4//SEC Filing
MUHLEISEN ANGIE 4
Accession 0001008886-23-000188
CIK 0001258602other
Filed
Jul 24, 8:00 PM ET
Accepted
Jul 25, 4:49 PM ET
Size
41.4 KB
Accession
0001008886-23-000188
Insider Transaction Report
Form 4
NELNET INCNNI
MUHLEISEN ANGIE
10% Owner
Transactions
- Gift
Class A Common Stock
2023-07-21+12,477→ 24,633 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21−12,156→ 12,157 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21−12,157→ 0 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21+12,157→ 12,157 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21+12,156→ 12,156 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21−12,477→ 12,476 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21−12,476→ 0 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21+12,476→ 24,633 total(indirect: By Trust)
Holdings
- 276,000(indirect: By Trust)
Class A Common Stock
- 88,020(indirect: By Trust)
Class A Common Stock
- 43,505(indirect: By GRAT)
Class A Common Stock
- 35,866(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 958,919
Class A Common Stock
- 52,344
Class A Common Stock
- 39,065(indirect: By GRAT)
Class A Common Stock
- 28,993(indirect: By GRAT)
Class A Common Stock
- 37,489(indirect: By GRAT)
Class A Common Stock
- 39,708(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 1,205,526
Class A Common Stock
- 869,025(indirect: By adult daughter)
Class A Common Stock
- 276,000(indirect: By Trust)
Class A Common Stock
- 33,408(indirect: By GRAT)
Class A Common Stock
- 26,032(indirect: By GRAT)
Class A Common Stock
- 681,538(indirect: By adult son)
Class A Common Stock
- 88,010(indirect: By Trust)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
Muhleisen Dan D
10% Owner
Transactions
- Gift
Class A Common Stock
2023-07-21−12,477→ 12,476 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21−12,476→ 0 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21+12,476→ 24,633 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21−12,157→ 0 total(indirect: By GRAT) - Gift
Class A Common Stock
2023-07-21+12,156→ 12,156 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21+12,157→ 12,157 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21+12,477→ 24,633 total(indirect: By Trust) - Gift
Class A Common Stock
2023-07-21−12,156→ 12,157 total(indirect: By GRAT)
Holdings
- 958,919
Class A Common Stock
- 1,205,526
Class A Common Stock
- 52,344
Class A Common Stock
- 869,025(indirect: By adult daughter)
Class A Common Stock
- 276,000(indirect: By Trust)
Class A Common Stock
- 276,000(indirect: By Trust)
Class A Common Stock
- 88,020(indirect: By Trust)
Class A Common Stock
- 88,010(indirect: By Trust)
Class A Common Stock
- 39,065(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 43,505(indirect: By GRAT)
Class A Common Stock
- 33,408(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 50,000(indirect: By GRAT)
Class A Common Stock
- 35,866(indirect: By GRAT)
Class A Common Stock
- 681,538(indirect: By adult son)
Class A Common Stock
- 28,993(indirect: By GRAT)
Class A Common Stock
- 26,032(indirect: By GRAT)
Class A Common Stock
- 37,489(indirect: By GRAT)
Class A Common Stock
- 39,708(indirect: By GRAT)
Class A Common Stock
Footnotes (25)
- [F1]Shares were held by a Dan D. Muhleisen Grantor Retained Annuity Trust ("GRAT") dated 6/10/2020. In connection with the expiration of the term of the GRAT on 7/21/2023, 12,156 shares were transferred to a trust for the benefit of the reporting person's adult daughter as discussed in footnote (3) below. 10,103 shares were previously transferred to the reporting person in an annuity distribution on 6/12/2023, and continue to be reported in this Form 4 as directly owned.
- [F10]Shares gifted to and held by a Dynasty Trust established by the reporting persons in 2012, of which the adult daughter of the reporting persons is the initial beneficiary. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F11]Shares gifted to and held by a Dynasty Trust established by the reporting persons in 2012, of which the adult son of the reporting persons is the initial beneficiary. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F12]Shares held by the A. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons is the beneficiary. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F13]Shares held by the Jason D. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons is the beneficiary. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F14]Shares held by a separate Dan D. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Mr. Muhleisen of 5,886 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F15]Shares held by a separate Dan D. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Mr. Muhleisen of 5,662 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F16]Shares held by an Angela L. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 3,927 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F17]Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 3,776 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F18]Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 1,818 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F19]Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 856 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F2]Shares were held by a Dan D. Muhleisen GRAT dated 6/10/2020. In connection with the expiration of the term of the GRAT on 7/21/2023, 12,157 shares were transferred to a trust for the benefit of the reporting person's adult son as discussed in footnote (4) below.
- [F20]Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 1,115 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F21]Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 93 shares on 6/12/2023. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F22]Shares held by an Angela L. Muhleisen GRAT dated 11/29/2022. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F23]Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F24]Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F25]Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
- [F3]Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT FBO Alicia Muhleisen, of which an adult daughter of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all of 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.
- [F4]Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT FBO Jason Muhleisen, of which an adult son of the reporting person is the beneficiary. The reporting person continues to report beneficial ownership of all of 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.
- [F5]Shares were held by a separate Dan D. Muhleisen GRAT dated 6/10/2020. In connection with the expiration of the term of the GRAT on 7/21/2023, 12,477 shares were transferred to a trust for the benefit of the reporting person's adult daughter as discussed in footnote (3) above. 12,039 shares were previously transferred to the reporting person in an annuity distribution on 6/12/2023, and continue to be reported in this Form 4 as directly owned.
- [F6]Shares were held by a separate Dan D. Muhleisen GRAT dated 6/10/2020. In connection with the expiration of the term of the GRAT on 7/21/2023, 12,476 shares were transferred to a trust for the benefit of the reporting person's adult son as discussed in footnote (4) above.
- [F7]These shares are held by Angela L. Muhleisen, and the number of shares includes shares distributed to Ms. Muhleisen by GRATs as discussed in footnotes (16) through (21) below.
- [F8]These shares are held by Dan D. Muhleisen, and include shares distributed to Mr. Muhleisen by GRATs as discussed in footnotes (1) and (5) above and (14) and (15) below.
- [F9]These shares are held jointly by Angela L. Muhleisen and Dan D. Muhleisen.
Documents
Issuer
NELNET INC
CIK 0001258602
Entity typeother
Related Parties
1- filerCIK 0001269812
Filing Metadata
- Form type
- 4
- Filed
- Jul 24, 8:00 PM ET
- Accepted
- Jul 25, 4:49 PM ET
- Size
- 41.4 KB