Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Director · President, NFS | June 10, 2026 | June 11, 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 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,054 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Tax withholding · Disposed 15 · Balance 17,054 F1: 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: 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 June 10, 2026. |
| Class B Common StockSEC Table I · non-derivative | Direct | 226,197 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 226,197 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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 June 10, 2026.
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 10, 2026 Filed Jun 11, 2026 20:14 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 15 | $130.72 | $1,960.80 |
DisclosureSEC source: 0001008886-26-000162 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,054 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 June 10, 2026. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:46 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 3,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000067 · form4.xml · nonDerivative · entry 3 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,069 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 28 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since December 3, 2025. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:46 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 67 | $131.23 | $8,792.41 |
DisclosureSEC source: 0001008886-26-000067 · form4.xml · nonDerivative · entry 2 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,305 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, 2026. F3 · balance_after: Includes 28 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since December 3, 2025. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 01:46 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 30 | $131.23 | $3,936.90 |
DisclosureSEC source: 0001008886-26-000067 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,372 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, 2026. F3 · balance_after: Includes 28 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since December 3, 2025. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:35 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 63,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000314 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,197 Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 22:52 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 8,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000234 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,071 Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 20:36 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 15 | $115.07 | $1,726.05 |
DisclosureSEC source: 0001008886-25-000179 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,319 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 June 10, 2025. F3 · balance_after: Includes 26 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:38 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 67 | $115.86 | $7,762.62 |
DisclosureSEC source: 0001008886-25-000045 · form4.xml · nonDerivative · entry 3 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,308 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:38 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 28 | $115.86 | $3,244.08 |
DisclosureSEC source: 0001008886-25-000045 · form4.xml · nonDerivative · entry 2 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,375 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:38 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 30 | $115.86 | $3,475.80 |
DisclosureSEC source: 0001008886-25-000045 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,403 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 28 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since November 18, 2024. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:46 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 154,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000323 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,012 Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 21:00 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 15 | $100.09 | $1,501.35 |
DisclosureSEC source: 0001008886-24-000210 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · President, NFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,348 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 June 10, 2024. F3 · balance_after: Includes 24 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2024. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:35 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 67 | $88.63 | $5,938.21 |
DisclosureSEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 6 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,339 F5 · 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). F6 · 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:35 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 29 | $88.63 | $2,570.27 |
DisclosureSEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 5 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,406 F5 · 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). F6 · 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:35 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 11 | $88.63 | $974.93 |
DisclosureSEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 4 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,435 F5 · 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). F6 · 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:35 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 29 | $88.63 | $2,570.27 |
DisclosureSEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 3 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,446 F5 · 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). F6 · 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. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:35 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 1,152 | $86.02 | $99,095.04 |
DisclosureSEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 2 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,475 F3 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 8, 2024 award by the issuer of 3,924 shares of bonus compensation stock. F4 · 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, 2024 through March 5, 2024. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:35 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 3,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000087 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,627 F1 · 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 2023 paid in stock, which the reporting person became entitled to receive on March 8, 2024. F2 · balance_after: Includes 65 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since June 13, 2023. Read SEC document |
| June 12, 2023 Filed Jun 13, 2023 20:40 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 15 | $98.71 | $1,480.65 |
DisclosureSEC source: 0001008886-23-000120 · form4.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,638 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 June 12, 2023. F3 · balance_after: Includes 18 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 14, 2023. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 462 | $91.36 | $42,208.32 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 7 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,635 F5 · shares: These shares 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 1,574 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 March 1, 2023 through March 7, 2023. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 6 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,097 F4 · 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 67 | $90.43 | $6,058.81 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 5 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,523 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 28 | $90.43 | $2,532.04 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 4 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,590 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 11 | $90.43 | $994.73 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 3 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,618 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 29 | $90.43 | $2,622.47 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 2 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,629 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. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:43 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 11 | $90.43 | $994.73 |
DisclosureSEC source: 0001567619-23-005049 · doc1.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,658 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 53 shares of Class A common stock acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since June 14, 2022. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 22:03 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 15 | $81.32 | $1,219.80 |
DisclosureSEC source: 0001437749-22-014996 · rdgdoc.xml · nonDerivative · entry 1 Dunlap Matthew W · CIK 0001917996 · Director · Chief Business Develop. Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,616 F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a prior grant of shares approved in accordance with the provisions of Rule 16b-3. 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 June 10, 2022. 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.