Ann S. Gerdin Revocable Trust - Net Worth and Insider Trading

Ann S. Gerdin Revocable Trust Net Worth

The estimated net worth of Ann S. Gerdin Revocable Trust is at least $324 Million dollars as of 2024-11-13. Ann S. Gerdin Revocable Trust is the of Heartland Express Inc and owns about 25,530,573 shares of Heartland Express Inc (HTLD) stock worth over $324 Million. Details can be seen in Ann S. Gerdin Revocable Trust's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Ann S. Gerdin Revocable Trust has not made any transactions after 2024-05-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Ann S. Gerdin Revocable Trust

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Ann S. Gerdin Revocable Trust Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Ann S. Gerdin Revocable Trust owns 1 companies in total, including Heartland Express Inc (HTLD) .

Click here to see the complete history of Ann S. Gerdin Revocable Trust’s form 4 insider trades.

Insider Ownership Summary of Ann S. Gerdin Revocable Trust

Ticker Comapny Transaction Date Type of Owner
HTLD Heartland Express Inc 2024-05-03 10 percent owner & other: Co-Trustee of 10% Owner

Ann S. Gerdin Revocable Trust Latest Holdings Summary

Ann S. Gerdin Revocable Trust currently owns a total of 1 stock. Ann S. Gerdin Revocable Trust owns 25,530,573 shares of Heartland Express Inc (HTLD) as of May 3, 2024, with a value of $324 Million.

Latest Holdings of Ann S. Gerdin Revocable Trust

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
HTLD Heartland Express Inc 2024-05-03 25,530,573 12.71 324,493,583

Holding Weightings of Ann S. Gerdin Revocable Trust


Ann S. Gerdin Revocable Trust Form 4 Trading Tracker

According to the SEC Form 4 filings, Ann S. Gerdin Revocable Trust has made a total of 16 transactions in Heartland Express Inc (HTLD) over the past 5 years, including 14 buys and 2 sells. The most-recent trade in Heartland Express Inc is the acquisition of 8,089 shares on May 3, 2024, which cost Ann S. Gerdin Revocable Trust around $86,876.

Insider Trading History of Ann S. Gerdin Revocable Trust

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Ann S. Gerdin Revocable Trust Trading Performance

GuruFocus tracks the stock performance after each of Ann S. Gerdin Revocable Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ann S. Gerdin Revocable Trust is -2.44%. GuruFocus also compares Ann S. Gerdin Revocable Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ann S. Gerdin Revocable Trust within 3 months outperforms 2 times out of 14 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Ann S. Gerdin Revocable Trust's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Ann S. Gerdin Revocable Trust

Average Return

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Outperforming Transactions

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Return(%) 1.89 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.26 LIMIT LIMIT LIMIT LIMIT LIMIT

Ann S. Gerdin Revocable Trust Ownership Network

Ownership Network List of Ann S. Gerdin Revocable Trust

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Ownership Network Relation of Ann S. Gerdin Revocable Trust

Insider Network Chart

Ann S. Gerdin Revocable Trust Owned Company Details

What does Heartland Express Inc do?

Who are the key executives at Heartland Express Inc?

Ann S. Gerdin Revocable Trust is the 10 percent owner & other: Co-Trustee of 10% Owner of Heartland Express Inc. Other key executives at Heartland Express Inc include director & PRESIDENT Michael J Gerdin , President of Smith Transport Todd A Smith , and Vice President/CFO/Treasurer Christopher Alan Strain .

Heartland Express Inc (HTLD) Insider Trades Summary

Over the past 18 months, Ann S. Gerdin Revocable Trust made 11 insider transaction in Heartland Express Inc (HTLD) with a net purchase of 778,326. Other recent insider transactions involving Heartland Express Inc (HTLD) include a net purchase of 787,464 shares made by Michael J Gerdin , a net purchase of 4,000 shares made by Michael John Sullivan , and a net purchase of 9,000 shares made by James G Pratt .

In summary, during the past 3 months, insiders sold 0 shares of Heartland Express Inc (HTLD) in total and bought 165,195 shares, with a net purchase of 165,195 shares. During the past 18 months, 0 shares of Heartland Express Inc (HTLD) were sold and 1,578,790 shares were bought by its insiders, resulting in a net purchase of 1,578,790 shares.

Heartland Express Inc (HTLD)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Heartland Express Inc Insider Transactions

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Ann S. Gerdin Revocable Trust Mailing Address

Above is the net worth, insider trading, and ownership report for Ann S. Gerdin Revocable Trust. You might contact Ann S. Gerdin Revocable Trust via mailing address: 901 Heartland Way, North Liberty Ia 52317.