Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Chief People Services Officer | March 10, 2026 | March 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,428 |
Reported balance
After 2026-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-10 · Tax withholding · Disposed 111 · Balance 4,428 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: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. |
| Class A Common StockSEC Table I · non-derivative | Direct | 4,378 |
Reported balance
After 2026-03-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-10 · Tax withholding · Disposed 50 · Balance 4,378 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: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. |
| Class A Common StockSEC Table I · non-derivative | Direct | 6,636 |
Reported balance
After 2026-03-10 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-10 · Grant · Acquired 2,258 · Balance 6,636 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. F3: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. |
| Class A Common StockSEC Table I · non-derivative | Direct | 8,368 |
Reported balance
After 2026-03-10 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-10 · Grant · Acquired 1,732 · Balance 8,368 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. F3: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. |
| Class A Common StockSEC Table I · non-derivative | Direct | 7,859 |
Reported balance
After 2026-03-10 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-03-10 · Tax withholding · Disposed 509 · Balance 7,859 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 1,732 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. |
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: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025.
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 1,732 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.
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 10, 2026 Filed Mar 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 509 | $132.87 | $67,630.83 |
DisclosureSEC source: 0001008886-26-000068 · form4.xml · nonDerivative · entry 5 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,859 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 1,732 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 | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000068 · form4.xml · nonDerivative · entry 4 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,368 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. F3 · balance_after: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000068 · form4.xml · nonDerivative · entry 3 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,636 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 (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 50 | $131.23 | $6,561.50 |
DisclosureSEC source: 0001008886-26-000068 · form4.xml · nonDerivative · entry 2 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,378 F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d). F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 10, 2026. F3 · balance_after: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 111 | $131.23 | $14,566.53 |
DisclosureSEC source: 0001008886-26-000068 · form4.xml · nonDerivative · entry 1 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,428 F1 · shares: These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d). F2 · price: Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 10, 2026. F3 · balance_after: Includes (i) 64 shares issued pursuant to the issuer's Employee Share Purchase Plan and (ii) 2 shares acquired by the reporting person pursuant to the issuer's dividend reinvestment plan since March 12, 2025. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 16:48 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000055 · form4.xml · nonDerivative · entry 2 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,473 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 16:48 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 111 | $115.86 | $12,860.46 |
DisclosureSEC source: 0001008886-25-000055 · form4.xml · nonDerivative · entry 1 Olinger Emily · CIK 0002022948 · Chief People Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,639 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.