organization · Reporting owner
Nathan Romney 2021 Family 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 | December 31, 2021 | February 14, 2022 |
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 December 31, 2021 · Filed February 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 82,500 |
Reported balance
After 2021-01-28 transaction · row 1
1 source rowRow 1 · 2021-01-28 · Gift · Acquired 82,500 · Balance 82,500 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 82,500 |
Reported balance
After 2021-01-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-28 · Gift · Acquired 82,500 · Balance 82,500 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| January 28, 2021 Filed Feb 14, 2022 15:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000020 · wf-form5_164487074755177.xml · derivative · entry 2 Nathan Romney 2021 Family Trust · CIK 0001849869 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 Underlying: Class A Common Stock · 82,500 shares Expires not disclosed F1 · 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. F1 · 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 · derivative.underlying: 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. Read SEC document |
| January 28, 2021 Filed Feb 14, 2022 15:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 82,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000020 · wf-form5_164487074755177.xml · nonDerivative · entry 1 Nathan Romney 2021 Family Trust · CIK 0001849869 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 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.