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