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person · Reporting owner

Romney Lanni

Disclosed activity across 1 company

Tapewire entity
107951
SEC CIK
0001737762

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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 22, 2023November 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

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table I · non-derivativeDirect180,291 Reported balance After 2023-11-22 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2023-11-22 · Conversion · Disposed 15,000 · Balance 180,291

F1: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Class A Common StockSEC Table I · non-derivativeDirect0 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 rows

Row 2 · 2023-11-22 · Conversion · Acquired 15,000 · Balance 15,000

F1: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

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: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct180,291 Reported balance After 2023-11-22 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2023-11-22 · Conversion · Disposed 15,000 · Balance 180,291

F4: 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: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Class B Common StockSEC Table I · non-derivativeIndirectLanni Romney Spousal Lifetime Access Trust73,704 Reported balance Holding disclosure · report date 2023-11-22 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 73,704

F3: Reflects a reduction in shares due to a same-day sale by Lanni Romney Spousal Lifetime Access Trust, a separate reporting person and for which a separate Form 4 will be filed.

LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00IndirectLanni Romney Spousal Lifetime Access Trust73,704 Reported balance Holding disclosure · report date 2023-11-22 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · Balance 73,704

F4: 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 Spousal Lifetime Access Trust, a separate reporting person and for which a separate Form 4 will be filed.

Filing footnotes · ownership attribution and instrument terms

F1: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

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 Spousal Lifetime Access Trust, a separate reporting person and for which a separate Form 4 will be filed.

F4: 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 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
November 22, 2023 Filed Nov 27, 2023 23:16 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · derivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,291

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.

F4 · 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.

F4 · 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: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 15,000 $71.74 $1,076,100.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

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: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

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: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,291

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: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
September 20, 2023 Filed Sep 22, 2023 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 7,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000125 · wk-form4_1695417541.xml · derivative · entry 6

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,291

Underlying: Class A Common Stock · 7,500 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.

F4 · 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.

F4 · 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
September 20, 2023 Filed Sep 22, 2023 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,900 $76.94 $146,186.00
Disclosure

SEC source: 0001726978-23-000125 · wk-form4_1695417541.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.83 to $77.19, 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.

Read SEC document
September 20, 2023 Filed Sep 22, 2023 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 5,600 $76.13 $426,328.00
Disclosure

SEC source: 0001726978-23-000125 · wk-form4_1695417541.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,900

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.53 to $76.48, 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.

Read SEC document
September 20, 2023 Filed Sep 22, 2023 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000125 · wk-form4_1695417541.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,500

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 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
September 20, 2023 Filed Sep 22, 2023 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000125 · wk-form4_1695417541.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,291

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 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
January 28, 2021 Filed Feb 14, 2022 20:32 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: 0001726978-22-000019 · wf-form5_164487073525413.xml · derivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Nathan Romney 2021 Family Trust

Disclosed balance after: 82,500

Underlying: Class A Common Stock · 82,500 shares

Expires not disclosed

F2 · 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.

F2 · 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 28, 2021 Filed Feb 14, 2022 20:32 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: 0001726978-22-000019 · wf-form5_164487073525413.xml · derivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,791

Underlying: Class A Common Stock · 82,500 shares

Expires not disclosed

F2 · 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.

F2 · 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 28, 2021 Filed Feb 14, 2022 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftClass A Common Stock 82,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000019 · wf-form5_164487073525413.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Nathan Romney 2021 Family Trust

Disclosed balance after: 82,500

F1 · kind: This transaction involved a gift by the reporting person to the Nathan Romney 2021 Family Trust.

Read SEC document
January 28, 2021 Filed Feb 14, 2022 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftClass B Common Stock 82,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000019 · wf-form5_164487073525413.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,791

F1 · kind: This transaction involved a gift by the reporting person to the Nathan Romney 2021 Family Trust.

Read SEC document
November 30, 2020 Filed Feb 12, 2021 21:11 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftLLC Units in Goosehead Financial, LLC · Derivative 88,704 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · derivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Lanni Romney Spousal Lifetime Access Trust

Disclosed balance after: 88,704

Underlying: Class A Common Stock · 88,704 shares

Expires not disclosed

F2 · 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.

F2 · 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
November 30, 2020 Filed Feb 12, 2021 21:11 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftClass B Common Stock 88,704 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Lanni Romney Spousal Lifetime Access Trust

Disclosed balance after: 88,704

Read SEC document
November 20, 2020 Filed Feb 12, 2021 21:11 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftLLC Units in Goosehead Financial, LLC · Derivative 88,709 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · derivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,286

Underlying: Class A Common Stock · 88,709 shares

Expires not disclosed

F2 · 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.

