0001008886-24-000089.txt : 20240312
0001008886-24-000089.hdr.sgml : 20240312
20240312173929
ACCESSION NUMBER: 0001008886-24-000089
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240310
FILED AS OF DATE: 20240312
DATE AS OF CHANGE: 20240312
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kruger James D
CENTRAL INDEX KEY: 0001593432
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-31924
FILM NUMBER: 24743638
MAIL ADDRESS:
STREET 1: 121 SOUTH 13TH STREET
STREET 2: SUITE 100
CITY: LINCOLN
STATE: NE
ZIP: 68508
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: NELNET INC
CENTRAL INDEX KEY: 0001258602
STANDARD INDUSTRIAL CLASSIFICATION: PERSONAL CREDIT INSTITUTIONS [6141]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 840748903
STATE OF INCORPORATION: NE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 121 SOUTH 13TH ST
STREET 2: STE 201
CITY: LINCOLN
STATE: NE
ZIP: 68508
BUSINESS PHONE: 402-458-2370
MAIL ADDRESS:
STREET 1: 121 SOUTH 13TH ST
STREET 2: STE 201
CITY: LINCOLN
STATE: NE
ZIP: 68508
4
1
form4.xml
X0508
4
2024-03-10
0001258602
NELNET INC
NNI
0001593432
Kruger James D
121 SOUTH 13TH STREET
SUITE 100
LINCOLN
NE
68508
true
Chief Financial Officer
false
Class A Common Stock
2024-03-10
4
F
0
791
88.63
D
53876
D
Class A Common Stock
2024-03-10
4
F
0
356
88.63
D
53520
D
Class A Common Stock
2024-03-10
4
F
0
322
88.63
D
53198
D
Class A Common Stock
11060
I
By GRAT
Class A Common Stock
11060
I
By GRAT
Class A Common Stock
10000
I
By Trust
Class A Common Stock
10000
I
By Trust
Class A Common Stock
10000
I
By Trust
Class A Common Stock
45192
I
By revocable trust
Class A Common Stock
45000
I
By revocable trust
Class A Common Stock
3940
I
By spouse
These shares were tax-withheld by the issuer to satisfy the reporting person's tax obligation resulting from the vesting of a previously reported grant of shares pursuant to Rule 16b-3(d).
Per share value assigned by the issuer to the tax withholding shares under the tax withholding arrangement, and based on the market closing price of the shares on March 8, 2024.
Includes 4,019 shares issued pursuant to the issuer's Employee Share Purchase Plan, which number of shares reflects the acquisition of a total of 276 shares under the issuer's Employee Share Purchase Plan since March 14, 2023. Also includes (i) 1,000 shares held jointly with spouse and (ii) shares distributed to the reporting person by a grantor retained annuity trust ("GRAT") as discussed in footnote (4) below.
Shares held by a GRAT established by the reporting person on September 1, 2021, which reflect an annuity distribution from the trust to the reporting person of 2,060 shares on September 1, 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.
Shares held by a GRAT established by the reporting person's spouse on September 1, 2021, which reflect an annuity distribution from the trust to the reporting person's spouse of 2,060 shares on September 1, 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.
Shares held by a trust for the benefit of an adult son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.
Shares held by a trust for the benefit of another adult son of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.
Shares held by a trust for the benefit of an adult daughter of the reporting person. The reporting person continues to report beneficial ownership of all the shares held by the trust, but disclaims beneficial ownership of the shares held by the trust except to the extent of his pecuniary interest therein.
Shares held by a revocable trust established by the reporting person, of which trust the reporting person is the sole trustee and sole lifetime beneficiary.
Shares held by a revocable trust established by the reporting person's spouse, of which trust the reporting person's spouse is the sole trustee and sole lifetime beneficiary.
Includes shares distributed to the reporting person's spouse by a GRAT as discussed in footnote (5) above.
/s/ Audra Hoffschneider, Attorney-in-Fact for James D. Kruger
2024-03-12