Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Chief Financial Officer | October 05, 2026 | October 07, 2026 |
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 October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 0 |
Reported balance
After 2026-10-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-05 · Gift · Disposed 4,080 · Balance 0 F1: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 0 |
Reported balance
After 2026-10-05 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-10-05 · Gift · Disposed 4,080 · Balance 0 F5: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 3,860 |
Reported balance
After 2026-10-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-05 · Gift · Acquired 1,360 · Balance 3,860 F1: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. F2: Shares held by a trust for the benefit of an adult 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,360 |
Reported balance
After 2026-10-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-10-05 · Gift · Acquired 1,360 · Balance 6,360 F1: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. F3: Shares held by a trust for the benefit of another adult 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 11,360 |
Reported balance
After 2026-10-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-10-05 · Gift · Acquired 1,360 · Balance 11,360 F1: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. F4: Shares held by a trust for the benefit of an adult 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 5,220 |
Reported balance
After 2026-10-05 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-10-05 · Gift · Acquired 1,360 · Balance 5,220 F5: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. F2: Shares held by a trust for the benefit of an adult 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,720 |
Reported balance
After 2026-10-05 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-10-05 · Gift · Acquired 1,360 · Balance 7,720 F5: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. F3: Shares held by a trust for the benefit of another adult 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,720 |
Reported balance
After 2026-10-05 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-10-05 · Gift · Acquired 1,360 · Balance 12,720 F5: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. F4: Shares held by a trust for the benefit of an adult 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 72,289 |
Reported balance
Holding disclosure · report date 2026-10-05 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 72,289 F6: Includes 4,729 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,720 shares distributed to the reporting person by a GRAT as discussed in footnote (1) above. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy revocable trust | 45,192 |
Reported balance
Holding disclosure · report date 2026-10-05 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 45,192 F7: Shares held by a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy revocable trust | 45,000 |
Reported balance
Holding disclosure · report date 2026-10-05 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 45,000 F8: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy spouse | 10,920 |
Reported balance
Holding disclosure · report date 2026-10-05 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 10,920 F9: Includes 2,720 shares distributed to the reporting person's spouse by a GRAT as discussed in footnote (5) above. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026.
F2: Shares held by a trust for the benefit of an adult 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.
F3: Shares held by a trust for the benefit of another adult 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.
F4: Shares held by a trust for the benefit of an adult 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.
F5: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026.
F6: Includes 4,729 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,720 shares distributed to the reporting person by a GRAT as discussed in footnote (1) above.
F7: Shares held by a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary.
F8: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary.
F9: Includes 2,720 shares distributed to the reporting person's spouse by a GRAT as discussed in footnote (5) above.
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 |
|---|---|---|---|---|---|---|
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 8 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 12,720 F5 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. F4 · balance_after: Shares held by a trust for the benefit of an adult 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 |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 7 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,720 F5 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. F3 · balance_after: Shares held by a trust for the benefit of another adult 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 |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 6 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,220 F5 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. F2 · balance_after: Shares held by a trust for the benefit of an adult 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 |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 5 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F5 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person's spouse of 2,720 shares on September 24, 2026. Read SEC document |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 11,360 F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. F4 · balance_after: Shares held by a trust for the benefit of an adult 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 |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 6,360 F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. F3 · balance_after: Shares held by a trust for the benefit of another adult 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 |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,860 F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. F2 · balance_after: Shares held by a trust for the benefit of an adult 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 |
| October 05, 2026 Filed Oct 7, 2026 20:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000223 · form4.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial 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 September 1, 2021, pursuant to its terms. Prior to the termination of the GRAT, the number of Class A Common Stock held by the GRAT reflected an annuity distribution from the GRAT to the reporting person of 2,720 shares on September 24, 2026. Read SEC document |
