Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | Director · Executive Chairman of Board · 10% owner | December 01, 2025 | December 03, 2025 |
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 December 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy corporation | 1,586,691 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,586,691 F1: Shares held by Union Financial Services, Inc. ("UFS"), of which the reporting person is president and owns 50.0% of the outstanding capital stock. The reporting person continues to report beneficial ownership of all the shares held by UFS, but disclaims beneficial ownership of the shares held by UFS except to the extent of his pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy trust | 240,025 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 240,025 F2: Shares held by a Michael S. Dunlap 2011 Post Annuity Irrevocable Trust. 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 B Common StockSEC Table I · non-derivative | IndirectBy trust | 353,417 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 353,417 F3: Shares held by a separate Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 B Common StockSEC Table I · non-derivative | IndirectBy trust | 353,417 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 353,417 F4: Shares held by a separate Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 432,774 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 432,774 F5: Shares held by a Michael S. Dunlap Grantor Retained Annuity Trust dated December 19, 2011. 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 B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 353,254 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 353,254 F6: Shares held by a separate Michael S. Dunlap Grantor Retained Annuity Trust dated December 19, 2011. 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 B Common StockSEC Table I · non-derivative | IndirectBy Dunlap Holdings, LLC | 1,600,000 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,600,000 F7: Shares held by Dunlap Holdings, LLC, a family limited liability company which is controlled by the reporting person and his family. The reporting person continues to report beneficial ownership of all the shares held by Dunlap Holdings, LLC, but disclaims beneficial ownership of the shares held by Dunlap Holdings, LLC except to the extent of his pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Dynasty Trust | 125,000 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 125,000 F8: Shares held by a Dynasty Trust established by the reporting person in 2011, of which an adult son of the reporting person is the initial beneficiary. 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 B Common StockSEC Table I · non-derivative | IndirectBy Dynasty Trust | 125,000 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 125,000 F9: Shares held by a separate Dynasty Trust established by the reporting person in 2011, of which an adult son of the reporting person is the initial beneficiary. 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 B Common StockSEC Table I · non-derivative | IndirectBy Dynasty Trust | 125,000 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 125,000 F10: Shares held by a separate Dynasty Trust established by the reporting person in 2011, of which an adult son of the reporting person is the initial beneficiary. 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 B Common StockSEC Table I · non-derivative | IndirectBy 2019 Dynasty Trust | 100 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 100 F11: Shares held by a Dynasty Trust established by the reporting person in 2019, of which the adult sons of the reporting person and his spouse are the initial beneficiaries. 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 B Common StockSEC Table I · non-derivative | IndirectBy 2019 Dynasty Trust | 100 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 100 F12: Shares held by a Dynasty Trust established by the reporting person's spouse in 2019, of which the adult sons of the reporting person and his spouse are the initial beneficiaries. 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: Shares held by Union Financial Services, Inc. ("UFS"), of which the reporting person is president and owns 50.0% of the outstanding capital stock. The reporting person continues to report beneficial ownership of all the shares held by UFS, but disclaims beneficial ownership of the shares held by UFS except to the extent of his pecuniary interest therein.
F2: Shares held by a Michael S. Dunlap 2011 Post Annuity Irrevocable Trust. 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.
F3: Shares held by a separate Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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.
F4: Shares held by a separate Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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.
F5: Shares held by a Michael S. Dunlap Grantor Retained Annuity Trust dated December 19, 2011. 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.
F6: Shares held by a separate Michael S. Dunlap Grantor Retained Annuity Trust dated December 19, 2011. 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.
F7: Shares held by Dunlap Holdings, LLC, a family limited liability company which is controlled by the reporting person and his family. The reporting person continues to report beneficial ownership of all the shares held by Dunlap Holdings, LLC, but disclaims beneficial ownership of the shares held by Dunlap Holdings, LLC except to the extent of his pecuniary interest therein.
F8: Shares held by a Dynasty Trust established by the reporting person in 2011, of which an adult son of the reporting person is the initial beneficiary. 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.
F9: Shares held by a separate Dynasty Trust established by the reporting person in 2011, of which an adult son of the reporting person is the initial beneficiary. 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.
