Heartland Express Inc.

12/03/2025 | Press release | Distributed by Public on 12/03/2025 18:03

Statement of Changes in Beneficial Ownership (Form 4)

FORM 4
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden hours per response... 0.5
(Print or Type Responses)
1. Name and Address of Reporting Person *
Ann S. Gerdin Revocable Trust
2. Issuer Name and Ticker or Trading Symbol
HEARTLAND EXPRESS INC [HTLD]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
_____ Director __X__ 10% Owner
_____ Officer (give title below) __X__ Other (specify below)
Co-Trustee of 10% Owner
(Last) (First) (Middle)
901 HEARTLAND WAY
3. Date of Earliest Transaction (Month/Day/Year)
12/01/2025
(Street)
NORTH LIBERTY, IA 52317
4. If Amendment, Date Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
___ Form filed by One Reporting Person
_X_ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1.Title of Security
(Instr. 3)
2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code
(Instr. 8)
4. Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4 and 5)
5. Amount of Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 3 and 4)
6. Ownership Form: Direct (D) or Indirect (I)
(Instr. 4)
7. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 12/01/2025 G(1) 10,000,000 D $ 0 4,465,076 D(2)
Common Stock 1,214,500 I Trustee of Trust(3)
Common Stock 1,700,249 I Trustee of Trust(4)
Common Stock 8,813 I By Spouse(5)
Common Stock 4,283,975 I Co-Trustee of Trust(6)
Common Stock 38,424 I Trustee of Trusts(7)
Common Stock 38,424 I Trustee of Trusts(8)
Common Stock 5,003,805 I Co-Trustee of Trust(9)
Common Stock 1,936,276 I Co-General Partner of Partnership(10)
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1474 (9-02)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security
(Instr. 3)
2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code
(Instr. 8)
5. Number of Derivative Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4, and 5)
6. Date Exercisable and Expiration Date
(Month/Day/Year)
7. Title and Amount of Underlying Securities
(Instr. 3 and 4)
8. Price of Derivative Security
(Instr. 5)
9. Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 4)
10. Ownership Form of Derivative Security: Direct (D) or Indirect (I)
(Instr. 4)
11. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares

Reporting Owners

Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
Ann S. Gerdin Revocable Trust
901 HEARTLAND WAY
NORTH LIBERTY, IA 52317
X Co-Trustee of 10% Owner
Janssen Angela K
901 HEARTLAND WAY
NORTH LIBERTY, IA 52317
Co-Trustee of 10% Owner
Gerdin Ann S
901 HEARTLAND WAY
NORTH LIBERTY, IA 52317
X
Durr Julie J
901 HEARTLAND WAY
NORTH LIBERTY, IA 52317
Co-Trustee of 10% Owner

Signatures

/s/Michael Gerdin, Co-Trustee of the Ann S. Gerdin Revocable Trust, by Chris Strain, pursuant to power of attorney previously filed 12/03/2025
**Signature of Reporting Person Date
/s/Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed 12/03/2025
**Signature of Reporting Person Date
/s/Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed 12/03/2025
**Signature of Reporting Person Date
/s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed 12/03/2025
**Signature of Reporting Person Date

Explanation of Responses:

* If the form is filed by more than one reporting person, see Instruction 4(b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
(1) The Ann S. Gerdin Revocable Trust transferred shares to four grantor retained annuity trusts (GRATs) for the benefit of Ann S. Gerdin.
(2) Julie Durr, Angela Janssen, and Mrs. Gerdin are among the co-trustees of the Ann S. Gerdin Revocable Trust. As co-trustees, Ms. Durr and Ms. Janssen disclaim beneficial ownership with respect to this trust.
(3) Julie Durr is the trustee of the Julie J. Durr Revocable Trust.
(4) Angela Janssen is the trustee of the Angela K. Janssen Revocable Trust.
(5) Mrs. Janssen's husband owns these shares.
(6) Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2009 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.
(7) Mrs. Janssen is the trustee of trusts created for the benefit of her children.
(8) Mrs. Durr is the trustee of trusts created for the benefit of her children.
(9) Mrs. Durr and Mrs. Janssen are among the co-trustees of the 2007 Gerdin Heartland Trust. As co-trustees, Mrs. Durr and Mrs. Janssen disclaim beneficial ownership with respect to this trust.
(10) The Ann S. Gerdin Revocable Trust, Mrs. Durr, and Mrs. Janssen are among the co-general partners of Gerdin Family Investments LP. 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.
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Potential persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB number.
Heartland Express Inc. published this content on December 03, 2025, and is solely responsible for the information contained herein. Distributed via Edgar on December 04, 2025 at 00:03 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]