0001008886-23-000243.txt : 20231220
0001008886-23-000243.hdr.sgml : 20231220
20231220170625
ACCESSION NUMBER: 0001008886-23-000243
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231218
FILED AS OF DATE: 20231220
DATE AS OF CHANGE: 20231220
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: MUHLEISEN ANGIE
CENTRAL INDEX KEY: 0001269812
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-31924
FILM NUMBER: 231502081
MAIL ADDRESS:
STREET 1: 3643 S 48TH STREET P O BOX 82535
CITY: LINCOLN
STATE: NE
ZIP: 68501-2535
FORMER NAME:
FORMER CONFORMED NAME: MULHEISEN ANGIE
DATE OF NAME CHANGE: 20031110
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Muhleisen Dan D
CENTRAL INDEX KEY: 0001754038
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-31924
FILM NUMBER: 231502080
MAIL ADDRESS:
STREET 1: 6321 DOECREEK CIRCLE
CITY: LINCOLN
STATE: NE
ZIP: 68516
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
2023-12-18
0001258602
NELNET INC
NNI
0001269812
MUHLEISEN ANGIE
C/O FARMERS & MERCHANTS INVESTMENT INC.
6801 SOUTH 27TH STREET
LINCOLN
NE
68512
true
0001754038
Muhleisen Dan D
6321 DOECREEK CIRCLE
LINCOLN
NE
68516
true
false
Class A Common Stock
2023-12-18
4
G
0
80500
0
D
909965
D
Class A Common Stock
24633
I
By trust
Class A Common Stock
24633
I
By trust
Class A Common Stock
1205526
D
Class A Common Stock
52344
D
Class A Common Stock
857353
I
By adult son
Class A Common Stock
869025
I
By adult daughter
Class A Common Stock
276000
I
By Dynasty Trust
Class A Common Stock
276000
I
By Dynasty Trust
Class A Common Stock
39065
I
By GRAT
Class A Common Stock
43505
I
By GRAT
Class A Common Stock
26032
I
By GRAT
Class A Common Stock
28993
I
By GRAT
Class A Common Stock
33408
I
By GRAT
Class A Common Stock
37489
I
By GRAT
Class A Common Stock
35866
I
By GRAT
Class A Common Stock
39708
I
By GRAT
Class A Common Stock
37004
I
By GRAT
Class A Common Stock
41239
I
By GRAT
Class A Common Stock
42911
I
By GRAT
Class A Common Stock
47300
I
By GRAT
Class A Common Stock
10000
I
By 2020 Dynasty Trust
Class A Common Stock
10000
I
By 2020 Dynasty Trust
These shares are held by Angela L. Muhleisen, and the number of shares includes shares distributed to Ms. Muhleisen by Grantor Retained Annuity Trust ("GRAT") as discussed in footnotes (16) through (19) below.
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.
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.
These shares are held by Dan D. Muhleisen.
These shares are held jointly by Angela L. Muhleisen and Dan D. Muhleisen.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Shares held by an Angela L. Muhleisen GRAT dated 11/29/2022, which reflect an annuity distribution from the trust to Ms. Muhleisen of 12,996 shares on 11/29/2023. 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.
Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022, which reflect an annuity distribution from the trust to Ms. Muhleisen of 8,761 shares on 11/29/2023. 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.
Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022, which reflect an annuity distribution from the trust to Ms. Muhleisen of 7,089 shares on 11/29/2023. 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.
Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022, which reflect an annuity distribution from the trust to Ms. Muhleisen of 2,700 shares on 11/29/2023. 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.
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.
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.
/s/ Audra Hoffschneider, Attorney-in-Fact for Angela L. Muhleisen
2023-12-20
/s/ Audra Hoffschneider, Attorney-in-Fact for Dan D. Muhleisen
2023-12-20