0001664211-21-000004.txt : 20210212
0001664211-21-000004.hdr.sgml : 20210212
20210212190617
ACCESSION NUMBER: 0001664211-21-000004
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210212
DATE AS OF CHANGE: 20210212
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Janssen Angela K
CENTRAL INDEX KEY: 0001664284
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-15087
FILM NUMBER: 21631060
MAIL ADDRESS:
STREET 1: 901 NORTH KANSAS AVENUE
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Gerdin Ann S
CENTRAL INDEX KEY: 0001483283
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-15087
FILM NUMBER: 21631061
MAIL ADDRESS:
STREET 1: 901 NORTH KANSAS AVENUE
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Ann S. Gerdin Revocable Trust
CENTRAL INDEX KEY: 0001664211
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-15087
FILM NUMBER: 21631062
BUSINESS ADDRESS:
STREET 1: 901 NORTH KANSAS AVENUE
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
BUSINESS PHONE: 319-626-3600
MAIL ADDRESS:
STREET 1: 901 NORTH KANSAS AVENUE
CITY: NORTH LIBERTY
STATE: IA
ZIP: 52317
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Durr Julie J
CENTRAL INDEX KEY: 0001664207
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-15087
FILM NUMBER: 21631063
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
5
1
wf-form5_161317475695878.xml
FORM 5
X0306
5
2020-12-31
0
0
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 NORTH KANSAS AVENUE
NORTH LIBERTY
IA
52317
0
0
0
1
Co-Trustee of 10% Owner
0001483283
Gerdin Ann S
901 NORTH KANSAS AVENUE
NORTH LIBERTY
IA
52317
0
0
1
0
0001664207
Durr Julie J
901 NORTH KANSAS AVENUE
NORTH LIBERTY
IA
52317
0
0
0
1
Co-Trustee of 10% Owner
Common Stock
2020-12-01
5
G
0
4500000
0
D
13658354
D
Common Stock
2020-12-07
5
G
0
819878
0
A
14478232
D
Common Stock
2020-12-07
5
G
0
328412
0
A
4245275
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
Common Stock
681124
D
Common Stock
681124
D
The Ann S. Gerdin Revocable Trust transferred shares to three grantor retained annuity trusts (GRATs) for the benefit of Anne S. Gerdin.
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.
Annuity distributions made from grantor retained annuity trusts (GRATs) created for the benefit of Ann Gerdin.
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.
Mrs. Janssen's directly owned shares.
Mrs. Durr's directly owned shares.
/s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed
2021-02-12
/s/Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed
2021-02-12
/s/Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed
2021-02-12
/s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed
2021-02-12