Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NELNET INC
Report date August 25, 2025 · Filed August 27, 2025
Section 16 reporting ended · disclosed 2025-08-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Butterfield GST Non-Exempt Marital Trust | 178,953 |
Reported balance
After 2025-08-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-08-25 · Conversion · Disposed 41,929 · Balance 178,953 F1: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On August 25, 2025, the trust referred to in the footnote (2) below converted shares of Class B common stock into an equal number of shares of Class A common stock. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16a-6(b). F2: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports beneficial ownership of all the shares held by the Non-Exempt Marital Trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of her pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Butterfield GST Non-Exempt Marital Trust | 510 |
Last balance in matching sequence
After 2025-08-25 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2025-08-25 · Conversion · Acquired 41,929 · Balance 42,439 F1: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On August 25, 2025, the trust referred to in the footnote (2) below converted shares of Class B common stock into an equal number of shares of Class A common stock. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16a-6(b). F2: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports beneficial ownership of all the shares held by the Non-Exempt Marital Trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of her pecuniary interest therein. Row 3 · 2025-08-25 · Sale · Disposed 41,929 · Balance 510 F3: These shares were acquired by the issuer under the issuer's previously announced stock repurchase program in a privately negotiated transaction. F4: Pursuant to the terms of the privately negotiated issuer repurchase transaction, this price was based on a discount to the closing market price on August 21, 2025. F2: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports beneficial ownership of all the shares held by the Non-Exempt Marital Trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Butterfield GST Exempt Marital Trust | 210,047 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 210,047 F5: Shares held by the Stephen F. Butterfield GST Exempt Marital Trust, an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | Direct | 42,879 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 42,879 |
| Class B Common StockSEC Table I · non-derivative | IndirectBy corporation | 1,586,691 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,586,691 F6: Shares held by Union Financial Services, Inc. ("UFS"), of which the Butterfield GST Non-Exempt Marital Trust owns 50.0% of the outstanding capital stock and the Executive Chairman of the issuer owns the other 50.0% of the outstanding capital stock. The reporting person reports beneficial ownership of all the shares held by UFS, but disclaims beneficial ownership of the shares held by UFS except to the extent of her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 70,582 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 70,582 F7: Shares held by a GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 93,841 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 93,841 F8: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 100,000 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 100,000 F9: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 61,392 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 61,392 F10: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 75,640 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 75,640 F11: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 82,729 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 82,729 F12: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 61,309 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 61,309 F13: Shares held by a GRAT established by Stephen F. Butterfield on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy GRAT | 70,488 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 70,488 F14: Shares held by a separate GRAT established by Stephen F. Butterfield on December 18, 2015. The reporting person reports 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 her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy the Estate of Stephen F. Butterfield | 5 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 5 F15: Shares held by the Estate of Stephen F. Butterfield (the "Butterfield Estate"), for which the reporting person is the personal representative. The reporting person disclaims beneficial ownership of the shares held by the Butterfield Estate, except to the extent of her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy trust | 18,394 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 18,394 F16: Shares held by a trust for the benefit of the reporting person's daughter. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy trust | 18,394 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 18,394 F17: Shares held by a trust for the benefit of the reporting person's son. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy trust | 3,685 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 3,685 F19: Shares held by a Butterfield CLAT Post-Annuity Trust, of which the daughter of the reporting person is the beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy trust | 3,684 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 3,684 F20: Shares held by a separate Butterfield CLAT Post-Annuity Trust, of which the son of the reporting person is the beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy limited liability company | 136,636 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 136,636 F18: Shares held by a family limited liability company controlled by the reporting person. The reporting person disclaims beneficial ownership of the shares held by the limited liability company, except to the extent of her pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy the reporting person as UTMA custodian for daughter | 100 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 100 |
| Class B Common StockSEC Table I · non-derivative | IndirectBy the reporting person as UTMA custodian for son | 100 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On August 25, 2025, the trust referred to in the footnote (2) below converted shares of Class B common stock into an equal number of shares of Class A common stock. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16a-6(b).
F2: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports beneficial ownership of all the shares held by the Non-Exempt Marital Trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of her pecuniary interest therein.
F3: These shares were acquired by the issuer under the issuer's previously announced stock repurchase program in a privately negotiated transaction.
F4: Pursuant to the terms of the privately negotiated issuer repurchase transaction, this price was based on a discount to the closing market price on August 21, 2025.
