Reported 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
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 180,291 |
Reported balance
After 2023-11-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-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: 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 $0.00 | Direct | 180,291 |
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 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-derivative | IndirectLanni Romney Spousal Lifetime Access Trust | 73,704 |
Reported balance
Holding disclosure · report date 2023-11-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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 $0.00 | IndirectLanni Romney Spousal Lifetime Access Trust | 73,704 |
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 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
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 |
|---|---|---|---|---|---|---|
| May 18, 2020 Filed May 19, 2020 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,557 | $60.00 | $333,420.00 |
DisclosureSEC source: 0001726978-20-000165 · wf-form4_158992874391736.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 Read SEC document |
| May 18, 2020 Filed May 19, 2020 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 5,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000165 · wf-form4_158992874391736.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: 5,557 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 | ConversionClass B Common Stock | 5,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000165 · wf-form4_158992874391736.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: 389,000 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.xml · derivative · entry 8 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,557 Underlying: Class A Common Stock · 8,277 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. F6 · 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. F6 · 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $44.27 | $8,854.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.xml · nonDerivative · entry 7 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.18 to $44.36, 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 877 | $43.51 | $38,158.27 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.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: 200 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.16 to $44.00, 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,400 | $42.41 | $101,784.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.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: 1,077 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.13 to $43.05, 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,300 | $41.73 | $179,439.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.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: 3,477 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.12 to $42.12, 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 500 | $40.35 | $20,175.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.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: 7,777 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.63, 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 8,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.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: 8,277 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 |
| October 02, 2019 Filed Oct 3, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 8,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000315 · wf-form4_157013852390717.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: 394,557 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.xml · derivative · entry 8 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,834 Underlying: Class A Common Stock · 4,723 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. F6 · 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. F6 · 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 214 | $49.10 | $10,507.40 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.xml · nonDerivative · entry 7 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.78 to $49.65, 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 309 | $47.69 | $14,736.21 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.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: 214 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.34 to $48.14, 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 900 | $46.66 | $41,994.00 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.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: 523 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.25 to $46.99, 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,300 | $45.61 | $59,293.00 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.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: 1,423 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.17 to $46.11, 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,000 | $44.78 | $89,560.00 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.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: 2,723 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.15 to $45.15, 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.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: 4,723 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 |
| October 01, 2019 Filed Oct 3, 2019 21:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000314 · wf-form4_157013803445531.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: 402,834 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 |
| September 03, 2019 Filed Sep 5, 2019 00:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 13,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000296 · wf-form4_156764413329866.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: 407,557 Underlying: Class A Common Stock · 13,000 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. 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 |
| September 03, 2019 Filed Sep 5, 2019 00:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 904 | $46.57 | $42,099.28 |
DisclosureSEC source: 0001726978-19-000296 · wf-form4_156764413329866.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 $46.52 to $46.68, 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 03, 2019 Filed Sep 5, 2019 00:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,096 | $46.24 | $559,319.04 |
DisclosureSEC source: 0001726978-19-000296 · wf-form4_156764413329866.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: 904 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.51 to $46.51, 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 03, 2019 Filed Sep 5, 2019 00:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000296 · wf-form4_156764413329866.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: 13,000 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 |
| September 03, 2019 Filed Sep 5, 2019 00:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000296 · wf-form4_156764413329866.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: 407,557 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 |
