| 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 | 03 Dec 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 | 03 Dec 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 | 03 Dec 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 | 03 Dec 2025 | 0001664207 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HTLD | Common Stock | Gift | $0 | -10,000,000 | -69% | $0.000000 | 4,465,076 | 01 Dec 2025 | Direct | F1, F2 |
| holding | HTLD | Common Stock | 1,214,500 | 01 Dec 2025 | Trustee of Trust | F3 | |||||
| holding | HTLD | Common Stock | 1,700,249 | 01 Dec 2025 | Trustee of Trust | F4 | |||||
| holding | HTLD | Common Stock | 8,813 | 01 Dec 2025 | By Spouse | F5 | |||||
| holding | HTLD | Common Stock | 4,283,975 | 01 Dec 2025 | Co-Trustee of Trust | F6 | |||||
| holding | HTLD | Common Stock | 38,424 | 01 Dec 2025 | Trustee of Trusts | F7 | |||||
| holding | HTLD | Common Stock | 38,424 | 01 Dec 2025 | Trustee of Trusts | F8 | |||||
| holding | HTLD | Common Stock | 5,003,805 | 01 Dec 2025 | Co-Trustee of Trust | F9 | |||||
| holding | HTLD | Common Stock | 1,936,276 | 01 Dec 2025 | 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 | Julie Durr, Angela Janssen, and Mrs. Gerdin are among the co-trustees of the Ann S. Gerdin Revocable Trust. As co-trustees, Ms. Durr and Ms. Janssen disclaim beneficial ownership with respect to this 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. |