MUHLEISEN ANGIE 4

Accession 0001008886-23-000234

CIK 0001258602other

View on SEC.gov Company Profile

Filed

Nov 26, 7:00 PM ET

Accepted

Nov 27, 5:16 PM ET

Size

33.8 KB

Accession

0001008886-23-000234

Insider Transaction Report

Form 4

Period: 2023-11-22

NELNET INCNNI

MUHLEISEN ANGIE

10% Owner

Transactions

Gift
Class A Common Stock
2023-11-22−88,010→ 0 total(indirect: By Trust)
Gift
Class A Common Stock
2023-11-22+88,010→ 857,353 total(indirect: By adult son)
Gift
Class A Common Stock
2023-11-22+88,020→ 769,343 total(indirect: By adult son)
Gift
Class A Common Stock
2023-11-22−88,020→ 0 total(indirect: By Trust)

Holdings

Class A Common Stock
(indirect: By GRAT)
39,065
Class A Common Stock
(indirect: By GRAT)
28,993
Class A Common Stock
(indirect: By GRAT)
37,489
Class A Common Stock
(indirect: By GRAT)
39,708
Class A Common Stock
1,205,526
Class A Common Stock
(indirect: By Trust)
276,000
Class A Common Stock
(indirect: By GRAT)
26,032
Class A Common Stock
958,919
Class A Common Stock
(indirect: By GRAT)
35,866
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
(indirect: By Trust)
10,000
Class A Common Stock
(indirect: By Trust)
24,633
Class A Common Stock
(indirect: By Trust)
276,000
Class A Common Stock
(indirect: By GRAT)
43,505
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
52,344
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
(indirect: By Trust)
10,000
Class A Common Stock
(indirect: By adult daughter)
869,025
Class A Common Stock
(indirect: By GRAT)
33,408
Class A Common Stock
(indirect: By Trust)
24,633
Class A Common Stock
(indirect: By GRAT)
50,000

Muhleisen Dan D

10% Owner

Transactions

Gift
Class A Common Stock
2023-11-22−88,020→ 0 total(indirect: By Trust)
Gift
Class A Common Stock
2023-11-22+88,010→ 857,353 total(indirect: By adult son)
Gift
Class A Common Stock
2023-11-22+88,020→ 769,343 total(indirect: By adult son)
Gift
Class A Common Stock
2023-11-22−88,010→ 0 total(indirect: By Trust)

Holdings

Class A Common Stock
1,205,526
Class A Common Stock
(indirect: By GRAT)
35,866
Class A Common Stock
(indirect: By adult daughter)
869,025
Class A Common Stock
(indirect: By GRAT)
33,408
Class A Common Stock
(indirect: By Trust)
10,000
Class A Common Stock
958,919
Class A Common Stock
(indirect: By Trust)
276,000
Class A Common Stock
(indirect: By Trust)
24,633
Class A Common Stock
(indirect: By GRAT)
43,505
Class A Common Stock
(indirect: By GRAT)
26,032
Class A Common Stock
(indirect: By Trust)
24,633
Class A Common Stock
52,344
Class A Common Stock
(indirect: By Trust)
276,000
Class A Common Stock
(indirect: By GRAT)
39,065
Class A Common Stock
(indirect: By GRAT)
28,993
Class A Common Stock
(indirect: By GRAT)
37,489
Class A Common Stock
(indirect: By GRAT)
39,708
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
(indirect: By GRAT)
50,000
Class A Common Stock
(indirect: By Trust)
10,000

Footnotes (23)

[F1]Shares were held by the A. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons was the beneficiary. Pursuant to the terms of the trust, the shares held by the trust were transferred to the adult son of the reporting person.
[F10]Shares held by a Dan D. Muhleisen GRAT dated 6/10/2020. 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 held by a separate Dan D. Muhleisen GRAT dated 6/10/2020. 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 an Angela L. Muhleisen GRAT dated 6/10/2020. 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 a separate Angela L. Muhleisen GRAT dated 6/10/2020. 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 Angela L. Muhleisen GRAT dated 6/10/2020. 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 Angela L. Muhleisen GRAT dated 6/10/2020. 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 a separate Angela L. Muhleisen GRAT dated 6/10/2020. 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. 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 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.
[F19]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.
[F2]Shares were held by the Jason D. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons was the beneficiary. Pursuant to the terms of the trust, the shares held by the trust were transferred to the adult son of the reporting person.
[F20]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.
[F21]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.
[F22]Shares held by a Dynasty Trust established by Ms. Muhleisen in 2020, of which the adult daughter and the adult son of the reporting persons are the initial beneficiaries. 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 Dynasty Trust established by Mr. Muhleisen in 2020, of which the adult daughter and the adult son of the reporting persons are the initial beneficiaries. 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 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.
[F4]Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT FBO Jason Muhleisen, of which an 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.
[F5]These shares are held by Angela L. Muhleisen.
[F6]These shares are held by Dan D. Muhleisen.
[F7]These shares are held jointly by Angela L. Muhleisen and Dan D. Muhleisen.
[F8]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.
[F9]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.

Documents

1 file

4
form4.xmlPrimary

Issuer

NELNET INC

CIK 0001258602

→

Entity typeother

Related Parties

filerCIK 0001269812

Filing Metadata

Form type: 4
Filed: Nov 26, 7:00 PM ET
Accepted: Nov 27, 5:16 PM ET
Size: 33.8 KB

View on SEC.gov