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HEIMES TERRY J

Disclosed activity across 1 company

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61217
SEC CIK
0001269804

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
NELNET INCNNI · Entity 3982Chief Operating OfficerMarch 10, 2026March 12, 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 March 10, 2026 · Filed March 12, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect18,387 Reported balance After 2026-03-10 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-03-10 · Tax withholding · Disposed 791 · Balance 18,387

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 March 10, 2026.

F3: The number of shares reflects shares contributed to a revocable trust as discussed in footnote (8) below.

Class A Common StockSEC Table I · non-derivativeDirect18,031 Reported balance After 2026-03-10 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-03-10 · Tax withholding · Disposed 356 · Balance 18,031

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 March 10, 2026.

Class A Common StockSEC Table I · non-derivativeDirect17,709 Reported balance After 2026-03-10 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2026-03-10 · Tax withholding · Disposed 322 · Balance 17,709

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 March 10, 2026.

Class A Common StockSEC Table I · non-derivativeDirect17,574 Reported balance After 2026-03-10 transaction · row 4 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 4 · 2026-03-10 · Tax withholding · Disposed 135 · Balance 17,574

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 March 10, 2026.

Class A Common StockSEC Table I · non-derivativeDirect25,101 Reported balance After 2026-03-10 transaction · row 5 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 5 · 2026-03-10 · Grant · Acquired 7,527 · Balance 25,101

F4: 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.

Class A Common StockSEC Table I · non-derivativeDirect31,593 Reported balance After 2026-03-10 transaction · row 6 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 6 · 2026-03-10 · Grant · Acquired 6,492 · Balance 31,593

F5: 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.

Class A Common StockSEC Table I · non-derivativeDirect27,923 Reported balance After 2026-03-10 transaction · row 7 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 7 · 2026-03-10 · Tax withholding · Disposed 3,670 · Balance 27,923

F6: 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 6,492 shares of bonus compensation stock.

F7: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy revocable trust139,373 Reported balance Holding disclosure · report date 2026-03-10 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 139,373

F8: Shares held by a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary. On March 31, 2025, the reporting person contributed a total of 2,637 shares to the revocable trust.

Class A Common StockSEC Table I · non-derivativeIndirectBy revocable trust50,000 Reported balance Holding disclosure · report date 2026-03-10 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 10 · Balance 50,000

F9: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary.

Class A Common StockSEC Table I · non-derivativeIndirectBy spouse5,247 Reported balance Holding disclosure · report date 2026-03-10 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 5,247

Class A Common StockSEC Table I · non-derivativeIndirectBy trust7,420 Reported balance Holding disclosure · report date 2026-03-10 · row 11 Holding and transaction disclosures are not merged.
1 source row

Row 11 · Balance 7,420

F10: Shares held by a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Class A Common StockSEC Table I · non-derivativeIndirectBy trust7,420 Reported balance Holding disclosure · report date 2026-03-10 · row 12 Holding and transaction disclosures are not merged.
1 source row

Row 12 · Balance 7,420

F11: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Class A Common StockSEC Table I · non-derivativeIndirectBy trust7,420 Reported balance Holding disclosure · report date 2026-03-10 · row 13 Holding and transaction disclosures are not merged.
1 source row

Row 13 · Balance 7,420

F12: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Class A Common StockSEC Table I · non-derivativeIndirectBy trust7,420 Reported balance Holding disclosure · report date 2026-03-10 · row 14 Holding and transaction disclosures are not merged.
1 source row

Row 14 · Balance 7,420

F13: Shares held by a trust for the benefit of the daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

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 March 10, 2026.

F3: The number of shares reflects shares contributed to a revocable trust as discussed in footnote (8) below.

F4: 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.

F5: 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.

F6: 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 6,492 shares of bonus compensation stock.

F7: 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.

F8: Shares held by a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary. On March 31, 2025, the reporting person contributed a total of 2,637 shares to the revocable trust.

F9: Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary.