F5: Shares held by the Stephen F. Butterfield GST Exempt Marital Trust, an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein.
F6: Shares held by Union Financial Services, Inc. ("UFS"), of which the Butterfield GST Non-Exempt Marital Trust owns 50.0% of the outstanding capital stock and the Executive Chairman of the issuer owns the other 50.0% of the outstanding capital stock. The reporting person reports beneficial ownership of all the shares held by UFS, but disclaims beneficial ownership of the shares held by UFS except to the extent of her pecuniary interest therein.
F7: Shares held by a GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F8: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F9: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F10: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F11: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F12: Shares held by a separate GRAT established by the reporting person on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F13: Shares held by a GRAT established by Stephen F. Butterfield on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F14: Shares held by a separate GRAT established by Stephen F. Butterfield on December 18, 2015. The reporting person reports 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 her pecuniary interest therein.
F15: Shares held by the Estate of Stephen F. Butterfield (the "Butterfield Estate"), for which the reporting person is the personal representative. The reporting person disclaims beneficial ownership of the shares held by the Butterfield Estate, except to the extent of her pecuniary interest therein.
F16: Shares held by a trust for the benefit of the reporting person's daughter.
F17: Shares held by a trust for the benefit of the reporting person's son.
F18: Shares held by a family limited liability company controlled by the reporting person. The reporting person disclaims beneficial ownership of the shares held by the limited liability company, except to the extent of her pecuniary interest therein.
F19: Shares held by a Butterfield CLAT Post-Annuity Trust, of which the daughter of the reporting person is the beneficiary.
F20: Shares held by a separate Butterfield CLAT Post-Annuity Trust, of which the son of the reporting person is the beneficiary.
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 |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 2, 2021 17:47 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 242 | $76.09 | $18,413.78 |
DisclosureSEC source: 0001437749-21-016383 · rdgdoc.xml · nonDerivative · entry 3 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 45,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.06 to $76.13, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:47 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 4,758 | $75.58 | $359,609.64 |
DisclosureSEC source: 0001437749-21-016383 · rdgdoc.xml · nonDerivative · entry 2 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 45,752 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.05 to $76.02, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 17:47 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 5,000 | $75.38 | $376,900.00 |
DisclosureSEC source: 0001437749-21-016383 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 50,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.04 to $75.94, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (5), (6) and (7) to this Form 4. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 17:46 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 205 | $77.20 | $15,826.00 |
DisclosureSEC source: 0001437749-21-015717 · rdgdoc.xml · nonDerivative · entry 5 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 55,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.16 to $77.24, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 17:46 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 4,795 | $76.55 | $367,057.25 |
DisclosureSEC source: 0001437749-21-015717 · rdgdoc.xml · nonDerivative · entry 4 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 55,715 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.14 to $77.09, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 24, 2021 Filed Jun 25, 2021 17:46 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 3,378 | $76.27 | $257,640.06 |
DisclosureSEC source: 0001437749-21-015717 · rdgdoc.xml · nonDerivative · entry 3 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 60,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.04 to $76.60, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 24, 2021 Filed Jun 25, 2021 17:46 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,622 | $75.67 | $122,736.74 |
DisclosureSEC source: 0001437749-21-015717 · rdgdoc.xml · nonDerivative · entry 2 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 63,888 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.04 to $76.03, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 17:46 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 5,000 | $75.66 | $378,300.00 |
DisclosureSEC source: 0001437749-21-015717 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 65,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.15 to $76.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (5), (6), (7) and (8) to this Form 4. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 437 | $75.31 | $32,910.47 |
DisclosureSEC source: 0001437749-21-015279 · rdgdoc.xml · nonDerivative · entry 6 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 70,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.07 to $75.78, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 18, 2021 Filed Jun 21, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 4,563 | $74.51 | $339,989.13 |
DisclosureSEC source: 0001437749-21-015279 · rdgdoc.xml · nonDerivative · entry 5 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 70,947 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.07 to $75.05, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 100 | $77.48 | $7,748.00 |
DisclosureSEC source: 0001437749-21-015279 · rdgdoc.xml · nonDerivative · entry 4 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 75,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 634 | $76.41 | $48,443.94 |
