0001212393-24-000006.txt : 20240516
0001212393-24-000006.hdr.sgml : 20240516
20240516170756
ACCESSION NUMBER: 0001212393-24-000006
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240514
FILED AS OF DATE: 20240516
DATE AS OF CHANGE: 20240516
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: GERDIN MICHAEL J
CENTRAL INDEX KEY: 0001212393
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-15087
FILM NUMBER: 24956632
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_1715893661.xml
FORM 4
X0508
4
2024-05-14
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
2024-05-14
4
G
0
10000000
0
D
7092427
I
Co-Trustee of Trust
Common Stock
2024-05-14
4
G
0
10000000
0
A
11847105
I
Trustee of GRATs
Common Stock
1146718
I
Trustee of Trust
Common Stock
290010
I
Spouse is Trustee of Shares Held by Trust
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
The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. 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.
Share amount updated to reflect a change in form of beneficial ownership between directly owned by Mr. Gerdin and owned by the Michael J. Gerdin Revocable Trust.
Mr. Gerdin is the trustee of the Michael J. Gerdin Revocable Trust with voting and dispositive power.
Mr. Gerdin's spouse is the trustee of the Michael J. Gerdin Family Trust with voting and dispositive power. 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.
/S/Michael J. Gerdin
2024-05-16