SC 13G/A: HEARTLAND EXPRESS INC

AI Summary

SC 13G/A filing by HEARTLAND EXPRESS INC.

Risk Assessment

Risk Level: low

Key Financial Figures

• $0.01 — of Securities Common Stock, par value $0.01 per share (e) CUSIP Number 422347 1

Filing Documents

• schedule13gaanngerdinamend.htm (SC 13G/A) — 126KB
• jointfilingagreementsc13ga.htm (EX-1) — 11KB
• 0001483283-24-000002.txt ( ) — 138KB

Ownership

Item 4. Ownership Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a)-(c) As of December 31, 2023, there were 79,038,323 shares of Common Stock outstanding. Ann S. Gerdin may be deemed to be the beneficial owner of 17,092,427 shares of Common Stock owned by the Ann S. Gerdin Revocable Trust 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. The foregoing represents approximately 24.1% of the Issuer's Common Stock. The Ann S. Gerdin Revocable Trust may be deemed to be the beneficial owner of 17,092,427 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. The foregoing represents approximately 24.1% of the Issuer's Common Stock. Julie J. Durr may be deemed to be the beneficial owner of 29,180,963 shares of Common Stock,

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class The reporting person has ceased to be the beneficial owner of more than 5% of the class of securities.

Ownership of More than Five Percent on Behalf of Another Person

Item 6. Ownership of More than Five Percent on Behalf of Another Person Not applicable. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person Not applicable.

Identification and Classification of Members of the Group

Item 8. Identification and Classification of Members of the Group Not applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group Not applicable.

Certification

Item 10. Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Ann S. Gerdin 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 s Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed Julie J. Durr s Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed Angela K. Janssen s Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed Dated February 14, 2024

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