Filing Details
- Accession Number:
- 0001212393-15-000006
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2015-06-04 15:42:32
- Reporting Period:
- 2015-03-10
- Filing Date:
- 2015-06-04
- Accepted Time:
- 2015-06-04 15:42:32
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
799233 | Heartland Express Inc | HTLD | Trucking (No Local) (4213) | 930926999 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1212393 | J Michael Gerdin | 901 North Kansas Avenue North Liberty IA 52317 | Chief Executive Officer | Yes | Yes | Yes | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Disposition | 2015-03-10 | 3,737,500 | $23.04 | 4,309,316 | No | 4 | S | Indirect | Beneficiary of Trust |
Common Stock | Acquisiton | 2015-06-04 | 493,422 | $0.00 | 4,802,738 | No | 5 | G | Indirect | Beneficiary of Trust |
Common Stock | Disposition | 2015-06-04 | 924,316 | $0.00 | 14,145,906 | No | 5 | G | Indirect | Trustee of GRATs |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Indirect | Beneficiary of Trust |
No | 5 | G | Indirect | Beneficiary of Trust |
No | 5 | G | Indirect | Trustee of GRATs |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Stock | 29,984 | Indirect | Trustee of Trust |
Common Stock | 2,043,372 | Indirect | Beneficiary of Trust |
Common Stock | 562,669 | Indirect | Beneficiary of Trust |
Footnotes
- Transaction represents a sale by the 2009 Gerdin Heartland Trust and was previously reported by the trustee of the trust.
- The reporting person is one of the beneficiaries of the 2009 Gerdin Heartland Trust. Mr. Gerdin does not have voting and dispositive powers with respect to this trust. Lawrence D. Crouse serves as trustee. Beneficial ownership is disclaimed.
- A remainder interest of 493,422 shares was distributed from a grantor retained annuity trust created for the benefit of Ann Gerdin to the 2009 Gerdin Heartland Trust.
- An annuity distribution of 924,316 shares, including a remainder interest of 493,422 shares, was made from a grantor retained annuity trust created for the benefit of Ann Gerdin. The reporting person serves as trustee over this GRAT and has no pecuniary interest other than a remainder interest, if any. As trustee, Mr. Gerdin has voting and dispositive powers with respect to the GRAT. This transactions does not constitute a gift to the reporting person. Benefical ownership is disclaimed.
- The reporting person is trustee over shares held by trusts created for the benefit of his children. As trustee, Mr. Gerdin has shared voting and dispositive powers with respect to each trust. Beneficial ownership is disclaimed.
- The reporting person is one of the beneficiaries of the 2005 Gerdin Children's Trust. Mr. Gerdin does not have voting and dispositive powers with respect to this trust. Lawrence D. Crouse serves as trustee. Beneficial ownership is disclaimed.
- The reporting person is one of the beneficiaries of the 2007 Gerdin Heartland Trust. Mr.Gerdin does not have voting and dispositive powers with respect to this trust. Lawrence D. Crouse serves as trustee. Beneficial ownership is disclaimed.