Ann S. Gerdin Revocable Trust - 14 May 2025 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
Issuer symbol
HTLD
Transactions as of
14 May 2025
Net transactions value
$0
Form type
4
Filing time
16 May 2025, 17:41:33 UTC
Previous filing
14 May 2025
Next filing
03 Dec 2025
SEC
View on sec.gov

Reporting Owners (4)

Name Relationship Address Signature Signature date CIK
Ann S. Gerdin Revocable Trust Co-Trustee of 10% Owner, 10%+ Owner 901 HEARTLAND WAY, NORTH LIBERTY /s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed 16 May 2025 0001664211
Janssen Angela K Co-Trustee of 10% Owner 901 HEARTLAND WAY, NORTH LIBERTY /s/Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed 16 May 2025 0001664284
Gerdin Ann S 10%+ Owner 901 HEARTLAND WAY, NORTH LIBERTY /s/Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed 16 May 2025 0001483283
Durr Julie J Co-Trustee of 10% Owner 901 HEARTLAND WAY, NORTH LIBERTY /s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed 16 May 2025 0001664207

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HTLD Common Stock Gift $0 +5,525,544 +62% $0.000000 14,465,076 14 May 2025 Direct F1, F2
holding HTLD Common Stock 1,214,500 14 May 2025 Trustee of Trust F3
holding HTLD Common Stock 1,700,249 14 May 2025 Trustee of Trust F4
holding HTLD Common Stock 8,813 14 May 2025 By Spouse F5
holding HTLD Common Stock 4,283,975 14 May 2025 Co-Trustee of Trust F6
holding HTLD Common Stock 38,424 14 May 2025 Trustee of Trusts F7
holding HTLD Common Stock 38,424 14 May 2025 Trustee of Trusts F8
holding HTLD Common Stock 5,003,805 14 May 2025 Co-Trustee of Trust F9
holding HTLD Common Stock 1,936,276 14 May 2025 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 Mrs. Durr, Mrs. Janssen, and Mrs. Gerdin are among the co-trustees of the Ann S. Gerdin Revocable Trust.
F3 Julie Durr is the trustee of the Julie J. Durr Revocable Trust.
F4 Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust.
F5 Mrs. Janssen's husband owns these shares.
F6 Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2009 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.
F7 Mrs. Janssen is the trustee of trusts created for the benefit of her children.
F8 Mrs. Durr is the trustee of trusts created for the benefit of her children.
F9 Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2007 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.
F10 The Ann S. Gerdin Revocable Trust, Mrs. Durr, and Mrs. Janssen are among the co-general partners of Gerdin Family Investments LP. 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.