Ann S. Gerdin Revocable Trust - 16 May 2023 Form 4 Insider Report for HEARTLAND EXPRESS INC (HTLD)

Signature
/s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed
Issuer symbol
HTLD
Transactions as of
16 May 2023
Net transactions value
+$26,959
Form type
4
Filing time
18 May 2023, 17:36:48 UTC
Previous filing
08 May 2023
Next filing
25 Jul 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HTLD Common Stock Purchase $1,499 +100 +0.08% $14.99 128,178 16 May 2023 Trustee of Trust F1
transaction HTLD Common Stock Purchase $25,460 +1,692 +5.2% $15.05 33,946 17 May 2023 Trustee of Trust F2, F3
holding HTLD Common Stock 4,283,975 16 May 2023 Co-Trustee of Trust F4
holding HTLD Common Stock 38,424 16 May 2023 Trustee of Trusts F5
holding HTLD Common Stock 38,424 16 May 2023 Trustee of Trusts F6
holding HTLD Common Stock 5,003,805 16 May 2023 Co-Trustee of Trust F7
holding HTLD Common Stock 7,813 16 May 2023 By Spouse F8
holding HTLD Common Stock 1,936,276 16 May 2023 Co-General Partner of Partnership F9
holding HTLD Common Stock 12,921,435 16 May 2023 Direct F10
holding HTLD Common Stock 681,124 16 May 2023 Direct F11
holding HTLD Common Stock 681,124 16 May 2023 Direct F12
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.
F2 The price reflects a weighted average purchase price for multiple transactions ranging from 15.0350 to 15.0500 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.
F3 Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.
F4 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.
F5 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.
F6 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.
F7 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.
F8 Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed.
F9 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.
F10 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.
F11 Mrs. Janssen's directly owned shares.
F12 Mrs. Durr's directly owned shares.