0001437749-22-029611.txt : 20221222
0001437749-22-029611.hdr.sgml : 20221222
20221222162751
ACCESSION NUMBER: 0001437749-22-029611
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20220923
FILED AS OF DATE: 20221222
DATE AS OF CHANGE: 20221222
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: 221482277
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
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-31924
FILM NUMBER: 221482276
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]
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
2022-09-23
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
2022-09-23
5
G
0
88070
0
D
0
I
By trust
Class A Common Stock
2022-09-23
5
G
0
88070
0
D
0
I
By trust
Class A Common Stock
2022-09-23
5
G
0
176140
0
A
869025
I
By adult daughter
Class A Common Stock
947334
D
Class A Common Stock
1171836
D
Class A Common Stock
52344
D
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
88020
I
By trust
Class A Common Stock
88010
I
By trust
Class A Common Stock
44951
I
By GRAT
Class A Common Stock
49167
I
By GRAT
Class A Common Stock
34416
I
By GRAT
Class A Common Stock
36992
I
By GRAT
Class A Common Stock
29959
I
By GRAT
Class A Common Stock
32769
I
By GRAT
Class A Common Stock
35226
I
By GRAT
Class A Common Stock
38345
I
By GRAT
Class A Common Stock
36981
I
By GRAT
Class A Common Stock
39801
I
By GRAT
Class A Common Stock
50000
I
By GRAT
Class A Common Stock
50000
I
By GRAT
Class A Common Stock
50000
I
By GRAT
Class A Common Stock
50000
I
By GRAT
Class A Common Stock
10000
I
By 2020 Dynasty Trust
Class A Common Stock
10000
I
By 2020 Dynasty Trust
On September 23, 2022, the Alicia L. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult daughter of the reporting persons was the beneficiary, distributed 88,070 shares to the adult daughter of the reporting persons pursuant to the terms of the trust.
The shares were held by the Alicia L. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult daughter of the reporting persons was the beneficiary. The reporting persons reported beneficial ownership of all the shares held by the trust, but disclaimed beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.
On September 23, 2022, the D. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult daughter of the reporting persons was the beneficiary, distributed 88,070 shares to the adult daughter of the reporting persons pursuant to the terms of the trust.
The shares were held by the D. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult daughter of the reporting persons was the beneficiary. The reporting persons reported beneficial ownership of all the shares held by the trust, but disclaimed 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 includes shares distributed to Ms. Muhleisen by grantor retained annuity trusts as discussed in footnotes (16) through (21) below, and also reflects the change in the form of beneficial ownership of 200,000 shares on November 29, 2022 through the contribution of a total of 200,000 shares to grantor retained annuity trusts established by Ms. Muhleisen on November 29, 2022, as discussed in footnotes (22) through (25) below and set forth in the line items corresponding thereto.
These shares are held by Dan D. Muhleisen, and include shares distributed to Mr. Muhleisen by grantor retained annuity trusts as discussed in footnotes (12) through (15) below.
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 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.
Shares held by a Dan D. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Mr. Muhleisen of 7,098 shares on June 10, 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.
Shares held by a separate Dan D. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Mr. Muhleisen of 5,617 shares on June 10, 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.
Shares held by a separate Dan D. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Mr. Muhleisen of 12,137 shares on June 10, 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.
Shares held by a separate Dan D. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Mr. Muhleisen of 11,990 shares on June 10, 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.
Shares held by an Angela L. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 4,734 shares on June 10, 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.
Shares held by a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 3,747 shares on June 10, 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.
Shares held by a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 2,215 shares on June 10, 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.
Shares held by a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 828 shares on June 10, 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.
Shares held by a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 1,376 shares on June 10, 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.
Shares held by a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated June 10, 2020, which reflect an annuity distribution from the trust to Ms. Muhleisen of 65 shares on June 10, 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.
On November 29, 2022, Angela L. Muhleisen contributed 50,000 shares to an Angela L. Muhleisen Grantor Retained Annuity Trust dated November 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.
On November 29, 2022, Angela L. Muhleisen contributed 50,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated November 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.
On November 29, 2022, Angela L. Muhleisen contributed 50,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated November 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.
On November 29, 2022, Angela L. Muhleisen contributed 50,000 shares to a separate Angela L. Muhleisen Grantor Retained Annuity Trust dated November 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.
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
2022-12-22
/s/ Audra Hoffschneider, Attorney-in-Fact for Dan D. Muhleisen
2022-12-22