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 |
|---|---|---|---|---|---|---|
| July 05, 2019 Filed Jul 8, 2019 21:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 1,606 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000200 · wf-form4_156262241075735.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: 438,735 Underlying: Class A Common Stock · 1,606 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 05, 2019 Filed Jul 8, 2019 21:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 706 | $49.01 | $34,601.06 |
DisclosureSEC source: 0001726978-19-000200 · wf-form4_156262241075735.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 $48.52 to $49.25, 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 05, 2019 Filed Jul 8, 2019 21:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 900 | $47.88 | $43,092.00 |
DisclosureSEC source: 0001726978-19-000200 · wf-form4_156262241075735.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: 706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.44 to $48.40, 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 05, 2019 Filed Jul 8, 2019 21:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000200 · wf-form4_156262241075735.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: 1,606 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 05, 2019 Filed Jul 8, 2019 21:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000200 · wf-form4_156262241075735.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: 438,735 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 03, 2019 Filed Jul 5, 2019 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 708 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000199 · wf-form4_156235976942182.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: 440,341 Underlying: Class A Common Stock · 708 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 |
| July 03, 2019 Filed Jul 5, 2019 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 708 | $50.04 | $35,427.33 |
DisclosureSEC source: 0001726978-19-000199 · wf-form4_156235976942182.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 |
| July 03, 2019 Filed Jul 5, 2019 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000199 · wf-form4_156235976942182.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: 708 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 03, 2019 Filed Jul 5, 2019 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000199 · wf-form4_156235976942182.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: 440,341 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, 2019 Filed Jul 3, 2019 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 2,004 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000192 · wf-form4_156218605353493.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: 441,049 Underlying: Class A Common Stock · 2,004 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, 2019 Filed Jul 3, 2019 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,004 | $48.89 | $97,975.56 |
DisclosureSEC source: 0001726978-19-000192 · wf-form4_156218605353493.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 $48.34 to $49.33, 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, 2019 Filed Jul 3, 2019 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000192 · wf-form4_156218605353493.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: 2,004 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, 2019 Filed Jul 3, 2019 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000192 · wf-form4_156218605353493.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: 441,049 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, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 3,504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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: 443,053 Underlying: Class A Common Stock · 3,504 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 01, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $50.00 | $5,000.00 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,104 | $49.01 | $54,107.04 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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: 100 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.72 to $49.43, 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, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,800 | $48.13 | $86,634.00 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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: 1,204 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.56 to $48.49, 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 01, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 500 | $47.06 | $23,530.00 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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: 3,004 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.55 to $47.39, 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, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 3,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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: 3,504 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, 2019 Filed Jul 2, 2019 21:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 3,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000184 · wf-form4_156210365718480.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: 443,053 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 |
| June 03, 2019 Filed Jun 4, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 13,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000168 · wf-form4_155968284475553.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: 446,557 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 |
| June 03, 2019 Filed Jun 4, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,520 | $35.91 | $54,583.20 |
DisclosureSEC source: 0001726978-19-000168 · wf-form4_155968284475553.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 $35.62 to $36.54, 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 |
| June 03, 2019 Filed Jun 4, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 11,480 | $35.23 | $404,440.40 |
DisclosureSEC source: 0001726978-19-000168 · wf-form4_155968284475553.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: 1,520 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.59 to $35.56, 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 |
| June 03, 2019 Filed Jun 4, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000168 · wf-form4_155968284475553.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 |
| June 03, 2019 Filed Jun 4, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000168 · wf-form4_155968284475553.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: 446,557 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 01, 2019 Filed May 3, 2019 20:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 13,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000120 · wf-form4_155691471885281.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: 459,557 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. 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 |
| May 01, 2019 Filed May 3, 2019 20:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $30.47 | $6,094.00 |
DisclosureSEC source: 0001726978-19-000120 · wf-form4_155691471885281.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 |
| May 01, 2019 Filed May 3, 2019 20:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,800 | $29.58 | $378,624.00 |
DisclosureSEC source: 0001726978-19-000120 · wf-form4_155691471885281.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 $29.19 to $30.07, 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 |
| May 01, 2019 Filed May 3, 2019 20:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000120 · wf-form4_155691471885281.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 |
| May 01, 2019 Filed May 3, 2019 20:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000120 · wf-form4_155691471885281.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: 459,557 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 |
| April 01, 2019 Filed Apr 1, 2019 22:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 13,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000089 · wf-form4_155415763770679.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: 472,557 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. 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 |
| April 01, 2019 Filed Apr 1, 2019 22:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 13,000 | $27.18 | $353,395.90 |
DisclosureSEC source: 0001726978-19-000089 · wf-form4_155415763770679.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 $27.00 to $27.99, 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 |
| April 01, 2019 Filed Apr 1, 2019 22:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000089 · wf-form4_155415763770679.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 |
| April 01, 2019 Filed Apr 1, 2019 22:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000089 · wf-form4_155415763770679.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: 472,557 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 4,595 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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: 485,557 Underlying: Class A Common Stock · 4,595 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,595 | $29.01 | $133,288.54 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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 $28.53 to $30.43, 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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: 4,595 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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: 485,557 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock · Derivative | 8,405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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: 490,152 Underlying: Class A Common Stock · 8,405 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,405 | $30.66 | $257,735.12 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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 $29.76 to $31.65, 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 8,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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: 8,405 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 8,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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: 490,152 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.