
Insider and congress filings
Heartland Express, Inc. (HTLD)
NASDAQ · Industrials · 22 insider transactions · 3 congress trades · last filed 2 months ago
About Heartland Express, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Trucking
- Chief executive
- Michael J. Gerdin
- Employees
- 3,630
- Listed since
- Nov 5, 1986
- Market value
- $793.4M
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$0.16
- Dividend yield
- 0.78%
Earnings
6 reported quarters · next on Feb 2, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 20, 2026 | $0.01 | $0.03 | $179.5M | $181.4M | EPS missRevenue in line |
| Q2 FY2026reported Jul 30, 2026 | $0.14 | $0.00 | $184.1M | $185.1M | EPS beat, GAAPRevenue in line |
| Q1 FY2026reported Apr 23, 2026 | -$0.06 | -$0.13 | $176.3M | $175.2M | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported Feb 3, 2026 | -$0.25 | -$0.07 | $179.4M | $192.1M | EPS missRevenue miss |
| Q3 FY2025reported Oct 31, 2025 | -$0.11 | -$0.11 | $196.5M | $194.5M | EPS in line, GAAPRevenue in line |
| Q2 FY2025reported Jul 24, 2025 | -$0.14 | -$0.08 | $210.4M | $212.4M | EPS miss, GAAPRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Mr. Michael J. GerdinChief Executive Officer, Chairman, President and Director | $1.1M | $0 | $20K | $1.1M |
| Mr. Christopher A. StrainVice President of Finance, Treasurer, and Chief Financial Officer | $364K | $11K | $17K | $392K |
| Mr. Kent D. RigdonChief Operating Officer | $328K | $11K | $7K | $345K |
| Mr. Joshua S. HelmichChief Administrative Officer and Secretary | $286K | $11K | $14K | $311K |
| Mr. David P. MillisDirector and Millis Transfer President | $190K | $100K | $4K | $295K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $104.5M | 6,867,465 | +1.1% | 8.87% |
| Dimensional Fund Advisors LP | $60.9M | 4,003,566 | +3.4% | 5.17% |
| Vanguard Capital Management LLC | $31.5M | 2,067,376 | -7.8% | 2.67% |
| State Street Corp | $30.2M | 1,979,911 | -4.2% | 2.56% |
| American Century Companies Inc | $26.4M | 1,735,169 | -5.2% | 2.24% |
| Arrowstreet Capital, Limited Partnership | $20.9M | 1,374,534 | +133.4% | 1.78% |
| Two Sigma Investments, LP | $20.9M | 1,371,702 | -4.8% | 1.77% |
| Geode Capital Management, LLC | $17.9M | 1,174,602 | -0.8% | 1.52% |
| Ameriprise Financial Inc | $16.7M | 1,096,054 | +11.4% | 1.42% |
| Charles Schwab Investment Management Inc | $14.8M | 973,500 | -10.7% | 1.26% |
| Wallace Capital Management Inc. | $14.7M | 965,007 | -0.6% | 1.25% |
| Vanguard Portfolio Management LLC | $12.5M | 819,448 | +1.0% | 1.06% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
2 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| David Paul MillisDirector | Sold | 31,402 | $15.67 | $492K | Jun 15, 2026filed Jun 17, 2026 | 2d |
| David P. SpaldingDirector | Bought | 2,000 | $15.69 | $31K | Jun 10, 2026filed Jun 12, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| James G. PrattDirector | Stock award | 5,000 | Aug 31, 2026 |
| Ann S. Gerdin Revocable Trust10% owner | Gift | 4,474,456 | May 19, 2026 |
| Michael J. GerdinDirector | Gift | 4,474,456 | May 19, 2026 |
| Ann S. Gerdin Revocable Trust10% owner | Stock award | 500 | May 15, 2026 |
| Kris Eric EickmanVP of Information Technology | Tax withholding | 167 | May 15, 2026 |
| Kris Eric EickmanVP of Information Technology | Stock award | 500 | May 15, 2026 |
| Kent Daryl RigdonChief Operating Officer | Tax withholding | 167 | May 15, 2026 |
| Kent Daryl RigdonChief Operating Officer | Stock award | 500 | May 15, 2026 |
| Christopher Alan StrainVice President/CFO/Treasurer | Stock award | 500 | May 15, 2026 |
| Joshua Stefan HelmichCAO and Secretary | Tax withholding | 167 | May 15, 2026 |
| Joshua Stefan HelmichCAO and Secretary | Stock award | 500 | May 15, 2026 |
| David Paul MillisPresident of Millis Transfer | Tax withholding | 1,069 | Apr 22, 2026 |
| David Paul MillisPresident of Millis Transfer | Stock award | 2,866 | Apr 22, 2026 |
| David Paul MillisPresident of Millis Transfer | Tax withholding | 746 | Apr 24, 2026 |
| David Paul MillisPresident of Millis Transfer | Stock award | 2,000 | Apr 24, 2026 |
| Ann S. Gerdin Revocable Trust10% owner | Gift | 10,000,000 | Dec 1, 2025 |
| Michael J. GerdinDirector | Gift | 10,000,000 | Dec 1, 2025 |
| David Paul MillisPresident of Millis Transfer | Tax withholding | 3,929 | Oct 22, 2025 |
| David Paul MillisPresident of Millis Transfer | Stock award | 11,947 | Oct 22, 2025 |
| Kent Daryl RigdonChief Operating Officer | Tax withholding | 70 | Oct 1, 2025 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in HTLD
3 disclosures of 3 on record · median 20d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -22.8%After the saleS&P 500 +39.6% · -62.4 pts vs S&P 500 | Jul 26, 2024 | Aug 15, 2024 | 20d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -38.5%After the saleS&P 500 +62.7% · -101.2 pts vs S&P 500 | Nov 4, 2021 | Dec 13, 2021 | 39d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -45.2%S&P 500 +195.0% · -240.2 pts vs S&P 500 | Mar 31, 2020 | Apr 16, 2020 | 16d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in HTLD, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 21, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Thomas H. Kean, Jr. | Republican · House | $15,001 - $50,000 | 0.4% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling HTLD?
Across the 2 most recent open-market filings shown here, 1 was a purchase and 1 was a sale.
Which members of Congress have traded HTLD?
Josh Gottheimer and Gilbert Ray Cisneros, Jr. disclosed HTLD transactions in the filings shown here.
Which members of Congress hold HTLD?
1 member of Congress reports a position in HTLD in the estimate we hold as of Oct 21, 2026. The estimated position belongs to Thomas H. Kean, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are HTLD trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 20 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
