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NNI

NELNET INC

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3982
SEC CIK
0001258602
Parsed reports
308

Last 12 months

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0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
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Aug 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 9

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F5 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 8

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F4 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 7

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F3 · balance_after: Shares held by a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 4,840 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 6

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRAT

Disclosed balance after: 0

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F8 · balance_after: The number of shares reflects an annuity distribution from the Spouse GRAT to the reporting person's spouse of 1,630 shares on March 15, 2024.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 5

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F6 · balance_after: Shares held by a trust for the benefit of the daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F5 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F4 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F3 · balance_after: Shares held by a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC
HEIMES TERRY JChief Operating Officer
GiftClass A Common Stock 4,840 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRAT

Disclosed balance after: 0

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F2 · balance_after: The number of shares reflects an annuity distribution from the Reporting Person GRAT to the reporting person of 1,630 shares on March 15, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:45 UTC
Tewes TimothyPresident
Tax withholdingClass A Common Stock 322 $88.63 $28,538.86
Disclosure

SEC source: 0001008886-24-000092 · form4.xml · nonDerivative · entry 3

Tewes Timothy · CIK 0001427909 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,410

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F3 · price: Includes 1,492 shares issued pursuant to the issuer's Employee Share Purchase Plan.

F3 · balance_after: Includes 1,492 shares issued pursuant to the issuer's Employee Share Purchase Plan.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:45 UTC
Tewes TimothyPresident
Tax withholdingClass A Common Stock 356 $88.63 $31,552.28
Disclosure

SEC source: 0001008886-24-000092 · form4.xml · nonDerivative · entry 2

Tewes Timothy · CIK 0001427909 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,732

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 1,492 shares issued pursuant to the issuer's Employee Share Purchase Plan.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:45 UTC
Tewes TimothyPresident
Tax withholdingClass A Common Stock 791 $88.63 $70,106.33
Disclosure

SEC source: 0001008886-24-000092 · form4.xml · nonDerivative · entry 1

Tewes Timothy · CIK 0001427909 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,088

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 1,492 shares issued pursuant to the issuer's Employee Share Purchase Plan.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:41 UTC
Munn William JSecy/Chief Legal Off/Gen Coun
Tax withholdingClass A Common Stock 129 $88.63 $11,433.27
Disclosure

SEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 5

Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,023

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:41 UTC
Munn William JSecy/Chief Legal Off/Gen Coun
Tax withholdingClass A Common Stock 143 $88.63 $12,674.09
Disclosure

SEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 4

Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,152

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:41 UTC
Munn William JSecy/Chief Legal Off/Gen Coun
Tax withholdingClass A Common Stock 119 $88.63 $10,546.97
Disclosure

SEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 3

Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,295

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:41 UTC
Munn William JSecy/Chief Legal Off/Gen Coun
Tax withholdingClass A Common Stock 141 $88.63 $12,496.83
Disclosure

SEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 2

Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,414

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:41 UTC
Munn William JSecy/Chief Legal Off/Gen Coun
Tax withholdingClass A Common Stock 108 $88.63 $9,572.04
Disclosure

SEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 1

Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,555

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:37 UTC
HEIMES TERRY JChief Operating Officer
Tax withholdingClass A Common Stock 322 $88.63 $28,538.86
Disclosure

SEC source: 0001008886-24-000088 · form4.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,064

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:37 UTC
HEIMES TERRY JChief Operating Officer
Tax withholdingClass A Common Stock 356 $88.63 $31,552.28
Disclosure

SEC source: 0001008886-24-000088 · form4.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,386

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:37 UTC
HEIMES TERRY JChief Operating Officer
Tax withholdingClass A Common Stock 791 $88.63 $70,106.33
Disclosure

SEC source: 0001008886-24-000088 · form4.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,742

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: The number of shares reflects (i) shares contributed to a revocable trust as discussed in footnote (4) below and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (7) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:44 UTC
NOORDHOEK JEFFREY RChief Executive Officer
Tax withholdingClass A Common Stock 322 $88.63 $28,538.86
Disclosure

SEC source: 0001008886-24-000091 · form4.xml · nonDerivative · entry 3

NOORDHOEK JEFFREY R · CIK 0001269813 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,348

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 5,123 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 14 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes 773 shares distributed to the reporting person by The Noordhoek Charitable Remainder Unitrust I on December 29, 2023 as discussed in footnote (6) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:44 UTC
NOORDHOEK JEFFREY RChief Executive Officer
Tax withholdingClass A Common Stock 356 $88.63 $31,552.28
Disclosure