F10: Shares held by a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

F11: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

F12: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

F13: Shares held by a trust for the benefit of the daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2026 Filed Mar 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 3,670 $132.87 $487,632.90
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 7

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,923

F6 · 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 6,492 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 February 27, 2026 through March 5, 2026.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 6,492 $0.00 $0.00
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 6

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,593

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 2025 paid in stock, which the reporting person became entitled to receive on March 10, 2026.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 7,527 $0.00 $0.00
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 5

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,101

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.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 135 $131.23 $17,716.05
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,574

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 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 322 $131.23 $42,256.06
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,709

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 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 356 $131.23 $46,717.88
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,031

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 12, 2026 21:58 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 791 $131.23 $103,802.93
Disclosure

SEC source: 0001008886-26-000072 · form4.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,387

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: The number of shares reflects shares contributed to a revocable trust as discussed in footnote (8) below.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 16:41 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 2,293 $0.00 $0.00
Disclosure

SEC source: 0001008886-25-000047 · form4.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,815

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.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 16:41 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 486 $115.86 $56,307.96
Disclosure

SEC source: 0001008886-25-000047 · form4.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,522

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 16:41 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 488 $115.86 $56,539.68
Disclosure

SEC source: 0001008886-25-000047 · form4.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,008

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 16:41 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 791 $115.86 $91,645.26
Disclosure

SEC source: 0001008886-25-000047 · form4.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,496

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: The number of shares reflects shares contributed to a revocable trust as discussed in footnote (5) below.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 10

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F6 · balance_after: Shares held by a trust for the benefit of the daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 9

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F5 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 8

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F4 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 7

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 7,420

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F3 · balance_after: Shares held by a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 4,840 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 6

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRAT

Disclosed balance after: 0

F7 · kind: Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.

F8 · balance_after: The number of shares reflects an annuity distribution from the Spouse GRAT to the reporting person's spouse of 1,630 shares on March 15, 2024.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 5

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F6 · balance_after: Shares held by a trust for the benefit of the daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F5 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F4 · balance_after: Shares held by a trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 1,210 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 6,210

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F3 · balance_after: Shares held by a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:20 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 4,840 $0.00 $0.00
Disclosure

SEC source: 0001008886-24-000119 · form4.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRAT

Disclosed balance after: 0

F1 · kind: Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.

F2 · balance_after: The number of shares reflects an annuity distribution from the Reporting Person GRAT to the reporting person of 1,630 shares on March 15, 2024.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 17:37 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 322 $88.63 $28,538.86
Disclosure

SEC source: 0001008886-24-000088 · form4.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,064

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 17:37 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 356 $88.63 $31,552.28
Disclosure

SEC source: 0001008886-24-000088 · form4.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,386

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.

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March 10, 2024 Filed Mar 12, 2024 17:37 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 791 $88.63 $70,106.33
Disclosure

SEC source: 0001008886-24-000088 · form4.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,742

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.

F3 · balance_after: The number of shares reflects (i) shares contributed to a revocable trust as discussed in footnote (4) below and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (7) below.

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March 10, 2023 Filed Mar 14, 2023 16:47 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 2,817 $91.36 $257,361.12
Disclosure

SEC source: 0001567619-23-005050 · doc1.xml · nonDerivative · entry 5

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,992

F6 · shares: Shares that 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 5,122 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.

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March 10, 2023 Filed Mar 14, 2023 16:47 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 5,122 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005050 · doc1.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,809

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.

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March 10, 2023 Filed Mar 14, 2023 16:47 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 5,473 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005050 · doc1.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,687

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.

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March 10, 2023 Filed Mar 14, 2023 16:47 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 356 $90.43 $32,193.08
Disclosure

SEC source: 0001567619-23-005050 · doc1.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,214

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 16:47 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 791 $90.43 $71,530.13
Disclosure

SEC source: 0001567619-23-005050 · doc1.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,570

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: The number of shares reflects (i) shares contributed to a revocable trust as discussed in footnote (8) below and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (11) below.

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March 10, 2022 Filed Mar 14, 2022 16:15 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 2,809 $82.62 $232,079.58
Disclosure

SEC source: 0001437749-22-006126 · rdgdoc.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,860

F6 · shares: Shares that 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 5,446 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.

