Ann S. Gerdin Revocable Trust - Mar 13, 2023 Form 4 Insider Report for HEARTLAND EXPRESS INC (HTLD)

Role
Co-Trustee of 10% Owner, 10%+ Owner
Signature
/s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed
Stock symbol
HTLD
Transactions as of
Mar 13, 2023
Transactions value $
$1,685,076
Form type
4
Date filed
3/15/2023, 05:23 PM
Previous filing
Feb 14, 2023
Next filing
May 8, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HTLD Common Stock Purchase $247K +15.6K +726.86% $15.78 17.8K Mar 13, 2023 Trustee of Trust F1, F2
transaction HTLD Common Stock Purchase $280K +17.8K $15.78 17.8K Mar 13, 2023 Trustee of Trust F3, F4
transaction HTLD Common Stock Purchase $839K +52.8K +296.61% $15.89 70.6K Mar 14, 2023 Trustee of Trust F2, F5
transaction HTLD Common Stock Purchase $167K +10.6K +59.6% $15.80 28.4K Mar 14, 2023 Trustee of Trust F4, F6
transaction HTLD Common Stock Purchase $90.1K +5.72K +8.11% $15.74 76.3K Mar 15, 2023 Trustee of Trust F2, F7
transaction HTLD Common Stock Purchase $61.8K +3.9K +13.75% $15.84 32.3K Mar 15, 2023 Trustee of Trust F4, F8
holding HTLD Common Stock 4.28M Mar 13, 2023 Co-Trustee of Trust F9
holding HTLD Common Stock 38.4K Mar 13, 2023 Trustee of Trusts F10
holding HTLD Common Stock 38.4K Mar 13, 2023 Trustee of Trusts F11
holding HTLD Common Stock 5M Mar 13, 2023 Co-Trustee of Trust F12
holding HTLD Common Stock 7.81K Mar 13, 2023 By Spouse F13
holding HTLD Common Stock 1.94M Mar 13, 2023 Co-General Partner of Partnership F14
holding HTLD Common Stock 12.9M Mar 13, 2023 Direct F15
holding HTLD Common Stock 681K Mar 13, 2023 Direct F16
holding HTLD Common Stock 681K Mar 13, 2023 Direct F17
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reflects a weighted average purchase price for multiple transactions ranging from 15.5650 to 15.8000 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
F2 Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.
F3 The price reflects a weighted average purchase price for multiple transactions ranging from 15.5800 to 15.8000 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
F4 Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.
F5 The price reflects a weighted average purchase price for multiple transactions ranging from 15.8000 to 15.9900 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
F6 The price reflects a weighted average purchase price for multiple transactions ranging from 15.7900 to 15.8000 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
F7 The price reflects a weighted average purchase price for multiple transactions ranging from 15.6650 to 15.8000 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
F8 The price reflects a weighted average purchase price for multiple transactions ranging from 15.8200 to 15.8500 per share, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
F9 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.
F10 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.
F11 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.
F12 Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are the beneficiaries of the 2007 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 the consent of the other two trustees.
F13 Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed.
F14 The Ann S. Gerdin Revocable Trust, Mr. Gerdin, Mrs. Durr, and Mrs. Janssen are co-general partners of Gerdin Family Investments LP. None of the Ann S. Gerdin Revocable Trust, Mr. Gerdin, Mrs. Durr, or Mrs. Janssen has voting and dispositive powers with respect to this partnership without consent of the majority of the other co-general partners. 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.
F15 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.
F16 Mrs. Janssen's directly owned shares.
F17 Mrs. Durr's directly owned shares.