Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Director | June 21, 2022 | June 21, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NELNET INC
Report date June 21, 2022 · Filed June 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 29,580 |
Reported balance
After 2022-06-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-21 · Grant · Acquired 2,761 · Balance 29,580 F1: 1-for-1. F2: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3: Includes a total of 299 shares acquired since June 22, 2021 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. |
| Class A Common StockSEC Table I · non-derivative | Direct | 3,948 |
Reported balance
Holding disclosure · report date 2022-06-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,948 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person.
F3: Includes a total of 299 shares acquired since June 22, 2021 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 21, 2022 Filed Jun 21, 2022 20:19 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,761 | $65.21 | $180,044.81 |
DisclosureSEC source: 0001437749-22-015479 · rdgdoc.xml · derivative · entry 2 Cintani William Robert · CIK 0001550909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,580 Underlying: Class A Common Stock · 2,761 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: Includes a total of 299 shares acquired since June 22, 2021 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 20:28 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,450 | $63.28 | $155,036.00 |
DisclosureSEC source: 0001437749-21-015377 · rdgdoc.xml · derivative · entry 2 Cintani William Robert · CIK 0001550909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,520 Underlying: Class A Common Stock · 2,450 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: Includes a total of 290 shares acquired since June 23, 2020 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 20:25 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 3,226 | $40.30 | $130,007.80 |
DisclosureSEC source: 0001437749-20-013655 · rdgdoc.xml · derivative · entry 2 Cintani William Robert · CIK 0001550909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,780 Underlying: Class A Common Stock · 3,226 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: Includes a total of 291 shares acquired since June 25, 2019 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2019 Filed Jun 25, 2019 20:26 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,435 | $49.29 | $120,021.15 |
DisclosureSEC source: 0001437749-19-012686 · rdgdoc.xml · derivative · entry 2 Cintani William Robert · CIK 0001550909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,263 Underlying: Class A Common Stock · 2,435 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: Includes a total of 225 shares acquired since June 26, 2018 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 20:36 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,334 | $51.43 | $120,037.62 |
DisclosureSEC source: 0001437749-18-012431 · rdgdoc.xml · derivative · entry 2 Cintani William Robert · CIK 0001550909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,603 Underlying: Class A Common Stock · 2,334 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: Includes a total of 176 shares acquired since June 27, 2017 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 20:30 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,412 | $39.40 | $95,032.80 |
DisclosureSEC source: 0001437749-17-011851 · rdgdoc.xml · derivative · entry 2 Cintani William Robert · CIK 0001550909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,093 Underlying: Class A Common Stock · 2,412 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock at the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum at the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing at the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: Includes a total of 156 shares acquired since June 28, 2016 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.