Welcome to our dedicated page for Heartland Expr SEC filings (Ticker: HTLD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Heartland Express, Inc. filings document formal disclosures for a truckload transportation company with common stock listed on Nasdaq under HTLD. The filing record includes Form 8-K reports for quarterly and annual operating results, dividend declarations, acquisition-related debt and finance lease obligations, common stock repurchases, operating ratios, cash flow, and other financial-condition disclosures.
Governance filings include definitive proxy materials covering director elections, board committee matters, executive compensation, pay-versus-performance metrics, and annual meeting proposals. Additional 8-K filings report officer and director changes, including governance matters tied to Millis Transfer and the integration of CFI's U.S. operations into Heartland Express.
HEARTLAND EXPRESS INC director and CEO Michael J. Gerdin reported estate-planning transfers involving entities associated with him. On May 19, 2026, trusts and grantor retained annuity trusts (GRATs) made bona fide gifts totaling 8,948,912 shares of common stock at $0.00 per share. Following these gifts, one co-trustee trust held 8,939,532 shares and GRATs where he is trustee held 10,000,000 shares, with additional indirect holdings through other trusts and a family partnership where beneficial ownership is partly or fully disclaimed.
HEARTLAND EXPRESS INC insider filings show a major family holder reporting a bona fide gift of 4,474,456 shares of common stock, recorded at $0.00 per share. The gift reflects annuity distributions from grantor retained annuity trusts created for the benefit of Ann Gerdin.
After this gift, the reporting structure shows 8,939,532 shares of common stock held directly, with additional indirect holdings through various family trusts, children’s trusts, and a family limited partnership. Several co‑trustees, including Julie Durr and Angela Janssen, expressly disclaim beneficial ownership in certain trusts except for their proportional partnership interests.
Heartland Express CAO and Secretary Joshua Stefan Helmich reported compensation-related stock activity involving the company’s common stock. He received 500 restricted shares under the 2021 Restricted Stock Plan, which vested immediately, and 167 shares were deemed withheld to cover tax obligations on the vesting. After these transactions, he directly holds 8,113 shares.
Strain Christopher Alan reported acquisition or exercise transactions in this Form 4 filing.
Heartland Express Inc reported that its Vice President, CFO, and Treasurer, Christopher Alan Strain, received a grant of 500 shares of common stock. The award was issued as restricted stock under the 2021 Restricted Stock Plan and vested immediately. Following this compensation-related award, his direct holdings increased to 21,500 shares of Heartland Express common stock.
HEARTLAND EXPRESS INC Chief Operating Officer Kent Daryl Rigdon reported routine equity compensation in the form of restricted stock. He received 500 shares of common stock as an award under the 2021 Restricted Stock Plan, and the award vested immediately.
To cover tax withholding obligations on this vesting, 167 shares were deemed withheld, a non-market disposition. After these transactions, Rigdon directly held 1,527 shares of Heartland Express common stock, reflecting a net increase of 333 shares from the award.
Heartland Express VP of Information Technology Kris Eric Eickman reported a routine stock compensation event involving restricted shares and related tax withholding. He received 500 shares of common stock as an award under the 2021 Restricted Stock Plan, which vested immediately. To cover tax withholding obligations upon vesting, 167 shares were deemed withheld. Following these transactions, he directly holds 8,487 shares of Heartland Express common stock.
Heartland Express, Inc. filed a Form 4 showing an indirect acquisition of 500 restricted shares of common stock by the spouse of co‑trustee Angela Janssen. The award was granted under the 2021 Restricted Stock Plan and vested immediately, increasing her spouse’s indirect holdings to 9,313 shares held by him.
The filing also updates the reporting of several large indirect positions in Heartland Express common stock held through family trusts and partnerships, where various co‑trustees, including Ann S. Gerdin, Angela Janssen, and Julie Durr, note their roles and in several cases disclaim beneficial ownership beyond their economic interests.
Heartland Express, Inc. reported that its Compensation Committee approved immediate base salary increases for three named executive officers. The annual salary for CFO Christopher A. Strain rose from $364,000 to $375,024, COO Kent D. Rigdon from $327,600 to $338,000, and Chief Administrative Officer Joshua S. Helmich from $286,000 to $295,100.
Effective May 15, 2026, each of these executives also received an equity grant of 500 shares under the company’s 2021 Restricted Stock Award Plan, with all awards vesting immediately.
HEARTLAND EXPRESS INC director David P. Spalding has filed an initial Form 3, which is the required statement of beneficial ownership for company insiders. The data provided shows no reported purchases, sales, gifts, or derivative transactions, and no derivative positions listed for him in this filing excerpt.
Heartland Express, Inc. held its Annual Meeting of Stockholders on May 14, 2026, where all proposals on the ballot were approved. Stockholders elected seven directors to serve until the 2027 annual meeting, with each nominee receiving over 58 million votes in favor.
They ratified Grant Thornton LLP as independent registered public accounting firm for 2026 with more than 70.8 million votes for. Stockholders also approved, on a non-binding basis, the compensation of named executive officers and approved an amendment to the 2021 Restricted Stock Award Plan.