SEC Info℠  
    Home      Search      My Interests      Help      Sign In      Please Sign In

Durr Julie J, et al. – ‘4’ for 2/22/24 re: Heartland Express Inc.

On:  Monday, 2/26/24, at 5:42pm ET   ·   For:  2/22/24   ·   As:  10% Owner and Other   ·   Accession #:  1664211-24-2   ·   File #:  0-15087

Previous ‘4’:  ‘4’ on 12/8/23 for 12/6/23   ·   Latest ‘4’:  This Filing

Find Words in Filings emoji
 		  in    Show  and   ↓Hints

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 2/26/24  Durr Julie J                      4          %Own.,Oth.  1:15K  Heartland Express Inc.            Ann S Gerdin Revocab… Tr
          Gerdin Ann S
          Janssen Angela K
          Ann S. Gerdin Revocable Trust

Statement of Changes in Beneficial Ownership of Securities by an Insider   —   Form 4   —   SEA’34

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 4           Statement of Changes in Beneficial Ownership of     HTML     15K 
                Securities by an Insider --                                      
                wk-form4_1708987333.xml/5.8


        

This ‘4’ Document is an XML Data File that may be rendered in various formats:

  Form 4    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
SEC Info℠ rendering:  Statement of Changes in Beneficial Ownership of Securities by an Insider — wk-form4_1708987333.xml/5.8
 

The SEC has not released XSLT Stylesheets needed to render this File’s XML Data as a Form.

This is our “Plain Text” rendering:
 
                                                                                                                                                                                
Ownership Document
 
Schema Version:  X0508
Document Type:  4
Period of Report:  2/22/24
Not Subject to Section 16:  0
Issuer:
Issuer CIK:  799233
Issuer Name:  HEARTLAND EXPRESS INC
Issuer Trading Symbol:  HTLD
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1664211
Owner Name:  Ann S. Gerdin Revocable Trust
Reporting Owner Address:
Owner Street 1:  901 HEARTLAND WAY
Owner Street 2:
Owner City:  NORTH LIBERTY
Owner State:  IA
Owner ZIP Code:  52317
Owner State Description:
Reporting Owner Relationship:
Is Director?  No
Is Officer?  No
Is Ten Percent Owner?  Yes
Is Other?  Yes
Officer Title:
Other Text:  Co-Trustee of 10% Owner
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1664284
Owner Name:  Janssen Angela K
Reporting Owner Address:
Owner Street 1:  901 HEARTLAND WAY
Owner Street 2:
Owner City:  NORTH LIBERTY
Owner State:  IA
Owner ZIP Code:  52317
Owner State Description:
Reporting Owner Relationship:
Is Director?  No
Is Officer?  No
Is Ten Percent Owner?  No
Is Other?  Yes
Officer Title:
Other Text:  Co-Trustee of 10% Owner
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1483283
Owner Name:  Gerdin Ann S
Reporting Owner Address:
Owner Street 1:  901 HEARTLAND WAY
Owner Street 2:
Owner City:  NORTH LIBERTY
Owner State:  IA
Owner ZIP Code:  52317
Owner State Description:
Reporting Owner Relationship:
Is Director?  No
Is Officer?  No
Is Ten Percent Owner?  Yes
Is Other?  No
Officer Title:
Other Text:
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1664207
Owner Name:  Durr Julie J
Reporting Owner Address:
Owner Street 1:  901 HEARTLAND WAY
Owner Street 2:
Owner City:  NORTH LIBERTY
Owner State:  IA
Owner ZIP Code:  52317
Owner State Description:
Reporting Owner Relationship:
Is Director?  No
Is Officer?  No
Is Ten Percent Owner?  No
Is Other?  Yes
Officer Title:
Other Text:  Co-Trustee of 10% Owner
Aff 10b5 One:  0
Non-Derivative Table:
Non-Derivative Transaction:
Security Title:
Value:  Common Stock
Transaction Date:
Value:  2/22/24
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  P
Equity Swap Involved?  No
Transaction Amounts:
Transaction Shares:
Value:  14,933
Transaction Price Per Share:
Value:  12.3903
Footnote ID:  F1
Transaction Acquired-Disposed Code:
Value:  A
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  159,865
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Trustee of Trust
Footnote ID:  F2
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  495,612
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Trustee of Trust
Footnote ID:  F3
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  17,092,427
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Footnote ID:  F4
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  4,283,975
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Co-Trustee of Trust
Footnote ID:  F5
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  38,424
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Trustee of Trusts
Footnote ID:  F6
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  38,424
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Trustee of Trusts
Footnote ID:  F7
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  5,003,805
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Co-Trustee of Trust
Footnote ID:  F8
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  7,813
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Spouse
Footnote ID:  F9
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  1,936,276
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  Co-General Partner of Partnership
Footnote ID:  F10
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  681,124
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Footnote ID:  F11
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  681,124
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Footnote ID:  F12
Derivative Table:
Footnotes:
Footnote - F1:  The price reflects a weighted average purchase price for multiple transactions ranging from 12.3400 to 12.4000 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.
Footnote - F2:  Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power.
Footnote - F3:  Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power.
Footnote - F4:  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.
Footnote - 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.
Footnote - 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.
Footnote - 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.
Footnote - 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.
Footnote - F9:  Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed.
Footnote - 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.
Footnote - F11:  Mrs. Janssen's directly owned shares.
Footnote - F12:  Mrs. Durr's directly owned shares.
Remarks:
Owner Signature:
Signature Name:  /s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed
Signature Date:  2/26/24
Owner Signature:
Signature Name:  /s/Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed
Signature Date:  2/26/24
Owner Signature:
Signature Name:  /s/Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed
Signature Date:  2/26/24
Owner Signature:
Signature Name:  /s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed
Signature Date:  2/26/24


↑Top
Filing Submission 0001664211-24-000002   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)
Copyright © 2024 Fran Finnegan & Company LLC – All Rights Reserved.
About — Privacy — Redactions — Help — Tue., Apr. 30, 6:55:38.2am ET