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Ryan Langston 2021 Family Trust

Disclosed activity across 1 company

Tapewire entity
107844
SEC CIK
0001849883

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Goosehead Insurance, Inc.GSHD · Entity 437010% owner · Member of 10% owner groupNovember 30, 2023December 01, 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 30, 2023 · Filed December 01, 2023

Jointly reported with Langston Patrick Ryan

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table I · non-derivativeDirect72,500 Reported balance After 2023-11-30 transaction · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · 2023-11-30 · Conversion · Disposed 9,387 · Balance 72,500

F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Class B Common StockSEC Table I · non-derivativeDirect5 Reported balance Holding disclosure · report date 2023-11-30 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 5

F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Patrick Ryan Langston, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, who is independently a reporting person of the issuer.

Class A Common StockSEC Table I · non-derivativeDirect9,387 Reported balance After 2023-11-30 transaction · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · 2023-11-30 · Conversion · Acquired 9,387 · Balance 9,387

F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Class A Common StockSEC Table I · non-derivativeDirect650 Reported balance After 2023-11-30 transaction · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · 2023-11-30 · Sale · Disposed 8,737 · Balance 650

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.49 to $73.21, 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Class A Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2023-11-30 transaction · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · 2023-11-30 · Sale · Disposed 650 · Balance 0

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.04, 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Class A Common StockSEC Table I · non-derivativeDirect5,000 Reported balance Holding disclosure · report date 2023-11-30 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 5,000

F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Patrick Ryan Langston, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, who is independently a reporting person of the issuer.

LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct72,500 Reported balance After 2023-11-30 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2023-11-30 · Conversion · Disposed 9,387 · Balance 72,500

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct5 Reported balance Holding disclosure · report date 2023-11-30 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · Balance 5

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.

F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Patrick Ryan Langston, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, who is independently a reporting person of the issuer.

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.49 to $73.21, 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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.04, 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.

F4: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Patrick Ryan Langston, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, who is independently a reporting person of the issuer.

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

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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
November 30, 2023 Filed Dec 1, 2023 17:46 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 9,387 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · derivative · entry 7

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 72,500

Underlying: Class A Common Stock · 9,387 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 650 $74.01 $48,106.50
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 4

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.04, 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 8,737 $72.79 $635,966.23
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 3

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 650

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.49 to $73.21, 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 9,387 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 2

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 9,387

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 9,387 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 1

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 72,500

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 513 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · derivative · entry 10

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 81,887

Underlying: Class A Common Stock · 513 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.

F3 · 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.

F3 · 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 513 $74.00 $37,962.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 6

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 513 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 5

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 513

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 513 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 4

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 81,887

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · derivative · entry 9

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 82,400

Underlying: Class A Common Stock · 100 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.

F3 · 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.

F3 · 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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $74.05 $7,405.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 3

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 2

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 100

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 1

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 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: 82,400

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 Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
January 26, 2021 Filed Feb 14, 2022 15:33 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftLLC Units in Goosehead Financial, LLC · Derivative 82,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000021 · wf-form5_164487076907343.xml · derivative · entry 2

Ryan Langston 2021 Family Trust · CIK 0001849883 · 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.

Read SEC document
January 26, 2021 Filed Feb 14, 2022 15:33 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftClass B Common Stock 82,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000021 · wf-form5_164487076907343.xml · nonDerivative · entry 1

Ryan Langston 2021 Family Trust · CIK 0001849883 · 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.