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Heartland Express, Inc. (HTLD)

USD14.73 -0.31 (-2.06%)
US NASDAQ Industrials Trucking
Address 901 Heartland Way 52317
North Liberty, IA, US
CEO Michael J. Gerdin
IPO 1986-11-05
CIK 799233 ISIN US4223471040

Explore sections of this company profile

Description

Heartland Express, Inc., operating with its subsidiaries, functions as a transportation company primarily focusing on short to medium-distance truckload freight across the United States and Canada. The firm's main services encompass extensive asset-based dry van truckload hauling, covering the entire contiguous U.S. from coast to coast, as well as specialized temperature-controlled logistics. These services are delivered under its prominent brand names, Heartland Express and Millis Transfer. Its customer base largely comprises retailers and manufacturers within the consumer goods, appliance, foodstuff, and automotive industries. The company was established in 1978 and is headquartered in North Liberty, Iowa.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.73 -0.31 (-2.06%)
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Volume Profile
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Liquidity & share structure
Average Volume
554.9K
Beta
1.31
Float Shares
46.75M
Free Float %
60.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.46% +4.17% +12.03% +35.90% +90.71% +66.00% +67.49% -5.55% -16.72% -18.89% +3,392.22%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Hold
Price Targets & DCF
Current price
14.73
Low 12.00 -18.5%
Consensus 13.00 -11.7%
Median 12.00 -18.5%
High 15.00 +1.8%
DCF (Unlevered) 5.62 -61.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 17% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 2 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
12.00
-18.5%
Last Quarter 3
13.00
-11.7%
Last Year 9
10.78
-26.8%
All Time 14
12.86
-12.7%
Quality scores
Altman Z-Score
3.29
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Trucking: +2.9%
    -23.1% Q1'26: -19.7% (vs Q1'25)
  • EPS growth Trucking: -12.4%
    -76.3% Q1'26: +65.4% (vs Q1'25)
  • FCF margin FCF growth · Trucking: +70.8%
    -4.9% Q1'26: +2.9% (vs Q1'25)
  • EBIT margin Trucking: +4.4%
    -7.0% Q1'26: -1.8% (vs Q1'25)
  • ROIC Trucking: +3.4%
    -6.3% Q1'26: -1.3% (vs Q1'25)
  • Share dilution Trucking: +0.3%
    -1.1% Q1'26: -1.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×
    1.57× Q1'26: 1.19× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.28) × ERP
WACC = 88% × Ke + 12% × Kd (7.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5.62 Current price: 14.73
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 1999
actual
Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
3 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
261.00M
est: 260.52M (+0.2%)
274.83M
est: 252.24M (+9.0%)
294.62M
est: 270.94M (+8.7%)
340.75M
est: 333.11M (+2.3%)
405.12M
est: 379.03M (+6.9%)
457.09M
est: 417.17M (+9.6%)
523.79M
est: 499.84M (+4.8%)
571.92M
est: 527.84M (+8.4%)
591.89M
est: 584.46M (+1.3%)
625.60M
est: 568.03M (+10.1%)
459.54M
est: 446.67M (+2.9%)
499.52M
est: 463.63M (+7.7%)
528.62M
est: 516.72M (+2.3%)
545.75M
est: 561.56M (-2.8%)
582.26M
est: 577.74M (+0.8%)
871.36M
est: 914.55M (-4.7%)
736.35M
est: 742.78M (-0.9%)
612.94M
est: 622.57M (-1.5%)
607.34M
est: 628.77M (-3.4%)
610.80M
est: 615.21M (-0.7%)
596.82M
est: 596.84M (0.0%)
645.26M
est: 651.99M (-1.0%)
607.28M
est: 615.39M (-1.3%)
968.00M
est: 948.23M (+2.1%)
1.21B
est: 1.12B (+8.2%)
1.05B
est: 1.06B (-1.2%)
805.71M
est: 817.75M (-1.5%)
729.53M
725.00M – 734.06M
-10.8% YoY
786.74M
768.20M – 805.28M
+7.8% YoY
856.62M
856.62M – 856.62M
+8.9% YoY
EBITDA
-259.21M
est: 63.02M (-511.3%)
-227.63M
est: 61.85M (-468.0%)
70.40M
est: 68.32M (+3.0%)
82.44M
est: 83.13M (-0.8%)
112.02M
est: 107.44M (+4.3%)
-134.43M
est: 115.70M (-216.2%)
142.36M
est: 141.79M (+0.4%)
-115.58M
est: 167.69M (-168.9%)
195.22M
est: 162.46M (+20.2%)
192.67M
est: 136.20M (+41.5%)
137.69M
est: 132.36M (+4.0%)
140.08M
est: 142.48M (-1.7%)
165.21M
est: 156.86M (+5.3%)
153.40M
est: 154.04M (-0.4%)
182.41M
est: 175.36M (+4.0%)
241.69M
est: 244.33M (-1.1%)
228.64M
est: 248.33M (-7.9%)
191.63M
est: 188.52M (+1.6%)
168.58M
est: 193.23M (-12.8%)
193.25M
est: 155.13M (+24.6%)
199.16M
est: 207.31M (-3.9%)
204.64M
est: 173.36M (+18.0%)
210.28M
est: 211.49M (-0.6%)
322.69M
est: 325.29M (-0.8%)
243.08M
est: 259.52M (-6.3%)
162.43M
est: 246.69M (-34.2%)
102.56M
est: 190.26M (-46.1%)
169.73M
168.68M – 170.78M
-10.8% YoY
183.04M
178.73M – 187.35M
+7.8% YoY
199.30M
199.30M – 199.30M
+8.9% YoY
EBIT
-276.53M
est: -258.50M (-7.0%)
-244.84M
est: -216.99M (-12.8%)
52.62M
est: -199.07M (+126.4%)
62.05M
est: -211.28M (+129.4%)
85.10M
est: -146.19M (+158.2%)
-164.07M
est: -149.59M (-9.7%)
104.11M
est: -164.58M (+163.3%)
-162.95M
est: -140.80M (-15.7%)
146.67M
est: -183.46M (+179.9%)
146.56M
est: 118.39M (+23.8%)
78.96M
est: 90.16M (-12.4%)
78.13M
est: 84.15M (-7.1%)
107.33M
est: 100.68M (+6.6%)
95.58M
est: 94.93M (+0.7%)
112.76M
est: 106.96M (+5.4%)
132.06M
est: 131.79M (+0.2%)
116.79M
est: 125.73M (-7.1%)
86.05M
est: 84.15M (+2.3%)
64.67M
est: 69.88M (-7.4%)
91.92M
est: 73.01M (+25.9%)
98.23M
est: 96.28M (+2.0%)
94.26M
est: 79.07M (+19.2%)
106.05M
est: 105.31M (+0.7%)
189.65M
est: 212.04M (-10.6%)
44.04M
est: 71.05M (-38.0%)
-19.09M
est: 67.54M (-128.3%)
-56.64M
est: 52.09M (-208.7%)
46.47M
46.18M – 46.76M
-10.8% YoY
50.11M
48.93M – 51.29M
+7.8% YoY
54.57M
54.57M – 54.57M
+8.9% YoY
Net Income
33.12M
est: 33.00M (+0.4%)
34.30M
est: 30.58M (+12.2%)
37.66M
est: 34.37M (+9.6%)
42.81M
est: 41.71M (+2.6%)
57.22M
est: 53.95M (+6.1%)
62.45M
est: 57.01M (+9.5%)
71.91M
est: 68.02M (+5.7%)
87.17M
est: 79.71M (+9.4%)
76.17M
est: 72.56M (+5.0%)
69.97M
est: 62.20M (+12.5%)
56.95M
est: 52.25M (+9.0%)
62.22M
est: 57.11M (+8.9%)
69.93M
est: 65.68M (+6.5%)
61.54M
est: 61.46M (+0.1%)
70.58M
est: 66.87M (+5.6%)
84.83M
est: 84.81M (+0.0%)
73.06M
est: 78.60M (-7.0%)
56.39M
est: 55.40M (+1.8%)
75.17M
est: 90.67M (-17.1%)
72.68M
est: 58.54M (+24.1%)
72.97M
est: 74.20M (-1.7%)
70.81M
est: 59.81M (+18.4%)
79.28M
est: 79.22M (+0.1%)
133.58M
est: 156.88M (-14.8%)
14.78M
est: -24.19M (+161.1%)
-29.72M
est: -29.86M (+0.4%)
-52.45M
est: -38.03M (-37.9%)
1.42M
-809.4K – 3.64M
+103.7% YoY
39.66M
38.53M – 40.80M
+2,700.2% YoY
53.50M
51.50M – 55.46M
+34.9% YoY
SGA
156.34M
est: 156.36M (0.0%)
155.74M
est: 139.61M (+11.6%)
161.17M
est: 147.18M (+9.5%)
183.31M
est: 178.69M (+2.6%)
193.47M
est: 114.71M (+68.7%)
210.81M
est: 68.00M (+210.0%)
221.75M
est: 263.14M (-15.7%)
230.19M
est: 240.97M (-4.5%)
235.65M
est: 216.98M (+8.6%)
242.80M
est: 216.98M (+11.9%)
201.97M
est: 189.15M (+6.8%)
15.71M
est: 183.80M (-91.5%)
16.10M
est: 185.55M (-91.3%)
17.86M
est: 31.32M (-43.0%)
18.44M
est: 18.10M (+1.9%)
24.44M
est: 25.63M (-4.6%)
27.62M
est: 31.08M (-11.1%)
28.93M
est: 28.18M (+2.7%)
24.63M
est: 29.43M (-16.3%)
23.31M
est: 18.47M (+26.3%)
21.96M
est: 23.19M (-5.3%)
