信托之家，护航家族财富传承
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chinatrust.cn|信托之家
信托之家，护航家族财富传承
| 公司 | Nelnet NNI 美股 |
|---|---|
| 持有人 | Butterfield 家族（联合创始人 Jeff Butterfield 遗族） 联合创始人家族 |
| 受托人 | Butterfield 家族成员任共同受托人；WRCM 任投资顾问 |
| 信托名称 / 架构 | Butterfield GST Exempt Marital Trust / GST Non-Exempt Marital Trust（2020-05-22，遗产转移设立）、家族 GRATs、两只为 Ms. Butterfield 设立的不可撤销信托 |
| 信托设立辖区 | — |
| 披露比例 | 未披露/分层见原文 |
| 披露时点 | 2020-05-29 |
| 来源等级 | A |
| 来源原文 | SEC Schedule 13G/A（2020-05-29） |
| 申报日 | 类型 | 比例(见原文) | 信托表述（摘录） | 来源 |
|---|---|---|---|---|
| 2020-04-08 | SC 13G/A | 50%、11.1%、7.4% | Butterfield in 2015 as discussed below (ii) 688,089 shares of Class B common stock held by the Butterfield Family Trust, an estate planning trust for the family of Ste… | 原文 |
| 2020-04-08 | SC 13G/A | 50%、11.6%、7.6%、1.1% | ich number of shares reflects the transfer of a total of 778,089 shares of Class B common stock from the Butterfield Estate to the Butterfield Family Trust in March 20… | 原文 |
| 2020-05-29 | SC 13G/A | 50%、11%、7% | Butterfield, which reflects the distribution of such shares on May 20, 2020 to the Butterfield GST Non-Exempt Marital Trust from the Butterfield Family Trust pursuant … | 原文 |
| 2020-05-29 | SC 13D/A | 84.2%、81.4%、50%、48.6%、47.5%、43.8% | e issuer s stock held therein, including shares of the issuer s stock held by such trust indirectly through UFS, owns the remaining 50% of the outstanding capital stoc… | 原文 |
| 2020-06-11 | SC 13D/A | 84.2%、81.4%、50%、48.6%、47.5%、43.8% | ( F M ), as trustee for a grantor retained annuity trust ( GRAT ) established by Mr | 原文 |
| 2021-02-10 | SC 13G/A | 5.78%、5% | 原文 | |
| 2021-02-11 | SC 13G/A | 50%、11%、7.2% | Butterfield serves as a co-trustee and Whitetail Rock Capital Management, LLC ( WRCM ), a majority owned subsidiary of the issuer, serves as investment adviser with re… | 原文 |
| 2021-02-11 | SC 13G/A | 50%、47.5%、25% | tial beneficiaries (vi) a total of 352,170 shares of Class A common stock held in four separate irrevocable trusts for the benefit of the adult daughter and the adult … | 原文 |
| 2021-02-11 | SC 13G/A | 17.2% | tial beneficiaries (vi) a total of 352,170 shares of Class A common stock held in four separate irrevocable trusts for the benefit of the adult daughter and the adult … | 原文 |
| 2021-02-11 | SC 13G/A | 6.9% | 5 shares of Class A 2 common stock held by the reporting person's spouse (iii) a total of 71,180 shares of Class A common stock held by Union Bank as trustee for … | 原文 |
| 2021-02-11 | SC 13G/A | 50%、15.2% | Union Bank and Trust Company Trustee 2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) (b) 3) SEC Use Only 4) Citizenship or Place of Organiza… | 原文 |
| 2021-02-11 | SC 13G/A | 50%、23.9% | Butterfield GST Exempt Marital Trust (collectively, the Butterfield GST Marital Trusts ) and (x) four separate trusts for the benefit of children of Stephen F | 原文 |
| 2021-02-11 | SC 13D/A | 81.5%、50.4%、50%、49.2%、43.4%、15.5% | ( F M ), as trustee for the 2003 GRAT, which number of shares of Class B common stock reflects an annuity distribution on August 27, 2020 from the 2003 GRAT to Mr | 原文 |
| 2021-02-12 | SC 13G/A | 8.2%、5% | 原文 | |
| 2021-08-23 | SC 13D/A | 50%、42.1%、5.5%、5.4% | ( F M ), as trustee for a GRAT established by Mr | 原文 |
| 2021-11-17 | SC 13G | 6.89% | 原文 | |
| 2022-01-28 | SC 13G/A | 50%、22.6% | Butterfield GST Exempt Marital Trust (collectively, the Butterfield GST Marital Trusts ) and (x) two separate trusts for the benefit of children of Mr | 原文 |
| 2022-01-28 | SC 13G/A | 50%、15.1% | Union Bank and Trust Company Trustee 2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) (b) 3) SEC Use Only 4) Citizenship or Place of Organiza… | 原文 |
| 2022-01-28 | SC 13G/A | 6.8% | 965 shares of Class A common stock held by the reporting person's spouse (iii) a total of 71,180 shares of Class A common stock held by Union Bank as trustee for … | 原文 |
| 2022-01-28 | SC 13G/A | 13.5% | tial beneficiaries (vi) a total of 352,170 shares of Class A common stock held in four separate irrevocable trusts for the benefit of the adult daughter and the adult … | 原文 |