DisclosureSEC source: 0001437749-21-015279 · rdgdoc.xml · nonDerivative · entry 3 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 75,610 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.26 to $77.05, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 4,266 | $75.83 | $323,490.78 |
DisclosureSEC source: 0001437749-21-015279 · rdgdoc.xml · nonDerivative · entry 2 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 76,244 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.26 to $76.25, inclusive. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:21 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 5,000 | $76.41 | $382,050.00 |
DisclosureSEC source: 0001437749-21-015279 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 80,510 F1 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.04 to $76.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3), (5), (6), (7) and (8) to this Form 4. F4 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 2,176 | $77.17 | $167,921.92 |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 8 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 85,510 F3 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F4 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.89 to $77.62, inclusive. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 732 | $76.29 | $55,844.28 |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 7 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 87,686 F3 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F4 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.84 to $76.80, inclusive. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 544 | $75.26 | $40,941.44 |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 6 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 88,418 F3 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F4 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.82 to $75.81, inclusive. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,548 | $74.46 | $115,264.08 |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 5 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 88,962 F3 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F4 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.82 to $74.75, inclusive. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 5,000 | $74.63 | $373,150.00 |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 4 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 90,510 F3 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F4 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.24 to $74.95, inclusive. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 5,000 | $74.72 | $373,600.00 |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 3 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 95,510 F3 · kind: These shares were sold by the Butterfield GST Non-Exempt Marital Trust pursuant to a Rule 10b5-1 Trading Plan adopted by such trust on June 3, 2021 for purposes of meeting long-term estate planning and diversification objectives of such trust. F4 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders 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 shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.37 to $75.14, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (5), (6), (7), (8), (9) and (10) to this Form 4. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | ConversionClass A Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 2 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 100,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On June 9, 2021, the Stephen F. Butterfield GST Non-Exempt Marital Trust converted 100,000 shares of Class B common stock into 100,000 shares of Class A common stock. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16-6(b). F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 18:58 UTC | NELNET INC NNI · Entity 3982 | ConversionClass B Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-014637 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 407,370 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On June 9, 2021, the Stephen F. Butterfield GST Non-Exempt Marital Trust converted 100,000 shares of Class B common stock into 100,000 shares of Class A common stock. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16-6(b). F2 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| February 05, 2021 Filed Mar 12, 2021 16:39 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-005945 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,641 F1 · kind: This transaction involved a gift by the reporting person to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 6,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 12 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By CLAT Disclosed balance after: 38,291 F13 · balance_after: Shares held by a charitable lead annuity trust ("CLAT") established by Stephen F. Butterfield, of which CLAT the descendants of the reporting person are included as remainder beneficiaries, which number of shares reflects the gift distribution from the CLAT to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code of 6,672 shares on December 31, 2020, pursuant to the terms of the CLAT. 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 her pecuniary interest therein. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 46,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 11 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,041 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 46,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 10 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F12 · balance_after: Shares were held by a separate GRAT established by Stephen F. Butterfield on December 18, 2015. In connection with the expiration of the term of such trust on December 18, 2020, 46,449 shares were transferred to the reporting person by gift on December 31, 2020 pursuant to the terms of such trust. Prior to such transfer, 12,938 shares were transferred to the Butterfield Estate in the final annuity distribution on December 18, 2020, and continue to be reported in this Form 4 as indirectly owned by the Butterfield Estate. