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 15, 2023 | November 16, 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 15, 2023 · Filed November 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 255,019 |
Reported balance
After 2023-11-15 transaction · row 1
1 source rowRow 1 · 2023-11-15 · Conversion · Disposed 3,500 · Balance 255,019 |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-15 transaction · row 4
3 source rows · reconciled sequenceRow 2 · 2023-11-15 · Conversion · Acquired 3,500 · Balance 3,500 Row 3 · 2023-11-15 · Sale · Disposed 1,982 · Balance 1,518 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.60 to $74.57, 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. Row 4 · 2023-11-15 · Sale · Disposed 1,518 · 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 $74.60 to $75.01, 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. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 255,019 |
Reported balance
After 2023-11-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-15 · Conversion · Disposed 3,500 · Balance 255,019 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.60 to $74.57, 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.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.60 to $75.01, 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: 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 |
|---|---|---|---|---|---|---|
| November 15, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 380 | $144.54 | $54,925.20 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 8 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.03 to $144.87, 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 |
| November 15, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 700 | $143.50 | $100,450.00 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 7 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $143.02 to $143.96, 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 |
| November 15, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,652 | $142.20 | $661,514.40 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 6 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.00 to $142.96, 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 |
| November 15, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 5 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,052 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 |
| November 15, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,661 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 |
| November 12, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · derivative · entry 20 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,713 Underlying: Class A Common Stock · 7,431 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. F13 · 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. F13 · 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 12, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,431 | $146.01 | $1,085,000.31 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 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 $146.00 to $146.06, 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 |
| November 12, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 7,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,431 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 |
| November 12, 2021 Filed Nov 16, 2021 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 7,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,713 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 04, 2021 Filed May 5, 2021 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,144 Underlying: Class A Common Stock · 1,000 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 04, 2021 Filed May 5, 2021 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,000 | $101.93 | $101,931.50 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 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 $101.70 to $102.06, 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 04, 2021 Filed May 5, 2021 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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 04, 2021 Filed May 5, 2021 21:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,144 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · derivative · entry 9 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,144 Underlying: Class A Common Stock · 1,300 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $141.55 | $14,155.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 8 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $139.33 | $13,933.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 7 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.23 to $139.36, 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $138.08 | $13,808.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 6 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 300 | $137.07 | $41,121.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 5 Peterson Camille · CIK 0001737764 · 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 $136.76 to $137.58, 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $135.87 | $27,174.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.57 to $136.17, 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 500 | $135.06 | $67,530.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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 $134.49 to $135.31, 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 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 |
| February 26, 2021 Filed Mar 1, 2021 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000037 · wf-form4_161464157466916.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,144 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 |
| December 29, 2020 Filed Feb 12, 2021 21:11 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 101,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000025 · wf-form5_161316425035305.xml · derivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,444 Underlying: Class A Common Stock · 101,351 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 |
| December 29, 2020 Filed Feb 12, 2021 21:11 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 101,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000025 · wf-form5_161316425035305.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,444 F1 · kind: This transaction involved a gift of securities by the reporting person to the CP Descendants' Trust of which Mark and Robyn Jones are co-trustees. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 16,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000164 · wf-form4_158957587813571.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,795 Underlying: Class A Common Stock · 16,367 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 13, 2020 Filed May 15, 2020 20:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 16,367 | $60.23 | $985,826.96 |
DisclosureSEC source: 0001726978-20-000164 · wf-form4_158957587813571.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 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 $60.06 to $60.25, 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 |
| May 13, 2020 Filed May 15, 2020 20:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 16,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000164 · wf-form4_158957587813571.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,367 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 13, 2020 Filed May 15, 2020 20:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 16,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000164 · wf-form4_158957587813571.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,795 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 12, 2020 Filed May 14, 2020 21:15 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000160 · wf-form4_158949091151389.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,162 Underlying: Class A Common Stock · 8,633 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 12, 2020 Filed May 14, 2020 21:15 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,633 | $60.04 | $518,307.19 |
DisclosureSEC source: 0001726978-20-000160 · wf-form4_158949091151389.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 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 $60.00 to $60.12, 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 |
| May 12, 2020 Filed May 14, 2020 21:15 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 8,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000160 · wf-form4_158949091151389.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,633 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 12, 2020 Filed May 14, 2020 21:15 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 8,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000160 · wf-form4_158949091151389.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,162 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 |
| November 26, 2019 Filed Nov 27, 2019 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 13,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000355 · wf-form4_157488918732213.xml · derivative · entry 5 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,795 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 |
| November 26, 2019 Filed Nov 27, 2019 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,862 | $45.11 | $83,994.82 |
DisclosureSEC source: 0001726978-19-000355 · wf-form4_157488918732213.xml · nonDerivative · entry 4 Peterson Camille · CIK 0001737764 · 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 $45.03 to $45.18, 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 |
| November 26, 2019 Filed Nov 27, 2019 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 11,138 | $44.66 | $497,423.08 |
DisclosureSEC source: 0001726978-19-000355 · wf-form4_157488918732213.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,862 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $45.00, 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 |
| November 26, 2019 Filed Nov 27, 2019 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000355 · wf-form4_157488918732213.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 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 |
| November 26, 2019 Filed Nov 27, 2019 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000355 · wf-form4_157488918732213.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,795 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 |
| November 25, 2019 Filed Nov 27, 2019 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000354 · wf-form4_157488912015569.xml · derivative · entry 5 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,795 Underlying: Class A Common Stock · 7,662 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 |
| November 25, 2019 Filed Nov 27, 2019 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,100 | $46.01 | $50,611.00 |
DisclosureSEC source: 0001726978-19-000354 · wf-form4_157488912015569.xml · nonDerivative · entry 4 Peterson Camille · CIK 0001737764 · 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 $46.00 to $46.07, 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 |
| November 25, 2019 Filed Nov 27, 2019 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 6,562 | $45.18 | $296,471.16 |
DisclosureSEC source: 0001726978-19-000354 · wf-form4_157488912015569.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.99, 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 |
| November 25, 2019 Filed Nov 27, 2019 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 7,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000354 · wf-form4_157488912015569.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,662 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 |
| November 25, 2019 Filed Nov 27, 2019 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 7,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000354 · wf-form4_157488912015569.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,795 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 07, 2019 Filed May 8, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000136 · wf-form4_155735008329752.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,457 Underlying: Class A Common Stock · 3,000 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 07, 2019 Filed May 8, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,000 | $33.57 | $100,710.00 |
DisclosureSEC source: 0001726978-19-000136 · wf-form4_155735008329752.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 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 $33.53 to $33.78, 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 07, 2019 Filed May 8, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000136 · wf-form4_155735008329752.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 07, 2019 Filed May 8, 2019 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000136 · wf-form4_155735008329752.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,457 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 |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,457 Underlying: Class A Common Stock · 3,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,100 | $24.93 | $77,273.70 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 3,100 | $24.93 | $77,273.70 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 3,100 | $24.93 | $77,273.70 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,457 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.