organization · Reporting owner

Ann S. Gerdin Revocable Trust

Disclosed activity across 1 company

Tapewire entity: 45479
SEC CIK: 0001664211

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
HEARTLAND EXPRESS INCHTLD · Entity 127	10% owner · Co-Trustee of 10% Owner	May 19, 2026	May 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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	8,939,532	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-derivative	IndirectBy Spouse	9,313	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-derivative	IndirectTrustee of Trust	1,214,500	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-derivative	IndirectTrustee of Trust	1,700,249	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-derivative	IndirectCo-Trustee of Trust	4,283,975	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-derivative	IndirectCo-Trustee of Trust	5,003,805	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-derivative	IndirectTrustee of Trusts	38,424	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-derivative	IndirectTrustee of Trusts	38,424	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-derivative	IndirectCo-General Partner of Partnership	1,936,276	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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
January 15, 2016 Filed Jan 31, 2017 23:24 UTC	HEARTLAND EXPRESS INC HTLD · Entity 127	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

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