HTLD

Heartland Express, Inc. HTLD

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
Julie J. Durr 719548 19891145 719548 19891145 20610693 26.1 % 11/02/2022
Angela K. Janssen 719548 19898958 719548 19898958 20618506 26.1 % 11/02/2022
Ann S. Gerdin 0 10642065 0 10642065 10642065 13.5 % 11/02/2022
Ann S. Gerdin Revocable Trust 0 10642065 0 10642065 10642065 13.5 % 11/02/2022
2009 Gerdin Heartland Trust UTA 07/15/2009 4245275 0 4245275 0 4245275 5.4 % 11/02/2022
The Vanguard Group - 23-1945930 Pennsylvania For 0 59638 4990460 93343 5083803 6.44 % 10/02/2022
(1) BlackRock, Inc. Delaware 7530976 0 7663274 0 7663274 9.7 % 01/02/2022
ArrowMark Colorado Holdings LLC Delaware, United States 2773703 0 2773703 0 2773703 3.4 % 16/02/2021
Ann S. Gerdin 0 16414508 0 16414508 16414508 20.4 % 12/02/2021
Angela K. Janssen 719548 25671401 719548 25671401 26390949 32.7 % 12/02/2021
Ann S. Gerdin Revocable Trust 0 16418508 0 16418508 16418508 20.4 % 12/02/2021
Julie J. Durr 719548 25663588 719548 25663588 26383136 32.7 % 12/02/2021
2009 Gerdin Heartland Trust UTA 07/15/2009 4245275 0 4245275 0 4245275 5.3 % 12/02/2021
The Vanguard Group - 23-1945930 Pennsylvania 0 51205 4768872 88653 4857525 6.01 % 10/02/2021
ArrowMark Colorado Holdings LLC Delaware, United States 5800288 0 5800288 0 5800288 7.07 % 14/02/2020
The Vanguard Group - 23-1945930 Pennsylvania 45661 5700 4635348 46229 4681577 5.7 % 12/02/2020
Ann S. Gerdin 0 19322051 0 19322051 19322051 23.6 % 03/02/2020
Ann S. Gerdin Revocable Trust 0 19322051 0 19322051 19322051 23.6 % 03/02/2020
Julie J. Durr 719548 31366341 719548 31366341 32085889 39.1 % 03/02/2020
Angela K. Janssen 719548 31374154 719548 31374154 32093702 39.1 % 03/02/2020
2009 Gerdin Heartland Trust UTA 07/15/2009 7040485 0 7040485 0 7040485 8.6 % 03/02/2020
ArrowMark Colorado Holdings LLC Delaware, United States 7884081 0 7884081 0 7884081 9.6 % 14/02/2019
(1) BlackRock, Inc. Delaware 6820316 0 6921900 0 6921900 8.4 % 04/02/2019
ArrowMark Colorado Holdings LLC Delaware, United States 7016174 0 7016174 0 7016174 8.4 % 09/02/2018
The Vanguard Group Pennsylvania 90064 5700 4256609 93164 4349773 5.22 % 08/02/2018
(1) BlackRock, Inc. Delaware 6172613 0 6278539 0 6278539 7.5 % 25/01/2018
(1) BlackRock, Inc. Delaware 5279537 0 5395162 0 5395162 6.5 % 23/01/2017
The Vanguard Group Pennsylvania 115976 2500 4459040 115176 4574216 5.37 % 11/02/2016
Gabelli Funds, LLC Delaware 8148882 0 8278587 0 430957 1.44 % 10/02/2016
REDWOOD CAPITAL INVESTMENTS, LLC MARYLAND 4285444 0 4285444 0 4285444 5 % 15/01/2016
(1) BlackRock, Inc. Delaware 4609845 0 4730018 0 4730018 5.4 % 03/02/2015
Stowers Institute for Medical Research Delaware 4688295 0 4816019 0 4816019 5.7 % 13/02/2014
Identification #52-2069785 (formerly 13-2631108) Delaware 2660317 0 0 2660317 2660317 11 % 07/02/2014
Lord, Abbett & Co. LLC Delaware 3637689 0 4143275 0 4143275 4.79 % 09/03/2012
Lord, Abbett & Co. LLC Delaware 4277161 0 4854293 0 4854293 5.56 % 14/02/2012
Identification #52-2069785 (formerly 13-2631108) With: 4859630 0 0 4986761 4986761 11 % 13/02/2012
Russell A. Gerdin, individually and as trustee of the Russell A. Gerdin Revocable Trust and Mrs. Ger Citizenship or Place of Organization 20577561 0 22513837 10 22513837 25 % 24/08/2011
Ann S. Gerdin, individually and as trustee of the Ann S. Gerdin Revocable Trust. Citizenship or Place of Organization 273194 0 273194 10 0 0.3 % 24/08/2011
Lord, Abbett & Co. LLC Delaware 5851302 0 6581900 0 6581900 7.26 % 14/02/2011
2009 Gerdin Heartland Trust UTA 07/15/2009 United States of America 6500000 0 6500000 0 6500000 7.2 % 27/08/2010
Lord, Abbett & Co. LLC Delaware 5779336 0 6427364 0 6427422 7.09 % 12/02/2010
Abigail P. Johnson United States of America 0 0 3119183 0 3119183 4.159 % 14/02/2005
Edward C. Johnson 3d United States of America 0 0 3119183 0 3119183 4.159 % 14/02/2005
FMR Corp. Delaware 0 0 3119183 0 3119183 4.159 % 14/02/2005
Abigail P. Johnson United States of America 0 0 2501384 0 2501384 5.003 % 17/02/2004
FMR Corp. Delaware 0 0 2501384 0 2501384 5.003 % 17/02/2004
Edward C. Johnson 3d United States of America 0 0 2501384 0 2501384 5.003 % 17/02/2004
SS# ###-##-#### UNITED STATES OF AMERICA 0 0 0 0 3199000 11 % 18/02/1997
SS# ###-##-#### UNITED STATES OF AMERICA 0 0 0 0 3200000 11 % 18/02/1997
SS# ###-##-#### UNITED STATES OF AMERICA 0 0 0 0 3751650 11 % 18/02/1997
SS# ###-##-#### UNITED STATES OF AMERICA 0 0 0 0 3130000 11 % 18/02/1997
SS# ###-##-#### UNITED STATES OF AMERICA 0 0 0 1995 12794990 11 % 18/02/1997

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District
Josh Gottheimer 2024-07-26 2024-08-15 Sale (Full) $1,001 - $15,000 NJ05
Josh Gottheimer 2021-11-04 2021-12-13 Sale (Partial) $1,001 - $15,000 NJ05
Gilbert Cisneros 2020-03-31 2020-04-16 Purchase $1,001 - $15,000 CA31