27.51M
est: 23.00M (+19.6%)
25.27M
est: 25.43M (-0.6%)
41.43M
est: 29.18M (+42.0%)
55.79M
est: 60.38M (-7.6%)
60.32M
est: 57.40M (+5.1%)
66.45M
est: 44.27M (+50.1%)
39.49M
39.25M – 39.74M
-10.8% YoY
42.59M
41.59M – 43.59M
+7.8% YoY
46.37M
46.37M – 46.37M
+8.9% YoY
EPS
0.29
est: 0.28 (+3.6%)
0.34
est: 0.28 (+21.4%)
0.38
est: 0.32 (+18.8%)
0.43
est: 0.41 (+4.9%)
0.57
est: 0.46 (+23.9%)
0.62
est: 0.53 (+17.0%)
0.73
est: 0.67 (+9.0%)
0.89
est: 0.76 (+17.1%)
0.78
est: 0.74 (+5.4%)
0.73
est: 0.58 (+25.9%)
0.62
est: 0.56 (+10.7%)
0.69
est: 0.58 (+19.0%)
0.78
est: 0.72 (+8.3%)
0.72
est: 0.73 (-1.4%)
0.83
est: 0.77 (+7.8%)
0.97
est: 1.01 (-4.0%)
0.84
est: 0.84 (+0.4%)
0.68
est: 0.67 (+2.1%)
0.90
est: 0.55 (+64.7%)
0.88
est: 0.84 (+4.7%)
0.89
est: 0.97 (-7.9%)
0.87
est: 0.87 (+0.1%)
1.00
est: 1.00 (+0.3%)
1.69
est: 1.11 (+52.5%)
0.19
est: -0.31 (+162.0%)
-0.38
est: -0.39 (+2.1%)
-0.67
est: -0.49 (-37.3%)
0.02
-0.01 – 0.05
+104.3% YoY
0.50
0.49 – 0.52
+2,327.5% YoY
0.69
0.66 – 0.71
+35.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-28 Barclays Underweight Underweight Maintain
2026-04-24 JP Morgan Underweight Underweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-27 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-26 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-22 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-21 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-20 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-19 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-18 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-15 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-14 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-13 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-12 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-11 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-258.79M
OE per share TTM
-3.33
Owner's Yield
-22.29%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
83.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
180
Total invested
378.51M
Insider transactions (90d)
10
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Russell A. Gerdin, individually and as trustee of the Russell A. Gerdin Revocable Trust and Mrs. Ger 22.51M 25.00% 20.58M 22.51M 10.00 IN Citizenship or Place of Organization 2011-08-24
2 Angela K. Janssen 20.62M 26.10% 719.5K 19.90M 719.5K 19.90M IN 2022-02-11
3 Julie J. Durr 20.61M 26.10% 719.5K 19.89M 719.5K 19.89M IN 2022-02-11
4 Ann S. Gerdin 10.64M 13.50% 10.64M 10.64M IN 2022-02-11
5 Ann S. Gerdin Revocable Trust 10.64M 13.50% 10.64M 10.64M OO 2022-02-11
6 (1) BlackRock, Inc. 7.66M 9.70% 7.53M 7.66M HC Delaware 2022-02-01
7 The Vanguard Group - 23-1945930 5.08M 6.44% 59.6K 4.99M 93.3K IA Pennsylvania For 2022-02-10
8 Jennison Associates LLC 4.99M 5.70% 4.86M 4.99M IA Delaware 2012-02-13
9 Stowers Institute for Medical Research 4.82M 5.70% 4.69M 4.82M HC Delaware 2014-02-13
10 REDWOOD CAPITAL INVESTMENTS, LLC 4.29M 5.00% 4.29M 4.29M OO MARYLAND 2016-01-15
11 2009 Gerdin Heartland Trust UTA 07/15/2009 4.25M 5.40% 4.25M 4.25M OO 2022-02-11
12 Lord, Abbett & Co. LLC 4.14M 4.79% 3.64M 4.14M IA Delaware 2012-03-09
13 SS# ###-##-#### 3.20M 11.00% IN UNITED STATES OF AMERICA 1997-02-14
14 Abigail P. Johnson 3.12M 4.16% 3.12M IN United States of America 2005-02-14
15 Edward C. Johnson 3d 3.12M 4.16% 3.12M IN United States of America 2005-02-14
16 FMR Corp. 3.12M 4.16% 3.12M HC Delaware 2005-02-14
17 ArrowMark Colorado Holdings LLC 2.77M 3.40% 2.77M 2.77M IA Delaware, United States 2021-02-16
18 Identification #52-2069785 (formerly 13-2631108) 2.66M 11.00% 2.66M 2.66M IA Delaware 2014-02-07
19 Gabelli Funds, LLC 431.0K 1.44% 8.15M 8.28M IA Delaware 2016-02-10
20 Ann S. Gerdin, individually and as trustee of the Ann S. Gerdin Revocable Trust. 0.30% 273.2K 273.2K 10.00 IN Citizenship or Place of Organization 2011-08-24

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
180
+7 vs prev Q
New positions
28
Closed positions
22
Increased
96
Reduced
48
Put/Call ratio
0.00
Calls held
Puts held
46.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 6.89M +239.3K (+3.6%) 62.20M +6.5M (+11.6%) 8.85% +0.329 pp 0.00% +0.000 pp USD12.08 -25.2% 6 qtrs
2 DIMENSIONAL FUND ADVISORS LP 3.67M -184.9K (-4.8%) 33.16M +838.1K (+2.6%) 4.72% -0.225 pp 0.01% +0.000 pp USD15.62 -42.2% 51 qtrs
3 VANGUARD GROUP INC 3.03M -860.9K (-22.1%) 27.35M -5.2M (-16.1%) 3.89% -1.093 pp 0.00% 0.000 pp USD30.39 -70.3% 84 qtrs
4 GATE CITY CAPITAL MANAGEMENT, LLC 2.19M +168.0K (+8.3%) 19.80M +2.8M (+16.7%) 2.82% +0.222 pp 8.57% +0.056 pp USD9.51 -5.0% 6 qtrs
5 STATE STREET CORP 1.96M +35.4K (+1.8%) 17.75M +1.6M (+9.7%) 2.52% +0.052 pp 0.00% +0.000 pp USD17.59 -48.7% 51 qtrs
6 AMERICAN CENTURY COMPANIES INC 1.64M +105.4K (+6.9%) 14.83M +2.0M (+15.1%) 2.11% +0.140 pp 0.01% +0.001 pp USD16.42 -45.0% 51 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 1.17M -66.7K (-5.4%) 10.54M +199.8K (+1.9%) 1.50% -0.082 pp 0.00% +0.000 pp USD16.35 -44.8% 78 qtrs
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.15M -4.2K (-0.4%) 10.38M +711.4K (+7.4%) 1.48% -0.002 pp 0.03% +0.001 pp USD8.82 +2.4% 4 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.09M +166.2K (+18.0%) 9.84M +2.1M (+27.1%) 1.41% +0.225 pp 0.00% +0.000 pp USD14.86 -39.2% 100 qtrs
10 AMERIPRISE FINANCIAL INC 1.01M +208.9K (+26.1%) 9.11M +2.4M (+35.9%) 1.29% +0.271 pp 0.00% +0.001 pp USD9.82 -8.0% 55 qtrs
11 WALLACE CAPITAL MANAGEMENT INC. 946.4K +374.9K (+65.6%) 8.55M +3.8M (+78.4%) 1.22% +0.483 pp 1.03% +0.434 pp USD8.64 +4.5% 2 qtrs
12 TWO SIGMA INVESTMENTS, LP 845.7K +33.4K (+4.1%) 7.64M +829.7K (+12.2%) 1.09% +0.046 pp 0.01% +0.001 pp USD10.29 -12.2% 11 qtrs
13 TWO SIGMA ADVISERS, LP 743.6K +57.9K (+8.4%) 6.71M +968.5K (+16.9%) 0.95% +0.077 pp 0.01% +0.002 pp USD11.18 -19.2% 11 qtrs
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 552.1K +27.2K (+5.2%) 4.99M +586.7K (+13.3%) 0.71% +0.037 pp 0.10% +0.011 pp USD12.38 -27.1% 9 qtrs
15 UBS GROUP AG 529.5K +251.7K (+90.6%) 4.78M +2.5M (+105.4%) 0.68% +0.324 pp 0.00% +0.000 pp USD9.93 -9.1% 45 qtrs
16 MORGAN STANLEY 458.4K -204.9K (-30.9%) 4.14M -1.4M (-25.5%) 0.59% -0.261 pp 0.00% 0.000 pp USD12.92 -30.1% 51 qtrs
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 437.2K +151.5K (+53.0%) 3.95M +1.6M (+64.9%) 0.56% +0.195 pp 0.00% +0.001 pp USD10.77 -16.2% 6 qtrs
18 NORTHERN TRUST CORP 432.9K -28.8K (-6.2%) 3.91M +40.0K (+1.0%) 0.56% -0.036 pp 0.00% +0.000 pp USD15.47 -41.6% 51 qtrs
19 INVESCO LTD. 405.2K +60.7K (+17.6%) 3.66M +772.2K (+26.7%) 0.52% +0.079 pp 0.00% +0.000 pp USD13.05 -30.8% 57 qtrs
20 EMPOWERED FUNDS, LLC 374.9K +37.2K (+11.0%) 3.39M +555.4K (+19.6%) 0.48% +0.049 pp 0.03% -0.002 pp USD11.72 -23.0% 9 qtrs
21 CITADEL ADVISORS LLC 369.2K -25.1K (-6.4%) 3.33M +30.0K (+0.9%) 0.47% -0.031 pp 0.00% +0.000 pp USD9.03 +0.0% 38 qtrs
22 AQR CAPITAL MANAGEMENT LLC 363.9K -2.4K (-0.7%) 3.29M +216.0K (+7.0%) 0.47% -0.002 pp 0.00% 0.000 pp USD10.24 -11.8% 7 qtrs
