Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEARTLAND EXPRESS INCHTLD · Entity 127 | 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 Ann S. Gerdin Revocable Trust, Janssen Angela K, 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 rowRow 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 rowRow 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 rowRow 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 rowRow 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 rowRow 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 rowRow 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 rowRow 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 rowRow 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 rowRow 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
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| December 07, 2018 Filed Jan 28, 2019 22:27 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 469,509 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 07, 2018 Filed Jan 28, 2019 22:27 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 539,605 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 07, 2018 Filed Jan 28, 2019 22:27 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 745,004 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| January 19, 2018 Filed Jan 28, 2019 22:27 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 475,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-19-000002 · wf-form5_154871446001673.xml · nonDerivative · entry 2 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,895,580 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| January 19, 2018 Filed Jan 28, 2019 22:27 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 697,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-19-000002 · wf-form5_154871446001673.xml · nonDerivative · entry 1 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,420,261 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| December 07, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 379,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 14 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,722,377 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| December 07, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 524,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 13 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,342,532 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| December 07, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 770,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 12 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,817,559 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| November 30, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 807,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 11 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 7,494,117 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F5 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2009 Gerdin Heartland Trust also reported the distribution of the remainder interests. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without consent of the other two trustees. Read SEC document |
| November 30, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 328,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 10 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,047,365 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| August 22, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 686,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 9 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 6,686,133 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F5 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2009 Gerdin Heartland Trust also reported the distribution of the remainder interests. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without consent of the other two trustees. Read SEC document |
| August 22, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 333,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 8 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,718,647 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| August 18, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 600,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 7 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 5,999,553 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F5 · ownership.nature: Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2009 Gerdin Heartland Trust. Remainder interests were distributed from grantor retained annuity trusts created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. Mr. Gerdin, one of the three beneficiaries of the 2009 Gerdin Heartland Trust also reported the distribution of the remainder interests. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen serve as co-trustees over shares held by the trust. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without consent of the other two trustees. Read SEC document |
| August 18, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 354,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 6 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385,128 F1 · kind: Annuity distributions made from grantor retained annuity trusts created for the benefit of Ann Gerdin. F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| August 08, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 2,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 5 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of Trusts Disclosed balance after: 38,424 F4 · ownership.nature: Mrs. Janssen is the trustee of trusts created for the benefit of her children. As trustee, Mrs. Janssen has voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed. Read SEC document |
| August 08, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 2,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 4 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of Trusts Disclosed balance after: 38,424 F3 · ownership.nature: Mrs. Durr is the trustee of trusts created for the benefit of her children. As trustee, Mrs. Durr has voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed. Read SEC document |
| August 08, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 8,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001664211-18-000002 · wf-form5_151854711914349.xml · nonDerivative · entry 3 Ann S. Gerdin Revocable Trust · CIK 0001664211 · 10% owner · Co-Trustee of 10% Owner Janssen Angela K · CIK 0001664284 · Co-Trustee of 10% Owner Gerdin Ann S · CIK 0001483283 · 10% owner Durr Julie J · CIK 0001664207 · Co-Trustee of 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030,812 F2 · ownership.direct: Michael Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| January 19, 2017 Filed Feb 13, 2018 18:38 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 453,225 | $0.00 | $0.00 |
DisclosureSEC 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 | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 666,340 | $0.00 | $0.00 |
DisclosureSEC 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 |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
| October 06, 2016 Filed Jan 31, 2017 23:24 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 681,124 | $0.00 | $0.00 |
DisclosureSEC 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 | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 681,124 | $0.00 | $0.00 |
DisclosureSEC 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 | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 2,043,372 | $0.00 | $0.00 |
DisclosureSEC 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 |
| August 19, 2016 Filed Jan 31, 2017 23:24 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 299,207 | $0.00 | $0.00 |
DisclosureSEC 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 11, 2016 Filed Jan 31, 2017 23:24 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 314,567 | $0.00 | $0.00 |
DisclosureSEC 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 |
| June 28, 2016 Filed Jan 31, 2017 23:24 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 532,385 | $0.00 | $0.00 |
DisclosureSEC 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 | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 596,076 | $0.00 | $0.00 |
DisclosureSEC 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 |
| May 09, 2016 Filed Jan 31, 2017 23:24 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC 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 | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC 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 | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 9,480 | $0.00 | $0.00 |
DisclosureSEC 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 |
| 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 |
DisclosureSEC 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 15, 2016 Filed Jan 31, 2017 23:24 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 2,333,854 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.