Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NELNET INCNNI · Entity 3982 | 10% owner | August 18, 2025 | August 20, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NELNET INC
Report date August 18, 2025 · Filed August 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,191,180 |
Reported balance
After 2025-08-18 transaction · row 1
1 source rowRow 1 · 2025-08-18 · Gift · Disposed 11,699 · Balance 2,191,180 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 30,050 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,050 F1: Shares held by an Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 35,258 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 35,258 F2: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 33,831 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 33,831 F3: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 39,348 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 39,348 F4: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 26,810 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 26,810 F5: Shares held by an Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 32,980 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 32,980 F6: Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 37,425 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 37,425 F7: Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 44,825 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 44,825 F8: Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Dynasty Trust | 276,000 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 276,000 F9: Shares held by a Dynasty Trust established by Ms. Muhleisen and her deceased spouse, Dan D. Muhleisen, in 2012, of which the adult daughter of Ms. and Mr. Muhleisen is the initial beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Dynasty Trust | 276,000 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 276,000 F10: Shares held by a Dynasty Trust established by Ms. and Mr. Muhleisen in 2012, of which the adult son of Ms. and Mr. Muhleisen is the initial beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 2020 Dynasty Trust | 10,000 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 10,000 F11: Shares held by a Dynasty Trust established by Ms. Muhleisen in 2020, of which the adult daughter and the adult son of Ms. and Mr. Muhleisen are the initial beneficiaries. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 2020 Dynasty Trust | 10,000 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 10,000 F12: Shares held by a Dynasty Trust established by Mr. Muhleisen in 2020, of which the adult daughter and the adult son of Ms. and Mr. Muhleisen are the initial beneficiaries. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy trust | 72,482 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 72,482 F13: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which the adult daughter of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy trust | 72,483 |
Reported balance
Holding disclosure · report date 2025-08-18 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 72,483 F14: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which the adult son of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by an Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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.
F2: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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.
F3: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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 a separate Angela L. Muhleisen GRAT dated 6/10/2020. Ms. Muhleisen continues to report beneficial ownership of all 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 held by an Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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.
F6: Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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.
F7: Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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.
F8: Shares held by a separate Angela L. Muhleisen GRAT dated 11/29/2022. Ms. Muhleisen continues to report beneficial ownership of all 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.
F9: Shares held by a Dynasty Trust established by Ms. Muhleisen and her deceased spouse, Dan D. Muhleisen, in 2012, of which the adult daughter of Ms. and Mr. Muhleisen is the initial beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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.
F10: Shares held by a Dynasty Trust established by Ms. and Mr. Muhleisen in 2012, of which the adult son of Ms. and Mr. Muhleisen is the initial beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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.
F11: Shares held by a Dynasty Trust established by Ms. Muhleisen in 2020, of which the adult daughter and the adult son of Ms. and Mr. Muhleisen are the initial beneficiaries. Ms. Muhleisen continues to report beneficial ownership of all 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.
F12: Shares held by a Dynasty Trust established by Mr. Muhleisen in 2020, of which the adult daughter and the adult son of Ms. and Mr. Muhleisen are the initial beneficiaries. Ms. Muhleisen continues to report beneficial ownership of all 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.
F13: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which the adult daughter of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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.
