Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Secy/Chief Legal Off/Gen Coun | April 15, 2026 | April 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 April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,872 |
Reported balance
After 2026-04-15 transaction · row 1
1 source rowRow 1 · 2026-04-15 · Gift · Disposed 1,052 · Balance 6,872 F1: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,155 |
Reported balance
After 2026-04-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-04-15 · Gift · Acquired 1,052 · Balance 12,155 F1: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F2: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries.
F2: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries.
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 |
|---|---|---|---|---|---|---|
| April 15, 2026 Filed Apr 17, 2026 20:40 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000095 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 12,155 F1 · shares: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F2 · balance_after: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:40 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000095 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,872 F1 · shares: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 763 | $132.87 | $101,379.81 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 7 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,924 F5 · 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 2,597 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 27, 2026 through March 5, 2026. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 6 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,687 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 2025 paid in stock, which the reporting person became entitled to receive on March 10, 2026. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 3,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 5 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,090 F3 · 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. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 50 | $131.23 | $6,561.50 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 4 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,079 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. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 129 | $131.23 | $16,928.67 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 3 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,129 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. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 143 | $131.23 | $18,765.89 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,258 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. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 20:57 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 119 | $131.23 | $15,616.37 |
DisclosureSEC source: 0001008886-26-000078 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,401 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. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 20:12 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000097 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 11,103 F1 · shares: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F2 · balance_after: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 20:12 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000097 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,520 F1 · shares: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:44 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000051 · form4.xml · nonDerivative · entry 5 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,269 F3 · 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:44 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 129 | $115.86 | $14,945.94 |
DisclosureSEC source: 0001008886-25-000051 · form4.xml · nonDerivative · entry 4 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,435 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 20:44 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 143 | $115.86 | $16,567.98 |
DisclosureSEC source: 0001008886-25-000051 · form4.xml · nonDerivative · entry 3 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,564 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 20:44 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 119 | $115.86 | $13,787.34 |
DisclosureSEC source: 0001008886-25-000051 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,707 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 20:44 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 141 | $115.86 | $16,336.26 |
DisclosureSEC source: 0001008886-25-000051 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,826 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 |
| November 13, 2024 Filed Nov 13, 2024 22:05 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 2,500 | $108.89 | $272,225.00 |
DisclosureSEC source: 0001008886-24-000312 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 9,354 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on August 15, 2024. F2 · balance_after: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 22:05 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000312 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 11,854 F1 · kind: This gift to a charitable organization was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on August 13, 2024. F2 · balance_after: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:57 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 198 | $108.09 | $21,401.82 |
DisclosureSEC source: 0001008886-24-000296 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,967 F2 · kind: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the September 13, 2024 award. F3 · 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 August 9, 2024 through August 15, 2024. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 20:57 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000296 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,165 F1 · kind: These shares were issued to the reporting person pursuant to the issuer's Restricted Stock Plan, which the reporting person became entitled to receive on September 13, 2024. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 21:22 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000120 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 11,954 F1 · kind: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F2 · balance_after: Shares held by a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 21:22 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000120 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,491 F1 · kind: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:41 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 129 | $88.63 | $11,433.27 |
DisclosureSEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 5 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,023 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:41 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 143 | $88.63 | $12,674.09 |
DisclosureSEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 4 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,152 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:41 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 119 | $88.63 | $10,546.97 |
DisclosureSEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 3 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,295 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:41 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 141 | $88.63 | $12,496.83 |
DisclosureSEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,414 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. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 21:41 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 108 | $88.63 | $9,572.04 |
DisclosureSEC source: 0001008886-24-000090 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,555 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. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 21:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 2,500 | $91.30 | $228,250.00 |