SEC source: 0001008886-24-000091 · form4.xml · nonDerivative · entry 2

NOORDHOEK JEFFREY R · CIK 0001269813 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,670

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 5,123 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 14 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes 773 shares distributed to the reporting person by The Noordhoek Charitable Remainder Unitrust I on December 29, 2023 as discussed in footnote (6) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:44 UTC
NOORDHOEK JEFFREY RChief Executive Officer
Tax withholdingClass A Common Stock 791 $88.63 $70,106.33
Disclosure

SEC source: 0001008886-24-000091 · form4.xml · nonDerivative · entry 1

NOORDHOEK JEFFREY R · CIK 0001269813 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,026

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 5,123 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 14 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes 773 shares distributed to the reporting person by The Noordhoek Charitable Remainder Unitrust I on December 29, 2023 as discussed in footnote (6) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:39 UTC
Kruger James DChief Financial Officer
Tax withholdingClass A Common Stock 322 $88.63 $28,538.86
Disclosure

SEC source: 0001008886-24-000089 · form4.xml · nonDerivative · entry 3

Kruger James D · CIK 0001593432 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,198

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 4,019 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 276 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes (i) 1,000 shares held jointly with spouse and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (4) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:39 UTC
Kruger James DChief Financial Officer
Tax withholdingClass A Common Stock 356 $88.63 $31,552.28
Disclosure

SEC source: 0001008886-24-000089 · form4.xml · nonDerivative · entry 2

Kruger James D · CIK 0001593432 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,520

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 4,019 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 276 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes (i) 1,000 shares held jointly with spouse and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (4) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:39 UTC
Kruger James DChief Financial Officer
Tax withholdingClass A Common Stock 791 $88.63 $70,106.33
Disclosure

SEC source: 0001008886-24-000089 · form4.xml · nonDerivative · entry 1

Kruger James D · CIK 0001593432 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,876

F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

F3 · balance_after: Includes 4,019 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 276 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes (i) 1,000 shares held jointly with spouse and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (4) below.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:35 UTC
Dunlap Matthew WDirector · Chief Business Develop. Off.
Tax withholdingClass A Common Stock 67 $88.63 $5,938.21
Disclosure

SEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 6

Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,339

F5 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F6 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:35 UTC
Dunlap Matthew WDirector · Chief Business Develop. Off.
Tax withholdingClass A Common Stock 29 $88.63 $2,570.27
Disclosure

SEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 5

Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,406

F5 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F6 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:35 UTC
Dunlap Matthew WDirector · Chief Business Develop. Off.
Tax withholdingClass A Common Stock 11 $88.63 $974.93
Disclosure

SEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 4

Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,435

F5 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F6 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 21:35 UTC
Dunlap Matthew WDirector · Chief Business Develop. Off.
Tax withholdingClass A Common Stock 29 $88.63 $2,570.27
Disclosure

SEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 3

Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,446

F5 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).

F6 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.

Read SEC document
March 08, 2024 Filed Mar 12, 2024 21:35 UTC
Dunlap Matthew WDirector · Chief Business Develop. Off.
Tax withholdingClass A Common Stock 1,152 $86.02 $99,095.04
Disclosure

SEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 2

Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,475

F3 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 8, 2024 award by the issuer of 3,924 shares of bonus compensation stock.

F4 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the average market closing price of the shares for February 28, 2024 through March 5, 2024.

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March 08, 2024 Filed Mar 12, 2024 21:35 UTC
Dunlap Matthew WDirector · Chief Business Develop. Off.
GrantClass A Common Stock 3,924 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 1

Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,627

F1 · shares: These shares were issued to the reporting person pursuant to the issuer's Restricted Stock Plan, as the annual personal performance-based incentive bonus compensation for 2023 paid in stock, which the reporting person became entitled to receive on March 8, 2024.

F2 · balance_after: Includes 65 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since June 13, 2023.

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December 18, 2023 Filed Dec 20, 2023 17:06 UTC GiftClass A Common Stock 80,500 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000243 · form4.xml · nonDerivative · entry 1

MUHLEISEN ANGIE · CIK 0001269812 · 10% owner

Muhleisen Dan D · CIK 0001754038 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 909,965

F1 · balance_after: These shares are held by Angela L. Muhleisen, and the number of shares includes shares distributed to Ms. Muhleisen by Grantor Retained Annuity Trust ("GRAT") as discussed in footnotes (16) through (19) below.