23 TREXQUANT INVESTMENT LP 300.2K +89.0K (+42.1%) 2.71M +940.8K (+53.2%) 0.39% +0.115 pp 0.02% +0.006 pp USD9.20 -1.8% 9 qtrs
24 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 290.0K +290.0K (+100.0%) 2.62M +2.6M (+100.0%) 0.37% +0.372 pp 0.15% +0.153 pp USD9.03 +0.0% 1 qtrs NEW
25 BANK OF NEW YORK MELLON CORP 253.9K -152.7K (-37.5%) 2.29M -1.1M (-32.7%) 0.33% -0.193 pp 0.00% 0.000 pp USD16.50 -45.3% 66 qtrs
26 GOLDMAN SACHS GROUP INC 252.5K -144.4K (-36.4%) 2.28M -1.0M (-31.5%) 0.32% -0.184 pp 0.00% 0.000 pp USD10.37 -12.9% 73 qtrs
27 BRANDES INVESTMENT PARTNERS, LP 244.4K +51.7K (+26.8%) 2.21M +592.4K (+36.7%) 0.32% +0.069 pp 0.02% +0.004 pp USD9.16 -1.4% 8 qtrs
28 LESA SROUFE & CO 219.8K -8.1K (-3.6%) 1.99M +75.0K (+3.9%) 0.28% -0.010 pp 1.48% -0.065 pp USD8.91 +1.3% 4 qtrs
29 PRINCIPAL FINANCIAL GROUP INC 217.7K -2.7K (-1.2%) 1.97M +118.9K (+6.4%) 0.28% -0.003 pp 0.00% +0.000 pp USD17.60 -48.7% 81 qtrs
30 JANE STREET GROUP, LLC 204.6K -25.6K (-11.1%) 1.85M -81.3K (-4.2%) 0.26% -0.032 pp 0.00% +0.000 pp USD8.49 +6.4% 13 qtrs
31 DEAN INVESTMENT ASSOCIATES, LLC 201.3K +105.9K (+111.0%) 1.82M +1.0M (+127.4%) 0.26% +0.136 pp 0.26% +0.148 pp USD10.40 -13.2% 31 qtrs
32 HRT FINANCIAL LP 185.3K +185.3K (+100.0%) 1.67M +1.7M (+100.0%) 0.24% +0.238 pp 0.01% +0.005 pp USD9.03 +0.0% 1 qtrs NEW
33 BANK OF AMERICA CORP /DE/ 159.4K +36.9K (+30.1%) 1.44M +412.8K (+40.2%) 0.20% +0.048 pp 0.00% +0.000 pp USD10.75 -16.0% 52 qtrs
34 PUBLIC SECTOR PENSION INVESTMENT BOARD 158.3K -19.9K (-11.2%) 1.43M -63.7K (-4.3%) 0.20% -0.025 pp 0.00% -0.001 pp USD13.01 -30.6% 58 qtrs
35 DEAN CAPITAL MANAGEMENT 136.9K +58.2K (+73.9%) 1.24M +576.4K (+87.4%) 0.18% +0.075 pp 0.53% +0.269 pp USD10.29 -12.2% 31 qtrs
36 JPMORGAN CHASE & CO 134.5K +65.7K (+95.3%) 1.21M +637.7K (+110.5%) 0.17% +0.086 pp 0.00% +0.000 pp USD9.36 -3.5% 51 qtrs
37 RHUMBLINE ADVISERS 133.3K -7.0K (-5.0%) 1.20M +28.1K (+2.4%) 0.17% -0.009 pp 0.00% +0.000 pp USD15.41 -41.4% 55 qtrs
38 GSA CAPITAL PARTNERS LLP 121.4K +18.1K (+17.5%) 1.10M +231.0K (+26.7%) 0.16% +0.024 pp 0.09% +0.022 pp USD9.25 -2.4% 12 qtrs
39 NUVEEN, LLC 120.7K -8.3K (-6.4%) 1.09M +8.9K (+0.8%) 0.16% -0.010 pp 0.00% +0.000 pp USD9.22 -2.1% 4 qtrs
40 LEGAL & GENERAL GROUP PLC 117.2K -8.8K (-7.0%) 1.06M +2.1K (+0.2%) 0.15% -0.010 pp 0.00% +0.000 pp USD18.81 -52.0% 46 qtrs
41 BALYASNY ASSET MANAGEMENT L.P. 110.1K +110.1K (+100.0%) 994.4K +994.4K (+100.0%) 0.14% +0.141 pp 0.00% +0.001 pp USD9.03 +0.0% 1 qtrs NEW
42 VIRGINIA RETIREMENT SYSTEMS ET AL 98.7K -4.9K (-4.7%) 890.8K +23.5K (+2.7%) 0.13% -0.006 pp 0.01% 0.000 pp USD8.82 +2.4% 4 qtrs
43 D. E. SHAW & CO., INC. 95.5K -119.8K (-55.6%) 862.4K -941.5K (-52.2%) 0.12% -0.153 pp 0.00% -0.001 pp USD9.05 -0.2% 45 qtrs
44 SWISS NATIONAL BANK 91.4K +— (+0.0%) 825.3K +59.4K (+7.8%) 0.12% +0.001 pp 0.00% +0.000 pp USD16.44 -45.1% 51 qtrs
45 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 90.1K +— (+0.0%) 813.7K +58.6K (+7.8%) 0.12% +0.000 pp 0.46% +0.022 pp USD11.22 -19.5% 6 qtrs
46 CITIGROUP INC 87.9K +37.1K (+73.1%) 794.0K +368.4K (+86.6%) 0.11% +0.049 pp 0.00% +0.000 pp USD11.48 -21.3% 55 qtrs
47 BARCLAYS PLC 86.9K +3.1K (+3.7%) 785.1K -244.6K (-23.8%) 0.11% +0.004 pp 0.00% 0.000 pp USD11.16 -19.1% 51 qtrs
48 UBS ASSET MANAGEMENT AMERICAS INC 85.5K +27.0K (+46.1%) 772.4K +281.9K (+57.5%) 0.11% +0.036 pp 0.00% +0.000 pp USD11.55 -21.8% 52 qtrs
49 TWEEDY, BROWNE CO LLC 80.2K +11.4K (+16.7%) 724.2K +148.1K (+25.7%) 0.10% +0.015 pp 0.06% +0.008 pp USD8.69 +3.9% 4 qtrs
50 EXCHANGE TRADED CONCEPTS, LLC 80.2K +11.4K (+16.7%) 724.2K +148.1K (+25.7%) 0.10% +0.015 pp 0.01% +0.001 pp USD8.69 +3.9% 5 qtrs
51 HILLS BANK & TRUST CO 79.6K +— (+0.0%) 718.8K +51.7K (+7.8%) 0.10% +0.001 pp 0.04% +0.003 pp USD17.87 -49.5% 39 qtrs
52 INTECH INVESTMENT MANAGEMENT LLC 78.9K +58.4K (+285.2%) 712.6K +540.9K (+315.1%) 0.10% +0.076 pp 0.01% +0.005 pp USD9.46 -4.5% 6 qtrs
53 QUANTINNO CAPITAL MANAGEMENT LP 76.6K +12.6K (+19.7%) 691.6K +155.4K (+29.0%) 0.10% +0.016 pp 0.00% 0.000 pp USD8.52 +6.0% 3 qtrs
54 LEGATO CAPITAL MANAGEMENT LLC 72.2K +23.0K (+46.6%) 652.4K +239.4K (+58.0%) 0.09% +0.030 pp 0.06% +0.011 pp USD10.48 -13.8% 13 qtrs
55 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 70.0K -339.0 (-0.5%) 632.0K +43.0K (+7.3%) 0.09% 0.000 pp 0.00% +0.000 pp USD14.47 -37.6% 51 qtrs
56 INSPIRE INVESTING, LLC 64.2K -612.0 (-0.9%) 579.5K +36.6K (+6.7%) 0.08% -0.001 pp 0.05% -0.001 pp USD12.98 -30.4% 28 qtrs
57 PRICE T ROWE ASSOCIATES INC /MD/ 63.0K +22.4K (+55.2%) 569.0K +228.0K (+66.9%) 0.08% +0.029 pp 0.00% +0.000 pp USD11.46 -21.2% 15 qtrs
58 MERCER GLOBAL ADVISORS INC /ADV 62.8K +23.4K (+59.4%) 566.8K +236.7K (+71.7%) 0.08% +0.030 pp 0.00% +0.000 pp USD9.66 -6.5% 5 qtrs
59 PRESCOTT GENERAL PARTNERS LLC 60.0K +— (+0.0%) 541.8K +39.0K (+7.8%) 0.08% +0.000 pp 0.04% +0.004 pp USD9.22 -2.1% 4 qtrs
60 ALLIANCEBERNSTEIN L.P. 54.7K +5.4K (+11.0%) 493.7K +80.8K (+19.6%) 0.07% +0.007 pp 0.00% +0.000 pp USD14.65 -38.4% 61 qtrs
61 CREATIVE PLANNING 53.6K -45.2K (-45.7%) 483.9K -343.6K (-41.5%) 0.07% -0.058 pp 0.00% 0.000 pp USD9.24 -2.3% 7 qtrs
62 LARSON FINANCIAL GROUP LLC 50.0K +— (+0.0%) 451.5K +32.5K (+7.8%) 0.06% +0.001 pp 0.02% +0.000 pp USD9.22 -2.1% 5 qtrs
63 WELLS FARGO & COMPANY/MN 49.4K +15.0K (+43.4%) 446.4K +157.6K (+54.6%) 0.06% +0.019 pp 0.00% +0.000 pp USD11.43 -21.0% 57 qtrs
64 DEUTSCHE BANK AG\ 46.5K +3.6K (+8.5%) 419.5K +60.7K (+16.9%) 0.06% +0.005 pp 0.00% +0.000 pp USD13.75 -34.3% 50 qtrs
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 44.5K +7.3K (+19.6%) 401.5K +89.9K (+28.8%) 0.06% +0.010 pp 0.00% +0.000 pp USD14.07 -35.8% 52 qtrs
66 PRUDENTIAL FINANCIAL INC 42.9K -3.2K (-7.0%) 387.8K +928.0 (+0.2%) 0.06% -0.004 pp 0.00% +0.000 pp USD17.23 -47.6% 21 qtrs
67 GREAT WEST LIFE ASSURANCE CO /CAN/ 42.0K +— (+0.0%) 380.0K +25.0K (+7.0%) 0.05% +0.000 pp 0.00% +0.000 pp USD18.40 -50.9% 49 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 41.0K +29.5K (+255.0%) 370.3K +273.5K (+282.6%) 0.05% +0.038 pp 0.00% +0.000 pp USD9.31 -3.0% 51 qtrs
69 PHARVISION ADVISERS, LLC 41.0K +41.0K (+100.0%) 369.9K +369.9K (+100.0%) 0.05% +0.053 pp 0.19% +0.187 pp USD9.03 +0.0% 1 qtrs NEW
70 PACIFIC RIDGE CAPITAL PARTNERS, LLC 40.9K +1.8K (+4.7%) 369.6K +41.9K (+12.8%) 0.05% +0.003 pp 0.08% +0.009 pp USD8.41 +7.4% 2 qtrs
71 GUGGENHEIM CAPITAL LLC 40.8K +40.8K (+100.0%) 368.2K +368.2K (+100.0%) 0.05% +0.052 pp 0.00% +0.003 pp USD9.03 +0.0% 1 qtrs NEW
72 SEI INVESTMENTS CO 38.9K +— (+0.0%) 351.2K +25.3K (+7.8%) 0.05% +0.000 pp 0.00% +0.000 pp USD8.82 +2.4% 4 qtrs
73 MILLENNIUM MANAGEMENT LLC 37.9K -105.4K (-73.5%) 342.2K -858.3K (-71.5%) 0.05% -0.135 pp 0.00% 0.000 pp USD8.67 +4.2% 26 qtrs
74 HSBC HOLDINGS PLC 35.7K +17.2K (+92.6%) 322.9K +168.3K (+108.8%) 0.05% +0.022 pp 0.00% +0.000 pp USD8.69 +3.9% 2 qtrs
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34.4K -23.8K (-41.0%) 310.4K -177.4K (-36.4%) 0.04% -0.030 pp 0.00% +0.000 pp USD11.31 -20.2% 32 qtrs
