organization · Reporting owner
Lanni Romney Spousal Lifetime Access Trust
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | 10% owner · Member of 10% owner group | November 22, 2023 | November 27, 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.
Goosehead Insurance, Inc.
Report date November 22, 2023 · Filed November 27, 2023
Jointly reported with Romney Lanni
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 73,704 |
Reported balance
After 2023-11-22 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-11-22 · Conversion · Disposed 15,000 · Balance 73,704 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. |
| Class B Common StockSEC Table I · non-derivative | Direct | 180,291 |
Reported balance
Holding disclosure · report date 2023-11-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 180,291 F3: Reflects a reduction in shares due to a same-day sale by Lanni Romney, a separate reporting person and for which a separate Form 4 will be filed. F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Lanni Romney. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Last balance in matching sequence
After 2023-11-22 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2023-11-22 · Conversion · Acquired 15,000 · Balance 15,000 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. Row 3 · 2023-11-22 · Sale · Disposed 15,000 · Balance 0 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $72.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 73,704 |
Reported balance
After 2023-11-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-22 · Conversion · Disposed 15,000 · Balance 73,704 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 180,291 |
Reported balance
Holding disclosure · report date 2023-11-22 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 180,291 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3: Reflects a reduction in shares due to a same-day sale by Lanni Romney, a separate reporting person and for which a separate Form 4 will be filed. F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Lanni Romney. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $72.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F3: Reflects a reduction in shares due to a same-day sale by Lanni Romney, a separate reporting person and for which a separate Form 4 will be filed.
F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Lanni Romney.
F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.
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 |
|---|---|---|---|---|---|---|
| November 22, 2023 Filed Nov 27, 2023 18:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · derivative · entry 5 Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,704 Underlying: Class A Common Stock · 15,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 18:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 15,000 | $71.74 | $1,076,100.00 |
DisclosureSEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · nonDerivative · entry 3 Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $72.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 18:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · nonDerivative · entry 2 Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 18:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · nonDerivative · entry 1 Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,704 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust. 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.