| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HTLD | Common Stock | Gift | $0 | -10M | -58.51% | $0.00 | 7.09M | May 14, 2024 | Direct | F1, F2 |
| holding | HTLD | Common Stock | 849K | May 14, 2024 | Trustee of Trust | F3 | |||||
| holding | HTLD | Common Stock | 1.45M | May 14, 2024 | Trustee of Trust | F4 | |||||
| holding | HTLD | Common Stock | 4.28M | May 14, 2024 | Co-Trustee of Trust | F5 | |||||
| holding | HTLD | Common Stock | 38.4K | May 14, 2024 | Trustee of Trusts | F6 | |||||
| holding | HTLD | Common Stock | 38.4K | May 14, 2024 | Trustee of Trusts | F7 | |||||
| holding | HTLD | Common Stock | 5M | May 14, 2024 | Co-Trustee of Trust | F8 | |||||
| holding | HTLD | Common Stock | 7.81K | May 14, 2024 | By Spouse | F9 | |||||
| holding | HTLD | Common Stock | 1.94M | May 14, 2024 | Co-General Partner of Partnership | F10 |
| Id | Content |
|---|---|
| F1 | The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. Gerdin. |
| F2 | 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. |
| F3 | Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power. |
| F4 | Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power. |
| F5 | 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. |
| F6 | 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. |
| F7 | 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. |
| F8 | 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. |
| F9 | Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed. |
| F10 | 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. |