0001664211-24-000006.txt : 20240507 0001664211-24-000006.hdr.sgml : 20240507 20240507173001 ACCESSION NUMBER: 0001664211-24-000006 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240503 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Durr Julie J CENTRAL INDEX KEY: 0001664207 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-15087 FILM NUMBER: 24923372 MAIL ADDRESS: STREET 1: 901 HEARTLAND WAY CITY: NORTH LIBERTY STATE: IA ZIP: 52317 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Gerdin Ann S CENTRAL INDEX KEY: 0001483283 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-15087 FILM NUMBER: 24923373 MAIL ADDRESS: STREET 1: 901 HEARTLAND WAY CITY: NORTH LIBERTY STATE: IA ZIP: 52317 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Janssen Angela K CENTRAL INDEX KEY: 0001664284 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-15087 FILM NUMBER: 24923374 MAIL ADDRESS: STREET 1: 901 HEARTLAND WAY CITY: NORTH LIBERTY STATE: IA ZIP: 52317 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Ann S. Gerdin Revocable Trust CENTRAL INDEX KEY: 0001664211 ORGANIZATION NAME: FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-15087 FILM NUMBER: 24923375 BUSINESS ADDRESS: STREET 1: 901 HEARTLAND WAY CITY: NORTH LIBERTY STATE: IA ZIP: 52317 BUSINESS PHONE: 319-645-7060 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] ORGANIZATION NAME: 01 Energy & Transportation 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_1715117390.xml FORM 4 X0508 4 2024-05-03 0 0000799233 HEARTLAND EXPRESS INC HTLD 0001664211 Ann S. Gerdin Revocable Trust 901 HEARTLAND WAY NORTH LIBERTY IA 52317 0 0 1 1 Co-Trustee of 10% Owner 0001664284 Janssen Angela K 901 HEARTLAND WAY NORTH LIBERTY IA 52317 0 0 0 1 Co-Trustee of 10% Owner 0001483283 Gerdin Ann S 901 HEARTLAND WAY NORTH LIBERTY IA 52317 0 0 1 0 0001664207 Durr Julie J 901 HEARTLAND WAY NORTH LIBERTY IA 52317 0 0 0 1 Co-Trustee of 10% Owner 0 Common Stock 2024-05-03 4 P 0 8089 10.7429 A 849078 I Trustee of Trust Common Stock 1451828 I Trustee of Trust Common Stock 17092427 D Common Stock 4283975 I Co-Trustee of Trust Common Stock 38424 I Trustee of Trusts Common Stock 38424 I Trustee of Trusts Common Stock 5003805 I Co-Trustee of Trust Common Stock 7813 I By Spouse Common Stock 1936276 I Co-General Partner of Partnership The price reflects a weighted average purchase price for multiple transactions ranging from 10.7200 to 10.7500 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. Share amount updated to reflect a change in form of beneficial ownership between directly owned by Julie Durr and owned by the Julie J. Durr Revocable Trust. Julie Durr is the trustee of the Julie J. Durr Revocable Trust with voting and dispositive power. Share amount updated to reflect a change in form of beneficial ownership between directly owned by Angela Janssen and owned by the Angela K. Janssen Revocable Trust. Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust with voting and dispositive power. 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. 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. 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. 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. 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. Mrs. Janssen's husband owns these shares. Beneficial ownership of these shares is disclaimed. 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. /s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed 2024-05-07 /s/Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed 2024-05-07 /s/Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed 2024-05-07 /s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed 2024-05-07