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 45,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 9 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,592 Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 45,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 8 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F11 · balance_after: Shares were held by a GRAT established by Stephen F. Butterfield on December 18, 2015. In connection with the expiration of the term of such trust on December 18, 2020, 45,205 shares were transferred to the reporting person by gift on December 31, 2020 pursuant to the terms of such trust. Prior to such transfer, 9,135 shares were transferred to the Estate of Stephen F. Butterfield (the "Butterfield Estate") in the final annuity distribution on December 18, 2020, and continue to be reported in this Form 4 as indirectly owned by the Butterfield Estate. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 9,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 7 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 18,394 F10 · shares: As part of the distribution on December 31, 2020 of shares from a separate GRAT established by the reporting person as discussed in footnote (8) above, 9,067 shares were distributed to a trust for the benefit of the reporting person's son. F7 · balance_after: Shares held by a trust for the benefit of the reporting person's son. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 9,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 6 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 18,394 F9 · shares: As part of the distribution on December 31, 2020 of shares from a separate GRAT established by the reporting person as discussed in footnote (8) above, 9,067 shares were distributed to a trust for the benefit of the reporting person's daughter. F5 · balance_after: Shares held by a trust for the benefit of the reporting person's daughter. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 45,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 5 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F8 · balance_after: Shares were held by a separate GRAT established by the reporting person on December 18, 2015. In connection with the expiration of the term of such trust on December 18, 2020, a total of 45,335 shares were transferred by gift on December 31, 2020 pursuant to the terms of such trust. Prior to such transfers, 9,017 shares were transferred to the reporting person in the final annuity distribution on December 18, 2020, and continue to be reported in this Form 4 as directly owned by the reporting person. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 9,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 4 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 9,327 F6 · shares: As part of the distribution on December 31, 2020 of shares from a GRAT established by the reporting person as discussed in footnote (3) above, 9,327 shares were distributed to a trust for the benefit of the reporting person's son. F7 · balance_after: Shares held by a trust for the benefit of the reporting person's son. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 9,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 3 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 9,327 F4 · shares: As part of the distribution on December 31, 2020 of shares from a GRAT established by the reporting person as discussed in footnote (3) above, 9,327 shares were distributed to a trust for the benefit of the reporting person's daughter. F5 · balance_after: Shares held by a trust for the benefit of the reporting person's daughter. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 46,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 2 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 F3 · balance_after: Shares were held by a GRAT established by the reporting person on December 18, 2015. In connection with the expiration of the term of such trust on December 18, 2020, a total of 46,637 shares were transferred by gift on December 31, 2020 pursuant to the terms of such trust. Prior to such transfers, 12,817 shares were transferred to the reporting person in the final annuity distribution on December 18, 2020, and continue to be reported in this Form 4 as directly owned by the reporting person. Read SEC document |
| November 02, 2020 Filed Jan 5, 2021 16:33 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 9,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-000124 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,387 F1 · kind: This transaction involved a gift by the reporting person to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code. F2 · balance_after: Reflects annuity distributions of a total of 34,191 shares to the reporting person on December 18, 2020 from grantor retained annuity trusts ("GRATs") established by the reporting person as discussed in footnotes (3), (8), and (18) through (22) below. Read SEC document |
| May 27, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 100,000 | $48.85 | $4,885,000.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 12 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F10 · shares: These shares were repurchased by the issuer in a privately negotiated transaction under the issuer's stock repurchase program that was separately approved by the issuer's Board of Directors and separately disclosed by the issuer in a Current Report on Form 8-K filed by the issuer on May 28, 2020. F11 · price: Pursuant to the terms of the privately negotiated issuer repurchase transaction, this price was based on a discount to the closing market price on May 27, 2020. Read SEC document |
| May 27, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | ConversionClass A Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 11 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · price: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On May 27, 2020, the reporting person converted 100,000 shares of Class B common stock into 100,000 shares of Class A common stock, immediately prior to the issuer's repurchase of such shares of Class A common stock as discussed in footnote (10) below. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16b-6(b). Read SEC document |
