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
  1. Transaction represents a sale by the 2009 Gerdin Heartland Trust and was previously reported by the trustee of the trust.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.