0000799233-11-000038.txt : 20110822 0000799233-11-000038.hdr.sgml : 20110822 20110822163403 ACCESSION NUMBER: 0000799233-11-000038 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110819 FILED AS OF DATE: 20110822 DATE AS OF CHANGE: 20110822 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: GERDIN RUSSELL A CENTRAL INDEX KEY: 0000926784 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-15087 FILM NUMBER: 111050194 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Gerdin Ann S CENTRAL INDEX KEY: 0001483283 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-15087 FILM NUMBER: 111050193 MAIL ADDRESS: STREET 1: 901 NORTH KANSAS AVENUE 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 NORTH KANSAS AVENUE CITY: NORTH LIBERTY STATE: IA ZIP: 52317 BUSINESS PHONE: 3196263600 MAIL ADDRESS: STREET 1: 901 NORTH KANSAS AVENUE CITY: NORTH LIBERTY STATE: IA ZIP: 52317 4 1 primary_doc.xml PRIMARY DOCUMENT X0304 4 2011-08-19 0 0000799233 HEARTLAND EXPRESS INC HTLD 0000926784 GERDIN RUSSELL A 901 NORTH KANSAS AVENUE NORTH LIBERTY IA 52317 1 1 1 0 Chief Executive Officer 0001483283 Gerdin Ann S 901 NORTH KANSAS AVENUE NORTH LIBERTY IA 52317 0 0 0 1 spouse Common Stock 2011-08-19 5 G 0 E 2000000 0 D 2773194 I By Trust Common Stock 2011-08-19 5 G 0 E 2000000 0 D 773194 I By Trust Common Stock 20077561 I By Grats Common Stock 1936276 I By GFI, LP Ann S. Gerdin transferred 2,000,000 shares each to two grantor retained annuity trusts for her benefit. Michael J. Gerdin serves as trustee over these two GRATS and has no pecuniary interest other than an indirect remainder interest, if any. Shares owned by the revocable trusts of the reporting person and his spouse over which the reporting person and his spouse serve as trustees for their respective trusts. Shares held by three grantor retained annuity trusts for the benefit of the spouse of the reporting person. Mr. Russell A. Gerdin serves as trustee with respect to each GRAT. Gerdin Family Investments, LP (the "GFI") owns a voting trust certificate representing 1,936,276 shares of Heartland Express, Inc. common stock. Mr. and Mrs. Gerdin are general partners of GFI. Although the entire number of shares controlled by GFI is disclosed herein (as permitted by SEC rules), Mr. and Mrs. Gerdin disclaim beneficial ownership of shares in excess of the number attributable to their ownership interest. Mr. and Mrs. Gerdin are not voting trustees and have no power to vote the shares in which GFI has an interest. /s/Russell A. Gerdin 2011-08-22 /s/Ann S. Gerdin 2011-08-22