| May 27, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | ConversionClass B Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 10 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,562 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · price: Shares of the issuer's Class B common stock are convertible at a fixed one-for-one ratio into an equal number of shares of the issuer's Class A common stock at any time at the holder's option. On May 27, 2020, the reporting person converted 100,000 shares of Class B common stock into 100,000 shares of Class A common stock, immediately prior to the issuer's repurchase of such shares of Class A common stock as discussed in footnote (10) below. Such conversion of convertible common stock at a fixed ratio was exempt from Section 16(b) under Rule 16b-6(b). Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 9 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 510 F8 · shares: On May 20, 2020, the Butterfield Estate made a testamentary disposition of 510 shares of Class A common stock to the Butterfield GST Non-Exempt Marital Trust, which disposition from the Butterfield Estate and which acquisition by such trust was exempt from Section 16(b) under Rule 16b-5. The reporting person reports beneficial ownership of all the shares held by the Butterfield Estate and such trust, but disclaims beneficial ownership of the shares held by the Butterfield Estate and such trust except to the extent of her pecuniary interest therein. F3 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 8 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the Estate of Stephen F. Butterfield Disclosed balance after: 0 F8 · shares: On May 20, 2020, the Butterfield Estate made a testamentary disposition of 510 shares of Class A common stock to the Butterfield GST Non-Exempt Marital Trust, which disposition from the Butterfield Estate and which acquisition by such trust was exempt from Section 16(b) under Rule 16b-5. The reporting person reports beneficial ownership of all the shares held by the Butterfield Estate and such trust, but disclaims beneficial ownership of the shares held by the Butterfield Estate and such trust except to the extent of her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 793,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 7 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By corporation Disclosed balance after: 1,586,691 F6 · shares: All of the shares of the issuer underlying this transaction are and continue to be owned, without any change in the number thereof, by Union Financial Services, Inc. ("UFS"). This transaction, which was completed on May 20, 2020, reports the distribution by the Butterfield Family Trust, pursuant to the terms thereof, of its 50% ownership interest in UFS, which holds a total of 1,586,691 shares of the issuer's Class B common stock, to the Butterfield GST Non-Exempt Marital Trust. Such distribution by the Butterfield Family Trust and acquisition by the Butterfield GST Non-Exempt Marital Trust was exempt from Section 16(b) under Rule 16b-5. F7 · balance_after: Shares held by UFS, of which the Butterfield GST Non-Exempt Marital Trust owns 50.0% of the outstanding capital stock and the Executive Chairman of the issuer owns the other 50.0% of the outstanding capital stock. The reporting person reports beneficial ownership of all the shares held by UFS, but disclaims beneficial ownership of the shares held by UFS except to the extent of her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 793,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 6 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By corporation Disclosed balance after: 1,586,691 F6 · shares: All of the shares of the issuer underlying this transaction are and continue to be owned, without any change in the number thereof, by Union Financial Services, Inc. ("UFS"). This transaction, which was completed on May 20, 2020, reports the distribution by the Butterfield Family Trust, pursuant to the terms thereof, of its 50% ownership interest in UFS, which holds a total of 1,586,691 shares of the issuer's Class B common stock, to the Butterfield GST Non-Exempt Marital Trust. Such distribution by the Butterfield Family Trust and acquisition by the Butterfield GST Non-Exempt Marital Trust was exempt from Section 16(b) under Rule 16b-5. F7 · balance_after: Shares held by UFS, of which the Butterfield GST Non-Exempt Marital Trust owns 50.0% of the outstanding capital stock and the Executive Chairman of the issuer owns the other 50.0% of the outstanding capital stock. The reporting person reports beneficial ownership of all the shares held by UFS, but disclaims beneficial ownership of the shares held by UFS except to the extent of her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | OtherClass B Common Stock | 29,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 5 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Exempt Marital Trust Disclosed balance after: 210,047 F4 · shares: On May 20, 2020, the Estate of Stephen F. Butterfield (the "Butterfield Estate") made a testamentary disposition of 29,328 shares of Class B common stock to the Stephen F. Butterfield GST Exempt Marital Trust, which disposition from the Butterfield Estate and which acquisition by such trust was exempt from Section 16(b) under Rule 16b-5. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Exempt Marital Trust (the "Butterfield GST Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | OtherClass B Common Stock | 29,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 4 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the Estate of Stephen F. Butterfield Disclosed balance after: 5 F4 · shares: On May 20, 2020, the Estate of Stephen F. Butterfield (the "Butterfield Estate") made a testamentary disposition of 29,328 shares of Class B common stock to the Stephen F. Butterfield GST Exempt Marital Trust, which disposition from the Butterfield Estate and which acquisition by such trust was exempt from Section 16(b) under Rule 16b-5. F5 · balance_after: Shares held by the Butterfield Estate, for which the reporting person is the personal representative. The reporting person disclaims beneficial ownership of the shares held by the Butterfield Estate, except to the extend of her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 507,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 3 