · ownership.direct: Share amount updated to reflect a change in form of beneficial ownership between directly owned by Julie Durr and owned by the Julie J. Durr Revocable Trust.

F3 · ownership.nature: Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.

Read SEC document
May 01, 2024 Filed May 3, 2024 22:12 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 14,109 $10.24 $144,531.19
Disclosure

SEC source: 0001212393-24-000004 · wk-form4_1714774369.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of Shares Held by Trust

Disclosed balance after: 196,514

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 10.1600 to 10.2500 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.

F2 · ownership.nature: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.

Read SEC document
April 30, 2024 Filed May 1, 2024 01:32 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 93,496 $9.92 $927,536.42
Disclosure

SEC source: 0001212393-24-000002 · wk-form4_1714527146.xml · nonDerivative · entry 3

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of Shares Held by Trust

Disclosed balance after: 182,405

F5 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 9.6800 to 10.0400 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.

F4 · ownership.nature: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.

Read SEC document
April 30, 2024 Filed May 1, 2024 01:04 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 93,496 $9.86 $922,020.15
Disclosure

SEC source: 0001664211-24-000004 · wk-form4_1714525466.xml · nonDerivative · entry 3

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 770,704

F4 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 9.6300 to 10.0400 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
April 29, 2024 Filed May 1, 2024 01:32 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 31,200 $9.97 $310,989.12
Disclosure

SEC source: 0001212393-24-000002 · wk-form4_1714527146.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of Shares Held by Trust

Disclosed balance after: 88,909

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 9.9200 to 10.0400 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.

F4 · ownership.nature: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.

Read SEC document
April 29, 2024 Filed May 1, 2024 01:04 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 93,496 $10.12 $946,095.37
Disclosure

SEC source: 0001664211-24-000004 · wk-form4_1714525466.xml · nonDerivative · entry 2

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 677,208

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 9.8400 to 10.4400 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
April 26, 2024 Filed May 1, 2024 01:32 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 66,000 $10.45 $689,964.00
Disclosure

SEC source: 0001212393-24-000002 · wk-form4_1714527146.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 518,594

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 10.1600 to 10.5000 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.

F2 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
April 26, 2024 Filed May 1, 2024 01:04 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 88,100 $10.44 $920,178.07
Disclosure

SEC source: 0001664211-24-000004 · wk-form4_1714525466.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 583,712

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 10.3500 to 10.5500 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
April 26, 2024 Filed May 1, 2024 00:05 UTC PurchaseCommon Stock 2,000 $10.53 $21,059.80
Disclosure

SEC source: 0001740563-24-000002 · wk-form4_1714521908.xml · nonDerivative · entry 1

Sullivan Michael John · CIK 0001740563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,331

Read SEC document
February 22, 2024 Filed Feb 26, 2024 22:42 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 14,933 $12.39 $185,024.35
Disclosure

SEC source: 0001664211-24-000002 · wk-form4_1708987333.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 159,865

F1 · price: 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.

F2 · ownership.nature: Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.

Read SEC document
February 01, 2024 Filed Mar 28, 2024 20:10 UTC
Donovan Michael PaulCOO of Smith Transport
Tax withholdingCommon Stock 3,301 $13.02 $42,979.02
Disclosure

SEC source: 0002016984-24-000004 · wk-form4_1711656609.xml · nonDerivative · entry 1

Donovan Michael Paul · CIK 0002016984 · COO of Smith Transport

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,789

F1 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person.

Read SEC document
December 12, 2023 Filed Dec 14, 2023 00:19 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 18,034 $13.70 $247,017.11
Disclosure

SEC source: 0001212393-23-000028 · wk-form4_1702513144.xml · nonDerivative · entry 3

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of Shares Held by Trust

Disclosed balance after: 57,709

F5 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.5600 to 13.8600 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.

F4 · ownership.nature: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.

Read SEC document
December 11, 2023 Filed Dec 14, 2023 00:19 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 39,675 $13.97 $554,418.45
Disclosure

SEC source: 0001212393-23-000028 · wk-form4_1702513144.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse is Trustee of Shares Held by Trust

Disclosed balance after: 39,675

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.9600 to 13.9900 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.

F4 · ownership.nature: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. Beneficial ownership is disclaimed.

Read SEC document
December 11, 2023 Filed Dec 14, 2023 00:19 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 24,800 $13.98 $346,711.44
Disclosure

SEC source: 0001212393-23-000028 · wk-form4_1702513144.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 452,594

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.9500 to 13.9900 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.

