Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEARTLAND EXPRESS INCHTLD · Entity 127 | Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner | May 19, 2026 | May 21, 2026 |
| WEST BANCORPORATION INCWTBA · Entity 5506 | Director | April 28, 2022 | May 02, 2022 |
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
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrustee of GRATs | 10,000,000 |
Reported balance
After 2026-05-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-19 · Gift · Disposed 4,474,456 · Balance 10,000,000 F1: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F2: Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. |
| Common StockSEC Table I · non-derivative | IndirectCo-Trustee of Trust | 8,939,532 |
Reported balance
After 2026-05-19 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 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. F3: Mr. Gerdin is a co-trustee of the Ann S. Gerdin Revocable Trust. As a co-trustee, Mr. Gerdin disclaims beneficial ownership with respect to this trust. |
| Common StockSEC Table I · non-derivative | IndirectCo-Trustee of Trust | 4,283,975 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,283,975 F5: Mr. Gerdin is a co-trustee of the 2009 Gerdin Heartland Trust. As a co-trustee, Mr. Gerdin disclaims 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 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,003,805 F7: Mr. Gerdin is a co-trustee of the 2007 Gerdin Heartland Trust. As a co-trustee, Mr. Gerdin disclaims beneficial ownership with respect to this trust. |
| Common StockSEC Table I · non-derivative | IndirectTrustee of Trust | 1,491,868 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,491,868 F4: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust. |
| Common StockSEC Table I · non-derivative | IndirectTrustee of Trusts | 38,424 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 38,424 F6: Mr. Gerdin is the trustee of trusts created for the benefit of his 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 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,936,276 F8: Mr. Gerdin is a co-general partner of Gerdin Family Investments LP. Beneficial ownership is disclaimed except to the extent of Mr. Gerdin's percentage ownership of general and limited partner shares in the partnership. |
| Common StockSEC Table I · non-derivative | IndirectSpouse is Trustee of Shares Held by Trust | 438,282 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 438,282 F9: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust. |
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: Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit.
F3: Mr. Gerdin is a co-trustee of the Ann S. Gerdin Revocable Trust. As a co-trustee, Mr. Gerdin disclaims beneficial ownership with respect to this trust.
F4: Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust.
F5: Mr. Gerdin is a co-trustee of the 2009 Gerdin Heartland Trust. As a co-trustee, Mr. Gerdin disclaims beneficial ownership with respect to this trust.
F6: Mr. Gerdin is the trustee of trusts created for the benefit of his children.
F7: Mr. Gerdin is a co-trustee of the 2007 Gerdin Heartland Trust. As a co-trustee, Mr. Gerdin disclaims beneficial ownership with respect to this trust.
F8: Mr. Gerdin is a co-general partner of Gerdin Family Investments LP. Beneficial ownership is disclaimed except to the extent of Mr. Gerdin's percentage ownership of general and limited partner shares in the partnership.
F9: Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust.
WEST BANCORPORATION INC
Report date April 28, 2022 · Filed May 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 25,382 |
Reported balance
After 2022-04-28 transaction · row 1
1 source rowRow 1 · 2022-04-28 · Grant · Acquired 1,167 · Balance 25,382 F1: Shares were acquired pursuant to a grant of restricted stock units which vest as of the earlier to occur of 1) the one-year anniversary of the grant date, or 2) the next regularly scheduled annual meeting of the Company's shareholders where director stand for re-election. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired pursuant to a grant of restricted stock units which vest as of the earlier to occur of 1) the one-year anniversary of the grant date, or 2) the next regularly scheduled annual meeting of the Company's shareholders where director stand for re-election.