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Non-Exempt Marital Trust Disclosed balance after: 507,370 F1 · shares: On May 20, 2020, the Butterfield Family Trust, an estate planning trust for the family of Stephen F. Butterfield, distributed, pursuant to the terms thereof, 180,719 shares of Class B common stock to the Stephen F. Butterfield GST Exempt Marital Trust and 507,370 shares of Class B common stock to the Stephen F. Butterfield GST Non-Exempt Marital Trust, which trusts were established under the agreement for the Butterfield Family Trust. Such distributions by the Butterfield Family Trust and acquisitions by the Stephen F. Butterfield GST Exempt Marital Trust and the Stephen F. Butterfield GST Non-Exempt Marital Trust were exempt from Section 16(b) under Rule 16b-5. The reporting person reported beneficial ownership of all the shares held by the Butterfield Family Trust, but disclaimed beneficial ownership of the shares held by such trust except to the extent of her pecuniary interest therein. F3 · balance_after: Shares held by the Stephen F. Butterfield GST Non-Exempt Marital Trust (the "Butterfield GST Non-Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 180,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 2 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Butterfield GST Exempt Marital Trust Disclosed balance after: 180,719 F1 · shares: On May 20, 2020, the Butterfield Family Trust, an estate planning trust for the family of Stephen F. Butterfield, distributed, pursuant to the terms thereof, 180,719 shares of Class B common stock to the Stephen F. Butterfield GST Exempt Marital Trust and 507,370 shares of Class B common stock to the Stephen F. Butterfield GST Non-Exempt Marital Trust, which trusts were established under the agreement for the Butterfield Family Trust. Such distributions by the Butterfield Family Trust and acquisitions by the Stephen F. Butterfield GST Exempt Marital Trust and the Stephen F. Butterfield GST Non-Exempt Marital Trust were exempt from Section 16(b) under Rule 16b-5. The reporting person reported beneficial ownership of all the shares held by the Butterfield Family Trust, but disclaimed beneficial ownership of the shares held by such trust except to the extent of her pecuniary interest therein. F2 · balance_after: Shares held by the Stephen F. Butterfield GST Exempt Marital Trust (the "Butterfield GST Exempt Marital Trust"), an estate planning trust for the family of Stephen F. Butterfield. The reporting person reports 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 her pecuniary interest therein. Read SEC document |
| May 20, 2020 Filed May 29, 2020 16:09 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 688,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012055 · rdgdoc.xml · nonDerivative · entry 1 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the Butterfield Family Trust Disclosed balance after: 0 F1 · shares: On May 20, 2020, the Butterfield Family Trust, an estate planning trust for the family of Stephen F. Butterfield, distributed, pursuant to the terms thereof, 180,719 shares of Class B common stock to the Stephen F. Butterfield GST Exempt Marital Trust and 507,370 shares of Class B common stock to the Stephen F. Butterfield GST Non-Exempt Marital Trust, which trusts were established under the agreement for the Butterfield Family Trust. Such distributions by the Butterfield Family Trust and acquisitions by the Stephen F. Butterfield GST Exempt Marital Trust and the Stephen F. Butterfield GST Non-Exempt Marital Trust were exempt from Section 16(b) under Rule 16b-5. The reporting person reported beneficial ownership of all the shares held by the Butterfield Family Trust, but disclaimed beneficial ownership of the shares held by such trust except to the extent of her pecuniary interest therein. Read SEC document |
| December 31, 2019 Filed Mar 31, 2020 21:10 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 8,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-006701 · rdgdoc.xml · nonDerivative · entry 17 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By CLAT Disclosed balance after: 44,963 F19 · balance_after: Shares held by a CLAT established by Stephen F. Butterfield, of which CLAT the descendants of the reporting person are included as remainder beneficiaries, which reflects the charitable distribution of 8,032 shares from the CLAT on December 31, 2019 pursuant to the terms of the CLAT. 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 her pecuniary interest therein. Read SEC document |
| June 21, 2019 Filed Mar 31, 2020 21:10 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 13,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-006701 · rdgdoc.xml · nonDerivative · entry 16 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 13,534 F17 · shares: As part of the distribution of shares from the Stephen F. Butterfield Revocable Living Trust on June 21, 2019 as discussed in footnote (14) above, 13,534 shares were distributed to a separate trust established under the restated agreement for the Stephen F. Butterfield Revocable Living Trust for the benefit of the reporting person's son. F18 · balance_after: Shares held by a trust for the benefit of the reporting person's son established under the restated agreement for the Stephen F. Butterfield Revocable Living Trust. Read SEC document |
| June 21, 2019 Filed Mar 31, 2020 21:10 UTC | NELNET INC NNI · Entity 3982 | GiftClass B Common Stock | 13,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-006701 · rdgdoc.xml · nonDerivative · entry 15 Butterfield Shelby J · CIK 0001808121 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 13,533 F15 · shares: As part of the distribution of shares from the Stephen F. Butterfield Revocable Living Trust on June 21, 2019 as discussed in footnote (14) above, 13,533 shares were distributed to a separate trust established under the restated agreement for the Stephen F. Butterfield Revocable Living Trust for the benefit of the reporting person's daughter. F16 · balance_after: Shares held by a trust for the benefit of the reporting person's daughter established under the restated agreement for the Stephen F. Butterfield Revocable Living Trust. 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.