0001437749-20-012895.txt : 20200611
0001437749-20-012895.hdr.sgml : 20200611
20200611161110
ACCESSION NUMBER: 0001437749-20-012895
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20200610
FILED AS OF DATE: 20200611
DATE AS OF CHANGE: 20200611
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Muhleisen Dan D
CENTRAL INDEX KEY: 0001754038
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-31924
FILM NUMBER: 20957279
MAIL ADDRESS:
STREET 1: 6321 DOECREEK CIRCLE
CITY: LINCOLN
STATE: NE
ZIP: 68516
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: MUHLEISEN ANGIE
CENTRAL INDEX KEY: 0001269812
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-31924
FILM NUMBER: 20957280
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
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: NELNET INC
CENTRAL INDEX KEY: 0001258602
STANDARD INDUSTRIAL CLASSIFICATION: PERSONAL CREDIT INSTITUTIONS [6141]
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
rdgdoc.xml
FORM 4
X0306
4
2020-06-10
0001258602
NELNET INC
NNI
0001269812
MUHLEISEN ANGIE
C/O FARMERS & MERCHANTS INVESTMENT INC.
6801 SOUTH 27TH STREET
LINCOLN
NE
68512
1
0001754038
Muhleisen Dan D
6321 DOECREEK CIRCLE
LINCOLN
NE
68516
1
Class A Common Stock
2020-06-10
5
G
0
10000
0
D
180109
D
Class A Common Stock
2020-06-10
5
G
0
10000
0
A
10000
I
By 2020 Dynasty Trust
Class A Common Stock
2020-06-10
5
G
0
10000
0
D
2097362
D
Class A Common Stock
2020-06-10
5
G
0
10000
0
A
10000
I
By 2020 Dynasty Trust
Class A Common Stock
52344
D
Class A Common Stock
692885
I
By adult daughter
Class A Common Stock
681538
I
By adult son
Class A Common Stock
276000
I
By Dynasty Trust
Class A Common Stock
276000
I
By Dynasty Trust
Class A Common Stock
88070
I
By trust
Class A Common Stock
88070
I
By trust
Class A Common Stock
88020
I
By trust
Class A Common Stock
88010
I
By trust
Class A Common Stock
60000
I
By GRAT
Class A Common Stock
60000
I
By GRAT
Class A Common Stock
60000
I
By GRAT
Class A Common Stock
60000
I
By GRAT
Class A Common Stock
40000
I
By GRAT
Class A Common Stock
40000
I
By GRAT
Class A Common Stock
40000
I
By GRAT
Class A Common Stock
40000
I
By GRAT
Class A Common Stock
40000
I
By GRAT
Class A Common Stock
40000
I
By GRAT
The shares involved in this transaction were gifted by Angela L. Muhleisen to 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.
These shares are held by Angela L. Muhleisen, and the number of shares reflects the change in the form of beneficial ownership of 240,000 shares on June 10, 2020 through the contribution of a total of 240,000 shares to grantor retained annuity trusts established by Ms. Muhleisen on June 10, 2020, as discussed in footnotes (18) through (23) and set forth in the line items corresponding thereto.
Shares gifted to and 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.
The shares involved in this transaction were gifted by Dan D. Muhleisen, who is the spouse of Angela L. Muhleisen, to 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.
These shares are held by Dan D. Muhleisen, and the number of shares reflects the change in the form of beneficial ownership of 240,000 shares on June 10, 2020 through the contribution of a total of 240,000 shares to grantor retained annuity trusts established by Mr. Muhleisen on June 10, 2020, as discussed in footnotes (14) through (17) and set forth in the line items corresponding thereto.
Shares gifted to and 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.
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 the Alicia L. Muhleisen Irrevocable Trust dated 8/29/2003, of which the 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 D. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the 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 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.
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.
On June 10, 2020, Dan D. Muhleisen contributed 60,000 shares to a Dan D. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Dan D. Muhleisen contributed 60,000 shares to a separate Dan D. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Dan D. Muhleisen contributed 60,000 shares to a separate Dan D. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Dan D. Muhleisen contributed 60,000 shares to a separate Dan D. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Angela L. Muhleisen contributed 40,000 shares to an Angela L. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Angela L. Muhleisen contributed 40,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Angela L. Muhleisen contributed 40,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Angela L. Muhleisen contributed 40,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Angela L. Muhleisen contributed 40,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 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.
On June 10, 2020, Angela L. Muhleisen contributed 40,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 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.
/s/ Audra Hoffschneider, Attorney-in-Fact for Angela L. Muhleisen
2020-06-11
/s/ Audra Hoffschneider, Attorney-in-Fact for Dan D. Muhleisen
2020-06-11