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Nasdaq · USD

HTLD

HEARTLAND EXPRESS INC

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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
December 07, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,094,411 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 10,989,991

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 07, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 469,509 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 8,019,890

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.

Read SEC document
December 07, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,094,411 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 8,489,399

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.

Read SEC document
October 23, 2018 Filed Oct 24, 2018 22:09 UTC PurchaseCommon Stock 1,000 $18.37 $18,365.00
Disclosure

SEC source: 0001740563-18-000008 · wf-form4_154041895814851.xml · nonDerivative · entry 1

Sullivan Michael John · CIK 0001740563 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,402

Read SEC document
September 14, 2018 Filed Sep 17, 2018 14:10 UTC SaleCommon Stock 4,390 $21.03 $92,312.04
Disclosure

SEC source: 0001591557-18-000004 · wf-form4_153719338515273.xml · nonDerivative · entry 1

Gordon Larry J. · CIK 0001591557 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 348,103

Read SEC document
September 12, 2018 Filed Sep 14, 2018 13:34 UTC SaleCommon Stock 29,054 $21.00 $610,183.39
Disclosure

SEC source: 0001591557-18-000002 · wf-form4_153693201697456.xml · nonDerivative · entry 1

Gordon Larry J. · CIK 0001591557 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 352,493

F1 · price: The price reflects a weighted average sale price for multiple transactions ranging from $21.0000 to $21.0100 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 sold at each separate price.

Read SEC document
July 31, 2018 Filed Aug 2, 2018 20:02 UTC PurchaseCommon Stock 1,500 $19.55 $29,323.80
Disclosure

SEC source: 0001740563-18-000006 · wf-form4_153324014167287.xml · nonDerivative · entry 1

Sullivan Michael John · CIK 0001740563 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,402

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from $19.540 to $19.550 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.

Read SEC document
June 06, 2018 Filed Jun 8, 2018 20:11 UTC PurchaseCommon Stock 500 $18.84 $9,418.50
Disclosure

SEC source: 0001740563-18-000004 · wf-form4_152848868947221.xml · nonDerivative · entry 1

Sullivan Michael John · CIK 0001740563 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,902

Read SEC document
June 01, 2018 Filed Jun 4, 2018 22:57 UTC
Rigdon Kent DarylVice President of Sales
Tax withholdingCommon Stock 479 $19.03 $9,115.37
Disclosure

SEC source: 0001668223-18-000002 · wf-form4_152815304120149.xml · nonDerivative · entry 1

Rigdon Kent Daryl · CIK 0001668223 · Vice President of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,666

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
May 17, 2018 Filed May 21, 2018 21:05 UTC PurchaseCommon Stock 36,500 $18.28 $667,220.00
Disclosure

SEC source: 0001533142-18-000002 · wf-form4_152693665948013.xml · nonDerivative · entry 1

Hira Tahira K · CIK 0001533142 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 36,500

F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from $18.2250 to 18.3400 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: Reporting person is co-trustee of a revocable trust that purchased shares of the issuer.

Read SEC document
January 19, 2018 Filed Jan 28, 2019 22:27 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 475,319 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000002 · wf-form5_154871446001673.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: Not disclosed

Ownership: Direct

Disclosed balance after: 9,895,580

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
January 19, 2018 Filed Jan 28, 2019 22:27 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 697,884 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000002 · wf-form5_154871446001673.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: Not disclosed

Ownership: Direct

Disclosed balance after: 9,420,261

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
January 19, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 475,319 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 9,895,580

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
January 19, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 697,884 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 9,420,261

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
January 19, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 475,319 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 9,583,810

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.

Read SEC document
January 19, 2018 Filed Jan 28, 2019 22:02 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 697,884 $0.00 $0.00
Disclosure

SEC source: 0001212393-19-000002 · wf-form5_154871295795385.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 10,059,129

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.

Read SEC document
January 02, 2018 Filed Jan 9, 2018 02:44 UTC
Strain Christopher AlanVice Pres/CFO/Secretary
Tax withholdingCommon Stock 450 $23.64 $10,638.00
Disclosure

SEC source: 0001642771-18-000002 · wf-form4_151546587653689.xml · nonDerivative · entry 1

Strain Christopher Alan · CIK 0001642771 · Vice Pres/CFO/Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,175

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

F2 · balance_after: The total number of securities beneficially owned following reported transaction includes: (a) 10,425 unrestricted shares and (b) 3,750 unvested units from an award of 5,000 time-based restricted stock units granted 12/20/17.