76 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 33.7K +13.1K (+63.4%) 304.5K +131.6K (+76.1%) 0.04% +0.017 pp 0.00% +0.000 pp USD9.01 +0.2% 4 qtrs
77 ENGINEERS GATE MANAGER LP 33.4K -38.7K (-53.6%) 301.8K -302.4K (-50.1%) 0.04% -0.049 pp 0.00% -0.003 pp USD8.71 +3.7% 5 qtrs
78 BEACON INVESTMENT ADVISORS LLC 32.0K -29.0 (-0.1%) 289.3K +20.6K (+7.7%) 0.04% +0.000 pp 0.12% +0.006 pp USD15.34 -41.1% 13 qtrs
79 NEVILLE RODIE & SHAW INC 31.7K +— (+0.0%) 286.0K +20.0K (+7.5%) 0.04% +0.000 pp 0.02% +0.001 pp USD7.14 +26.5% 107 qtrs
80 THRIVENT FINANCIAL FOR LUTHERANS 31.4K -1.6K (-4.7%) 284.0K +8.0K (+2.9%) 0.04% -0.002 pp 0.00% +0.000 pp USD17.68 -48.9% 74 qtrs
81 CHEROKEE INSURANCE CO 31.4K -50.2K (-61.5%) 283.5K -400.0K (-58.5%) 0.04% -0.064 pp 0.11% -0.178 pp USD10.80 -16.4% 5 qtrs
82 PEKIN HARDY STRAUSS, INC. 31.0K +19.0K (+158.3%) 279.9K +179.4K (+178.4%) 0.04% +0.024 pp 0.03% +0.016 pp USD8.78 +2.8% 2 qtrs
83 JANUS HENDERSON GROUP PLC 27.0K +— (+0.0%) 244.5K +17.6K (+7.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD15.64 -42.3% 13 qtrs
84 STATE OF ALASKA, DEPARTMENT OF REVENUE 27.1K -100.0 (-0.4%) 244.0K +17.0K (+7.5%) 0.03% +0.000 pp 0.00% +0.000 pp USD18.38 -50.9% 37 qtrs
85 SKOPOS LABS, INC. 25.6K +642.0 (+2.6%) 236.0K +27.1K (+13.0%) 0.03% +0.001 pp 0.01% -0.012 pp USD8.41 +7.4% 4 qtrs
86 IEQ CAPITAL, LLC 24.0K -12.1K (-33.5%) 216.9K -86.0K (-28.4%) 0.03% -0.015 pp 0.00% 0.000 pp USD9.74 -7.3% 5 qtrs
87 INSPIRE ADVISORS, LLC 23.8K +2.6K (+12.5%) 215.2K +37.7K (+21.2%) 0.03% +0.004 pp 0.02% +0.003 pp USD11.85 -23.8% 9 qtrs
88 VERITION FUND MANAGEMENT LLC 22.4K -81.9K (-78.5%) 202.3K -672.1K (-76.9%) 0.03% -0.105 pp 0.00% -0.003 pp USD8.56 +5.5% 3 qtrs
89 METLIFE INVESTMENT MANAGEMENT, LLC 21.9K +2.7K (+14.0%) 198.0K +36.9K (+22.9%) 0.03% +0.004 pp 0.00% +0.000 pp USD15.00 -39.8% 33 qtrs
90 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 20.9K -100.0 (-0.5%) 188.7K +12.7K (+7.2%) 0.03% 0.000 pp 0.00% +0.000 pp USD18.77 -51.9% 49 qtrs
91 ILLINOIS MUNICIPAL RETIREMENT FUND 20.9K -2.4K (-10.1%) 188.5K -6.1K (-3.1%) 0.03% -0.003 pp 0.00% 0.000 pp USD14.48 -37.6% 10 qtrs
92 NUMERAI GP LLC 20.5K +20.5K (+100.0%) 185.3K +185.3K (+100.0%) 0.03% +0.026 pp 0.02% +0.022 pp USD9.03 +0.0% 1 qtrs NEW
93 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.3K -342.0 (-1.7%) 183.5K +10.3K (+6.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD11.96 -24.5% 7 qtrs
94 SG AMERICAS SECURITIES, LLC 19.5K +2.6K (+15.3%) 176.0K +34.0K (+23.9%) 0.03% +0.003 pp 0.00% 0.000 pp USD8.47 +6.6% 6 qtrs
95 ENHANCING CAPITAL LLC 18.0K +18.0K (+100.0%) 162.1K +162.1K (+100.0%) 0.02% +0.023 pp 0.12% +0.116 pp USD9.03 +0.0% 1 qtrs NEW
96 AUTUMN GLORY PARTNERS, LLC 17.7K +7.0K (+65.5%) 159.5K +70.1K (+78.3%) 0.02% +0.009 pp 0.06% +0.019 pp USD8.64 +4.5% 2 qtrs
97 FARMERS & MERCHANTS INVESTMENTS INC 16.2K +— (+0.0%) 146.1K +10.5K (+7.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD19.09 -52.7% 58 qtrs
98 AQUATIC CAPITAL MANAGEMENT LLC 15.8K -7.2K (-31.2%) 142.8K -49.7K (-25.8%) 0.02% -0.009 pp 0.00% +0.001 pp USD8.65 +4.4% 4 qtrs
99 MANUFACTURERS LIFE INSURANCE COMPANY, THE 14.7K -2.5K (-14.4%) 133.0K -11.2K (-7.7%) 0.02% -0.003 pp 0.00% +0.000 pp USD16.55 -45.4% 51 qtrs
100 XTX TOPCO LTD 14.4K +14.4K (+100.0%) 129.7K +129.7K (+100.0%) 0.02% +0.018 pp 0.00% +0.003 pp USD9.03 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 117 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Conductor Global Equity Value ETF CGV 1.07% 1.30M 1.25%
2 Invesco S&P SmallCap 600 Pure Value ETF RZV 0.80% 2.24M 0.35%
3 State Street SPDR S&P Transportation ETF XTN 0.62% 2.54M 0.35%
4 Tweedy, Browne Insider + Value ETF COPY 0.59% 1.85M 0.89%
5 OneAscent Small Cap Core ETF OASC 0.40% 340.3K 0.64%
6 First Trust Active Factor Small Cap ETF AFSM 0.29% 321.5K 0.75%
7 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.27% 688.3K 0.12%
8 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.22% 3.80M 0.47%
9 Invesco S&P SmallCap Industrials ETF PSCI 0.22% 404.1K 0.29%
10 Inspire Small/Mid Cap ETF ISMD 0.20% 647.3K 0.53%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.50
Neutral
Ratio by volume
2.00
Bullish
Buys
9
Sells
6
Shares acquired
8.96M
Shares disposed
4.48M
Cash buys
Cash sales
Net activity
+4,479,506
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-19 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift D Common Stock 4,474,456 0.00 10,000,000 I
2026-05-19 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 4,474,456 0.00 8,939,532 D
2026-05-15 Strain Christopher Alan Officer A-Award A Common Stock 500 0.00 21,500 D
2026-05-15 Rigdon Kent Daryl Officer A-Award A Common Stock 500 0.00 1,527 D
2026-05-15 Helmich Joshua Stefan Officer F-InKind D Common Stock 167 13.30 2.2K 7,946 D
2026-05-15 EICKMAN KRIS ERIC Officer F-InKind D Common Stock 167 13.30 2.2K 8,320 D
2026-05-15 Ann S. Gerdin Revocable Trust 10% Owner A-Award A Common Stock 500 0.00 9,313 I
2026-05-14 SPALDING DAVID P Director 0 0.00 0
2026-04-24 Millis David Paul Director / Officer A-Award A Common Stock 2,000 0.00 60,534 D
2026-04-22 Millis David Paul Director / Officer A-Award A Common Stock 2,866 0.00 59,603 D
2025-12-01 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift D Common Stock 10,000,000 0.00 4,465,076 I
2025-12-01 Ann S. Gerdin Revocable Trust 10% Owner G-Gift D Common Stock 10,000,000 0.00 4,465,076 D
2025-10-22 Millis David Paul Director / Officer A-Award A Common Stock 11,947 0.00 60,666 D
2025-10-01 Rigdon Kent Daryl Officer F-InKind D Common Stock 70 8.33 583.10 1,027 D
2025-10-01 Helmich Joshua Stefan Officer F-InKind D Common Stock 70 8.33 583.10 7,613 D
2025-08-18 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 24,798 8.19 203.0K 1,491,868 I
2025-08-15 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 3,888 8.20 31.9K 1,467,070 I
2025-08-14 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 1,314 8.20 10.8K 1,463,182 I
2025-07-01 Rigdon Kent Daryl Officer F-InKind D Common Stock 86 8.93 767.98 1,097 D
2025-07-01 Helmich Joshua Stefan Officer F-InKind D Common Stock 86 8.93 767.98 7,683 D
2025-05-14 PRATT JAMES G Director P-Purchase A Common Stock 6,571 8.96 58.9K 30,000 I
2025-05-14 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 5,525,544 0.00 14,465,076 I
2025-05-14 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 5,525,544 0.00 14,465,076 D
2025-05-12 Hupfeld Amanda Director P-Purchase A Common Stock 2,000 8.76 17.5K 2,000 D
2025-05-12 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 167,644 8.95 1.50M 1,214,500 I
2025-05-09 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 148,272 8.50 1.26M 438,282 I
2025-05-08 Hupfeld Amanda Director 0 0.00 0
2025-05-08 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 100,149 8.23 823.8K 1,700,249 I
2025-05-07 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 148,272 7.70 1.14M 1,046,856 I
2025-05-06 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 148,272 7.60 1.13M 1,600,100 I
