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 |
|---|---|---|---|---|---|---|
| March 09, 2018 Filed Mar 13, 2018 22:24 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 455 | $55.12 | $25,079.60 |
DisclosureSEC source: 0001437749-18-004550 · rdgdoc.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: 25,577 F3 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 9, 2018 award by the issuer of 1,565 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, 2018 through March 6, 2018. F2 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 22:24 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-004550 · 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: 26,032 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 2017 paid in stock, which the reporting person became entitled to receive on March 9, 2018. F2 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 20:23 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,000 | $55.00 | $55,000.00 |
DisclosureSEC source: 0001437749-17-017448 · 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: 24,467 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Sales Plan (the "Plan") entered into on December 15, 2016. 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. 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 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 26, 2017 Filed Sep 27, 2017 20:27 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,000 | $50.00 | $50,000.00 |
DisclosureSEC source: 0001437749-17-016402 · rdgdoc.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: 25,467 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, sell or otherwise transfer 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 sales or other transfers of stock under the plan and the pre-planned trades or other transfers 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. F4 · kind: These shares were sold pursuant to a Rule 10b5-1 Sales Plan (the "Plan") entered into on December 15, 2016. 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. 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. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 20:27 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-016402 · 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: 26,467 F1 · kind: The gift reported in this Form 4 was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on June 15, 2017. 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, sell or otherwise transfer 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 sales or other transfers of stock under the plan and the pre-planned trades or other transfers 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 20, 2017 Filed Apr 21, 2017 20:34 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 998 | $45.00 | $44,910.00 |
DisclosureSEC source: 0001437749-17-006974 · 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: 26,488 F1 · kind: These shares were sold by the reporting person pursuant to a Rule 10b5-1 Sales Plan (the "Plan") entered into on December 15, 2016. 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. 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 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 21, 2017 Filed Mar 23, 2017 21:11 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 2 | $45.00 | $90.00 |
DisclosureSEC source: 0001437749-17-005141 · 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: 27,486 F1 · kind: These shares were sold by the reporting person pursuant to a Rule 10b5-1 Sales Plan (the "Plan") entered into on December 15, 2016. 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. 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 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, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-004407 · 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: 27,488 F7 · shares: The acquired shares of Class A Common Stock were granted 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, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 610 | $45.67 | $27,858.70 |
DisclosureSEC source: 0001437749-17-004407 · 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: 25,298 F5 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2017 award by the issuer of 1,889 shares of bonus compensation stock. F6 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the average market closing price of the shares for February 28, 2017 through March 6, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-004407 · 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: 25,908 F4 · shares: Issued pursuant to the issuer's Restricted Stock Plan, as the annual personal performance-based incentive bonus compensation for 2016 paid in stock, which the reporting person became entitled to receive on March 10, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 203 | $43.08 | $8,745.24 |
DisclosureSEC source: 0001437749-17-004407 · rdgdoc.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: 24,019 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 as of March 10, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 191 | $43.08 | $8,228.28 |
DisclosureSEC source: 0001437749-17-004407 · rdgdoc.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: 24,222 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 as of March 10, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 156 | $43.08 | $6,720.48 |
DisclosureSEC source: 0001437749-17-004407 · rdgdoc.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: 24,413 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 as of March 10, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 138 | $43.08 | $5,945.04 |
DisclosureSEC source: 0001437749-17-004407 · rdgdoc.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: 24,569 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 as of March 10, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 20:42 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 171 | $43.08 | $7,366.68 |
DisclosureSEC source: 0001437749-17-004407 · 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: 24,707 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 as of March 10, 2017. F3 · balance_after: Includes 500 shares held jointly with spouse. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:34 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,000 | $39.00 | $39,000.00 |
DisclosureSEC source: 0001437749-16-041623 · 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: 24,878 F1 · kind: These shares were sold by the reporting person pursuant to a Rule 10b5-1 Sales Plan entered into on August 9, 2016, 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 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 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.