F2 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
December 08, 2023 Filed Dec 8, 2023 23:31 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 42,862 $13.75 $589,343.93
Disclosure

SEC source: 0001664211-23-000025 · wk-form4_1702078298.xml · nonDerivative · entry 3

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 495,612

F4 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.7450 to 13.7500 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 23:31 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 69,107 $13.73 $948,535.04
Disclosure

SEC source: 0001664211-23-000025 · wk-form4_1702078298.xml · nonDerivative · entry 2

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 452,750

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.5900 to 13.7500 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 23:31 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 70,299 $13.70 $963,265.02
Disclosure

SEC source: 0001664211-23-000025 · wk-form4_1702078298.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 383,643

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.5600 to 13.7500 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
December 05, 2023 Filed Dec 6, 2023 00:15 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 44,479 $13.75 $611,430.57
Disclosure

SEC source: 0001664211-23-000023 · wk-form4_1701821718.xml · nonDerivative · entry 2

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 313,344

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.6600 to 13.7500 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.

F4 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
December 01, 2023 Filed Dec 6, 2023 00:18 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,139,309 $0.00 $0.00
Disclosure

SEC source: 0001212393-23-000026 · wk-form4_1701821891.xml · nonDerivative · entry 2

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 17,092,427

F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F3 · ownership.nature: 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.

Read SEC document
December 01, 2023 Filed Dec 6, 2023 00:18 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,139,309 $0.00 $0.00
Disclosure

SEC source: 0001212393-23-000026 · wk-form4_1701821891.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 1,847,105

F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F2 · ownership.nature: 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.

Read SEC document
December 01, 2023 Filed Dec 6, 2023 00:47 UTC
Millis David PaulDirector · President of Millis Transfer
GrantCommon Stock 7,513 $0.00 $0.00
Disclosure

SEC source: 0001828657-23-000006 · wk-form4_1701823619.xml · nonDerivative · entry 1

Millis David Paul · CIK 0001828657 · Director · President of Millis Transfer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,229.92

F1 · shares: The reporting person received 7,513 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan. The award is subject to certain vesting and forfeiture provisions.

Read SEC document
December 01, 2023 Filed Dec 6, 2023 00:15 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
GiftCommon Stock 1,139,309 $0.00 $0.00
Disclosure

SEC source: 0001664211-23-000023 · wk-form4_1701821718.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,092,427

F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F2 · ownership.direct: 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.

Read SEC document
November 29, 2023 Filed Nov 29, 2023 23:38 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 2,055 $13.24 $27,207.58
Disclosure

SEC source: 0001664211-23-000021 · wk-form4_1701301082.xml · nonDerivative · entry 3

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 268,865

F4 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.1950 to 13.2400 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
November 28, 2023 Filed Nov 29, 2023 23:38 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 10,797 $13.21 $142,656.44
Disclosure

SEC source: 0001664211-23-000021 · wk-form4_1701301082.xml · nonDerivative · entry 2

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 266,810

F3 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.1350 to 13.2400 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:38 UTC
Ann S. Gerdin Revocable Trust10% owner · Co-Trustee of 10% Owner
Janssen Angela KCo-Trustee of 10% Owner
Gerdin Ann S10% owner
Durr Julie JCo-Trustee of 10% Owner
PurchaseCommon Stock 20,062 $13.21 $265,006.98
Disclosure

SEC source: 0001664211-23-000021 · wk-form4_1701301082.xml · nonDerivative · entry 1

Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner

Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner

Gerdin Ann S · CIK 0001483283 · 10% owner

Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 256,013

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 13.1200 to 13.2400 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.

F2 · ownership.nature: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 23:25 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
PurchaseCommon Stock 95,602 $13.08 $1,250,722.73
Disclosure

SEC source: 0001212393-23-000024 · wk-form4_1700695515.xml · nonDerivative · entry 1

GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Trust

Disclosed balance after: 427,794

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from 12.9600 to 13.1500 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.

F2 · ownership.nature: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 23:21 UTC PurchaseCommon Stock 2,000 $12.92 $25,840.00
Disclosure

SEC source: 0001740563-23-000006 · wk-form4_1700695283.xml · nonDerivative · entry 1

Sullivan Michael John · CIK 0001740563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,331

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.