2025-05-05 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 148,272 7.85 1.16M 1,461,868 I
2025-04-01 Trimble Todd Allan Officer F-InKind D Common Stock 83 9.30 771.90 13,287 D
2025-04-01 Rigdon Kent Daryl Officer F-InKind D Common Stock 78 9.30 725.40 2,316 D
2025-04-01 Helmich Joshua Stefan Officer F-InKind D Common Stock 83 9.30 771.90 7,769 D
2025-01-01 Trimble Todd Allan Officer A-Award A Common Stock 1,000 0.00 13,453 D
2025-01-01 Strain Christopher Alan Officer A-Award A Common Stock 1,000 0.00 21,000 D
2025-01-01 Rigdon Kent Daryl Officer A-Award A Common Stock 1,000 0.00 2,477 D
2025-01-01 Helmich Joshua Stefan Officer A-Award A Common Stock 1,000 0.00 7,852 D
2025-01-01 EICKMAN KRIS ERIC Officer A-Award A Common Stock 1,000 0.00 7,987 D
2025-01-01 Ann S. Gerdin Revocable Trust 10% Owner A-Award A Common Stock 1,000 0.00 8,813 I
2024-12-19 Millis David Paul Director / Officer A-Award A Common Stock 8,489 11.57 98.2K 48,719 D
2024-12-02 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 429,094 0.00 8,939,532 I
2024-12-02 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 429,094 0.00 8,939,532 D
2024-11-18 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 49,506 12.24 606.1K 898,584 I
2024-11-12 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 1,683 11.99 20.2K 1,313,596 I
2024-11-08 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 35,960 11.97 430.6K 1,311,913 I
2024-11-07 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 10,951 11.99 131.3K 1,275,953 I
2024-11-06 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 5,210 11.49 59.9K 1,265,002 I
2024-11-04 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 63,074 10.95 690.4K 1,259,792 I
2024-09-11 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 50,000 11.67 583.7K 1,196,718
2024-08-02 Donovan Michael Paul Officer A-Award A Common Stock 26,261 0.00 40,050
2024-07-12 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift D Common Stock 1,418,011 0.00 10,429,094
2024-07-12 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 1,418,011 0.00 8,510,438
2024-06-12 PRATT JAMES G Director P-Purchase A Common Stock 9,000 11.96 107.6K 23,429
2024-05-14 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 10,000,000 0.00 11,847,105
2024-05-14 Ann S. Gerdin Revocable Trust 10% Owner G-Gift D Common Stock 10,000,000 0.00 7,092,427
2024-05-09 Helmich Joshua Stefan Officer D Common Stock 0 0.00 6,852
2024-05-03 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 93,496 10.81 1.01M 290,010
2024-05-03 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 8,089 10.74 86.9K 849,078
2024-05-01 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 14,109 10.24 144.5K 196,514
2024-04-30 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 93,496 9.92 927.5K 182,405
2024-04-30 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 93,496 9.86 922.0K 770,704
2024-04-29 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 31,200 9.97 311.0K 88,909
2024-04-29 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 93,496 10.12 946.1K 677,208
2024-04-26 Sullivan Michael John Director P-Purchase A Common Stock 2,000 10.53 21.1K 24,331
2024-04-26 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 66,000 10.45 690.0K 518,594
2024-04-26 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 88,100 10.44 920.2K 583,712
2024-02-22 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 14,933 12.39 185.0K 159,865
2024-02-01 Donovan Michael Paul Officer F-InKind D Common Stock 3,301 13.02 43.0K 13,789
2023-12-12 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 18,034 13.70 247.0K 57,709
2023-12-11 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 24,800 13.98 346.7K 452,594
2023-12-08 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 42,862 13.75 589.3K 495,612
2023-12-07 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 69,107 13.73 948.5K 452,750
2023-12-06 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 70,299 13.70 963.3K 383,643
2023-12-05 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 44,479 13.75 611.4K 313,344
2023-12-01 Millis David Paul Director / Officer A-Award A Common Stock 7,513 0.00 40,230
2023-12-01 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 1,139,309 0.00 17,092,427
2023-12-01 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 1,139,309 0.00 17,092,427
2023-11-29 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 2,055 13.24 27.2K 268,865
2023-11-28 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 10,797 13.21 142.7K 266,810
2023-11-27 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 20,062 13.21 265.0K 256,013
2023-11-20 Sullivan Michael John Director P-Purchase A Common Stock 2,000 12.92 25.8K 22,331
2023-11-20 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 95,602 13.08 1.25M 427,794
2023-11-03 Millis David Paul Director / Officer A-Award A Common Stock 1,000 0.00 32,717
2023-11-01 Donovan Michael Paul Officer D Common Stock 0 0.00 17,090
2023-10-30 Lantz Brenda M Director D Common Stock 0 0.00 0
2023-09-07 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 2,982 14.73 43.9K 235,951
2023-09-06 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 43,370 14.86 644.4K 332,192
2023-09-06 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 22,247 14.85 330.3K 232,969
2023-09-05 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 66,048 14.87 981.8K 288,822
2023-09-05 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 60,157 14.80 890.4K 210,722
2023-08-29 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 985 14.99 14.8K 150,565
2023-08-25 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 14,023 15.00 210.3K 222,774
2023-08-25 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 1,649 15.00 24.7K 149,580
2023-08-23 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 9,102 14.98 136.4K 208,751
2023-08-22 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 606 14.99 9.1K 199,649
2023-08-22 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 19,753 15.00 296.3K 147,931
2023-08-16 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 67,038 15.40 1.03M 144,932
2023-08-15 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 43,948 15.40 676.8K 77,894
2023-08-10 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 5,163 15.30 79.0K 199,043
2023-08-08 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 5,841 15.30 89.4K 193,880
2023-07-24 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 3,031,683 0.00 15,953,118
2023-07-24 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 3,031,683 0.00 15,953,118
2023-05-17 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 1,692 15.05 25.5K 33,946
2023-05-16 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 1,704 14.98 25.5K 188,039
2023-05-16 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 100 14.99 1.5K 128,178
2023-05-11 Sullivan Michael John Director A-Award A Common Stock 667 0.00 20,331
2023-05-11 PRATT JAMES G Director A-Award A Common Stock 667 0.00 14,429
