Sec Form 13G Filing - Gerdin Ann S filing for - 2026-08-14

Insider filing report for Changes in Beneficial Ownership

  • Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
  • Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
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X0202 SCHEDULE 13G/A 0001483283 XXXXXXXX LIVE 22 Common Stock, par value $0.01 per share 06/30/2026 0000799233 HEARTLAND EXPRESS, INC. 422347104 901 Heartland Way North Liberty IA 52317 Rule 13d-1(d) Gerdin Ann S b X1 0.00 10875808.00 0.00 10875808.00 10875808.00 N 14.1 IN The percentage indicated in Row (11) is based on 77,332,611 shares of Common Stock outstanding as of August 6, 2026, as reported in the Issuer's Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission on August 10, 2026. Ann S. Gerdin Revocable Trust b IA 0.00 10875808.00 0.00 10875808.00 10875808.00 N 14.1 OO The percentage indicated in Row (11) is based on 77,332,611 shares of Common Stock outstanding as of August 6, 2026, as reported in the Issuer's Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission on August 10, 2026. Durr Julie J b X1 1252924.00 20163588.00 1252924.00 20163588.00 21416512.00 N 27.7 IN The percentage indicated in Row (11) is based on 77,332,611 shares of Common Stock outstanding as of August 6, 2026, as reported in the Issuer's Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission on August 10, 2026. Janssen Angela K b X1 1738673.00 20172901.00 1738673.00 20172901.00 21911574.00 N 28.3 IN The percentage indicated in Row (11) is based on 77,332,611 shares of Common Stock outstanding as of August 6, 2026, as reported in the Issuer's Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission on August 10, 2026. HEARTLAND EXPRESS, INC. 901 Heartland Way, North Liberty, Iowa, 52317 This Schedule 13G/A is being filed on behalf of (i) Ann S. Gerdin, (ii) the Ann S. Gerdin Revocable Trust, (iii) Julie J. Durr, and (iv) Angela K. Janssen (collectively, the "Reporting Persons"). The principal business office of the Reporting Persons is 901 Heartland Way, North Liberty, IA 52317. Ann S. Gerdin, Julie J. Durr, and Angela K. Janssen: United States of America. The Ann S. Gerdin Revocable Trust: Iowa. Y Ann S. Gerdin may be deemed to be the beneficial owner of 8,939,532 shares of Common Stock owned by the Ann S. Gerdin Revocable Trust and 1,936,276 shares of Common Stock owned by Gerdin Family Investments, LP ("GFI"). Ann S. Gerdin, Michael J. Gerdin, Julie J. Durr, and Angela K. Janssen serve as co-trustees of the Ann S. Gerdin Revocable Trust and have shared voting and dispositive power over shares held by such trust. As co-general partner of GFI, the Ann S. Gerdin Revocable Trust has shared voting and dispositive power over the shares owned by GFI. Beneficial ownership is disclaimed, because as one of the co-general partners, the Ann S. Gerdin Revocable Trust does not have the power to vote or dispose of those shares without the consent of at least one other co-general partner. The Ann S. Gerdin Revocable Trust may be deemed to be the beneficial owner of 8,939,532 shares of Common Stock and 1,936,276 shares of Common Stock owned by GFI. Ann S. Gerdin, Michael J. Gerdin, Julie J. Durr, and Angela K. Janssen serve as co-trustees of the Ann S. Gerdin Revocable Trust and have shared voting and dispositive power over shares held by such trust. As co-general partner of GFI, the Ann S. Gerdin Revocable Trust has shared voting and dispositive power over the shares owned by GFI. Beneficial ownership is disclaimed, because as one of the co-general partners, the Ann S. Gerdin Revocable Trust does not have the power to vote or dispose of those shares without the consent of at least one other co-general partner. Julie J. Durr may be deemed to be the beneficial owner of 21,416,512 shares of Common Stock, comprised of (i) 1,214,500 shares of Common Stock owned by the Julie