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Ann S. Gerdin Revocable Trust

Disclosed activity across 1 company

Tapewire entity
45479
SEC CIK
0001664211

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HEARTLAND EXPRESS INCHTLD · Entity 12710% owner · Co-Trustee of 10% OwnerMay 19, 2026May 21, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

HEARTLAND EXPRESS INC

Report date May 19, 2026 · Filed May 21, 2026

Jointly reported with Janssen Angela K, Gerdin Ann S, Durr Julie J

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect8,939,532 Reported balance After 2026-05-19 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2026-05-19 · Gift · Acquired 4,474,456 · Balance 8,939,532

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

F2: Julie Durr, Angela Janssen, and Mrs. Gerdin are among the co-trustees of the Ann S. Gerdin Revocable Trust. As co-trustees, Ms. Durr and Ms. Janssen disclaim beneficial ownership with respect to this trust.

Common StockSEC Table I · non-derivativeIndirectBy Spouse9,313 Reported balance Holding disclosure · report date 2026-05-19 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 9,313

F3: Mrs. Janssen's husband owns these shares.

Common StockSEC Table I · non-derivativeIndirectTrustee of Trust1,214,500 Reported balance Holding disclosure · report date 2026-05-19 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 1,214,500

F4: Julie Durr is the trustee of the Julie J. Durr Revocable Trust.

Common StockSEC Table I · non-derivativeIndirectTrustee of Trust1,700,249 Reported balance Holding disclosure · report date 2026-05-19 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 1,700,249

F5: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust.

Common StockSEC Table I · non-derivativeIndirectCo-Trustee of Trust4,283,975 Reported balance Holding disclosure · report date 2026-05-19 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 4,283,975

F6: Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2009 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.

Common StockSEC Table I · non-derivativeIndirectCo-Trustee of Trust5,003,805 Reported balance Holding disclosure · report date 2026-05-19 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 5,003,805

F9: Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2007 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.

Common StockSEC Table I · non-derivativeIndirectTrustee of Trusts38,424 Reported balance Holding disclosure · report date 2026-05-19 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 38,424

F7: Mrs. Janssen is the trustee of trusts created for the benefit of her children.

Common StockSEC Table I · non-derivativeIndirectTrustee of Trusts38,424 Reported balance Holding disclosure · report date 2026-05-19 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 38,424

F8: Mrs. Durr is the trustee of trusts created for the benefit of her children.

Common StockSEC Table I · non-derivativeIndirectCo-General Partner of Partnership1,936,276 Reported balance Holding disclosure · report date 2026-05-19 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 1,936,276

F10: The Ann S. Gerdin Revocable Trust, Mrs. Durr, and Mrs. Janssen are among the co-general partners of Gerdin Family Investments LP. Beneficial ownership is disclaimed except to the extent of each such reporting person's percentage ownership of general and limited partner shares in the partnership.

Filing footnotes · ownership attribution and instrument terms

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

F2: Julie Durr, Angela Janssen, and Mrs. Gerdin are among the co-trustees of the Ann S. Gerdin Revocable Trust. As co-trustees, Ms. Durr and Ms. Janssen disclaim beneficial ownership with respect to this trust.

F3: Mrs. Janssen's husband owns these shares.

F4: Julie Durr is the trustee of the Julie J. Durr Revocable Trust.

F5: Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust.

F6: Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2009 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.

F7: Mrs. Janssen is the trustee of trusts created for the benefit of her children.

F8: Mrs. Durr is the trustee of trusts created for the benefit of her children.

F9: Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2007 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.

F10: The Ann S. Gerdin Revocable Trust, Mrs. Durr, and Mrs. Janssen are among the co-general partners of Gerdin Family Investments LP. Beneficial ownership is disclaimed except to the extent of each such reporting person's percentage ownership of general and limited partner shares in the partnership.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 12, 2021 Filed Feb 11, 2022 14:59 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 7,000,000 $0.00 $0.00
Disclosure

SEC source: 0001664211-22-000002 · wf-form5_164459157466171.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: 7,478,232

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

F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen.

Read SEC document
December 07, 2020 Filed Feb 13, 2021 00:06 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 328,412 $0.00 $0.00
Disclosure

SEC source: 0001664211-21-000004 · wf-form5_161317475695878.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: Indirect · Co-Trustee of Trust

Disclosed balance after: 4,245,275

F3 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F4 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without consent of the other two trustees.

Read SEC document
December 07, 2020 Filed Feb 13, 2021 00:06 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 819,878 $0.00 $0.00
Disclosure

SEC source: 0001664211-21-000004 · wf-form5_161317475695878.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: 14,478,232

F3 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.

F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen.

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December 01, 2020 Filed Feb 13, 2021 00:06 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 4,500,000 $0.00 $0.00
Disclosure

SEC source: 0001664211-21-000004 · wf-form5_161317475695878.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: 13,658,354

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

F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen.

Read SEC document
August 14, 2020 Filed Aug 14, 2020 18:28 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 SaleCommon Stock 489,130 $20.02 $9,792,382.60
Disclosure

SEC source: 0001664211-20-000002 · wf-form4_159742969646385.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: Indirect · Co-Trustee of Trust

Disclosed balance after: 3,916,863

F1 · kind: The 2009 Gerdin Heartland Trust sold 3,260,870 shares of Common Stock in a registered public offering on July 24, 2020, at a price per share of $20.02, after deducting underwriting discounts and commissions of $0.48 per share. Pursuant to the terms of the Underwriting Agreement, the 2009 Gerdin Heartland Trust granted the Underwriter a 30-day option to purchase up to an additional 489,130 shares of common stock on the same terms and conditions. The underwriter exercised the option to purchase 489,130 shares of common stock which settled on August 14, 2020.

