HEIMES TERRY J 4
4 · NELNET INC · Filed Apr 1, 2024
Insider Transaction Report
Form 4
NELNET INCNNI
HEIMES TERRY J
Chief Operating Officer
Transactions
- Gift
Class A Common Stock
2024-03-28+1,210→ 7,420 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28+1,210→ 6,210 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28+1,210→ 6,210 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28+1,210→ 6,210 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28−4,840→ 0 total(indirect: By GRAT) - Gift
Class A Common Stock
2024-03-28+1,210→ 7,420 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28+1,210→ 7,420 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28+1,210→ 7,420 total(indirect: By Trust) - Gift
Class A Common Stock
2024-03-28−4,840→ 0 total(indirect: By GRAT) - Gift
Class A Common Stock
2024-03-28+1,210→ 6,210 total(indirect: By Trust)
Holdings
- 5,247(indirect: By Spouse)
Class A Common Stock
- 27,694
Class A Common Stock
- 130,329(indirect: By Trust)
Class A Common Stock
- 50,000(indirect: By Trust)
Class A Common Stock
Footnotes (10)
- [F1]Represents the transfer of shares upon the termination of a grantor retained annuity trust ("GRAT") established by the reporting person on March 11, 2020 (the "Reporting Person GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) below.
- [F10]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.
- [F2]The number of shares reflects an annuity distribution from the Reporting Person GRAT to the reporting person of 1,630 shares on March 15, 2024.
- [F3]Shares held by a trust for the benefit of a 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.
- [F4]Shares held by a trust for the benefit of another 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.
- [F5]Shares held by a trust for the benefit of another 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.
- [F6]Shares held by a trust for the benefit of the 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.
- [F7]Represents the transfer of shares upon the termination of a GRAT established by the reporting person's spouse on March 11, 2020 (the "Spouse GRAT"). The shares were transferred to the trusts described in footnotes (3) through (6) above.
- [F8]The number of shares reflects an annuity distribution from the Spouse GRAT to the reporting person's spouse of 1,630 shares on March 15, 2024.
- [F9]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.