Ann S. Gerdin Revocable Trust - Jul 12, 2024 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: Jul 12, 2024
Transactions value $: $0
Form type: 4
Date filed: 7/16/2024, 06:29 PM
Previous filing: May 16, 2024

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	HTLD	Common Stock	Gift	$0	+1.42M	+19.99%	$0.00	8.51M	Jul 12, 2024	Direct	F1, F2
holding	HTLD	Common Stock						849K	Jul 12, 2024	Trustee of Trust	F3
holding	HTLD	Common Stock						1.45M	Jul 12, 2024	Trustee of Trust	F4
holding	HTLD	Common Stock						4.28M	Jul 12, 2024	Co-Trustee of Trust	F5
holding	HTLD	Common Stock						38.4K	Jul 12, 2024	Trustee of Trusts	F6
holding	HTLD	Common Stock						38.4K	Jul 12, 2024	Trustee of Trusts	F7
holding	HTLD	Common Stock						5M	Jul 12, 2024	Co-Trustee of Trust	F8
holding	HTLD	Common Stock						7.81K	Jul 12, 2024	By Spouse	F9
holding	HTLD	Common Stock						1.94M	Jul 12, 2024	Co-General Partner of Partnership	F10

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann 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.