DisclosureSEC source: 0001008886-23-000208 · form4.xml · nonDerivative · entry 5 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,663 F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 1, 2023. Read SEC document |
| July 07, 2023 Filed Sep 5, 2023 21:21 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000208 · form4.xml · nonDerivative · entry 4 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 10,422 F1 · kind: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F1 · balance_after: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| July 07, 2023 Filed Sep 5, 2023 21:21 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000208 · form4.xml · nonDerivative · entry 3 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,163 F1 · kind: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F3 · shares: Includes 500 shares held jointly with spouse. Read SEC document |
| July 06, 2023 Filed Sep 5, 2023 21:21 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 8,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000208 · form4.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 8,922 F1 · kind: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F1 · balance_after: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. Read SEC document |
| July 06, 2023 Filed Sep 5, 2023 21:21 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 8,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000208 · form4.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,663 F1 · kind: Shares gifted to a living trust of which the reporting person and his spouse are the trustees and beneficiaries. F2 · balance_after: Total number of shares has been adjusted to include 75 shares inadvertently omitted from prior reports. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 278 | $91.36 | $25,398.08 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 8 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,510 F6 · 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 945 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 945 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 7 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,788 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 6 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,843 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 143 | $90.43 | $12,931.49 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 5 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,653 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 119 | $90.43 | $10,761.17 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 4 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,769 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 141 | $90.43 | $12,750.63 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 3 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,915 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 108 | $90.43 | $9,766.44 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 2 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,056 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:54 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 107 | $90.43 | $9,676.01 |
DisclosureSEC source: 0001567619-23-005052 · doc1.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,164 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 500 shares held jointly with spouse. Read SEC document |
| November 14, 2022 Filed Nov 14, 2022 21:23 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 500 | $95.49 | $47,745.00 |
DisclosureSEC source: 0001437749-22-027301 · rdgdoc.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,271 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on June 15, 2022, which provided for the sale of shares of the issuer's Class A Common Stock. With the sale of the shares reported in this Form 4, 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 executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| October 13, 2022 Filed Oct 17, 2022 20:29 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,500 | $80.89 | $121,335.00 |
DisclosureSEC source: 0001437749-22-024239 · rdgdoc.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,771 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on June 15, 2022. The Plan provides for the sale of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date of June 14, 2023. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| September 13, 2022 Filed Sep 13, 2022 20:19 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,500 | $81.83 | $122,745.00 |
DisclosureSEC source: 0001437749-22-022315 · rdgdoc.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,271 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on June 15, 2022. The Plan provides for the sale of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date of June 14, 2023. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 21:44 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 500 | $79.76 | $39,880.00 |
DisclosureSEC source: 0001437749-22-014991 · rdgdoc.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,771 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on September 16, 2021, which provided for the sale of shares of the issuer's Class A Common Stock. With the sale of the shares reported in this Form 4, 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 executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| May 09, 2022 Filed May 11, 2022 20:15 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 500 | $81.21 | $40,605.00 |
DisclosureSEC source: 0001437749-22-011914 · rdgdoc.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,271 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on September 16, 2021. The Plan provides for the sale of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date of September 15, 2022. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| April 11, 2022 Filed Apr 11, 2022 20:19 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 500 | $84.60 | $42,300.00 |
DisclosureSEC source: 0001437749-22-008686 · rdgdoc.xml · nonDerivative · entry 1 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,771 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on September 16, 2021. The Plan provides for the sale of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date of September 15, 2022. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 14, 2022 Filed Mar 14, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 500 | $83.99 | $41,995.00 |
DisclosureSEC source: 0001437749-22-006138 · rdgdoc.xml · nonDerivative · entry 9 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,271 F8 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan (the "Plan") entered into by the reporting person on September 16, 2021. The Plan provides for the sale of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date of September 15, 2022. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission. F9 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows executives 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 executive does not retain or exercise any discretion over purchases or 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 executive may receive. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 1,226 | $82.62 | $101,292.12 |
DisclosureSEC source: 0001437749-22-006138 · rdgdoc.xml · nonDerivative · entry 8 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,771 F6 · shares: These shares 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 4,176 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 4,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-006138 · rdgdoc.xml · nonDerivative · entry 7 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,997 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 500 shares held jointly with spouse. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:23 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-006138 · rdgdoc.xml · nonDerivative · entry 6 Munn William J · CIK 0001294176 · Secy/Chief Legal Off/Gen Coun 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,821 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 500 shares held jointly with spouse. 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.