Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Director | September 15, 2026 | September 16, 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 September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,755 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 185 · Balance 22,755 F1: These shares were granted pursuant to 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.
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 22:35 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 185 | $108.37 | $20,048.45 |
DisclosureSEC source: 0001008886-26-000220 · form4.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,755 F1 · shares: These shares were granted pursuant to 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 | 1,626 | $110.76 | $180,095.76 |
DisclosureSEC source: 0001008886-26-000176 · form4.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,570 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:45 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,884 | $95.58 | $180,072.72 |
DisclosureSEC source: 0001008886-25-000189 · form4.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,944 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 20:12 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,166 | $83.14 | $180,081.24 |
DisclosureSEC source: 0001008886-24-000220 · form4.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,060 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:35 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,700 | $101.73 | $172,941.00 |
DisclosureSEC source: 0001008886-24-000202 · form4.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,894 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 6, 2024. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:31 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,123 | $84.79 | $180,009.17 |
DisclosureSEC source: 0001008886-23-000137 · form4.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,594 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2022 Filed Jun 21, 2022 20:22 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,761 | $65.21 | $180,044.81 |
DisclosureSEC source: 0001437749-22-015483 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,471 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 20:31 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,608 | $63.28 | $165,034.24 |
DisclosureSEC source: 0001437749-21-015380 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,710 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 20:27 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 868 | $40.30 | $34,980.40 |
DisclosureSEC source: 0001437749-20-013658 · rdgdoc.xml · derivative · entry 2 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,422 Underlying: Class A Common Stock · 868 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 a total of 416 shares acquired since June 25, 2019 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 20:27 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,606 | $40.30 | $105,021.80 |
DisclosureSEC source: 0001437749-20-013658 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,102 F1 · shares: These shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2019 Filed Jun 25, 2019 20:28 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,421 | $49.29 | $70,041.09 |
DisclosureSEC source: 0001437749-19-012689 · rdgdoc.xml · derivative · entry 2 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,138 Underlying: Class A Common Stock · 1,421 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 a total of 347 shares acquired since June 26, 2018 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 21, 2019 Filed Jun 25, 2019 20:28 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,420 | $49.29 | $69,991.80 |
DisclosureSEC source: 0001437749-19-012689 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,496 F1 · shares: The shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 20:40 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,362 | $51.43 | $70,047.66 |
DisclosureSEC source: 0001437749-18-012433 · rdgdoc.xml · derivative · entry 2 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,370 Underlying: Class A Common Stock · 1,362 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 a total of 300 shares acquired since June 27, 2017 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 20:40 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,361 | $51.43 | $69,996.23 |
DisclosureSEC source: 0001437749-18-012433 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,076 F1 · shares: The shares were granted pursuant to the issuer's Directors Stock Compensation Plan. Read SEC document |
| March 15, 2018 Filed Mar 15, 2018 20:29 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 2,000 | $53.97 | $107,940.00 |
DisclosureSEC source: 0001437749-18-004761 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,715 F1 · kind: These shares were sold by the reporting person pursuant to a Rule 10b5-1 Sales Plan (the "Plan") entered into on December 13, 2017, which provided for the sale of shares of the issuer's Class A Common Stock. With the sale of the shares reported herein, the Plan has been completed and no future sales may occur pursuant to the Plan. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows directors of a company who are not in possession of material non-public information to establish pre-arranged plans to buy or sell a specified number of shares of such company's stock. Once a plan is established, the director does not retain or exercise any discretion over sales of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan, without regard to any subsequent material non-public information related to the company that the director may receive. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 20:34 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,459 | $39.40 | $57,484.60 |
DisclosureSEC source: 0001437749-17-011853 · rdgdoc.xml · derivative · entry 2 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,708 Underlying: Class A Common Stock · 1,459 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 a total of 296 shares acquired since June 28, 2016 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 20:34 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,460 | $39.40 | $57,524.00 |
DisclosureSEC source: 0001437749-17-011853 · rdgdoc.xml · nonDerivative · entry 1 Farrell Kathleen Anne · CIK 0001417962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,715 F1 · shares: The 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.