| July 09, 2026 Filed Jul 10, 2026 21:28 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000199 · form4.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,500 F1 · kind: Represents the distribution of shares to an adult son of the reporting person from a trust for the benefit of such adult son of the reporting person. The reporting person continues to report beneficial ownership of 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. F1 · balance_after: Represents the distribution of shares to an adult son of the reporting person from a trust for the benefit of such adult son of the reporting person. The reporting person continues to report beneficial ownership of 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 |
| April 30, 2026 Filed May 4, 2026 21:06 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000109 · form4.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,000 F1 · kind: Represents the distribution of shares to an adult son of the reporting person from a trust for the benefit of such adult son of the reporting person. The reporting person continues to report beneficial ownership of 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. F1 · balance_after: Represents the distribution of shares to an adult son of the reporting person from a trust for the benefit of such adult son of the reporting person. The reporting person continues to report beneficial ownership of 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 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 3,702 | $132.87 | $491,884.74 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 7 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,378 F6 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2026 award by the issuer of 8,656 shares of bonus compensation stock. F7 · 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 27, 2026 through March 5, 2026. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 8,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 6 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,080 F5 · 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 2025 paid in stock, which the reporting person became entitled to receive on March 10, 2026. F3 · balance_after: Includes 4,538 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,210 shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (8) below. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 7,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 5 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,424 F4 · shares: These restricted shares were awarded to the reporting person pursuant to the issuer's Restricted Stock Plan. The shares vest equally over a five-year period, with one-fifth of the amount vesting annually on March 10 of each year. F3 · balance_after: Includes 4,538 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,210 shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (8) below. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 135 | $131.23 | $17,716.05 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,897 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 10, 2025. F3 · balance_after: Includes 4,538 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,210 shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (8) below. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 322 | $131.23 | $42,256.06 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,032 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 10, 2025. F3 · balance_after: Includes 4,538 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,210 shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (8) below. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 356 | $131.23 | $46,717.88 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,354 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 10, 2025. F3 · balance_after: Includes 4,538 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,210 shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (8) below. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 795 | $131.23 | $104,327.85 |
DisclosureSEC source: 0001008886-26-000071 · form4.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,710 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 10, 2025. F3 · balance_after: Includes 4,538 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes (i) 1,000 shares held jointly with spouse and (ii) 2,210 shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (8) below. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:43 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000049 · form4.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,060 F4 · shares: These restricted shares were awarded to the reporting person pursuant to the issuer's Restricted Stock Plan. The shares vest equally over a five-year period, with one-fifth of the amount vesting annually on March 10 of each year. F3 · balance_after: Includes 4,303 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (5) below. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 486 | $115.86 | $56,307.96 |
DisclosureSEC source: 0001008886-25-000049 · form4.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,767 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 10, 2025. F3 · balance_after: Includes 4,303 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (5) below. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 488 | $115.86 | $56,539.68 |
DisclosureSEC source: 0001008886-25-000049 · form4.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,253 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 10, 2025. F3 · balance_after: Includes 4,303 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (5) below. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 791 | $115.86 | $91,645.26 |
DisclosureSEC source: 0001008886-25-000049 · form4.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,741 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 10, 2025. F3 · balance_after: Includes 4,303 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (5) below. Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 21:09 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000286 · form4.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 5,000 F1 · kind: Represents the distribution of shares to an adult son of the reporting person from a trust for the benefit of such adult son of the reporting person. The reporting person continues to report beneficial ownership of 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. F1 · balance_after: Represents the distribution of shares to an adult son of the reporting person from a trust for the benefit of such adult son of the reporting person. The reporting person continues to report beneficial ownership of 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 10, 2024 Filed Mar 12, 2024 21:39 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 322 | $88.63 | $28,538.86 |
DisclosureSEC 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 | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 356 | $88.63 | $31,552.28 |
