Tapewire

Nasdaq · USD

HTLD

HEARTLAND EXPRESS INC

Export transactions ↓
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

Latest available

Insider transactions

JSON API
Reset

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
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 8,040 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.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 · Co-Trustee of Trust

Disclosed balance after: 6,030,812

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
June 01, 2017 Filed Jun 2, 2017 22:51 UTC
Rigdon Kent DarylVice President of Sales
Tax withholdingCommon Stock 483 $19.55 $9,442.65
Disclosure

SEC source: 0001668223-17-000001 · wf-form4_149644385873447.xml · nonDerivative · entry 1

Rigdon Kent Daryl · CIK 0001668223 · Vice President of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,145

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) 1,895 unrestricted shares and (b) 1,250 unvested units from an award of 2,500 time-based restricted stock units granted 12/15/14.

Read SEC document
February 08, 2017 Filed Feb 10, 2017 17:36 UTC SaleCommon Stock 95,386 $20.01 $1,908,902.79
Disclosure

SEC source: 0001591557-17-000002 · wf-form4_148674818360277.xml · nonDerivative · entry 1

Gordon Larry J. · CIK 0001591557 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,547

F1 · price: The price reflects a weighted average sale price for multiple transactions ranging from $19.9100 to $20.1100 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
January 19, 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 453,225 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.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: 6,038,852

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, 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 666,340 $0.00 $0.00
Disclosure

SEC source: 0001664211-18-000002 · wf-form5_151854711914349.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: 5,585,627

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, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 453,225 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.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: 6,038,852

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, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 666,340 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.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: 5,585,627

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, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 453,225 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.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: 15,543,881

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, 2017 Filed Feb 13, 2018 18:24 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 666,340 $0.00 $0.00
Disclosure

SEC source: 0001212393-18-000002 · wf-form5_151854627380232.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: 15,997,106

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, 2016 Filed Jan 31, 2017 23:24 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 1,448,410 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.xml · nonDerivative · entry 15

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: 4,919,287

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, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,448,410 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Co-Trustee of Trust

Disclosed balance after: 4,919,287

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

F4 · ownership.nature: Mr. 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, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,448,410 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 16,663,446

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, 2016 Filed Jan 31, 2017 23:24 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 283,724 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 3,470,877

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, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 283,724 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 3,470,877

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

F4 · ownership.nature: Mr. 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, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 283,724 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Trustee of GRATs

Disclosed balance after: 18,111,856

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 16, 2016 Filed Nov 18, 2016 21:37 UTC
Rigdon Kent DarylVice President of Sales
SaleCommon Stock 1,500 $22.04 $33,064.50
Disclosure

SEC source: 0001668223-16-000007 · wf-form4_147950504992179.xml · nonDerivative · entry 1

Rigdon Kent Daryl · CIK 0001668223 · Vice President of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,628

F1 · balance_after: The total number of securities beneficially owned following reported transaction includes: (a) 1,128 unrestricted shares and (b) 2,500 unvested units from an award of 2,500 time-based restricted stock units granted 12/15/14.

Read SEC document
October 06, 2016 Filed Jan 31, 2017 23:24 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 681,124 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 681,124

F8 · kind: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen were the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. Mr. Gerdin, one of the three beneficiaries of the 2005 Gerdin Children's Trust also reported the distribution. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
October 06, 2016 Filed Jan 31, 2017 23:24 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 681,124 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 681,124

F8 · kind: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen were the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. Mr. Gerdin, one of the three beneficiaries of the 2005 Gerdin Children's Trust also reported the distribution. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
October 06, 2016 Filed Jan 31, 2017 23:24 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 2,043,372 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 0

F8 · kind: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen were the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. Mr. Gerdin, one of the three beneficiaries of the 2005 Gerdin Children's Trust also reported the distribution. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

F8 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen were the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. Mr. Gerdin, one of the three beneficiaries of the 2005 Gerdin Children's Trust also reported the distribution. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
October 06, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 681,124 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: Direct

Disclosed balance after: 681,124

F8 · kind: Mr. Gerdin was one of the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. The two other beneficiaries of the 2005 Gerdin Children's Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
October 06, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 2,043,372 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Co-Trustee of Trust

Disclosed balance after: 0

F8 · kind: Mr. Gerdin was one of the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. The two other beneficiaries of the 2005 Gerdin Children's Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

F8 · ownership.nature: Mr. Gerdin was one of the beneficiaries of the 2005 Gerdin Children's Trust. This trust was terminated and the 2,043,372 shares were distributed equally to the three beneficiaries. The two other beneficiaries of the 2005 Gerdin Children's Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
August 19, 2016 Filed Jan 31, 2017 23:24 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 299,207 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 3,187,153

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 19, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 299,207 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 3,187,153

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

F4 · ownership.nature: Mr. 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 19, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 299,207 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Trustee of GRATs

Disclosed balance after: 18,395,580

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 11, 2016 Filed Jan 31, 2017 23:24 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 314,567 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: Direct

Disclosed balance after: 2,887,946

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 11, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 314,567 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Co-Trustee of Trust

Disclosed balance after: 2,887,946

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

F4 · ownership.nature: Mr. 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 11, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 314,567 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 18,694,787

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
June 28, 2016 Filed Jan 31, 2017 23:24 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 532,385 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 2,573,379

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
June 28, 2016 Filed Jan 31, 2017 23:24 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 596,076 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 5,398,814

F7 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. A remainder interest of 596,076 shares was distributed from a grantor retained annuity trust 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 interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
June 28, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 532,385 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 2,573,379

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

F4 · ownership.nature: Mr. 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 28, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 596,076 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 5,398,814