2023-05-11 Neville Brenda S Director A-Award A Common Stock 667 0.00 3,429
2023-05-11 Millis David Paul Director / Officer F-InKind D Common Stock 1,253 0.00 31,717
2023-05-11 Gordon Larry J. Director A-Award A Common Stock 667 0.00 304,588
2023-05-11 ALLEN BENJAMIN J Director A-Award A Common Stock 667 0.00 3,024
2023-05-10 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 39,887 15.06 600.5K 186,335
2023-05-09 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 2,252 15.12 34.0K 146,448
2023-05-08 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 22,165 15.24 337.7K 144,196
2023-05-05 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 19,667 14.99 294.8K 122,031
2023-05-05 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 15,482 14.99 232.1K 128,078
2023-05-04 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 43,389 14.80 642.3K 102,364
2023-05-04 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 36,302 14.90 540.8K 112,596
2023-05-03 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 40,198 14.98 602.0K 58,975
2023-05-02 Sullivan Michael John Director P-Purchase A Common Stock 2,000 14.49 29.0K 19,664
2023-03-23 Smith Todd A Officer D Common Stock 0 0.00 0
2023-03-15 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 5,722 15.74 90.1K 76,294
2023-03-14 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 52,778 15.89 838.7K 70,572
2023-03-13 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 15,642 15.78 246.9K 17,794
2023-02-10 GERDIN MICHAEL J Director / Officer / 10% Owner P-Purchase A Common Stock 8,421 15.99 134.6K 18,777
2023-02-10 Ann S. Gerdin Revocable Trust 10% Owner P-Purchase A Common Stock 2,152 15.99 34.4K 2,152
2022-12-31 GERDIN MICHAEL J Director / Officer / 10% Owner I Common Stock 0 0.00 1,936,276
2022-12-31 Ann S. Gerdin Revocable Trust 10% Owner I Common Stock 0 0.00 1,936,276
2022-12-16 GERDIN MICHAEL J Officer P-Purchase A Common Stock 2,881 16.24 46.8K 10,356
2022-12-12 Sullivan Michael John Director P-Purchase A Common Stock 2,000 16.16 32.3K 17,664
2022-12-09 GERDIN MICHAEL J Officer P-Purchase A Common Stock 7,475 15.99 119.5K 7,475
2022-11-25 Sullivan Michael John Director A-Award A Common Stock 762 0.00 15,664
2022-11-25 PRATT JAMES G Director A-Award A Common Stock 762 0.00 13,762
2022-11-25 Neville Brenda S Director A-Award A Common Stock 762 0.00 1,262
2022-11-25 Gordon Larry J. Director A-Award A Common Stock 762 0.00 303,921
2022-11-25 ALLEN BENJAMIN J Director A-Award A Common Stock 762 0.00 2,357
2022-11-11 Strain Christopher Alan Officer F-InKind D Common Stock 1,227 0.00 20,000
2022-11-11 EICKMAN KRIS ERIC Officer F-InKind D Common Stock 1,034 15.49 16.0K 6,987
2022-10-31 Strain Christopher Alan Officer A-Award A Common Stock 7,000 0.00 21,227
2022-10-31 Millis David Paul Officer A-Award A Common Stock 6,720 0.00 32,970
2022-10-31 EICKMAN KRIS ERIC Officer A-Award A Common Stock 3,500 0.00 8,021
2022-09-12 Neville Brenda S Director P-Purchase A Common Stock 1,500 15.10 22.7K 2,762
2022-09-07 Sullivan Michael John Director P-Purchase A Common Stock 2,000 14.28 28.6K 14,902
2022-03-07 Borden Jo Anne Officer A-Award A Common Stock 1,000 0.00 4,648
2021-12-31 GERDIN MICHAEL J Director / Officer / 10% Owner I Common Stock 0 0.00 5,003,805
2021-12-31 Ann S. Gerdin Revocable Trust 10% Owner I Common Stock 0 0.00 5,003,805
2021-11-03 Millis David Paul Director / Officer A-Award A Common Stock 600 0.00 26,250
2021-11-03 Hira Tahira K Director A-Award A Common Stock 2,000 0.00 2,000
2021-07-29 Sullivan Michael John Director P-Purchase A Common Stock 1,000 16.93 16.9K 12,902
2021-06-14 Millis David Paul Director / Officer P-Purchase A Common Stock 1,400 17.81 24.9K 25,650
2021-06-03 Sullivan Michael John Director P-Purchase A Common Stock 1,000 17.80 17.8K 11,902
2021-05-26 Sullivan Michael John Director W-Will A Common Stock 550 0.00 550
2021-04-27 Sullivan Michael John Director P-Purchase A Common Stock 1,000 18.43 18.4K 10,902
2021-03-23 Borden Jo Anne Officer D Common Stock 0 0.00 3,648
2020-12-31 GERDIN MICHAEL J Director / Officer / 10% Owner I Common Stock 0 0.00 5,003,805
2020-12-31 Ann S. Gerdin Revocable Trust 10% Owner I Common Stock 0 0.00 5,003,805
2020-11-05 Sullivan Michael John Director P-Purchase A Common Stock 500 18.71 9.4K 9,902
2020-10-28 Millis David Paul Director D Common Stock 0 0.00 24,250
2020-10-26 PRATT JAMES G Director P-Purchase A Common Stock 10,000 18.81 188.1K 13,000
2020-08-14 GERDIN MICHAEL J Director / Officer / 10% Owner S-Sale D Common Stock 489,130 20.02 9.79M 3,916,863
2020-08-14 Ann S. Gerdin Revocable Trust 10% Owner S-Sale D Common Stock 489,130 20.02 9.79M 3,916,863
2020-07-24 GERDIN MICHAEL J Director / Officer / 10% Owner S-Sale D Common Stock 3,260,870 20.02 65.28M 4,405,993
2020-07-24 Ann S. Gerdin Revocable Trust 10% Owner S-Sale D Common Stock 3,260,870 20.02 65.28M 4,405,993
2020-05-14 Sullivan Michael John Director P-Purchase A Common Stock 1,000 18.47 18.5K 9,402
2020-02-10 Neville Brenda S Director P-Purchase A Common Stock 500 19.60 9.8K 500
2020-02-05 Sullivan Michael John Director P-Purchase A Common Stock 2,000 19.39 38.8K 8,402
2020-01-21 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 772,579 0.00 18,158,354
2020-01-21 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 772,579 0.00 18,158,354
2020-01-01 Strain Christopher Alan Officer F-InKind D Common Stock 445 20.84 9.3K 14,227
2019-12-16 GERDIN MICHAEL J Director / Officer / 10% Owner J-Other D Common Stock 2,020,000 19.80 40.00M 7,040,485
2019-12-16 Ann S. Gerdin Revocable Trust 10% Owner J-Other A Common Stock 2,020,000 19.80 40.00M 17,385,775
2019-12-07 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift A Common Stock 830,592 0.00 14,762,457
2019-12-07 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 830,592 0.00 14,762,457
2019-10-18 Trimble Todd Allan Officer A-Award A Common Stock 500 0.00 12,600
2019-10-18 Strain Christopher Alan Officer F-InKind D Common Stock 303 22.10 6.7K 14,672
2019-10-18 Rigdon Kent Daryl Officer F-InKind D Common Stock 151 22.10 3.3K 1,477
2019-10-18 EICKMAN KRIS ERIC Officer A-Award A Common Stock 500 0.00 4,692
2019-09-12 Gordon Larry J. Director S-Sale D Common Stock 44,944 22.12 994.4K 303,159
2019-03-15 Rigdon Kent Daryl Officer S-Sale D Common Stock 1,538 20.09 30.9K 1,128
2019-01-22 GERDIN MICHAEL J Director / Officer / 10% Owner G-Gift D Common Stock 672,499 0.00 4,427,006
2019-01-22 Ann S. Gerdin Revocable Trust 10% Owner G-Gift A Common Stock 651,010 0.00 8,614,636
2019-01-01 Strain Christopher Alan Officer F-InKind D Common Stock 200 18.33 3.7K 13,975
2018-12-31 GERDIN MICHAEL J Director / Officer / 10% Owner I Common Stock 0 0.00 38,424
2018-12-31 Ann S. Gerdin Revocable Trust 10% Owner I Common Stock 0 0.00 7,813
2018-10-23 Sullivan Michael John Director P-Purchase A Common Stock 1,000 18.37 18.4K 6,402
2018-09-14 Gordon Larry J. Director S-Sale D Common Stock 4,390 21.03 92.3K 348,103