Read SEC document
December 20, 2017 Filed Dec 21, 2017 00:39 UTC
Strain Christopher AlanVice Pres/CFO/Secretary
GrantCommon Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001642771-17-000002 · wf-form4_151381672619092.xml · nonDerivative · entry 1

Strain Christopher Alan · CIK 0001642771 · Vice Pres/CFO/Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,625

F1 · kind: The reporting person received 5,000 shares of Heartland Express, Inc. common stock as a grant of a restricted stock award plan. These shares represent a restricted stock award under the 2011 Restricted Stock Plan, as such plan may be amended from time to time. The award is subject to certain vesting and forfeiture provisions. The reporting person has voting power but does not have dispositive power until vesting requirements are satisfied.

Read SEC document
December 07, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 379,845 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 14

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: Not disclosed

Ownership: Direct

Disclosed balance after: 8,722,377

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
December 07, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 524,973 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 13

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: Not disclosed

Ownership: Direct

Disclosed balance after: 8,342,532

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
December 07, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 770,194 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 12

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: Not disclosed

Ownership: Direct

Disclosed balance after: 7,817,559

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
December 07, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 379,845 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 24

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 8,722,377

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 07, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 524,973 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 23

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 8,342,532

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 07, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 770,194 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 22

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 7,817,559

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 07, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 379,845 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 21

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 10,757,013

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.

Read SEC document
December 07, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 524,973 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 20

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 11,136,858

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.

Read SEC document
December 07, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 770,194 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 19

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 11,661,831

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.

Read SEC document
November 30, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 807,984 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 11

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: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 7,494,117

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

F5 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2009 Gerdin Heartland Trust also reported the distribution of the remainder interests. 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.

Read SEC document
November 30, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 328,718 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 10

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: Not disclosed

Ownership: Direct

Disclosed balance after: 7,047,365

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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 30, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 807,984 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 18

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 7,494,117

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

F5 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. The two other beneficiaries of the 2009 Gerdin Heartland Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interests. 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.

Read SEC document
November 30, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 328,718 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 17

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 7,047,365

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
November 30, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 807,984 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 12,432,025

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.

Read SEC document
November 30, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 328,718 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 13,240,009

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.

Read SEC document
September 11, 2017 Filed Sep 13, 2017 20:49 UTC
COSAERT JOHN PExec Vice President
SaleCommon Stock 7,146 $22.54 $161,070.84
Disclosure

SEC source: 0001212397-17-000002 · wf-form4_150533574674117.xml · nonDerivative · entry 1

COSAERT JOHN P · CIK 0001212397 · Exec Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,668

F1 · price: The price reflects a weighted average sale price for multiple transactions ranging from $22.5000 to $22.5900 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 sold at each separate price.

Read SEC document
August 22, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 686,580 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 9

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: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 6,686,133

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

F5 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2009 Gerdin Heartland Trust also reported the distribution of the remainder interests. 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.

Read SEC document
August 22, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 333,519 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 8

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: Not disclosed

Ownership: Direct

Disclosed balance after: 6,718,647

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
August 22, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 686,580 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 6,686,133

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

F5 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. The two other beneficiaries of the 2009 Gerdin Heartland Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interests. 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.

Read SEC document
August 22, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 333,519 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 6,718,647

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
August 22, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 686,580 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 13,568,727

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.

Read SEC document
August 22, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 333,519 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 14,255,307

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.

Read SEC document
August 18, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 600,739 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 7

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: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 5,999,553

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

F5 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2009 Gerdin Heartland Trust also reported the distribution of the remainder interests. 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.

Read SEC document
August 18, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 354,316 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 6

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: Not disclosed

Ownership: Direct

Disclosed balance after: 6,385,128

F1 · kind: Annuity distributions made from grantor retained annuity trusts 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
August 18, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 600,739 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 5,999,553

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

F5 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. The two other beneficiaries of the 2009 Gerdin Heartland Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interests. 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.

Read SEC document
August 18, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 354,316 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Co-Trustee of Trust

Disclosed balance after: 6,385,128

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
August 18, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 600,739 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 14,588,826

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.

Read SEC document
August 18, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 354,316 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of GRATs

Disclosed balance after: 15,189,565

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.

Read SEC document
August 08, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 2,680 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 5

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: Not disclosed

Ownership: Indirect · Trustee of Trusts

Disclosed balance after: 38,424

F4 · ownership.nature: 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.

Read SEC document
August 08, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 2,680 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 4

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: Not disclosed

Ownership: Indirect · Trustee of Trusts

Disclosed balance after: 38,424

F3 · ownership.nature: 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.

Read SEC document
August 08, 2017 Filed Feb 13, 2018 18:38 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
GiftCommon Stock 8,040 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.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: Not disclosed

Ownership: Direct

Disclosed balance after: 6,030,812

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
August 08, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 2,680 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Trustee of Trusts

Disclosed balance after: 38,424

F4 · ownership.nature: 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 this trust. Beneficial ownership is disclaimed.

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.