F10: Shares held by a separate Dynasty Trust established by the reporting person in 2011, of which an adult son of the reporting person is the initial beneficiary. 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 Dynasty Trust established by the reporting person in 2019, of which the adult sons of the reporting person and his spouse are the initial beneficiaries. 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 Dynasty Trust established by the reporting person's spouse in 2019, of which the adult sons of the reporting person and his spouse are the initial beneficiaries. 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
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 |
|---|---|---|---|---|---|---|
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 88,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 8 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 153,880 F5 · kind: Represents the transfer of shares upon the termination of a separate Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 236,526 shares of Class B Common Stock were transferred to the trusts described in footnotes (6) through (8) below. The remaining 29,566 shares of Class B Common Stock were transferred to an adult son of the reporting person. F8 · balance_after: Shares held by a separate 2015 post annuity irrevocable trust, of which an adult son of the reporting person is the beneficiary. 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 |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 88,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 7 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 153,880 F5 · kind: Represents the transfer of shares upon the termination of a separate Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 236,526 shares of Class B Common Stock were transferred to the trusts described in footnotes (6) through (8) below. The remaining 29,566 shares of Class B Common Stock were transferred to an adult son of the reporting person. F7 · balance_after: Shares held by a separate 2015 post annuity irrevocable trust, of which an adult son of the reporting person is the beneficiary. 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 |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 59,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 6 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 103,905 F5 · kind: Represents the transfer of shares upon the termination of a separate Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 236,526 shares of Class B Common Stock were transferred to the trusts described in footnotes (6) through (8) below. The remaining 29,566 shares of Class B Common Stock were transferred to an adult son of the reporting person. F6 · balance_after: Shares held by a separate 2015 post annuity irrevocable trust, of which an adult son of the reporting person is the beneficiary. 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 |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 266,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 5 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F5 · kind: Represents the transfer of shares upon the termination of a separate Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 236,526 shares of Class B Common Stock were transferred to the trusts described in footnotes (6) through (8) below. The remaining 29,566 shares of Class B Common Stock were transferred to an adult son of the reporting person. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 100,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 4 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 168,119 F1 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 268,480 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 33,560 shares of Class B Common Stock were transferred to an adult son of the reporting person. F4 · balance_after: Shares held by a separate 2015 post annuity irrevocable trust, of which an adult son of the reporting person is the beneficiary. 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 |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 100,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 3 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 168,119 F1 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 268,480 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 33,560 shares of Class B Common Stock were transferred to an adult son of the reporting person. F3 · balance_after: Shares held by a separate 2015 post annuity irrevocable trust, of which an adult son of the reporting person is the beneficiary. 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 |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 67,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 2 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 113,449 F1 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated October 13, 2015 pursuant to its terms. 268,480 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 33,560 shares of Class B Common Stock were transferred to an adult son of the reporting person. F2 · balance_after: Shares held by a 2015 post annuity irrevocable trust, of which an adult son of the reporting person is the beneficiary. 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 |
| December 01, 2025 Filed Dec 3, 2025 16:30 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 302,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000310 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 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 dated October 13, 2015 pursuant to its terms. 268,480 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 33,560 shares of Class B Common Stock were transferred to an adult son of the reporting person. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 16:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000300 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,382,982 F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on August 19, 2025. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 7,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 16 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 24,178 F7 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 19,505 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,438 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 4,281 shares on May 12, 2025. F4 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 7,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 15 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 24,179 F7 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 19,505 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,438 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 4,281 shares on May 12, 2025. F3 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 4,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 14 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 16,119 F7 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 19,505 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,438 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 4,281 shares on May 12, 2025. F2 · balance_after: Shares held by a 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 21,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 13 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 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 Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 19,505 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,438 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 4,281 shares on May 12, 2025. