0000799233-23-000028.txt : 20230725
0000799233-23-000028.hdr.sgml : 20230725
20230725191605
ACCESSION NUMBER: 0000799233-23-000028
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230724
FILED AS OF DATE: 20230725
DATE AS OF CHANGE: 20230725
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: GERDIN MICHAEL J
CENTRAL INDEX KEY: 0001212393
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-15087
FILM NUMBER: 231109780
MAIL ADDRESS:
STREET 1: 901 HEARTLAND WAY
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: HEARTLAND EXPRESS INC
CENTRAL INDEX KEY: 0000799233
STANDARD INDUSTRIAL CLASSIFICATION: TRUCKING (NO LOCAL) [4213]
IRS NUMBER: 930926999
STATE OF INCORPORATION: NV
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 901 HEARTLAND WAY
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
BUSINESS PHONE: 3196457060
MAIL ADDRESS:
STREET 1: 901 HEARTLAND WAY
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
4
1
wk-form4_1690326956.xml
FORM 4
X0508
4
2023-07-24
0
0000799233
HEARTLAND EXPRESS INC
HTLD
0001212393
GERDIN MICHAEL J
901 HEARTLAND WAY
NORTH LIBERTY
IA
52317
1
1
1
1
Chief Executive Officer
Co-Trustee of 10% Owner
0
Common Stock
2023-07-24
4
G
0
3031683
0
A
15953118
I
Co-Trustee of Trust
Common Stock
2023-07-24
4
G
0
3031683
0
D
2986414
I
Trustee of GRATs
Common Stock
4283975
I
Co-Trustee of Trust
Common Stock
38424
I
Trustee of Trusts
Common Stock
5003805
I
Co-Trustee of Trust
Common Stock
1936276
I
Co-General Partner of Partnership
Common Stock
188039
I
Trustee of Trust
Common Stock
628124
D
Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.
Mr. Gerdin, Julie Durr, Angela 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.
Mr. Gerdin is the trustee of GRATs established by Ann S. Gerdin for her benefit. As trustee, Mr. Gerdin has sole voting and dispositive power over the shares owned by these GRATs. Beneficial ownership is disclaimed.
Mr. Gerdin is one of 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.
Mr. Gerdin is the trustee of trusts created for the benefit of his children. As trustee, Mr. Gerdin has voting and dispositive powers with respect to the trusts. Beneficial ownership is disclaimed.
Mr. Gerdin is one of 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.
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.
Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.
/S/Michael J. Gerdin
2023-07-25