SEC Form 4 · accession 0001483283-15-000014
HEARTLAND EXPRESS INC · HTLD
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Ann S Gerdin
10% Owner
Period of report
Aug 19, 2015
Accepted (ET)
Aug 21, 2015 · 12:07 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000799233
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | Aug 19, 2015 | G | 224,939 | $0.00 | A | 12,943,717 | D | |
| Common StockF3 | holding | — | — | — | 1,936,276 | I | By LP |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1An annuity distribution was made from a grantor retained annuity trust with an independent trustee to Mrs. Gerdin's revocable trust.
- F2Shares owned by the revocable trust of Mrs. Gerdin over which she serves as the trustee.
- F3Gerdin Family Investments, LP (the "GFI") owns a voting trust certificate representing 1,936,276 shares of Heartland Express, Inc. common stock. The reporting person is a general partner of GFI. Although the entire number of shares controlled by GFI is disclosed herein (as permitted by SEC rules), the reporting person disclaims beneficial ownership of shares in excess of the number attributable to her ownership interest. The reporting person is not a voting trustee and has no power to vote the shares in which GFI has an interest.