Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEARTLAND EXPRESS INCHTLD · Entity 127 | CAO and Secretary | May 15, 2026 | May 18, 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 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,946 |
Ending reported balance
After 2026-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-15 · Grant · Acquired 500 · Balance 8,113 F1: The reporting person received 500 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan. The award vested immediately. Row 2 · 2026-05-15 · Tax withholding · Disposed 167 · Balance 7,946 F2: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received 500 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan. The award vested immediately.
F2: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 21:59 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | Tax withholdingCommon Stock | 167 | $13.30 | $2,221.10 |
DisclosureSEC source: 0002028301-26-000002 · wk-form4_1779141576.xml · nonDerivative · entry 2 Helmich Joshua Stefan · CIK 0002028301 · CAO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,946 F2 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person. Read SEC document |
| May 15, 2026 Filed May 18, 2026 21:59 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0002028301-26-000002 · wk-form4_1779141576.xml · nonDerivative · entry 1 Helmich Joshua Stefan · CIK 0002028301 · CAO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,113 F1 · shares: The reporting person received 500 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan. The award vested immediately. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 22:03 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | Tax withholdingCommon Stock | 70 | $8.33 | $583.10 |
DisclosureSEC source: 0002028301-25-000009 · wk-form4_1759529030.xml · nonDerivative · entry 1 Helmich Joshua Stefan · CIK 0002028301 · SVP and CFO of CFI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,613 F1 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:59 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | Tax withholdingCommon Stock | 86 | $8.93 | $767.98 |
DisclosureSEC source: 0002028301-25-000007 · wk-form4_1751579961.xml · nonDerivative · entry 1 Helmich Joshua Stefan · CIK 0002028301 · SVP and CFO of CFI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,683 F1 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:14 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | Tax withholdingCommon Stock | 83 | $9.30 | $771.90 |
DisclosureSEC source: 0002028301-25-000004 · wk-form4_1743718448.xml · nonDerivative · entry 1 Helmich Joshua Stefan · CIK 0002028301 · SVP and CFO of CFI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,769 F1 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the reporting person. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:03 UTC | HEARTLAND EXPRESS INC HTLD · Entity 127 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002028301-25-000002 · wk-form4_1735941819.xml · nonDerivative · entry 1 Helmich Joshua Stefan · CIK 0002028301 · SVP and CFO of CFI 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,852 F1 · shares: The reporting person received 1,000 restricted shares of Heartland Express, Inc. common stock as an award under the 2021 Restricted Stock Plan, of which 250 shares immediately vested, 250 shares will vest on April 1, 2025, 250 shares will vest on July 1, 2025, and 250 shares will vest on October 1, 2025. The award is subject to certain other vesting and forfeiture provisions. 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.