Cross-institution positioning
Apr 9, 2026Reduction leaning. 1 reducing, 1 exited across 2 comparable institutions.
Source: Schedule 13 researchHEARTLAND EXPRESS INC
Latest stored close $11.12 as of Oct 9, 2026 View live quote ↗
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
Reduction leaning. 1 reducing, 1 exited across 2 comparable institutions.
Source: Schedule 13 research1 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsOver the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/53 non-amendment material events in the last 90 days; Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataRevenue -12.5% YoY; Net income +197.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsRecent close is 57% through its reported 52-week range; +47.3% over one year.
Source: Stored historical price seriesFiled Apr 9, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
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The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 31, 2026 | PRATT JAMES G | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Indirect | Sep 2, 2026 |
| Jun 15, 2026 | Millis David Paul | SOpen-market or private sale | Common Stock | 31.4K | $15.67 | Direct | Jun 17, 2026 |
| Jun 10, 2026 | SPALDING DAVID P | POpen-market or private purchase | Common Stock | 2.0K | $15.69 | Direct | Jun 12, 2026 |
| May 19, 2026 | GERDIN MICHAEL J | GGift | Common Stock | 4.5M | $0.00 | Indirect | May 21, 2026 |
| May 19, 2026 | GERDIN MICHAEL J | GGift | Common Stock | 4.5M | $0.00 | Indirect | May 21, 2026 |
| May 19, 2026 | Ann S. Gerdin Revocable Trust, Janssen Angela K, Gerdin Ann S, Durr Julie J | GGift | Common Stock | 4.5M | $0.00 | Direct | May 21, 2026 |
| May 15, 2026 | Helmich Joshua Stefan | FTax/price withholding or payment | Common Stock | 167 | $13.30 | Direct | May 18, 2026 |
| May 15, 2026 | Helmich Joshua Stefan | AGrant, award, or other acquisition | Common Stock | 500 | $0.00 | Direct | May 18, 2026 |
| May 15, 2026 | Strain Christopher Alan | AGrant, award, or other acquisition | Common Stock | 500 | $0.00 | Direct | May 18, 2026 |
| May 15, 2026 | Rigdon Kent Daryl | FTax/price withholding or payment | Common Stock | 167 | $13.30 | Direct | May 18, 2026 |
| May 15, 2026 | Rigdon Kent Daryl | AGrant, award, or other acquisition | Common Stock | 500 | $0.00 | Direct | May 18, 2026 |
| May 15, 2026 | EICKMAN KRIS ERIC | FTax/price withholding or payment | Common Stock | 167 | $13.30 | Direct | May 18, 2026 |
| May 15, 2026 | EICKMAN KRIS ERIC | AGrant, award, or other acquisition | Common Stock | 500 | $0.00 | Direct | May 18, 2026 |
| May 15, 2026 | Ann S. Gerdin Revocable Trust, Janssen Angela K, Gerdin Ann S, Durr Julie J | AGrant, award, or other acquisition | Common Stock | 500 | $0.00 | Indirect | May 18, 2026 |
| Apr 24, 2026 | Millis David Paul | FTax/price withholding or payment | Common Stock | 746 | $13.03 | Direct | Apr 24, 2026 |
| Apr 24, 2026 | Millis David Paul | AGrant, award, or other acquisition | Common Stock | 2.0K | $0.00 | Direct | Apr 24, 2026 |
| Apr 22, 2026 | Millis David Paul | FTax/price withholding or payment | Common Stock | 1.1K | $11.58 | Direct | Apr 24, 2026 |
| Apr 22, 2026 | Millis David Paul | AGrant, award, or other acquisition | Common Stock | 2.9K | $0.00 | Direct | Apr 24, 2026 |
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 17, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Sep 2, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Aug 5, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 17, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 19, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| May 15, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Apr 27, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 22, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Mar 31, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Mar 18, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Feb 9, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 7, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $184.1M | -12.5% |
| Ended Mar 31, 2026 | $176.3M | -19.7% |
| Ended Sep 30, 2025 | $196.5M | -24.4% |
| Ended Jun 30, 2025 | $210.4M | -23.4% |
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $805.7M | -23.1% |
| Ended Dec 31, 2024 | $1.0B | -13.2% |
| Ended Dec 31, 2023 | $1.2B | +24.7% |
| Ended Dec 31, 2022 | $968.0M | +59.4% |
Dated price context from the historical market series already collected for this security.
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors CIK0000354204 | Mar 31, 2026 observed Apr 9, 2026 filed · 9d Initial Schedule 13G | Initial Schedule 13G | 3.9M | 5.00% | $10.40 | $11.13 | $11.12 |
| Vanguard Group CIK0000102909 | Dec 31, 2025 observed Jan 30, 2026 filed · 30d Schedule 13G amendment | Exit below reporting threshold | 3.0M -860.9K | 3.91% -1.11 pts | $9.03 | $10.09 | $11.12 |
| Vanguard Group CIK0000102909 | Sep 30, 2025 observed Oct 30, 2025 filed · 30d Schedule 13G amendment | Reported reduction | 3.9M -1.3M | 5.02% -1.56 pts | $8.38 | $7.56 | $11.12 |
Compare HTLD with other securities showing similar institutional activity or recent accumulation across several tracked institutions.