J. Durr Revocable Trust, over which Mrs. Durr serves as trustee, (ii) 38,424 shares of Common Stock owned by trusts established for the benefit of Mrs. Durr's children, over which Mrs. Durr serves as trustee, (iii) 8,939,532 shares of Common Stock owned by the Ann S. Gerdin Revocable Trust, (iv) 5,003,805 shares of Common Stock owned by the 2007 Gerdin Heartland Trust, (v) 4,283,975 shares of Common Stock owned by the 2009 Gerdin Heartland Trust, and (vi) 1,936,276 shares owned by GFI. Mrs. Durr is one of the co-trustees of the Ann S. Gerdin Revocable Trust. Mrs. Durr is one of the co-trustees of the 2007 Gerdin Heartland Trust and the 2009 Gerdin Heartland Trust (collectively, the "Heartland Trusts"). Mrs. Durr disclaims beneficial ownership of the shares owned by the Heartland Trusts, because as one of the co-trustees, she does not have the power to vote or dispose of those shares without the consent of the other co-trustees. Mrs. Durr is a co-general partner of GFI and has shared voting and dispositive power over the shares owned by GFI. Mrs. Durr disclaims beneficial ownership of the shares owned by GFI, because as one of the co-general partners, she does not have the power to vote or dispose of those shares without the consent of at least one other co-general partner. Angela K. Janssen may be deemed to be the beneficial owner of 21,911,574 shares of Common Stock, comprised of (i) 1,700,249 shares of Common Stock owned by the Angela K. Janssen Revocable Trust, over which Mrs. Janssen serves as trustee, (ii) 38,424 shares of Common Stock owned by trusts established for the benefit of Mrs. Janssen's children, over which Mrs. Janssen serves as trustee, (iii) 8,939,532 shares of Common Stock owned by the Ann S. Gerdin Revocable Trust, (iv) 5,003,805 shares of Common Stock owned by the 2007 Gerdin Heartland Trust, (v) 4,283,975 shares of Common Stock owned by the 2009 Gerdin Heartland Trust, (vi) 1,936,276 shares owned by GFI, and (vii) 9,313 shares of Common Stock owned by Mrs. Janssen's husband. Mrs. Janssen is one of the co-trustees of the Ann S. Gerdin Revocable Trust. Mrs. Janssen is one of the co-trustees of the Heartland Trusts. Mrs. Janssen disclaims beneficial ownership of the shares owned by the Heartland Trusts, because as one of the co-trustees, she does not have the power to vote or dispose of those shares without the consent of the other co-trustees. Mrs. Janssen is a co-general partner of GFI and has shared voting and dispositive power over the shares owned by GFI. Mrs. Janssen disclaims beneficial ownership of the shares owned by GFI, because as one of the co-general partners, she does not have the power to vote or dispose of those shares without the consent of at least one other co-general partner. Beneficial ownership in the foregoing shares is disclaimed except to the extent of each such Reporting Person's pecuniary interest. See Row (11) of each Reporting Person's cover page. The percentage indicated in Row (11) of each Reporting Person's cover page is based on 77,332,611 shares of Common Stock outstanding as of August 6, 2026, as reported in the Issuer's Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission on August 10, 2026. See Row (5) of each Reporting Person's cover page. See Row (6) of each Reporting Person's cover page. See Row (7) of each Reporting Person's cover page. See Row (8) of each Reporting Person's cover page. Y N Y Y Y Y Y Gerdin Ann S /s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed Ann S. Gerdin 08/14/2026 Ann S. Gerdin Revocable Trust /s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed Ann S. Gerdin, co-trustee of the Ann S. Gerdin Revocable Trust 08/14/2026 Durr Julie J /s/ Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed Julie J. Durr 08/14/2026 Janssen Angela K /s/ Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed Angela K. Janssen 08/14/2026 primary_doc.xml