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Muhleisen Dan D

Disclosed activity across 1 company

Tapewire entity
96004
SEC CIK
0001754038

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
NELNET INCNNI · Entity 398210% ownerDecember 18, 2023December 20, 2023

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 December 18, 2023 · Filed December 20, 2023

Jointly reported with MUHLEISEN ANGIE

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect909,965 Reported balance After 2023-12-18 transaction · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · 2023-12-18 · Gift · Disposed 80,500 · Balance 909,965

F1: 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.

Class A Common StockSEC Table I · non-derivativeDirect1,205,526 Reported balance Holding disclosure · report date 2023-12-18 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 1,205,526

F4: These shares are held by Dan D. Muhleisen.

Class A Common StockSEC Table I · non-derivativeDirect52,344 Reported balance Holding disclosure · report date 2023-12-18 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 52,344

F5: These shares are held jointly by Angela L. Muhleisen and Dan D. Muhleisen.

Class A Common StockSEC Table I · non-derivativeIndirectBy trust24,633 Reported balance Holding disclosure · report date 2023-12-18 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 24,633

F2: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy trust24,633 Reported balance Holding disclosure · report date 2023-12-18 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 24,633

F3: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy adult son857,353 Reported balance Holding disclosure · report date 2023-12-18 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 857,353

Class A Common StockSEC Table I · non-derivativeIndirectBy adult daughter869,025 Reported balance Holding disclosure · report date 2023-12-18 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 869,025

Class A Common StockSEC Table I · non-derivativeIndirectBy Dynasty Trust276,000 Reported balance Holding disclosure · report date 2023-12-18 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 276,000

F6: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy Dynasty Trust276,000 Reported balance Holding disclosure · report date 2023-12-18 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 276,000

F7: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT39,065 Reported balance Holding disclosure · report date 2023-12-18 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 10 · Balance 39,065

F8: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT43,505 Reported balance Holding disclosure · report date 2023-12-18 · row 11 Holding and transaction disclosures are not merged.
1 source row

Row 11 · Balance 43,505

F9: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT26,032 Reported balance Holding disclosure · report date 2023-12-18 · row 12 Holding and transaction disclosures are not merged.
1 source row

Row 12 · Balance 26,032

F10: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT28,993 Reported balance Holding disclosure · report date 2023-12-18 · row 13 Holding and transaction disclosures are not merged.
1 source row

Row 13 · Balance 28,993

F11: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT33,408 Reported balance Holding disclosure · report date 2023-12-18 · row 14 Holding and transaction disclosures are not merged.
1 source row

Row 14 · Balance 33,408

F12: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT37,489 Reported balance Holding disclosure · report date 2023-12-18 · row 15 Holding and transaction disclosures are not merged.
1 source row

Row 15 · Balance 37,489

F13: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT35,866 Reported balance Holding disclosure · report date 2023-12-18 · row 16 Holding and transaction disclosures are not merged.
1 source row

Row 16 · Balance 35,866

F14: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT39,708 Reported balance Holding disclosure · report date 2023-12-18 · row 17 Holding and transaction disclosures are not merged.
1 source row

Row 17 · Balance 39,708

F15: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT37,004 Reported balance Holding disclosure · report date 2023-12-18 · row 18 Holding and transaction disclosures are not merged.
1 source row

Row 18 · Balance 37,004

F16: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT41,239 Reported balance Holding disclosure · report date 2023-12-18 · row 19 Holding and transaction disclosures are not merged.
1 source row

Row 19 · Balance 41,239

F17: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT42,911 Reported balance Holding disclosure · report date 2023-12-18 · row 20 Holding and transaction disclosures are not merged.
1 source row

Row 20 · Balance 42,911

F18: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy GRAT47,300 Reported balance Holding disclosure · report date 2023-12-18 · row 21 Holding and transaction disclosures are not merged.
1 source row

Row 21 · Balance 47,300

F19: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy 2020 Dynasty Trust10,000 Reported balance Holding disclosure · report date 2023-12-18 · row 22 Holding and transaction disclosures are not merged.
1 source row

Row 22 · Balance 10,000

F20: 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.

