信托之家，护航家族财富传承
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chinatrust.cn|信托之家
信托之家，护航家族财富传承
| 公司 | Goosehead Insurance GSHD 美股 |
|---|---|
| 持有人 | Romney 家族（Lanni Elaine Romney Family Trust 等系列家族信托） 控股家族 |
| 受托人 | 家族成员及专业受托人（逐信托见申报表格） |
| 信托名称 / 架构 | Lanni Elaine Romney Family Trust 等 Romney 系列家族信托 |
| 信托设立辖区 | — |
| 披露比例 | 95.73% |
| 披露时点 | 2022-11-21 |
| 来源等级 | A |
| 来源原文 | SEC Schedule 13D/A（2022-11-21） |
| 申报日 | 类型 | 比例(见原文) | 信托表述（摘录） | 来源 |
|---|---|---|---|---|
| 2021-02-16 | SC 13G/A | 5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
| 2021-02-26 | SC 13D/A | 99.4%、85%、52.32%、51.99%、29.54%、5% | 32% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2021-05-20 | SC 13D/A | 99.38%、85%、51.75%、50.92%、28.43%、5% | 75% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2021-05-26 | SC 13D/A | 99.38%、85%、51.12%、50.29%、28.12%、5% | 12% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2021-06-14 | SC 13D/A | 89.08%、85%、47.11%、44.29%、29.1%、5.33% | 11% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2021-10-19 | SC 13D/A | 89.87%、85%、45.62%、43.28%、28.36%、5% | 62% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2021-11-19 | SC 13D/A | 89.79%、85%、44.79%、42.57%、27.9%、5% | 79% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2022-02-03 | SC 13G/A | 6.3%、5% | 原文 | |
| 2022-02-09 | SC 13G/A | 49%、4.968% | 原文 | |
| 2022-02-10 | SC 13G/A | 8.42%、5% | 原文 | |
| 2022-02-11 | SC 13G/A | 10.32%、8.79%、7.31% | 原文 | |
| 2022-02-11 | SC 13G | 8.9% | 原文 | |
| 2022-02-11 | SC 13G | 5.3% | 原文 | |
| 2022-02-11 | SC 13G | 5.8%、5% | 原文 | |
| 2022-06-06 | SC 13G/A | 11.6%、5% | 原文 | |
| 2022-08-04 | SC 13D/A | 89.14%、85%、44.03%、41.41%、26.84%、5% | 03% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2022-08-10 | SC 13G/A | 13.8%、11.21%、8.19% | 原文 | |
| 2022-08-18 | SC 13D/A | 89.84%、85%、42.89%、40.51%、25.92%、5% | 89% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2022-10-21 | SC 13D/A | 95.54%、85%、41.54%、40.34%、25.16%、5% | 54% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2022-11-21 | SC 13D/A | 95.73%、85%、40.31%、39.17%、24.26%、5% | 31% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2022-12-30 | SC 13G | 5% | 原文 | |
| 2023-02-07 | SC 13G/A | 6.7%、5% | 原文 | |
| 2023-02-09 | SC 13G/A | 8.52%、5% | 原文 | |
| 2023-02-10 | SC 13G/A | 12%、5% | 原文 | |
| 2023-02-13 | SC 13G/A | — | 原文 | |
| 2023-02-13 | SC 13G/A | 4.6% | 原文 | |
| 2023-02-13 | SC 13G | 8% | 原文 | |
| 2023-02-14 | SC 13G/A | 12.7%、9.75%、7.06% | 原文 | |
| 2023-03-09 | SC 13D/A | 97.06%、85%、39.11%、38.02%、22.95%、5% | 11% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2023-06-02 | SC 13D/A | 97%、85%、38.17%、37.02%、22.4%、5% | 17% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2023-06-15 | SC 13G | 4.62% | 原文 | |
| 2023-08-31 | SC 13D/A | 97.17%、85%、36.55%、35.53%、21.57%、5% | 55% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2023-09-07 | SC 13G/A | 14.5%、5% | 原文 | |
| 2023-11-24 | SC 13D/A | 97.1%、85%、35.73%、34.39%、20.74%、5% | 73% 14 Type of Reporting Person (See Instructions) IN, OO (Trustee) CUSIP No | 原文 |
| 2024-01-23 | SC 13G/A | 14.7%、5% | 原文 | |
| 2024-02-09 | SC 13G/A | 7.3%、5% | 原文 | |
| 2024-02-13 | SC 13G/A | 10.95%、8%、5.22% | 原文 | |
| 2024-02-13 | SC 13G/A | 9.69%、5% | 原文 | |
| 2024-03-21 | SC 13G | 5.05% | 原文 | |
| 2024-07-09 | SC 13G/A | 13.59%、10.29%、6.71% | 原文 | |
| 2024-08-09 | SC 13G/A | 11.3%、5% | 原文 | |
| 2024-08-12 | SC 13G/A | 10.44%、5% | 原文 | |
| 2024-11-13 | SC 13G/A | 7% | 原文 | |
| 2024-11-13 | SC 13G/A | 13.23%、9.97%、6.2% | 原文 | |
| 2024-11-14 | SC 13G | 6.9%、5% | accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from… | 原文 |