2018-09-12 Gordon Larry J. Director S-Sale D Common Stock 29,054 21.00 610.2K 352,493
2018-07-31 Sullivan Michael John Director P-Purchase A Common Stock 1,500 19.55 29.3K 5,402
2018-06-06 Sullivan Michael John Director P-Purchase A Common Stock 500 18.84 9.4K 3,902
2018-06-01 Rigdon Kent Daryl Officer F-InKind D Common Stock 479 19.03 9.1K 2,666
2018-05-17 Hira Tahira K Director P-Purchase A Common Stock 36,500 18.28 667.2K 36,500
2018-05-10 Sullivan Michael John Director D Common Stock 0 0.00 3,402
2018-03-30 EICKMAN KRIS ERIC Officer D Common Stock 0 0.00 4,192
2018-01-02 Strain Christopher Alan Officer F-InKind D Common Stock 450 23.64 10.6K 14,175
2017-12-31 GERDIN MICHAEL J Director / Officer / 10% Owner D Common Stock 0 0.00 681,124
2017-12-31 Ann S. Gerdin Revocable Trust 10% Owner I Common Stock 0 0.00 1,936,276
2017-12-20 Strain Christopher Alan Officer A-Award A Common Stock 5,000 0.00 14,625
2017-09-11 COSAERT JOHN P Officer S-Sale D Common Stock 7,146 22.54 161.1K 57,668
2017-06-01 Rigdon Kent Daryl Officer F-InKind D Common Stock 483 19.55 9.4K 3,145

Executive team

Top executives
EBIT / Employee
-10.9K
Shares Outstanding
77.49M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 1.05M 20.4K 1.07M 0.00%
2 2025 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 364.0K 11.0K 17.4K 392.4K 2.79%
3 2025 Mr. Kent D. Rigdon, Chief Operating Officer 327.6K 11.0K 6.6K 345.1K 3.18%
4 2025 Mr. Joshua S. Helmich, Chief Administrative Officer and Secretary 286.0K 11.0K 14.4K 311.4K 3.52%
5 2025 Mr. David P. Millis, Director and Millis Transfer President 190.4K 100.0K 4.4K 294.8K 33.92%
6 2024 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 1.05M 20.1K 1.07M 0.00%
7 2024 Mr. Michael P. Donovan, Former Chief Operating Officer of Smith Transport 176.0K 326.2K 14.8K 516.9K 63.10%
8 2024 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 364.2K 8.7K 372.9K 0.00%
9 2024 Mr. Kent D. Rigdon, Chief Operating Officer 327.8K 15.5K 343.3K 0.00%
10 2024 Mr. Joshua S. Helmich, Secretary of Heartland Express and Senior Vice President and Chief Financial Officer of Contract Freighters 286.2K 12.6K 298.8K 0.00%
11 2024 Mr. Joshua S. Helmich, Chief Administrative Officer and Secretary 286.2K 12.6K 298.8K 0.00%
12 2024 Mr. David P. Millis, Director and Millis Transfer President 190.8K 98.2K 6.6K 295.7K 33.22%
13 2023 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 980.6K 31.9K 1.01M 0.00%
14 2023 Mr. Todd A. Smith, Former President of Smith Transport 378.6K 275.0K 20.7K 674.2K 0.00%
15 2023 Mr. Michael P. Donovan, Chief Operating Officer of Smith Transport 277.1K 75.0K 24.0K 376.1K 0.00%
16 2023 Mr. Michael P. Donovan, Former Chief Operating Officer of Smith Transport 277.1K 75.0K 24.0K 376.1K 0.00%
17 2023 Mr. Kent D. Rigdon, Chief Operating Officer 314.6K 19.8K 334.4K 0.00%
18 2023 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 331.2K 331.2K 0.00%
19 2023 Mr. David P. Millis, Director and Millis Transfer President 177.0K 28.6K 114.8K 8.1K 328.5K 34.96%
20 2023 Mr. David P. Millis, Director and President of Millis Transfer 177.0K 28.6K 114.8K 8.1K 328.5K 34.96%
21 2022 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 830.8K 8.9K 839.7K 0.00%
22 2022 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 295.1K 104.2K 399.3K 26.09%
23 2022 Mr. Todd A. Smith, President of Smith Transport 338.5K 18.5K 356.9K 0.00%
24 2022 Mr. Todd A. Smith, Former President of Smith Transport 338.5K 18.5K 356.9K 0.00%
25 2022 Mr. Kent D. Rigdon, Chief Operating Officer 292.9K 19.2K 312.0K 0.00%
26 2022 Mr. David P. Millis, Director and President of Millis Transfer 131.8K 55.4K 100.0K 4.9K 292.1K 34.23%
27 2022 Mr. David P. Millis, Director and Millis Transfer President 131.8K 55.4K 100.0K 4.9K 292.1K 34.23%
28 2021 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 780.4K 17.5K 797.9K 0.00%
29 2021 Mr. Kent D. Rigdon, Vice President of Sales 276.2K 13.7K 289.9K 0.00%
30 2021 Mr. Kent D. Rigdon, Chief Operating Officer 276.2K 13.7K 289.9K 0.00%
31 2021 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 276.2K 276.2K 0.00%
32 2021 Ms. Jo A. Borden, Former Vice President of Human Resources and Risk Management 253.5K 253.5K 0.00%
33 2021 Mr. David P. Millis, Director and President of Millis Transfer 130.0K 51.1K 10.0K 5.9K 197.0K 5.10%
34 2020 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 795.4K 25.4K 820.8K 0.00%
35 2020 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 795.4K 25.4K 820.8K 0.00%
36 2020 David P. Millis, Director and President of Millis Transfer 130.0K 51.8K 221.4K 5.9K 409.1K 54.11%
37 2020 Mr. David P. Millis, Director and President of Millis Transfer 130.0K 51.8K 221.4K 5.9K 409.1K 54.11%
38 2020 Mr. Kent D. Rigdon, Vice President of Sales 266.9K 9.4K 276.3K 0.00%
39 2020 Mr. Kent D. Rigdon, Chief Operating Officer 266.9K 9.4K 276.3K 0.00%
40 2020 Kent D. Rigdon, Vice President of Sales 266.9K 9.4K 276.3K 0.00%
41 2020 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 266.9K 266.9K 0.00%
42 2020 Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 266.9K 266.9K 0.00%
43 2020 Jo A. Borden, Vice President of Human Resources and Risk Management 252.6K 252.6K 0.00%
44 2020 Ms. Jo A. Borden, Former Vice President of Human Resources and Risk Management 252.6K 252.6K 0.00%
45 2019 Mr. Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 757.6K 757.6K 0.00%
46 2019 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 757.6K 757.6K 0.00%
47 2019 Christopher A. Strain, Vice President of Finance, Treasurer, Chief Financial Officer, and Secretary 252.1K 22.1K 274.2K 8.06%
48 2019 Mr. Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 252.1K 22.1K 274.2K 8.06%
49 2019 Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 252.1K 22.1K 274.2K 8.06%
50 2019 Kent D. Rigdon, Vice President of Sales 252.1K 11.1K 7.4K 270.6K 4.08%
51 2019 Mr. Kent D. Rigdon, Vice President of Sales 252.1K 11.1K 7.4K 270.6K 4.08%
52 2019 Todd A. Trimble, Vice President of Midwestern Operations 171.8K 11.1K 182.9K 6.04%
53 2019 K. Eric Eickman, Vice President of Information Technology 157.7K 11.1K 168.8K 6.55%
54 2018 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 705.9K 705.9K 0.00%
55 2018 Kent D. Rigdon, Vice President of Sales 237.5K 29.8K 267.3K 0.00%
56 2018 Christopher A. Strain, Vice President of Finance, Treasurer, and Chief Financial Officer 238.3K 238.3K 0.00%
57 2018 Christopher A. Strain, Vice President of Finance, Treasurer, Chief Financial Officer, and Secretary 238.3K 238.3K 0.00%
58 2018 Todd A. Trimble, Vice President of Midwestern Operations 162.1K 162.1K 0.00%
59 2018 K. Eric Eickman, Vice President of Information Technology 149.5K 149.5K 0.00%
60 2017 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 662.1K 662.1K 0.00%
61 2017 Christopher A. Strain, Vice President of Finance, Treasurer, Chief Financial Officer, and Secretary 187.6K 114.9K 302.5K 37.99%