| August 02, 2019 Filed Aug 5, 2019 21:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 7,283 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000266 · wf-form4_156504196322099.xml · derivative · entry 6 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,557 Underlying: Class A Common Stock · 7,283 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 |
| August 02, 2019 Filed Aug 5, 2019 21:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 983 | $43.32 | $42,583.56 |
DisclosureSEC source: 0001726978-19-000266 · wf-form4_156504196322099.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: 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 $43.26 to $43.44, 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 |
| August 02, 2019 Filed Aug 5, 2019 21:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,700 | $42.30 | $114,210.00 |
DisclosureSEC source: 0001726978-19-000266 · wf-form4_156504196322099.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: 983 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.99 to $42.99, 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 |
| August 02, 2019 Filed Aug 5, 2019 21:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,600 | $41.47 | $149,292.00 |
DisclosureSEC source: 0001726978-19-000266 · wf-form4_156504196322099.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: 3,683 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.98 to $41.97, 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 |
| August 02, 2019 Filed Aug 5, 2019 21:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 7,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000266 · wf-form4_156504196322099.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: 7,283 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 |
| August 02, 2019 Filed Aug 5, 2019 21:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 7,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000266 · wf-form4_156504196322099.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: 420,557 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 |
| August 01, 2019 Filed Aug 2, 2019 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 5,717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 427,840 Underlying: Class A Common Stock · 5,717 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 |
| August 01, 2019 Filed Aug 2, 2019 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,800 | $45.60 | $218,880.00 |
DisclosureSEC source: 0001726978-19-000262 · wf-form4_156477779533358.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 $45.14 to $45.94, 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 |
| August 01, 2019 Filed Aug 2, 2019 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 917 | $44.69 | $40,980.73 |
DisclosureSEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 4,800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.13 to $45.12, 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 |
| August 01, 2019 Filed Aug 2, 2019 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 5,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 5,717 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 |
| August 01, 2019 Filed Aug 2, 2019 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 5,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 427,840 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 10, 2019 Filed Jul 11, 2019 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 1,417 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000223 · wf-form4_156288172773895.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: 433,557 Underlying: Class A Common Stock · 1,417 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 10, 2019 Filed Jul 11, 2019 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 817 | $47.06 | $38,448.02 |
DisclosureSEC source: 0001726978-19-000223 · wf-form4_156288172773895.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 $46.67 to $47.49, 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 10, 2019 Filed Jul 11, 2019 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $45.93 | $27,558.00 |
DisclosureSEC source: 0001726978-19-000223 · wf-form4_156288172773895.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: 817 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.48 to $46.44, 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 10, 2019 Filed Jul 11, 2019 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000223 · wf-form4_156288172773895.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: 1,417 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 10, 2019 Filed Jul 11, 2019 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000223 · wf-form4_156288172773895.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: 433,557 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 09, 2019 Filed Jul 10, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000215 · wf-form4_156279325490980.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: 434,974 Underlying: Class A Common Stock · 1,900 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 09, 2019 Filed Jul 10, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $48.28 | $9,656.00 |
DisclosureSEC source: 0001726978-19-000215 · wf-form4_156279325490980.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 $47.93 to $48.62, 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 09, 2019 Filed Jul 10, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,700 | $47.15 | $80,155.00 |
DisclosureSEC source: 0001726978-19-000215 · wf-form4_156279325490980.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: 200 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.88 to $47.88, 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 09, 2019 Filed Jul 10, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000215 · wf-form4_156279325490980.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: 1,900 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 09, 2019 Filed Jul 10, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000215 · wf-form4_156279325490980.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: 434,974 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, 2019 Filed Jul 9, 2019 20:44 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 1,861 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000209 · wf-form4_156270507271459.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: 436,874 Underlying: Class A Common Stock · 1,861 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 08, 2019 Filed Jul 9, 2019 20:44 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10 | $48.95 | $489.50 |
DisclosureSEC source: 0001726978-19-000209 · wf-form4_156270507271459.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 Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 20:44 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,851 | $48.28 | $89,366.28 |
DisclosureSEC source: 0001726978-19-000209 · wf-form4_156270507271459.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: 10 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.93 to $48.81, 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 08, 2019 Filed Jul 9, 2019 20:44 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000209 · wf-form4_156270507271459.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: 1,861 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, 2019 Filed Jul 9, 2019 20:44 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000209 · wf-form4_156270507271459.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: 436,874 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.