Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NELNET INC
Report date March 17, 2022 · Filed March 17, 2022
Section 16 reporting ended · disclosed 2022-03-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 74,026 |
Reported balance
After 2022-03-17 transaction · row 1
1 source rowRow 1 · 2022-03-17 · Exercise / conversion · Acquired 63,801 · Balance 74,026 F1: Settlement at the time of the reporting person's retirement from the issuer's Board of Directors on March 17, 2022 of previously reported grants of shares of phantom stock under Rule 16b-3(d), as well as shares of phantom stock acquired pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan, the terms of which as associated with prior grants of phantom stock were approved in accordance with Rule 16b-3(d). F2: Each share of phantom stock granted to the reporting person under the issuer's Directors Stock Compensation Plan, or otherwise acquired by the reporting person pursuant to the dividend reinvestment feature of such plan, was the economic equivalent of one share of the issuer's Class A common stock. The reporting person settled all shares of phantom stock into shares of the issuer's Class A common stock on a one-for-one basis at the time of the retirement of the reporting person from the issuer's Board of Directors. |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2022-03-17 | Direct | 0 |
Reported balance
After 2022-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-17 · Exercise / conversion · Disposed 63,801 · Balance 0 F2: Each share of phantom stock granted to the reporting person under the issuer's Directors Stock Compensation Plan, or otherwise acquired by the reporting person pursuant to the dividend reinvestment feature of such plan, was the economic equivalent of one share of the issuer's Class A common stock. The reporting person settled all shares of phantom stock into shares of the issuer's Class A common stock on a one-for-one basis at the time of the retirement of the reporting person from the issuer's Board of Directors. F1: Settlement at the time of the reporting person's retirement from the issuer's Board of Directors on March 17, 2022 of previously reported grants of shares of phantom stock under Rule 16b-3(d), as well as shares of phantom stock acquired pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan, the terms of which as associated with prior grants of phantom stock were approved in accordance with Rule 16b-3(d). F3: Includes a total of 513 shares of phantom stock acquired since June 22, 2021 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. F4: The shares of phantom stock were granted or otherwise acquired pursuant to the issuer's Directors Stock Compensation Plan and became payable in lump sum 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy spouse | 500 |
Reported balance
Holding disclosure · report date 2022-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500 |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement at the time of the reporting person's retirement from the issuer's Board of Directors on March 17, 2022 of previously reported grants of shares of phantom stock under Rule 16b-3(d), as well as shares of phantom stock acquired pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan, the terms of which as associated with prior grants of phantom stock were approved in accordance with Rule 16b-3(d).
F2: Each share of phantom stock granted to the reporting person under the issuer's Directors Stock Compensation Plan, or otherwise acquired by the reporting person pursuant to the dividend reinvestment feature of such plan, was the economic equivalent of one share of the issuer's Class A common stock. The reporting person settled all shares of phantom stock into shares of the issuer's Class A common stock on a one-for-one basis at the time of the retirement of the reporting person from the issuer's Board of Directors.
F3: Includes a total of 513 shares of phantom stock acquired since June 22, 2021 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan.
F4: The shares of phantom stock were granted or otherwise acquired pursuant to the issuer's Directors Stock Compensation Plan and became payable in lump sum 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.
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 |
|---|---|---|---|---|---|---|
| March 17, 2022 Filed Mar 17, 2022 17:54 UTC | NELNET INC NNI · Entity 3982 | Exercise / conversionPhantom Stock · Derivative | 63,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-006622 · rdgdoc.xml · derivative · entry 3 ABEL JAMES P · CIK 0001269787 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 63,801 shares Expires 2022-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of phantom stock granted to the reporting person under the issuer's Directors Stock Compensation Plan, or otherwise acquired by the reporting person pursuant to the dividend reinvestment feature of such plan, was the economic equivalent of one share of the issuer's Class A common stock. The reporting person settled all shares of phantom stock into shares of the issuer's Class A common stock on a one-for-one basis at the time of the retirement of the reporting person from the issuer's Board of Directors. F1 · kind: Settlement at the time of the reporting person's retirement from the issuer's Board of Directors on March 17, 2022 of previously reported grants of shares of phantom stock under Rule 16b-3(d), as well as shares of phantom stock acquired pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan, the terms of which as associated with prior grants of phantom stock were approved in accordance with Rule 16b-3(d). F3 · shares: Includes a total of 513 shares of phantom stock acquired since June 22, 2021 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. F2 · price: Each share of phantom stock granted to the reporting person under the issuer's Directors Stock Compensation Plan, or otherwise acquired by the reporting person pursuant to the dividend reinvestment feature of such plan, was the economic equivalent of one share of the issuer's Class A common stock. The reporting person settled all shares of phantom stock into shares of the issuer's Class A common stock on a one-for-one basis at the time of the retirement of the reporting person from the issuer's Board of Directors. F4 · derivative.exercise_date: The shares of phantom stock were granted or otherwise acquired pursuant to the issuer's Directors Stock Compensation Plan and became payable in lump sum 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. F4 · derivative.expiration_date: The shares of phantom stock were granted or otherwise acquired pursuant to the issuer's Directors Stock Compensation Plan and became payable in lump sum 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. Read SEC document |
| March 17, 2022 Filed Mar 17, 2022 17:54 UTC | NELNET INC NNI · Entity 3982 | Exercise / conversionClass A Common Stock | 63,801 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-006622 · rdgdoc.xml · nonDerivative · entry 1 ABEL JAMES P · CIK 0001269787 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Settlement at the time of the reporting person's retirement from the issuer's Board of Directors on March 17, 2022 of previously reported grants of shares of phantom stock under Rule 16b-3(d), as well as shares of phantom stock acquired pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan, the terms of which as associated with prior grants of phantom stock were approved in accordance with Rule 16b-3(d). F2 · price: Each share of phantom stock granted to the reporting person under the issuer's Directors Stock Compensation Plan, or otherwise acquired by the reporting person pursuant to the dividend reinvestment feature of such plan, was the economic equivalent of one share of the issuer's Class A common stock. The reporting person settled all shares of phantom stock into shares of the issuer's Class A common stock on a one-for-one basis at the time of the retirement of the reporting person from the issuer's Board of Directors. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,292 | $63.28 | $145,037.76 |
DisclosureSEC source: 0001437749-21-015372 · rdgdoc.xml · derivative · entry 3 ABEL JAMES P · CIK 0001269787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,288 Underlying: Class A Common Stock · 2,292 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 734 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 16:20 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,978 | $40.30 | $120,013.40 |
DisclosureSEC source: 0001437749-20-013648 · rdgdoc.xml · derivative · entry 3 ABEL JAMES P · CIK 0001269787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,262 Underlying: Class A Common Stock · 2,978 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 805 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 16:20 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,638 | $49.29 | $130,027.02 |
DisclosureSEC source: 0001437749-19-012680 · rdgdoc.xml · derivative · entry 3 ABEL JAMES P · CIK 0001269787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,479 Underlying: Class A Common Stock · 2,638 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 673 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 16:33 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,528 | $51.43 | $130,015.04 |
DisclosureSEC source: 0001437749-18-012429 · rdgdoc.xml · derivative · entry 3 ABEL JAMES P · CIK 0001269787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,168 Underlying: Class A Common Stock · 2,528 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 581 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 16:26 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,665 | $39.40 | $105,001.00 |
DisclosureSEC source: 0001437749-17-011849 · rdgdoc.xml · derivative · entry 3 ABEL JAMES P · CIK 0001269787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,059 Underlying: Class A Common Stock · 2,665 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 578 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.