62 2017 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 296.0K 296.0K 0.00%
63 2017 Kent D. Rigdon, Vice President of Sales 222.8K 9.7K 232.4K 0.00%
64 2017 Todd A. Trimble, Vice President of Midwestern Operations 152.6K 5.3K 157.9K 0.00%
65 2017 K. Eric Eickman, Vice President of Information Technology 141.6K 141.6K 0.00%
66 2016 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 610.2K 610.2K 0.00%
67 2016 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 301.6K 301.6K 0.00%
68 2016 Kent D. Rigdon, Vice President of Sales 211.9K 8.1K 220.0K 0.00%
69 2016 Todd A. Trimble, Vice President of Midwestern Operations 146.5K 21.7K 168.2K 0.00%
70 2016 Christopher A. Strain, Vice President of Finance, Treasurer, Chief Financial Officer, and Secretary 168.1K 168.1K 0.00%
71 2016 Christopher A. Strain, Vice President, Controller, and Secretary 168.1K 168.1K 0.00%
72 2015 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 557.2K 557.2K 0.00%
73 2015 Dennis J. Wilkinson, Vice President of Operations 105.3K 204.0K 309.3K 65.96%
74 2015 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 294.5K 294.5K 0.00%
75 2015 Steven M. Gordon, Chief Operating Officer of Gordon Trucking, Inc. 250.0K 7.5K 257.5K 0.00%
76 2015 Kent D. Rigdon, Vice President of Sales 206.3K 206.3K 0.00%
77 2015 Christopher A. Strain, Vice President of Finance, Treasurer, Chief Financial Officer, and Secretary 161.2K 161.2K 0.00%
78 2015 Christopher A. Strain, Vice President, Controller, and Secretary 161.2K 161.2K 0.00%
79 2014 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 426.9K 1.0K 427.9K 0.00%
80 2014 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 272.5K 20.3K 292.8K 0.00%
81 2014 Thomas E. Hill, Vice President, Controller, and Secretary 154.4K 109.9K 7.0K 271.3K 40.51%
82 2014 Steven M. Gordon, Chief Operating Officer of Gordon Trucking, Inc. 250.0K 7.5K 257.5K 0.00%
83 2014 Dennis J. Wilkinson, Vice President of Operations 135.9K 10.1K 146.0K 0.00%
84 2013 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 262.4K 72.7K 335.1K 21.70%
85 2013 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 300.0K 300.0K 0.00%
86 2013 Richard L. Meehan, Executive Vice President of Marketing and Operations 260.0K 260.0K 0.00%
87 2013 Thomas E. Hill, Vice President, Controller, and Secretary 150.0K 150.0K 0.00%
88 2013 Dennis J. Wilkinson, Vice President Operations 133.2K 133.2K 0.00%
89 2013 Dennis J. Wilkinson, Vice President of Operations 133.2K 133.2K 0.00%
90 2012 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 296.9K 49.3K 346.2K 0.00%
91 2012 Richard L. Meehan, Executive Vice President of Marketing and Operations 260.0K 52.5K 312.5K 0.00%
92 2012 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 260.0K 52.5K 312.5K 0.00%
93 2012 Thomas E. Hill, Vice President, Controller, and Secretary 150.0K 32.5K 182.5K 0.00%
94 2012 Dennis J. Wilkinson, Vice President Operations 132.6K 30.0K 162.6K 0.00%
95 2012 Dennis J. Wilkinson, Vice President of Operations 132.6K 30.0K 162.6K 0.00%
96 2011 Richard L. Meehan, Executive Vice President of Marketing and Operations 241.8K 339.3K 581.1K 58.38%
97 2011 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 241.8K 339.3K 581.1K 58.38%
98 2011 Thomas E. Hill, Vice President, Controller, and Secretary 145.0K 203.6K 348.6K 58.40%
99 2011 Dennis J. Wilkinson, Vice President Operations 128.0K 135.7K 263.7K 51.46%
100 2011 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 256.6K 256.6K 0.00%
101 2011 Russell A. Gerdin, Former Chairman and Chief Executive Officer 207.7K 207.7K 0.00%
102 2010 Russell A. Gerdin, Former Chairman and Chief Executive Officer 300.0K 300.0K 0.00%
103 2010 Russell A. Gerdin, Chairman and Chief Executive Officer 300.0K 300.0K 0.00%
104 2010 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 235.0K 235.0K 0.00%
105 2010 Michael J. Gerdin, President and Director 235.0K 235.0K 0.00%
106 2010 Richard L. Meehan, Executive Vice President of Marketing and Operations 225.0K 225.0K 0.00%
107 2010 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 225.0K 225.0K 0.00%
108 2010 Thomas E. Hill, Vice President, Controller, and Secretary 136.1K 136.1K 0.00%
109 2009 Russell A. Gerdin, Chairman and Chief Executive Officer 300.0K 300.0K 0.00%
110 2009 Russell A. Gerdin, Former Chairman and Chief Executive Officer 300.0K 300.0K 0.00%
111 2009 Michael J. Gerdin, Chief Executive Officer, Chairman, President and Director 235.0K 235.0K 0.00%
112 2009 Michael J. Gerdin, President and Director 235.0K 235.0K 0.00%
113 2009 Richard L. Meehan, Executive Vice President of Marketing and Operations 225.0K 225.0K 0.00%
114 2009 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 225.0K 225.0K 0.00%
115 2009 Thomas E. Hill, Vice President, Controller, and Secretary 134.2K 134.2K 0.00%
116 2008 Russell A. Gerdin, Chairman and Chief Executive Officer 300.0K 300.0K 0.00%
117 2008 Michael J. Gerdin, President and Director 229.5K 229.5K 0.00%
118 2008 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 219.5K 219.5K 0.00%
119 2008 Richard L. Meehan, Executive Vice President of Marketing and Operations 219.5K 219.5K 0.00%
120 2008 Thomas E. Hill, Vice President, Controller, and Secretary 130.5K 130.5K 0.00%
121 2007 Russell A. Gerdin, Chairman and Chief Executive Officer 300.0K 300.0K 0.00%
122 2007 John P. Cosaert, Executive Vice President of Finance, Treasurer and Chief Financial Officer 210.3K 14.7K 225.0K 6.52%
123 2007 Richard L. Meehan, Executive Vice President of Marketing and Operations 210.3K 14.7K 225.0K 6.52%
124 2007 Michael J. Gerdin, President and Director 220.2K 220.2K 0.00%
125 2007 Thomas E. Hill, Vice President, Controller, and Secretary 117.4K 5.5K 14.0K 136.9K 4.02%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-03-28 DEFA14A
2025-03-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 4
2026-05-21 4
2026-05-19 8-K
2026-05-18 4
2026-05-18 4
2026-05-18 4
2026-05-18 4
2026-05-18 4
2026-05-15 8-K
2026-05-14 3

Executive team

NameTitleCompensationGender
Michael J. Gerdin Chairman of the Board, President & Chief Executive Officer 1M male
Christopher Alan Strain Vice President of Finance, Treasurer & Chief Financial Officer 381.4K male
Kent Daryl Rigdon Chief Operating Officer 334.2K male
Joshua S. Helmich Chief Administrative Officer & Secretary 300.4K male
David Paul Millis Millis Transfer President & Director 194.8K male
Brian J. Janssen Vice President of Sales male
ESG Rating
B
TRUCKING
Rank: 5 out of 17
2014
E (Environmental)
65.7 / 60.4
Company / Sector avg.
S (Social)
73.1 / 54.4
Company / Sector avg.
G (Governance)
66.8 / 54.1
Company / Sector avg.
ESG Total
68.5 / 56.3
Company / Sector avg.
ESG Score History TRUCKING
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2024-07-26 2024-08-15 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2021-11-04 2021-12-13 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2020-03-31 2020-04-16 Gilbert Cisneros CA31 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits