Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Director | June 15, 2026 | June 17, 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 June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,111 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 407 · Balance 1,111 F1: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 8,398 |
Reported balance
After 2026-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-15 · Grant · Acquired 1,219 · Balance 8,398 F2: 1-for-1. F3: 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F4: Includes 74 share acquired since June 18, 2025 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan.
F2: 1-for-1.
F3: 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person.
F4: Includes 74 share acquired since June 18, 2025 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 15, 2026 Filed Jun 17, 2026 21:03 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,219 | $110.76 | $135,016.44 |
DisclosureSEC source: 0001008886-26-000175 · form4.xml · derivative · entry 2 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,398 Underlying: Class A Common Stock · 1,219 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1. F3 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F4 · balance_after: Includes 74 share acquired since June 18, 2025 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 21:03 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 407 | $110.76 | $45,079.32 |
DisclosureSEC source: 0001008886-26-000175 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,111 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:13 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 400 | $128.95 | $51,580.00 |
DisclosureSEC source: 0001008886-25-000318 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 704 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan that was entered into by the reporting person on September 9, 2025. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:53 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,413 | $95.58 | $135,054.54 |
DisclosureSEC source: 0001008886-25-000197 · form4.xml · derivative · entry 2 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,105 Underlying: Class A Common Stock · 1,413 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1. F3 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F4 · balance_after: Includes 58 share acquired since June 18, 2024 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:53 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 471 | $95.58 | $45,018.18 |
DisclosureSEC source: 0001008886-25-000197 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,104 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 21:47 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 440 | $110.32 | $48,540.80 |
DisclosureSEC source: 0001008886-24-000325 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 633 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan that was entered into by the reporting person on August 16, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:21 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,624 | $83.14 | $135,019.36 |
DisclosureSEC source: 0001008886-24-000228 · form4.xml · derivative · entry 2 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,634 Underlying: Class A Common Stock · 1,624 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1. F3 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F4 · balance_after: Includes 50 share acquired since June 21, 2023 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:21 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 542 | $83.14 | $45,061.88 |
DisclosureSEC source: 0001008886-24-000228 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,073 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 20:32 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 785 | $94.40 | $74,104.00 |
DisclosureSEC source: 0001008886-23-000196 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 531 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2023. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:30 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,592 | $84.79 | $134,985.68 |
DisclosureSEC source: 0001008886-23-000136 · form4.xml · derivative · entry 2 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,960 Underlying: Class A Common Stock · 1,592 shares Expires not disclosed F3 · derivative.exercise_price: 1-for-1. F4 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F4 · 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 promptly after 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 promptly after 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 promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F5 · balance_after: Includes 29 share acquired since June 21, 2022 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:30 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 531 | $84.79 | $45,023.49 |
DisclosureSEC source: 0001008886-23-000136 · form4.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,316 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. F2 · balance_after: Includes 6 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since June 21, 2022. Read SEC document |
| June 21, 2022 Filed Jun 21, 2022 20:33 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 2,071 | $65.21 | $135,049.91 |
DisclosureSEC source: 0001437749-22-015494 · rdgdoc.xml · derivative · entry 2 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,339 Underlying: Class A Common Stock · 2,071 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1. F3 · 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. F3 · 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. F4 · balance_after: Includes 1 share acquired since March 17, 2022 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2022 Filed Jun 21, 2022 20:33 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 690 | $65.21 | $44,994.90 |
DisclosureSEC source: 0001437749-22-015494 · rdgdoc.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 779 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| March 17, 2022 Filed Mar 17, 2022 22:01 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 267 | $72.62 | $19,389.54 |
DisclosureSEC source: 0001437749-22-006626 · rdgdoc.xml · derivative · entry 2 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267 Underlying: Class A Common Stock · 267 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1. F3 · 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. F3 · 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. Read SEC document |
| March 17, 2022 Filed Mar 17, 2022 22:01 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 89 | $72.62 | $6,463.18 |
DisclosureSEC source: 0001437749-22-006626 · rdgdoc.xml · nonDerivative · entry 1 Van Deun Jona M · CIK 0001917118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 F1 · shares: These shares were granted pursuant to 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.