Heartland Express (HTLD) family trusts disclose stakes up to 28.3% in 13G/A

Rhea-AI Filing Summary

Heartland Express, Inc. received an updated Schedule 13G/A reporting significant family and trust ownership in its common stock. The filing is made jointly by Ann S. Gerdin, the Ann S. Gerdin Revocable Trust, Julie J. Durr, and Angela K. Janssen.

Based on 77,332,611 shares outstanding as of August 6, 2026, Ann S. Gerdin and the Ann S. Gerdin Revocable Trust each report beneficial ownership of 10,875,808 shares, or 14.1% of the company. Julie J. Durr reports beneficial ownership of 21,416,512 shares, or 27.7%, and Angela K. Janssen reports 21,911,574 shares, or 28.3%. Most of these holdings are held through multiple family trusts and a partnership, with extensive disclaimers of beneficial ownership where voting or dispositive power is shared and requires consent of other co-trustees or co-general partners.

Key Figures

Shares outstanding: 77,332,611 shares Ann S. Gerdin beneficial ownership: 10,875,808 shares (14.1%) Ann S. Gerdin Revocable Trust ownership: 10,875,808 shares (14.1%) +3 more

6 metrics

Shares outstanding 77,332,611 shares Common stock outstanding as of August 6, 2026

Ann S. Gerdin beneficial ownership 10,875,808 shares (14.1%) Beneficial ownership of Heartland Express common stock

Ann S. Gerdin Revocable Trust ownership 10,875,808 shares (14.1%) Shares with shared voting and dispositive power

Julie J. Durr beneficial ownership 21,416,512 shares (27.7%) Combined holdings through multiple trusts and GFI

Angela K. Janssen beneficial ownership 21,911,574 shares (28.3%) Combined holdings through trusts, GFI, and spouse

Gerdin Family Investments, LP position 1,936,276 shares Shares where several reporting persons share power via GFI

Key Terms

beneficial owner, shared voting power, dispositive power, co-general partner, +1 more

5 terms

beneficial owner financial

"may be deemed to be the beneficial owner of 8,939,532 shares"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

shared voting power financial

"have shared voting and dispositive power over shares held by such trust"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

dispositive power financial

"shared voting and dispositive power over the shares owned by GFI"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

co-general partner financial

"As co-general partner of GFI, the Ann S. Gerdin Revocable Trust has shared voting"

Schedule 13G/A regulatory

"This /A is being filed on behalf of ... collectively, the "Reporting Persons""

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

FAQ

What percentage of Heartland Express (HTLD) does Ann S. Gerdin report owning?

Ann S. Gerdin may be deemed to beneficially own 10,875,808 Heartland Express shares, representing 14.1% of the common stock, based on 77,332,611 shares outstanding as of August 6, 2026.

How many Heartland Express (HTLD) shares does Julie J. Durr report beneficially owning?

Julie J. Durr reports beneficial ownership of 21,416,512 Heartland Express shares, or 27.7% of the outstanding common stock, held through her revocable trust, children’s trusts, family trusts, and a family partnership.

What is Angela K. Janssen’s reported ownership stake in Heartland Express (HTLD)?

Angela K. Janssen may be deemed to beneficially own 21,911,574 Heartland Express shares, equal to 28.3% of the company’s common stock, through her revocable trust, children’s trusts, family trusts, a partnership, and her spouse’s shares.

On what share count are the ownership percentages in this Heartland Express (HTLD) Schedule 13G/A based?

All reported percentages use 77,332,611 Heartland Express common shares outstanding as of August 6, 2026, as reported in the company’s Form 10-Q for the quarter ended June 30, 2026.

How are voting and dispositive powers over Heartland Express (HTLD) shares allocated among the reporting persons?

The reporting persons generally have shared voting and dispositive power through various trusts and a partnership. Many positions are co-managed, and each filer disclaims beneficial ownership where actions require consent of other co-trustees or co-general partners.

Why do the Heartland Express (HTLD) reporting persons disclaim some beneficial ownership?

They disclaim beneficial ownership where they lack unilateral power to vote or dispose of shares. For several trusts and the family partnership, actions require consent of other co-trustees or co-general partners, limiting each person’s direct pecuniary interest.

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Available on EDGAR 08/14/2026 - 03:41 PM Accepted by SEC EDGAR 08/14/2026 - 03:40 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 22)

HEARTLAND EXPRESS, INC.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

422347104

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 422347104

1

Names of Reporting Persons

Gerdin Ann S

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 10,875,808.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 10,875,808.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

10,875,808.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

14.1 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: 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.

SCHEDULE 13G

CUSIP Number(s): 422347104

1

Names of Reporting Persons

Ann S. Gerdin Revocable Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

IOWA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 10,875,808.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 10,875,808.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

10,875,808.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

14.1 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: 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.

SCHEDULE 13G

CUSIP Number(s): 422347104

1

Names of Reporting Persons

Durr Julie J

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,252,924.00
6	Shared Voting Power 20,163,588.00
7	Sole Dispositive Power 1,252,924.00
8	Shared Dispositive Power 20,163,588.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

21,416,512.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

27.7 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: 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.

SCHEDULE 13G

CUSIP Number(s): 422347104

1

Names of Reporting Persons

Janssen Angela K

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,738,673.00
6	Shared Voting Power 20,172,901.00
7	Sole Dispositive Power 1,738,673.00
8	Shared Dispositive Power 20,172,901.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

21,911,574.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

28.3 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: 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.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: HEARTLAND EXPRESS, INC.
(b)	Address of issuer's principal executive offices: 901 Heartland Way, North Liberty, Iowa, 52317
Item 2.
(a)	Name of person filing: 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").
(b)	Address or principal business office or, if none, residence: The principal business office of the Reporting Persons is 901 Heartland Way, North Liberty, IA 52317.
(c)	Citizenship: Ann S. Gerdin, Julie J. Durr, and Angela K. Janssen: United States of America. The Ann S. Gerdin Revocable Trust: Iowa.
(d)	Title of class of securities: Common Stock, par value $0.01 per share
(e)	CUSIP No.: 422347104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 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.
(b)	Percent of class: 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.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Row (5) of each Reporting Person's cover page.
	(ii) Shared power to vote or to direct the vote: See Row (6) of each Reporting Person's cover page.
	(iii) Sole power to dispose or to direct the disposition of: See Row (7) of each Reporting Person's cover page.
	(iv) Shared power to dispose or to direct the disposition of: See Row (8) of each Reporting Person's cover page.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 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
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

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.

Gerdin Ann S

Signature:	/s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed
Name/Title:	Ann S. Gerdin
Date:	08/14/2026

Ann S. Gerdin Revocable Trust

Signature:	/s/ Ann S. Gerdin, by Chris Strain, pursuant to power of attorney previously filed
Name/Title:	Ann S. Gerdin, co-trustee of the Ann S. Gerdin Revocable Trust
Date:	08/14/2026

Durr Julie J

Signature:	/s/ Julie J. Durr, by Chris Strain, pursuant to power of attorney previously filed
Name/Title:	Julie J. Durr
Date:	08/14/2026

Janssen Angela K

Signature:	/s/ Angela K. Janssen, by Chris Strain, pursuant to power of attorney previously filed
Name/Title:	Angela K. Janssen
Date:	08/14/2026