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

F7 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2009 Gerdin Heartland Trust. A remainder interest of 596,076 shares was distributed from a GRAT 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 interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
June 28, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,128,461 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 19,009,354

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
May 09, 2016 Filed Jan 31, 2017 23:24 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 3,160 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: Indirect · Trustee of Trusts

Disclosed balance after: 35,744

F6 · ownership.nature: Mrs. Janssen became sole trustee on January 19, 2016 over shares held by 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
May 09, 2016 Filed Jan 31, 2017 23:24 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 3,160 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 35,744

F5 · ownership.nature: Mrs. Durr became sole trustee on January 19, 2016 over shares held by 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
May 09, 2016 Filed Jan 31, 2017 23:24 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 9,480 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: Direct

Disclosed balance after: 2,040,994

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 09, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 3,160 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 Trusts

Disclosed balance after: 35,744

F6 · ownership.nature: Mr. Gerdin became sole trustee on January 19, 2016 over shares held by 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
May 09, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 9,480 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Co-Trustee of Trust

Disclosed balance after: 2,040,994

F4 · ownership.nature: Mr. 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, 2016 Filed Jan 31, 2017 23:24 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 6,000,000 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 2,050,474

F4 · kind: Shares transferred to two 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, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 6,000,000 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 20,137,815

F5 · kind: Shares transferred to two GRATs created for the benefit of Ann Gerdin. These shares were transferred from the Ann S. Gerdin Revocable Trust. Mr. Gerdin serves as trustee over these three GRATs and has no pecuniary interest other than an indirect remainder interest, if any. As trustee, Mr. Gerdin has voting and dispositive powers. Beneficial ownership is disclaimed.

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, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 6,000,000 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 2,050,474

F5 · kind: Shares transferred to two GRATs created for the benefit of Ann Gerdin. These shares were transferred from the Ann S. Gerdin Revocable Trust. Mr. Gerdin serves as trustee over these three GRATs and has no pecuniary interest other than an indirect remainder interest, if any. As trustee, Mr. Gerdin has voting and dispositive powers. Beneficial ownership is disclaimed.

F4 · ownership.nature: Mr. 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 15, 2016 Filed Jan 31, 2017 23:24 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 2,333,854 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: Indirect · Co-Trustee of Trust

Disclosed balance after: 5,003,805

F3 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2007 Gerdin Heartland Trust. A remainder interest of 2,333,854 shares was distributed from a grantor retained annuity trust created for the benefit of Mrs. Gerdin to the 2007 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2007 Gerdin Heartland Trust also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
January 15, 2016 Filed Jan 31, 2017 23:24 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 1,797,424 $0.00 $0.00
Disclosure

SEC source: 0001664211-17-000002 · wf-form5_148590506096741.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: 8,050,474

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 15, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 1,797,424 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 8,050,474

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

F4 · ownership.nature: Mr. 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 15, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 2,333,854 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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 · Co-Trustee of Trust

Disclosed balance after: 5,003,805

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

F3 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2007 Gerdin Heartland Trust. A remainder interest of 2,333,854 shares was distributed from a GRAT created for the benefit of Mrs. Gerdin to the 2007 Gerdin Heartland Trust. The two other beneficiaries of the 2007 Gerdin Heartland Trust, Julie Durr and Angela Janssen, also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees.

Read SEC document
January 15, 2016 Filed Jan 31, 2017 23:31 UTC
GERDIN MICHAEL JDirector · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner
GiftCommon Stock 4,131,278 $0.00 $0.00
Disclosure

SEC source: 0001212393-17-000002 · wf-form5_148590549486242.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: 14,137,815

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
July 03, 2006 Filed Mar 29, 2019 21:39 UTC OtherCommon Stock 0.87 $17.96 $15.63
Disclosure

SEC source: 0001212579-19-000004 · wf-form5_155389557547765.xml · nonDerivative · entry 6

ALLEN BENJAMIN J · CIK 0001212579 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,595

F1 · shares: Shares acquired through a dividend reinvestment plan.

Read SEC document
July 03, 2006 Filed Mar 29, 2019 21:39 UTC OtherCommon Stock 0.89 $17.95 $15.98
Disclosure

SEC source: 0001212579-19-000004 · wf-form5_155389557547765.xml · nonDerivative · entry 5

ALLEN BENJAMIN J · CIK 0001212579 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,594.13

F1 · shares: Shares acquired through a dividend reinvestment plan.

Read SEC document
April 03, 2006 Filed Mar 29, 2019 21:39 UTC OtherCommon Stock 0.54 $21.92 $11.84
Disclosure

SEC source: 0001212579-19-000004 · wf-form5_155389557547765.xml · nonDerivative · entry 4

ALLEN BENJAMIN J · CIK 0001212579 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,593.24

F1 · shares: Shares acquired through a dividend reinvestment plan.

Read SEC document
April 03, 2006 Filed Mar 29, 2019 21:39 UTC OtherCommon Stock 0.55 $21.91 $12.05
Disclosure

SEC source: 0001212579-19-000004 · wf-form5_155389557547765.xml · nonDerivative · entry 3

ALLEN BENJAMIN J · CIK 0001212579 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,592.7

F1 · shares: Shares acquired through a dividend reinvestment plan.

Read SEC document
January 03, 2006 Filed Mar 29, 2019 21:39 UTC OtherCommon Stock 0.57 $20.41 $11.63
Disclosure

SEC source: 0001212579-19-000004 · wf-form5_155389557547765.xml · nonDerivative · entry 2

ALLEN BENJAMIN J · CIK 0001212579 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,592.15

F1 · shares: Shares acquired through a dividend reinvestment plan.

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.