Heartland Express, Inc. (HTLD)
North Liberty, IA, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.46% | +4.17% | +12.03% | +35.90% | +90.71% | +66.00% | +67.49% | -5.55% | -16.72% | -18.89% | +3,392.22% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 2 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | Barclays | Underweight | Underweight | Maintain |
| 2026-04-24 | JP Morgan | Underweight | Underweight | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
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Community Opinion for HTLD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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