F2 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without consent of the other two trustees.

Read SEC document
July 24, 2020 Filed Jul 27, 2020 13:35 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 SaleCommon Stock 3,260,870 $20.02 $65,282,617.40
Disclosure

SEC source: 0000799233-20-000041 · wf-form4_159585691551882.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: Indirect · Co-Trustee of Trust

Disclosed balance after: 4,405,993

F4 · kind: The 2009 Gerdin Heartland Trust sold 3,260,870 shares of Common Stock in a registered public offering on July 24, 2020, at a price per share of $20.02, after deducting underwriting discounts and commissions of $0.48 per share.

F3 · 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
January 21, 2020 Filed Jul 27, 2020 13:35 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 626,378 $0.00 $0.00
Disclosure

SEC source: 0000799233-20-000041 · wf-form4_159585691551882.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: 7,666,863

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

F3 · 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
January 21, 2020 Filed Jul 27, 2020 13:35 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 772,579 $0.00 $0.00
Disclosure

SEC source: 0000799233-20-000041 · wf-form4_159585691551882.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: 18,158,354

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 16, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 OtherCommon Stock 2,020,000 $19.80 $39,996,000.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: Indirect · Co-Trustee of Trust

Disclosed balance after: 7,040,485

F4 · kind: Pursuant to a "substitution of assets" provision in the applicable trust documents of the 2009 Gerdin Heartland Trust, 2,020,000 shares were withdrawn from the trust and contributed to the Ann S. Gerdin Revocable Trust, and assets having a value equal to the withdrawn securities were contributed to the 2009 Gerdin Heartland Trust in substitution for the withdrawn securities. To the extent that this substitution of assets is deemed to be a purchase, the price reflecting the value for the withdrawn securities is $19.80 per share.

F5 · price: The sale price per share is estimated as of December 16, 2019 and is subject to adjustment. The final sales price per share will be determined pursuant to a valuation performed by an independent financial advisor retained by the reporting persons, with such valuation including an evaluation of trading discounts appropriate for large block transactions in equity securities with similar trading characteristics. If the final sales price per share is not $19.80, the reporting persons undertake to amend this Form 4 to provide the final sales price per share as determined by the independent financial advisor.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 OtherCommon Stock 2,020,000 $19.80 $39,996,000.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: Direct

Disclosed balance after: 17,385,775

F4 · kind: Pursuant to a "substitution of assets" provision in the applicable trust documents of the 2009 Gerdin Heartland Trust, 2,020,000 shares were withdrawn from the trust and contributed to the Ann S. Gerdin Revocable Trust, and assets having a value equal to the withdrawn securities were contributed to the 2009 Gerdin Heartland Trust in substitution for the withdrawn securities. To the extent that this substitution of assets is deemed to be a purchase, the price reflecting the value for the withdrawn securities is $19.80 per share.

F5 · price: The sale price per share is estimated as of December 16, 2019 and is subject to adjustment. The final sales price per share will be determined pursuant to a valuation performed by an independent financial advisor retained by the reporting persons, with such valuation including an evaluation of trading discounts appropriate for large block transactions in equity securities with similar trading characteristics. If the final sales price per share is not $19.80, the reporting persons undertake to amend this Form 4 to provide the final sales price per share as determined by the independent financial advisor.

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, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 445,849 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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 · Co-Trustee of Trust

Disclosed balance after: 9,060,485

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

F3 · 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
December 07, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 603,318 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: Direct

Disclosed balance after: 15,365,775

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, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 830,592 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: 14,762,457

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 22, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 651,010 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: Indirect · Co-Trustee of Trust

Disclosed balance after: 8,614,636

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

F3 · 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
January 22, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 672,499 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: 13,931,865

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 22, 2019 Filed Dec 18, 2019 23:42 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 984,766 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000004 · wf-form4_157671253939874.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: 13,259,366

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.

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December 07, 2018 Filed Jan 28, 2019 22:27 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 469,509 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000002 · wf-form5_154871446001673.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 · Co-Trustee of Trust

Disclosed balance after: 7,963,626

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

F3 · 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.

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December 07, 2018 Filed Jan 28, 2019 22:27 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 539,605 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000002 · wf-form5_154871446001673.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: Direct

Disclosed balance after: 12,274,600

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.

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December 07, 2018 Filed Jan 28, 2019 22:27 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 745,004 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000002 · wf-form5_154871446001673.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: 11,734,995

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.

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December 07, 2018 Filed Jan 28, 2019 22:27 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 GiftCommon Stock 1,094,411 $0.00 $0.00
Disclosure

SEC source: 0001664211-19-000002 · wf-form5_154871446001673.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: 10,989,991

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.

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January 19, 2018 Filed Jan 28, 2019 22:27 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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January 19, 2018 Filed Jan 28, 2019 22:27 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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December 07, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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December 07, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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December 07, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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November 30, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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November 30, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 22, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 22, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 18, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 18, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 08, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 08, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 08, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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January 19, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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January 19, 2017 Filed Feb 13, 2018 18:38 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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December 07, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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
November 30, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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October 06, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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October 06, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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October 06, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 19, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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August 11, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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June 28, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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June 28, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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May 09, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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May 09, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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May 09, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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January 19, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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January 15, 2016 Filed Jan 31, 2017 23:24 UTC HEARTLAND EXPRESS INC HTLD · Entity 127 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.

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