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November 22, 2023 Filed Nov 27, 2023 17:16 UTC GiftClass A Common Stock 88,010 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 4

MUHLEISEN ANGIE · CIK 0001269812 · 10% owner

Muhleisen Dan D · CIK 0001754038 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By adult son

Disclosed balance after: 857,353

F2 · kind: Shares were held by the Jason D. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons was the beneficiary. Pursuant to the terms of the trust, the shares held by the trust were transferred to the adult son of the reporting person.

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November 22, 2023 Filed Nov 27, 2023 17:16 UTC GiftClass A Common Stock 88,010 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 3

MUHLEISEN ANGIE · CIK 0001269812 · 10% owner

Muhleisen Dan D · CIK 0001754038 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 0

F2 · kind: Shares were held by the Jason D. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons was the beneficiary. Pursuant to the terms of the trust, the shares held by the trust were transferred to the adult son of the reporting person.

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November 22, 2023 Filed Nov 27, 2023 17:16 UTC GiftClass A Common Stock 88,020 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 2

MUHLEISEN ANGIE · CIK 0001269812 · 10% owner

Muhleisen Dan D · CIK 0001754038 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By adult son

Disclosed balance after: 769,343

F1 · kind: Shares were held by the A. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons was the beneficiary. Pursuant to the terms of the trust, the shares held by the trust were transferred to the adult son of the reporting person.

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November 22, 2023 Filed Nov 27, 2023 17:16 UTC GiftClass A Common Stock 88,020 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 1

MUHLEISEN ANGIE · CIK 0001269812 · 10% owner

Muhleisen Dan D · CIK 0001754038 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 0

F1 · kind: Shares were held by the A. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons was the beneficiary. Pursuant to the terms of the trust, the shares held by the trust were transferred to the adult son of the reporting person.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass B Common Stock 173,183 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 9

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By trust

Disclosed balance after: 173,183

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

F5 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass B Common Stock 173,183 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 8

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By trust

Disclosed balance after: 173,183

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

F4 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass B Common Stock 173,182 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 7

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By trust

Disclosed balance after: 173,182

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

F3 · balance_after: Shares held by a Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass B Common Stock 519,548 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 6

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By GRAT

Disclosed balance after: 0

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass A Common Stock 45 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 5

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By trust

Disclosed balance after: 45

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

F5 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass A Common Stock 45 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 4

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By trust

Disclosed balance after: 45

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

F4 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass A Common Stock 46 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 3

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By trust

Disclosed balance after: 46

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

F3 · balance_after: Shares held by a Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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September 13, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass A Common Stock 346,592 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 2

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By GRAT

Disclosed balance after: 0

F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household.

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September 12, 2023 Filed Sep 14, 2023 16:54 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
GiftClass A Common Stock 40,000 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 1

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,452,982

F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on June 7, 2023.

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August 31, 2023 Filed Sep 5, 2023 21:21 UTC
Munn William JSecy/Chief Legal Off/Gen Coun
SaleClass A Common Stock 2,500 $91.30 $228,250.00
Disclosure

SEC source: 0001008886-23-000208 · form4.xml · nonDerivative · entry 5

Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,663

F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 1, 2023.

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August 24, 2023 Filed Aug 28, 2023 16:34 UTC GiftClass A Common Stock 215 $0.00 $0.00
Disclosure

SEC source: 0001008886-23-000202 · form4.xml · nonDerivative · entry 1

MUHLEISEN ANGIE · CIK 0001269812 · 10% owner

Muhleisen Dan D · CIK 0001754038 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By adult son

Disclosed balance after: 681,323

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August 24, 2023 Filed Aug 28, 2023 16:52 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
OtherClass B Common Stock 346,592 Not disclosed Not disclosed
Disclosure

SEC source: 0001008886-23-000205 · form4.xml · nonDerivative · entry 4

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 523,546

F1 · kind: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT.

F1 · price: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT.

F3 · balance_after: Includes shares distributed to the reporting person by grantor retained annuity trusts as discussed in footnote (2) above and footnotes (7) through (12) below.

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August 24, 2023 Filed Aug 28, 2023 16:52 UTC
DUNLAP MICHAEL SDirector · Executive Chairman of Board · 10% owner
OtherClass B Common Stock 346,592 Not disclosed Not disclosed
Disclosure

SEC source: 0001008886-23-000205 · form4.xml · nonDerivative · entry 3

DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRAT

Disclosed balance after: 519,548

F1 · kind: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT.

F1 · price: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT.

F2 · balance_after: Shares held by the 2003 GRAT, which reflect an annuity distribution from the trust to the reporting person of 4,030 shares of Class B Common Stock on August 28, 2023. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.