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 7,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 12 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 16,863 F6 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 18,725 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,340 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 3,020 shares on May 12, 2025. F4 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 7,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 11 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 16,865 F6 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 18,725 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,340 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 3,020 shares on May 12, 2025. F3 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 4,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 10 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 11,243 F6 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 18,725 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,340 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 3,020 shares on May 12, 2025. F2 · balance_after: Shares held by a 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 21,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 9 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F6 · kind: Represents the transfer of shares upon the termination of a Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 18,725 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 2,340 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person's spouse of 3,020 shares on May 12, 2025. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 8 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 9,842 F5 · kind: Represents the transfer of shares upon the termination of a separate Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 13,399 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 1,675 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 3,043 shares on May 12, 2025. F4 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 7 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 9,843 F5 · kind: Represents the transfer of shares upon the termination of a separate Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 13,399 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 1,675 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 3,043 shares on May 12, 2025. F3 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 3,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 6 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 6,561 F5 · kind: Represents the transfer of shares upon the termination of a separate Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 13,399 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 1,675 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 3,043 shares on May 12, 2025. F2 · balance_after: Shares held by a 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 15,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 5 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F5 · kind: Represents the transfer of shares upon the termination of a separate Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 13,399 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) above. The remaining 1,675 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 3,043 shares on May 12, 2025. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 4,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 4 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 4,817 F1 · kind: Represents the transfer of shares upon the termination of a Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 12,847 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 1,606 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 2,206 shares on May 12, 2025. F4 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 4,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 3 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 4,818 F1 · kind: Represents the transfer of shares upon the termination of a Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 12,847 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 1,606 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 2,206 shares on May 12, 2025. F3 · balance_after: Shares held by a separate 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 3,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 2 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 3,212 F1 · kind: Represents the transfer of shares upon the termination of a Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 12,847 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 1,606 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 2,206 shares on May 12, 2025. F2 · balance_after: Shares held by a 2020 Post-Annuity Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| July 28, 2025 Filed Jul 30, 2025 18:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 14,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000230 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 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 Michael S. Dunlap Grantor Retained Annuity Trust dated May 12, 2020 pursuant to its terms. 12,847 shares of Class B Common Stock were transferred to the trusts described in footnotes (2) through (4) below. The remaining 1,606 shares of Class B Common Stock were transferred to an adult son of the reporting person. Prior to the termination of the trust, the number of Class B Common Stock held by the trust reflected an annuity distribution from the trust to the reporting person of 2,206 shares on May 12, 2025. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 16:40 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 20,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000319 · form4.xml · nonDerivative · entry 3 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 44,773 F5 · kind: Represents the transfer of shares pursuant to the terms of a 2015 post annuity irrevocable trust to the beneficiary of the trust, who is an adult son of the reporting person. F6 · balance_after: Shares held by the 2015 post annuity irrevocable trust discussed in footnote (5) above. 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 |
| November 14, 2024 Filed Nov 18, 2024 16:40 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 21,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000319 · form4.xml · nonDerivative · entry 2 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 46,329 F3 · kind: Represents the transfer of shares pursuant to the terms of a 2015 post annuity irrevocable trust to the beneficiary of the trust, who is an adult son of the reporting person. F4 · balance_after: Shares held by the 2015 post annuity irrevocable trust discussed in footnote (3) above. 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 |
| November 14, 2024 Filed Nov 18, 2024 16:40 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 113,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000319 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 240,025 F1 · kind: Represents the transfer of shares pursuant to the terms of a Michael S. Dunlap 2011 Post Annuity Irrevocable Trust to the beneficiary of the trust, who is an adult son of the reporting person. F2 · balance_after: Shares held by the Michael S. Dunlap 2011 Post Annuity Irrevocable Trust discussed in footnote (1) above. 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 |
| August 29, 2024 Filed Sep 3, 2024 17:15 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-24-000290 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,417,982 F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on May 29, 2024. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 173,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 9 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 173,183 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. F5 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 173,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 8 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 173,183 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. F4 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 173,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 7 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 173,182 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. F3 · balance_after: Shares held by a Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 519,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 6 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By GRAT Disclosed balance after: 0 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 5 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 45 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. F5 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 4 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 45 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. F4 · balance_after: Shares held by a separate Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 3 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 46 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. F3 · balance_after: Shares held by a Michael S. Dunlap 2023 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. 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 |