DisclosureSEC 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 | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 791 | $88.63 | $70,106.33 |
DisclosureSEC 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, 2023 Filed Mar 14, 2023 20:50 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 2,255 | $91.36 | $206,016.80 |
DisclosureSEC source: 0001567619-23-005051 · doc1.xml · nonDerivative · entry 5 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,331 F6 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2023 award by the issuer of 7,683 shares of bonus compensation stock. F7 · 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 March 1, 2023 through March 7, 2023. F3 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (8) below. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:50 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 7,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005051 · doc1.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,586 F5 · 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 2022 paid in stock, which the reporting person became entitled to receive on March 10, 2023. F3 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (8) below. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:50 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 5,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005051 · doc1.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,903 F4 · shares: These restricted shares were awarded to the reporting person pursuant to the issuer's Restricted Stock Plan. The shares vest equally over a five-year period, with one-fifth of the amount vesting annually on March 10 of each year. F3 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (8) below. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:50 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 356 | $90.43 | $32,193.08 |
DisclosureSEC source: 0001567619-23-005051 · doc1.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,430 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 10, 2023. F3 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (8) below. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:50 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 791 | $90.43 | $71,530.13 |
DisclosureSEC source: 0001567619-23-005051 · doc1.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,786 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 10, 2023. F3 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan. 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 (8) below. Read SEC document |
| March 23, 2022 Filed Apr 11, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008688 · rdgdoc.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By revocable trust Disclosed balance after: 45,000 F4 · shares: Shares that were jointly held by the reporting person and his spouse and transferred to a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary. F6 · balance_after: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary. Read SEC document |
| March 23, 2022 Filed Apr 11, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008688 · rdgdoc.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,697 F4 · shares: Shares that were jointly held by the reporting person and his spouse and transferred to a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary. F5 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of 255 shares on March 31, 2022. Also includes 2,908 shares held jointly with spouse, which number of jointly held shares reflects the transfer of 45,000 shares to a revocable living trust established by the reporting person's spouse, as reported herein. Read SEC document |
| March 23, 2022 Filed Apr 11, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 45,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008688 · rdgdoc.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By revocable trust Disclosed balance after: 45,192 F1 · shares: Shares that were jointly held by the reporting person and his spouse and transferred to a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary. F3 · balance_after: Shares held by a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary. Read SEC document |
| March 23, 2022 Filed Apr 11, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 45,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008688 · rdgdoc.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,697 F1 · shares: Shares that were jointly held by the reporting person and his spouse and transferred to a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary. F2 · balance_after: Includes 3,743 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of 255 shares on March 31, 2022. Also includes 47,908 shares held jointly with spouse, which number of jointly held shares reflects the transfer of 45,192 shares to a revocable living trust established by the reporting person, as reported herein. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:17 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 3,197 | $82.62 | $264,136.14 |
DisclosureSEC source: 0001437749-22-006132 · rdgdoc.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,634 F6 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2022 award by the issuer of 10,892 shares of bonus compensation stock. F7 · 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 March 1, 2022 through March 7, 2022. F3 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes 93,100 shares held jointly with spouse, which number of jointly held shares reflects the vesting of 2,694 shares from a previously reported grant of shares to the reporting person pursuant to Rule 16b-3(d) and a transfer of such shares to a joint ownership account on March 10, 2022. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:17 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 10,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-006132 · rdgdoc.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,831 F5 · 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 2021 paid in stock, which the reporting person became entitled to receive on March 10, 2022. F3 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes 93,100 shares held jointly with spouse, which number of jointly held shares reflects the vesting of 2,694 shares from a previously reported grant of shares to the reporting person pursuant to Rule 16b-3(d) and a transfer of such shares to a joint ownership account on March 10, 2022. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:17 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-006132 · rdgdoc.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,939 F4 · shares: These restricted shares were awarded to the reporting person pursuant to the issuer's Restricted Stock Plan. The shares vest equally over a five-year period, with one-fifth of the amount vesting annually on March 10 of each year. F3 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes 93,100 shares held jointly with spouse, which number of jointly held shares reflects the vesting of 2,694 shares from a previously reported grant of shares to the reporting person pursuant to Rule 16b-3(d) and a transfer of such shares to a joint ownership account on March 10, 2022. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:17 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 786 | $83.64 | $65,741.04 |