| 2022-01-28 | SC 13G/A | 50%、49.2%、24.7% | tial beneficiaries (vi) a total of 352,170 shares of Class A common stock held in four separate irrevocable trusts for the benefit of the adult daughter and the adult … | 原文 |
| 2022-01-28 | SC 13G/A | 50%、9.6%、6.2% | Butterfield serves as a co-trustee and Whitetail Rock Capital Management, LLC ( WRCM ), a majority owned subsidiary of the issuer, serves as investment adviser with re… | 原文 |
| 2022-01-28 | SC 13D/A | 50%、42.5%、5.5% | ( F M ), as trustee for the 2003 GRAT, which number of shares of Class B common stock reflects an annuity distribution on August 27, 2021 from the 2003 GRAT to Mr | 原文 |
| 2022-02-08 | SC 13G/A | 7.6%、5% | 原文 | |
| 2022-02-10 | SC 13G/A | 6.28%、5% | 原文 | |
| 2022-03-21 | SC 13D | 7.01% | 原文 | |
| 2023-02-09 | SC 13G/A | 5%、4.94% | 原文 | |
| 2023-02-10 | SC 13G/A | 8%、5% | 原文 | |
| 2023-02-13 | SC 13G/A | 50%、23.3% | Butterfield GST Exempt Marital Trust (collectively, the Butterfield GST Marital Trusts ) and (x) two separate trusts for the benefit of children of Mr | 原文 |
| 2023-02-13 | SC 13G/A | 50%、15.4% | Union Bank and Trust Company Trustee 2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) (b) 3) SEC Use Only 4) Citizenship or Place of Organiza… | 原文 |
| 2023-02-13 | SC 13G/A | 7% | 965 shares of Class A common stock held by the reporting person's spouse (iii) a total of 71,180 shares of Class A common stock held by Union Bank as trustee for … | 原文 |
| 2023-02-13 | SC 13G/A | 13.9% | 2 planning transfer of a total of 176,140 shares of Class A common stock to the adult daughter of the reporting person from two separate irrevocable trusts for her ben… | 原文 |
| 2023-02-13 | SC 13G/A | 50%、49.2%、25.3% | te planning transfer of a total of 176,140 shares of Class A common stock to the adult daughter of the reporting person from two separate irrevocable trusts for her be… | 原文 |
| 2023-02-13 | SC 13G/A | 50%、9.8%、6.3% | Butterfield serves as a co-trustee and Whitetail Rock Capital Management, LLC ( WRCM ), a majority owned subsidiary of the issuer, serves as investment adviser with re… | 原文 |
| 2023-02-13 | SC 13D/A | 50%、43.5%、5.7% | ( F M ), as trustee for the 2003 GRAT, which number of shares of Class B common stock reflects an annuity distribution on August 26, 2022 from the 2003 GRAT to Mr | 原文 |
| 2023-09-19 | SC 13D/A | 50%、42.1%、5.7%、5.6% | Dunlap in 2011, and three separate post annuity irrevocable trusts for the benefit of each of Mr | 原文 |
| 2024-02-09 | SC 13G/A | 7.8%、5% | 原文 | |
| 2024-02-13 | SC 13G/A | 50%、22.8% | Butterfield GST Exempt Marital Trust (collectively, the Butterfield GST Marital Trusts ) and (x) two separate trusts for the benefit of the children of Ms | 原文 |
| 2024-02-13 | SC 13G/A | 50%、14.3% | Union Bank and Trust Company Trustee 2) Check the Appropriate Box if a Member of a Group (See Instructions) (a) (b) 3) SEC Use Only 4) Citizenship or Place of Organiza… | 原文 |
| 2024-02-13 | SC 13G/A | 7.1% | 5 shares of Class A 2 common stock held by the reporting person's spouse (iii) a total of 71,180 shares of Class A common stock held by Union Bank as trustee for … | 原文 |
| 2024-02-13 | SC 13G/A | 14% | estate planning transfer of a total of 176,030 shares of Class A common stock to an adult child of the reporting person from two separate irrevocable trusts for the be… | 原文 |
| 2024-02-13 | SC 13G/A | 50%、49.2%、24.1% | estate planning transfer of a total of 176,030 shares of Class A common stock to an adult child of the reporting person from two separate irrevocable trusts for the be… | 原文 |
| 2024-02-13 | SC 13G/A | 50%、9.8%、6.3% | Butterfield serves as a co-trustee and Whitetail Rock Capital Management, LLC ( WRCM ), a majority owned subsidiary of the issuer, serves as investment adviser with re… | 原文 |
| 2024-02-13 | SC 13D/A | 50%、42.3%、5.7% | Dunlap in 2011, and three separate post annuity irrevocable trusts for the benefit of each of Mr | 原文 |
| 2024-11-18 | SC 13D/A | 50%、42.8%、5.9%、5.8% | Dunlap in 2011, and three separate post annuity irrevocable trusts for the benefit of each of Mr | 原文 |