| September 13, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 346,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 2 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By GRAT Disclosed balance after: 0 F2 · kind: Represents the transfer of shares upon the termination of the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003. 136 shares of Class A Common Stock and all 519,548 shares of Class B Common Stock were transferred to the trusts described in footnotes (3) through (5) below. The remaining 346,456 shares of Class A Common Stock were transferred to family members of the reporting person who do not share the reporting person's household. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 16:54 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000211 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,452,982 F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on June 7, 2023. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:52 UTC | NELNET INC NNI · Entity 3982 | OtherClass B Common Stock | 346,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001008886-23-000205 · form4.xml · nonDerivative · entry 4 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,546 F1 · kind: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F1 · price: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F3 · balance_after: Includes shares distributed to the reporting person by grantor retained annuity trusts as discussed in footnote (2) above and footnotes (7) through (12) below. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:52 UTC | NELNET INC NNI · Entity 3982 | OtherClass B Common Stock | 346,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001008886-23-000205 · form4.xml · nonDerivative · entry 3 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 519,548 F1 · kind: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F1 · price: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F2 · balance_after: Shares held by the 2003 GRAT, which reflect an annuity distribution from the trust to the reporting person of 4,030 shares of Class B Common Stock on August 28, 2023. 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 |
| August 24, 2023 Filed Aug 28, 2023 16:52 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock | 346,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001008886-23-000205 · form4.xml · nonDerivative · entry 2 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 346,592 F1 · kind: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F1 · price: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F2 · balance_after: Shares held by the 2003 GRAT, which reflect an annuity distribution from the trust to the reporting person of 4,030 shares of Class B Common Stock on August 28, 2023. 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 |
| August 24, 2023 Filed Aug 28, 2023 16:52 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock | 346,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001008886-23-000205 · form4.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,492,982 F1 · kind: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. F1 · price: On August 24, 2023, for estate planning purposes, the reporting person transferred 346,592 shares of Class A Common Stock to the Michael S. Dunlap Grantor Retained Annuity Trust dated August 28, 2003 (the "2003 GRAT") in exchange for 346,592 shares of Class B Common Stock from the 2003 GRAT. Read SEC document |
| December 16, 2022 Filed Dec 22, 2022 16:21 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-029605 · rdgdoc.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839,574 F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on August 11, 2022. 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 transfers of stock under the plan and the pre-planned 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. Read SEC document |
| December 30, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 202,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 7 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 353,417 F8 · balance_after: Shares held by a separate Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. Read SEC document |
| December 30, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 202,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 6 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 353,417 F7 · balance_after: Shares held by a separate Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. Read SEC document |
| December 30, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 202,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 5 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 353,417 F6 · balance_after: Shares held by a Michael S. Dunlap 2011 Post Annuity Irrevocable Trust, of which an adult son of the reporting person is the beneficiary. Read SEC document |
| December 30, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 285,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 4 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F5 · kind: Shares were held by a separate Michael S. Dunlap Grantor Retained Annuity Trust dated December 19, 2011. In connection with the expiration of the term of the grantor retained annuity trust on December 19, 2021, a total of 285,907 shares were transferred on December 30, 2021 to trusts for the benefit of the reporting person's adult sons as discussed in footnotes (6) through (8) below. A total of 11,321 shares were previously transferred to the reporting person in a final annuity distribution on December 20, 2021 and continue to be reported in this Form 4 as directly owned. Read SEC document |
| December 30, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 320,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 3 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F4 · kind: Shares were held by a Michael S. Dunlap Grantor Retained Annuity Trust dated December 19, 2011. In connection with the expiration of the term of the grantor retained annuity trust on December 19, 2021, a total of 320,716 shares were transferred on December 30, 2021 to trusts for the benefit of the reporting person's adult sons as discussed in footnotes (6) through (8) below. A total of 25,086 shares were previously transferred to the reporting person in a final annuity distribution on December 20, 2021 and continue to be reported in this Form 4 as directly owned. Read SEC document |
| December 21, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 2 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879,574 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 transfers of stock under the plan and the pre-planned 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 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on November 16, 2021. Read SEC document |
| December 14, 2021 Filed Jan 11, 2022 16:26 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000731 · rdgdoc.xml · nonDerivative · entry 1 DUNLAP MICHAEL S · CIK 0001269797 · Director · Executive Chairman of Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,889,574 F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by the reporting person on August 10, 2021. 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 transfers of stock under the plan and the pre-planned 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. 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.