F14: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which the adult son of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 18, 2025 Filed Aug 20, 2025 17:11 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 11,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000254 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,191,180 Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 9,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 14 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 72,483 F7 · kind: Represents the transfer of shares upon the termination of a separate Angela L. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. F4 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult son of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 9,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 13 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 72,482 F7 · kind: Represents the transfer of shares upon the termination of a separate Angela L. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. F3 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult daughter of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 19,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 12 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F7 · kind: Represents the transfer of shares upon the termination of a separate Angela L. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 9,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 11 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 62,687 F6 · kind: Represents the transfer of shares upon the termination of an Angela L. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. F4 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult son of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 9,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 10 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 62,687 F6 · kind: Represents the transfer of shares upon the termination of an Angela L. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. F3 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult daughter of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 18,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 9 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F6 · kind: Represents the transfer of shares upon the termination of an Angela L. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 14,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 8 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 53,341 F5 · kind: Represents the transfer of shares upon the termination of a separate Dan D. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. F4 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult son of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 14,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 7 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 53,341 F5 · kind: Represents the transfer of shares upon the termination of a separate Dan D. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. F3 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult daughter of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 29,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 6 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F5 · kind: Represents the transfer of shares upon the termination of a separate Dan D. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) above. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 14,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 5 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 38,651 F2 · kind: Represents the transfer of shares upon the termination of a Dan D. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) below. F4 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult son of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 14,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 4 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 38,652 F2 · kind: Represents the transfer of shares upon the termination of a Dan D. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) below. F3 · balance_after: Shares held by the Dan D. Muhleisen 2020 Post-Annuity GRAT, of which an adult daughter of Ms. and Mr. Muhleisen is the beneficiary. Ms. Muhleisen continues to report beneficial ownership of all 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 28,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 3 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F2 · kind: Represents the transfer of shares upon the termination of a Dan D. Muhleisen GRAT dated 6/10/2020 pursuant to its terms. The shares were transferred to the trusts described in footnotes (3) and (4) below. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock | 1,230,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,202,879 F1 · kind: Represents the transfer of shares from the estate of Dan D. Muhleisen (the "Estate") to Angela L. Muhleisen. Ms. Muhleisen reported beneficial ownership the shares held by the Estate while it was being administered, but disclaimed beneficial ownership of the shares held by the Estate except to the extent of her pecuniary interest therein. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 18:45 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock | 1,230,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000228 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Estate Disclosed balance after: 0 F1 · kind: Represents the transfer of shares from the estate of Dan D. Muhleisen (the "Estate") to Angela L. Muhleisen. Ms. Muhleisen reported beneficial ownership the shares held by the Estate while it was being administered, but disclaimed beneficial ownership of the shares held by the Estate except to the extent of her pecuniary interest therein. Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 16:27 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 41,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000218 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 972,199 F1 · balance_after: Shares held by Angela L. Muhleisen. The number of shares includes (i) shares distributed to Ms. Muhleisen by Grantor Retained Annuity Trust ("GRATs") as discussed in footnotes (7) through (16) below and (ii) 52,344 shares formerly held in a joint account with her deceased spouse, Dan D. Muhleisen. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 17:06 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 80,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000243 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 909,965 F1 · balance_after: 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. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 17:16 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 88,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 4 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By adult son Disclosed balance after: 857,353 F2 · kind: 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. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 17:16 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 88,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 3 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 0 F2 · kind: 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. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 17:16 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 88,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By adult son Disclosed balance after: 769,343 F1 · kind: 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. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 17:16 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 88,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000234 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 0 F1 · kind: 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. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:34 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000202 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By adult son Disclosed balance after: 681,323 Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 8 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 24,633 F4 · balance_after: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 7 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 24,633 F3 · balance_after: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 6 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F6 · kind: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 5 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 12,476 F5 · kind: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 4 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 12,157 F4 · balance_after: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 3 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 12,156 F3 · balance_after: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F2 · kind: 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. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 16:49 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 12,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-23-000188 · form4.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 12,157 F1 · kind: 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. Read SEC document |
