Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Pres, Nelnet Business Services | 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 | 31,025 |
Ending reported balance
After 2026-03-10 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-03-10 · Tax withholding · Disposed 99 · Balance 26,276 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. Row 2 · 2026-03-10 · Tax withholding · Disposed 100 · Balance 26,176 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. Row 3 · 2026-03-10 · Tax withholding · Disposed 129 · Balance 26,047 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. Row 4 · 2026-03-10 · Tax withholding · Disposed 69 · Balance 25,978 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. Row 5 · 2026-03-10 · Tax withholding · Disposed 245 · Balance 25,733 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. Row 6 · 2026-03-10 · Grant · Acquired 3,764 · Balance 29,497 F3: 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. Row 7 · 2026-03-10 · Grant · Acquired 2,164 · Balance 31,661 F4: 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. Row 8 · 2026-03-10 · Tax withholding · Disposed 636 · Balance 31,025 F5: 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 2,164 shares of bonus compensation stock. F6: 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: 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.
F4: 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.
F5: 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 2,164 shares of bonus compensation stock.
F6: 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 | 636 | $132.87 | $84,505.32 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 8 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,025 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 2,164 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 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 7 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,661 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 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 3,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 6 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,497 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 12, 2026 21:58 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 245 | $131.23 | $32,151.35 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 5 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,733 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 | 69 | $131.23 | $9,054.87 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 4 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,978 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 | 129 | $131.23 | $16,928.67 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 3 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,047 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 | 100 | $131.23 | $13,123.00 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 2 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,176 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 | 99 | $131.23 | $12,991.77 |
DisclosureSEC source: 0001008886-26-000070 · form4.xml · nonDerivative · entry 1 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,276 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, 2025 Filed Mar 12, 2025 16:51 UTC | NELNET INC NNI · Entity 3982 | GrantClass A Common Stock | 4,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000059 · form4.xml · nonDerivative · entry 6 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,375 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 16:51 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 69 | $115.86 | $7,994.34 |
DisclosureSEC source: 0001008886-25-000059 · form4.xml · nonDerivative · entry 5 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,207 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 16:51 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 129 | $115.86 | $14,945.94 |
DisclosureSEC source: 0001008886-25-000059 · form4.xml · nonDerivative · entry 4 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,276 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 16:51 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 100 | $115.86 | $11,586.00 |
DisclosureSEC source: 0001008886-25-000059 · form4.xml · nonDerivative · entry 3 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,405 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 16:51 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 99 | $115.86 | $11,470.14 |
DisclosureSEC source: 0001008886-25-000059 · form4.xml · nonDerivative · entry 2 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,505 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 16:51 UTC | NELNET INC NNI · Entity 3982 | Tax withholdingClass A Common Stock | 141 | $115.86 | $16,336.26 |
DisclosureSEC source: 0001008886-25-000059 · form4.xml · nonDerivative · entry 1 Wenger DeeAnn · CIK 0002022982 · Pres, Nelnet Business Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,604 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.