Class A Common StockSEC Table I · non-derivativeIndirectBy 2020 Dynasty Trust10,000 Reported balance Holding disclosure · report date 2023-12-18 · row 23 Holding and transaction disclosures are not merged.
1 source row

Row 23 · Balance 10,000

F21: 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.

Filing footnotes · ownership attribution and instrument terms

F1: 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.

F2: 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.

F3: 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.

F4: These shares are held by Dan D. Muhleisen.

F5: These shares are held jointly by Angela L. Muhleisen and Dan D. Muhleisen.

F6: 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.

F7: 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.

F8: 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.

F9: 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.

F10: 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.

F11: 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.

F12: 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.

F13: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.

F14: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.

F15: Shares held by a separate Angela L. Muhleisen GRAT dated 6/10/2020. The reporting persons continue to report beneficial ownership of all the shares held by the trust, but disclaim beneficial ownership of the shares held by the trust except to the extent of each such reporting person's pecuniary interest therein.

F16: Shares held by 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.

F17: 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.

F18: 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.

F19: 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.

F20: 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.

F21: 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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April 17, 2019 Filed Apr 17, 2019 16:24 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $57.93 $57,930.00
Disclosure

SEC source: 0001437749-19-007416 · 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: 682,538

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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

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
March 20, 2019 Filed Mar 20, 2019 16:24 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $55.57 $55,570.00
Disclosure

SEC source: 0001437749-19-005354 · 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: 683,538

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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

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
February 20, 2019 Filed Feb 20, 2019 16:17 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $53.90 $53,900.00
Disclosure

SEC source: 0001437749-19-002944 · 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: 684,538

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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

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
January 16, 2019 Filed Jan 17, 2019 17:27 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $53.59 $53,585.00
Disclosure

SEC source: 0001437749-19-000995 · 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: 685,538

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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

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
December 19, 2018 Filed Dec 20, 2018 16:33 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $50.00 $50,000.00
Disclosure

SEC source: 0001437749-18-022384 · 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: 686,538

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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

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.

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November 21, 2018 Filed Nov 21, 2018 17:47 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $52.06 $52,060.00
Disclosure

SEC source: 0001437749-18-021218 · 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 adult son

Disclosed balance after: 687,538

F5 · 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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

F6 · 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.

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November 19, 2018 Filed Nov 21, 2018 17:47 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 173,830 $0.00 $0.00
Disclosure

SEC source: 0001437749-18-021218 · 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 son

Disclosed balance after: 688,538

F1 · kind: On November 19, 2018, the Jason D. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons is the beneficiary, distributed 86,920 shares to the adult son of the reporting persons pursuant to the terms of the trust.

F3 · kind: On November 19, 2018, the A. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons is the beneficiary, distributed 86,910 shares to the adult son of the reporting persons pursuant to the terms of the trust.

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November 19, 2018 Filed Nov 21, 2018 17:47 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 86,910 $0.00 $0.00
Disclosure

SEC source: 0001437749-18-021218 · 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: 88,020

F3 · kind: On November 19, 2018, the A. Muhleisen Post-Annuity Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons is the beneficiary, distributed 86,910 shares to the adult son of the reporting persons pursuant to the terms of the trust.

F4 · balance_after: 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.

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November 19, 2018 Filed Nov 21, 2018 17:47 UTC NELNET INC NNI · Entity 3982 GiftClass A Common Stock 86,920 $0.00 $0.00
Disclosure

SEC source: 0001437749-18-021218 · 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: 88,010

F1 · kind: On November 19, 2018, the Jason D. Muhleisen Irrevocable Trust dated 8/29/2003, of which the adult son of the reporting persons is the beneficiary, distributed 86,920 shares to the adult son of the reporting persons pursuant to the terms of the trust.

F2 · balance_after: 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.

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October 17, 2018 Filed Oct 18, 2018 18:09 UTC NELNET INC NNI · Entity 3982 SaleClass A Common Stock 1,000 $56.42 $56,420.00
Disclosure

SEC source: 0001437749-18-018463 · 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: 514,708

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 provides for sales of shares of the issuer's Class A Common Stock, subject to limit price provisions and an expiration date. To the extent any future sales occur pursuant to the Plan, such sales will be publicly disclosed in Form 4 filings with the Securities and Exchange Commission.

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.