| September 23, 2022 Filed Dec 22, 2022 16:27 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 176,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-029611 · rdgdoc.xml · nonDerivative · entry 3 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By adult daughter Disclosed balance after: 869,025 F1 · kind: 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. F3 · kind: 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. Read SEC document |
| September 23, 2022 Filed Dec 22, 2022 16:27 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 88,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-029611 · rdgdoc.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 0 F3 · kind: 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. F4 · balance_after: 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. Read SEC document |
| September 23, 2022 Filed Dec 22, 2022 16:27 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 88,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-029611 · rdgdoc.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 0 F1 · kind: 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. F2 · balance_after: 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. Read SEC document |
| October 26, 2021 Filed Dec 20, 2021 16:37 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 59,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-028975 · rdgdoc.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134,369 F1 · kind: This gift to a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code was effected pursuant to a Rule 10b5-1 plan that was entered into by Angela L. Muhleisen on September 13, 2021. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders of a company who are not in possession of material non-public information to establish pre-arranged plans to buy, sell, or otherwise transfer a specified number of shares of such company's stock. Once a plan is established, the significant shareholder does not retain or exercise any discretion over transfers of stock under the plan and the pre-planned transfers may be executed at later dates as set forth in the plan, without regard to any subsequent material non-public information related to the company that the significant shareholder may receive. F3 · balance_after: These shares are held by Angela L. Muhleisen. Read SEC document |
| June 16, 2021 Filed Jun 22, 2021 16:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-015399 · rdgdoc.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194,063 F1 · kind: On June 16, 2021, Dan D. Muhleisen gifted 1,000,000 shares to his spouse Angela L. Muhleisen. Such gift was made for estate planning purposes. F3 · balance_after: These shares are held by Angela L. Muhleisen, and include shares distributed to Ms. Muhleisen by grantor retained annuity trusts as discussed in footnotes (15) through (20) below. Read SEC document |
| June 16, 2021 Filed Jun 22, 2021 16:47 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-015399 · rdgdoc.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134,994 F1 · kind: On June 16, 2021, Dan D. Muhleisen gifted 1,000,000 shares to his spouse Angela L. Muhleisen. Such gift was made for estate planning purposes. F2 · balance_after: These shares are held by Dan D. Muhleisen, and include shares distributed to Mr. Muhleisen by grantor retained annuity trusts as discussed in footnotes (11) through (14) below. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 16:11 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012895 · rdgdoc.xml · nonDerivative · entry 4 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By 2020 Dynasty Trust Disclosed balance after: 10,000 F4 · kind: 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. F6 · balance_after: 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. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 16:11 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012895 · rdgdoc.xml · nonDerivative · entry 3 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097,362 F4 · kind: 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. F5 · balance_after: 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. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 16:11 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012895 · rdgdoc.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By 2020 Dynasty Trust Disclosed balance after: 10,000 F1 · kind: 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. F3 · balance_after: 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. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 16:11 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-012895 · rdgdoc.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,109 F1 · kind: 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. F2 · balance_after: 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. Read SEC document |
| June 17, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 85,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 9 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,109 F5 · kind: This gift was effected pursuant to a Rule 10b5-1 plan that was entered into by Angela L. Muhleisen on May 14, 2019. F6 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders of a company who are not in possession of material non-public information to establish pre-arranged plans to buy, sell, or otherwise transfer a specified number of shares of such company's stock. Once a plan is established, the significant shareholder does not retain or exercise any discretion over sales or other tranfers of stock under the plan and the pre-planned trades or other transfers may be executed at later dates as set forth in the plan, without regard to any subsequent material non-public information related to the company that the significant shareholder may receive. F1 · balance_after: These shares are held by Angela L. Muhleisen. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 8 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dynasty Trust Disclosed balance after: 276,000 F4 · balance_after: Shares gifted to and held by a Dynasty Trust, 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. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 7 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,347,362 F3 · balance_after: These shares are held by Dan D. Muhleisen, who is the spouse of Angela L. Muhleisen. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 6 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dynasty Trust Disclosed balance after: 225,500 F4 · balance_after: Shares gifted to and held by a Dynasty Trust, 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. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 5 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,639 F1 · balance_after: These shares are held by Angela L. Muhleisen. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 4 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dynasty Trust Disclosed balance after: 276,000 F2 · balance_after: Shares gifted to and held by a Dynasty Trust, 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. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 3 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,397,862 F3 · balance_after: These shares are held by Dan D. Muhleisen, who is the spouse of Angela L. Muhleisen. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 2 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Dynasty Trust Disclosed balance after: 225,500 F2 · balance_after: Shares gifted to and held by a Dynasty Trust, 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. Read SEC document |
| June 03, 2019 Filed Jun 25, 2019 16:42 UTC | NELNET INC NNI · Entity 3982 | GiftClass A Common Stock | 50,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-012702 · rdgdoc.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,139 F1 · balance_after: These shares are held by Angela L. Muhleisen. Read SEC document |
| May 15, 2019 Filed May 15, 2019 16:32 UTC | NELNET INC NNI · Entity 3982 | SaleClass A Common Stock | 1,000 | $61.06 | $61,060.00 |
DisclosureSEC source: 0001437749-19-010080 · rdgdoc.xml · nonDerivative · entry 1 MUHLEISEN ANGIE · CIK 0001269812 · 10% owner Muhleisen Dan D · CIK 0001754038 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By adult son Disclosed balance after: 681,538 F1 · kind: These shares were sold by the reporting persons' adult son pursuant to a Rule 10b5-1 Plan (the "Plan") entered into by the son on May 11, 2018, which provided for sales of shares of the issuer's Class A Common Stock. With the sale of the shares reported in this Form 4, the Plan has been completed and no future sales may occur pursuant to the Plan. F2 · kind: Rule 10b5-1, promulgated under the Securities Exchange Act of 1934, allows significant shareholders of a company and their family members who are not in possession of material non-public information to establish pre-arranged plans to buy or sell a specified number of shares of such company's stock. Once a plan is established, the significant shareholder or family member does not retain or exercise any discretion over sales of stock under the plan and the pre-planned trades may be executed at later dates as set forth in the plan, without regard to any subsequent material non-public information related to the company that the significant shareholder or family member may receive. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.