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 |
|---|---|---|---|---|---|---|
| August 11, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 314,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 12 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 2,887,946 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F4 · ownership.nature: Mr. Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| August 11, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 314,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 11 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of GRATs Disclosed balance after: 18,694,787 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F2 · ownership.nature: Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. As trustee, Mr. Gerdin has sole voting and dispositive power over the shares owned by these GRATs. Read SEC document |
| June 28, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 532,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 10 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 2,573,379 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F4 · ownership.nature: Mr. Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| June 28, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 596,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 9 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 5,398,814 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F7 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2009 Gerdin Heartland Trust. A remainder interest of 596,076 shares was distributed from a GRAT created for the benefit of Mrs. Gerdin to the 2009 Gerdin Heartland Trust. The two other beneficiaries of the 2009 Gerdin Heartland Trust, Mrs. Durr and Mrs. Janssen, also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership is disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees. Read SEC document |
| June 28, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 1,128,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 8 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of GRATs Disclosed balance after: 19,009,354 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F2 · ownership.nature: Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. As trustee, Mr. Gerdin has sole voting and dispositive power over the shares owned by these GRATs. Read SEC document |
| May 09, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 3,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 7 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of Trusts Disclosed balance after: 35,744 F6 · ownership.nature: Mr. Gerdin became sole trustee on January 19, 2016 over shares held by trusts created for the benefit of his children. As trustee, Mr. Gerdin has voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed. Read SEC document |
| May 09, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 9,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 6 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 2,040,994 F4 · ownership.nature: Mr. Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| January 19, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 6,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 5 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of GRATs Disclosed balance after: 20,137,815 F5 · kind: Shares transferred to two GRATs created for the benefit of Ann Gerdin. These shares were transferred from the Ann S. Gerdin Revocable Trust. Mr. Gerdin serves as trustee over these three GRATs and has no pecuniary interest other than an indirect remainder interest, if any. As trustee, Mr. Gerdin has voting and dispositive powers. Beneficial ownership is disclaimed. F2 · ownership.nature: Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. As trustee, Mr. Gerdin has sole voting and dispositive power over the shares owned by these GRATs. Read SEC document |
| January 19, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 6,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 4 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 2,050,474 F5 · kind: Shares transferred to two GRATs created for the benefit of Ann Gerdin. These shares were transferred from the Ann S. Gerdin Revocable Trust. Mr. Gerdin serves as trustee over these three GRATs and has no pecuniary interest other than an indirect remainder interest, if any. As trustee, Mr. Gerdin has voting and dispositive powers. Beneficial ownership is disclaimed. F4 · ownership.nature: Mr. Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| January 15, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 1,797,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 3 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 8,050,474 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F4 · ownership.nature: Mr. Gerdin, Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin serve as co-trustees over shares held by the Ann S. Gerdin Revocable Trust. As co-trustees, they have shared voting and dispositive powers with respect to this trust. Beneficial ownership is disclaimed for Mr. Gerdin, Mrs. Durr, and Mrs. Janssen. Read SEC document |
| January 15, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 2,333,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 2 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Trustee of Trust Disclosed balance after: 5,003,805 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F3 · ownership.nature: Mr. Gerdin is one of the beneficiaries of the 2007 Gerdin Heartland Trust. A remainder interest of 2,333,854 shares was distributed from a GRAT created for the benefit of Mrs. Gerdin to the 2007 Gerdin Heartland Trust. The two other beneficiaries of the 2007 Gerdin Heartland Trust, Julie Durr and Angela Janssen, also reported the distribution of the remainder interest. Mr. Gerdin, Mrs. Durr, and Mrs. Janssen became co-trustees on January 19, 2016. Beneficial ownership was disclaimed with respect to this trust because none of the trustees have the power to vote or dispose shares without the consent of the other two trustees. Read SEC document |
| January 15, 2016 Filed Jan 31, 2017 23:31 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GiftCommon Stock | 4,131,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001212393-17-000002 · wf-form5_148590549486242.xml · nonDerivative · entry 1 GERDIN MICHAEL J · CIK 0001212393 · Director · Chief Executive Officer · 10% owner · Co-Trustee of 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of GRATs Disclosed balance after: 14,137,815 F1 · kind: Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin. F2 · ownership.nature: Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. As trustee, Mr. Gerdin has sole voting and dispositive power over the shares owned by these GRATs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.