Read SEC document
March 10, 2022 Filed Mar 14, 2022 16:15 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 5,446 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-006126 · rdgdoc.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,669

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.

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March 10, 2022 Filed Mar 14, 2022 16:15 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 6,052 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-006126 · rdgdoc.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,223

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.

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March 10, 2022 Filed Mar 14, 2022 16:15 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 791 $83.64 $66,159.24
Disclosure

SEC source: 0001437749-22-006126 · rdgdoc.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,171

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, 2022.

F3 · balance_after: Includes shares distributed to the reporting person by a grantor retained annuity trust as discussed in footnote (11) below.

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March 10, 2021 Filed Mar 12, 2021 16:27 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 3,006 $74.26 $223,225.56
Disclosure

SEC source: 0001437749-21-005920 · rdgdoc.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,882

F4 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2021 award by the issuer of 5,883 shares of bonus compensation stock.

F5 · 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 26, 2021 through March 4, 2021.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 16:27 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 5,883 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-005920 · rdgdoc.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,888

F3 · 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 2020 paid in stock, which the reporting person became entitled to receive on March 10, 2021.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 16:27 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 13,467 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-005920 · rdgdoc.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,005

F1 · 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.

F2 · balance_after: This number of shares reflects the contribution on June 3, 2020 of a total of 94,921 shares by the reporting person to a revocable trust established by the reporting person as discussed in footnote (6) below.

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March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 10

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 50,087

F5 · balance_after: Reflects the contribution of 10,000 shares to the grantor retained annuity trust established by the reporting person's spouse on March 11, 2020, as discussed in footnote (7) below.

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March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 9

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123,459

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 8

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 5,000

F4 · balance_after: Shares gifted to a separate trust for the benefit of the daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 7

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,459

F3 · balance_after: Reflects the contribution of 10,000 shares to the grantor retained annuity trust established by the reporting person on March 11, 2020, as discussed in footnote (6) below.

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 6

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 5,000

F2 · balance_after: Shares gifted to a separate trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 5

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,459

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 4

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 5,000

F2 · balance_after: Shares gifted to a separate trust for the benefit of another son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 3

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,459

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By trust

Disclosed balance after: 5,000

F1 · balance_after: Shares gifted to a trust for the benefit of a son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.

Read SEC document
March 16, 2020 Filed Mar 23, 2020 16:53 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-005920 · rdgdoc.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,459

Read SEC document
March 10, 2020 Filed Mar 12, 2020 16:23 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 4,121 $52.20 $215,116.20
Disclosure

SEC source: 0001437749-20-004944 · rdgdoc.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,459

F2 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 10, 2020 award by the issuer of 9,143 shares of bonus compensation stock.

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 February 28, 2020 through March 5, 2020.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 16:23 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 9,143 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-004944 · rdgdoc.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,580

F1 · shares: Issued pursuant to the issuer's Restricted Stock Plan, as the annual personal performance-based incentive bonus compensation for 2019 paid in stock, which the reporting person became entitled to receive on March 10, 2020.

Read SEC document
March 15, 2019 Filed Mar 19, 2019 16:49 UTC NELNET INC NNI · Entity 3982 Tax withholdingClass A Common Stock 4,606 $54.52 $251,119.12
Disclosure

SEC source: 0001437749-19-005271 · rdgdoc.xml · nonDerivative · entry 2

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,437

F2 · shares: Shares that were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the March 15, 2019 award by the issuer of 9,441 shares of bonus compensation stock.

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 February 28, 2019 through March 6, 2019.

Read SEC document
March 15, 2019 Filed Mar 19, 2019 16:49 UTC NELNET INC NNI · Entity 3982 GrantClass A Common Stock 9,441 $0.00 $0.00
Disclosure

SEC source: 0001437749-19-005271 · rdgdoc.xml · nonDerivative · entry 1

HEIMES TERRY J · CIK 0001269804 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,043

F1 · shares: Issued pursuant to the issuer's Restricted Stock Plan, as the annual personal performance-based incentive bonus compensation for 2018 paid in stock, which the reporting person became entitled to receive on March 15, 2019.

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.