F2 · 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
November 20, 2020 Filed Feb 12, 2021 21:11 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 GiftClass B Common Stock 88,709 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,286

F1 · kind: This transaction involved a gift of securities by the reporting person to her husband who is not an affiliate or member of the Amended and Restated Voting Agreement dated September 18, 2020.

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 4,248 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · derivative · entry 7

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 374,000

Underlying: Class A Common Stock · 4,248 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.

F4 · 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.

F4 · 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
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 2,330 $81.65 $190,244.50
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 6

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

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 $81.19 to $82.02, 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.

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,400 $80.23 $112,322.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,330

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.18 to $81.16, 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.

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 418 $78.19 $32,683.42
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,730

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.68 to $78.57, 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.

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $76.64 $7,664.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,148

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 4,248 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,248

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.

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 4,248 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 374,000

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.

Read SEC document
July 07, 2020 Filed Jul 8, 2020 21:20 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,488 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000260 · wf-form4_159424322200945.xml · derivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 378,248

Underlying: Class A Common Stock · 3,488 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.

Read SEC document
July 07, 2020 Filed Jul 8, 2020 21:20 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 300 $77.47 $23,241.00
Disclosure

SEC source: 0001726978-20-000260 · wf-form4_159424322200945.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

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 $77.02 to $77.98, 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.

Read SEC document
July 07, 2020 Filed Jul 8, 2020 21:20 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,188 $76.32 $243,308.16
Disclosure

SEC source: 0001726978-20-000260 · wf-form4_159424322200945.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.94 to $76.70, 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.

Read SEC document
July 07, 2020 Filed Jul 8, 2020 21:20 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 3,488 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000260 · wf-form4_159424322200945.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,488

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.

Read SEC document
July 07, 2020 Filed Jul 8, 2020 21:20 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 3,488 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000260 · wf-form4_159424322200945.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 378,248

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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,729 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · derivative · entry 7

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,736

Underlying: Class A Common Stock · 3,729 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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 300 $79.43 $23,829.00
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · nonDerivative · entry 6

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.17 to $79.81, 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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 829 $78.27 $64,885.83
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · nonDerivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.01 to $78.67, 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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 700 $77.53 $54,271.00
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,129

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.97 to $77.94, 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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,900 $76.36 $145,084.00
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,829

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.93 to $76.84, 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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 3,729 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,729

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.

Read SEC document
July 06, 2020 Filed Jul 8, 2020 20:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 3,729 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000253 · wf-form4_159423957428708.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381,736

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.

Read SEC document
July 02, 2020 Filed Jul 6, 2020 21:01 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 1,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000248 · wf-form4_159406924202996.xml · derivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385,465

Underlying: Class A Common Stock · 1,200 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.

F2 · 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.

F2 · 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
July 02, 2020 Filed Jul 6, 2020 21:01 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,200 $75.71 $90,857.16
Disclosure

SEC source: 0001726978-20-000248 · wf-form4_159406924202996.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.30 to $76.28, 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.

Read SEC document
July 02, 2020 Filed Jul 6, 2020 21:01 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 1,200 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000248 · wf-form4_159406924202996.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

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.

Read SEC document
July 02, 2020 Filed Jul 6, 2020 21:01 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 1,200 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000248 · wf-form4_159406924202996.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385,465

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.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 21:39 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 2,335 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000247 · wf-form4_159372597266586.xml · derivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386,665

Underlying: Class A Common Stock · 2,335 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.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 21:39 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,300 $76.21 $99,073.00
Disclosure

SEC source: 0001726978-20-000247 · wf-form4_159372597266586.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

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 $76.00 to $76.41, 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.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 21:39 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,035 $75.56 $78,204.60
Disclosure

SEC source: 0001726978-20-000247 · wf-form4_159372597266586.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,300

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.89 to $75.89, 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.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 21:39 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 2,335 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000247 · wf-form4_159372597266586.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,335

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.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 21:39 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 2,335 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000247 · wf-form4_159372597266586.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386,665

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.

Read SEC document
May 18, 2020 Filed May 19, 2020 22:52 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 5,557 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000165 · wf-form4_158992874391736.xml · derivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 389,000

Underlying: Class A Common Stock · 5,557 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.

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

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