DisclosureSEC source: 0001437749-22-006132 · rdgdoc.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,887 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 10, 2022. F3 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan. Also includes 93,100 shares held jointly with spouse, which number of jointly held shares reflects the vesting of 2,694 shares from a previously reported grant of shares to the reporting person pursuant to Rule 16b-3(d) and a transfer of such shares to a joint ownership account on March 10, 2022. Read SEC document |
| August 20, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 8 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 10,000 F10 · balance_after: Shares gifted to a separate trust for the benefit of the adult 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 |
| August 20, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 7 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,673 F1 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 350 shares under the issuer's Employee Share Purchase Plan since March 12, 2021. F8 · balance_after: Includes 91,192 shares held jointly with spouse. F9 · balance_after: Reflects the subsequent change in the form of beneficial ownership of 15,000 shares on September 1, 2021 through the contribution by the reporting person of 15,000 shares to a GRAT established by the reporting person on September 1, 2021, as discussed in footnote (11) below and set forth in the line item corresponding thereto. Read SEC document |
| August 20, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 6 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 10,000 F7 · balance_after: Shares gifted to a separate trust for the benefit of another adult 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 |
| August 20, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 5 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,673 F1 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 350 shares under the issuer's Employee Share Purchase Plan since March 12, 2021. F6 · balance_after: Includes 101,192 shares held jointly with spouse. Read SEC document |
| August 20, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 4 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 10,000 F5 · balance_after: Shares gifted to a trust for the benefit of an adult 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 |
| August 20, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,673 F1 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 350 shares under the issuer's Employee Share Purchase Plan since March 12, 2021. F4 · balance_after: Includes 111,192 shares held jointly with spouse. Read SEC document |
| August 13, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 F3 · balance_after: Reflects the subsequent change in the form of beneficial ownership of 15,000 shares on September 1, 2021 through the contribution by the reporting person's spouse of 15,000 shares to a grantor retained annuity trust ("GRAT") established by the reporting person's spouse on September 1, 2021, as discussed in footnote (12) below and set forth in the line item corresponding thereto. Read SEC document |
| August 13, 2021 Filed Sep 2, 2021 20:18 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-021396 · rdgdoc.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,673 F1 · balance_after: Includes 3,488 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 350 shares under the issuer's Employee Share Purchase Plan since March 12, 2021. F2 · balance_after: Includes 121,192 shares held jointly with spouse, which number of jointly held shares reflects a gift transfer on August 13, 2021 of 15,000 shares held jointly with spouse to an account for shares held by the reporting person individually. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:30 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 1,592 | $74.26 | $118,221.92 |
DisclosureSEC source: 0001437749-21-005931 · rdgdoc.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,323 F4 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2021 award by the issuer of 5,421 shares of bonus compensation stock. F5 · 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 26, 2021 through March 4, 2021. F2 · balance_after: Includes 3,138 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 466 shares under the issuer's Employee Share Purchase Plan since March 12, 2020. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:30 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 5,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-005931 · rdgdoc.xml · nonDerivative · entry 2 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,915 F3 · 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 2020 paid in stock, which the reporting person became entitled to receive on March 10, 2021. F2 · balance_after: Includes 3,138 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 466 shares under the issuer's Employee Share Purchase Plan since March 12, 2020. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:30 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 13,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-005931 · rdgdoc.xml · nonDerivative · entry 1 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,494 F1 · shares: These restricted shares were awarded to the reporting person pursuant to the issuer's Restricted Stock Plan. The shares vest equally over a five-year period, with one-fifth of the amount vesting annually on March 10 of each year. F2 · balance_after: Includes 3,138 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 466 shares under the issuer's Employee Share Purchase Plan since March 12, 2020. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:25 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 2,367 | $52.20 | $123,557.40 |
DisclosureSEC source: 0001437749-20-004946 · rdgdoc.xml · nonDerivative · entry 3 Kruger James D · CIK 0001593432 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,561 F5 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2020 award by the issuer of 8,064 shares of bonus compensation stock. F6 · 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, 2020 through March 5, 2020. F3 · balance_after: Includes 2,672 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 442 shares under the issuer's Employee Share Purchase Plan since March 12, 2019. 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.