Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | President and COO | December 30, 2021 | March 18, 2022 |
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 December 30, 2021 · Filed March 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 581,431 |
Last balance in matching sequence
After 2022-01-04 transaction · row 13
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2021-12-30 · Conversion · Disposed 2,538 · Balance 592,803 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Row 5 · 2021-12-31 · Conversion · Disposed 1,900 · Balance 590,903 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Row 8 · 2022-01-03 · Conversion · Disposed 9,254 · Balance 581,649 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Row 13 · 2022-01-04 · Conversion · Disposed 218 · Balance 581,431 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 85,940 |
Reported balance
After 2021-12-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-12-30 · Conversion · Acquired 2,538 · Balance 85,940 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 84,055 |
Reported balance
After 2021-12-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-12-30 · Sale · Disposed 1,885 · Balance 84,055 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.99, 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. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 83,402 |
Reported balance
After 2021-12-30 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2021-12-30 · Sale · Disposed 652 · Balance 83,402 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.82, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 85,302 |
Reported balance
After 2021-12-31 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2021-12-31 · Conversion · Acquired 1,900 · Balance 85,302 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 83,402 |
Reported balance
After 2021-12-31 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2021-12-31 · Sale · Disposed 1,900 · Balance 83,402 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.79, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 92,656 |
Reported balance
After 2022-01-03 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2022-01-03 · Conversion · Acquired 9,254 · Balance 92,656 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 87,387 |
Reported balance
After 2022-01-03 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2022-01-03 · Sale · Disposed 5,269 · Balance 87,387 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 85,758 |
Reported balance
After 2022-01-03 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2022-01-03 · Sale · Disposed 1,629 · Balance 85,758 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.99, 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. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 83,402 |
Reported balance
After 2022-01-03 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2022-01-03 · Sale · Disposed 2,356 · Balance 83,402 F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.00 to $132.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 83,620 |
Reported balance
After 2022-01-04 transaction · row 14
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 14 · 2022-01-04 · Conversion · Acquired 218 · Balance 83,620 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 83,459 |
Reported balance
After 2022-01-04 transaction · row 15
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 15 · 2022-01-04 · Sale · Disposed 161 · Balance 83,459 F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.08 to $131.05, 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. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Colby 2014 Family Trust | 83,402 |
Reported balance
After 2022-01-04 transaction · row 16
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 16 · 2022-01-04 · Sale · Disposed 58 · Balance 83,402 F9: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.25 to $131.56, 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. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Colby 2014 Family Trust | 592,803 |
Reported balance
After 2021-12-30 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2021-12-30 · Conversion · Disposed 2,537 · Balance 592,803 F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Colby 2014 Family Trust | 590,903 |
Reported balance
After 2021-12-31 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2021-12-31 · Conversion · Disposed 1,900 · Balance 590,903 F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Colby 2014 Family Trust | 581,649 |
Reported balance
After 2022-01-03 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2022-01-03 · Conversion · Disposed 9,254 · Balance 581,649 F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Colby 2014 Family Trust | 581,431 |
Reported balance
After 2022-01-04 transaction · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · 2022-01-04 · Conversion · Disposed 218 · Balance 581,431 F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Preston Michael Colby 2014 Trust | 32,896 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 32,896 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Lyla Kate Colby 2014 Trust | 32,896 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 32,896 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| Class B Common StockSEC Table I · non-derivative | Direct | 386,723 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 386,723 |
| Class A Common StockSEC Table I · non-derivative | Direct | 22,631 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 22,631 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Lyla Kate Colby 2014 Trust | 32,896 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · Balance 32,896 F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Preston Michael Colby 2014 Trust | 32,896 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · Balance 32,896 F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 386,723 |
Reported balance
Holding disclosure · report date 2021-12-30 · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · Balance 386,723 F11: Each LLC Unit, together with a share of Class B Sommon 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.99, 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.82, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.79, 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.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.99, 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.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.00 to $132.53, 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.
F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.08 to $131.05, 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.
F9: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.25 to $131.56, 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.
F10: 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.
F11: Each LLC Unit, together with a share of Class B Sommon 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 19:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000166 · wf-form4_158993066728502.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,024 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 06, 2020 Filed May 8, 2020 16:45 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 53,333 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000141 · wf-form4_158897073300423.xml · derivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,667 Underlying: Class A Stock · 53,333 shares Expires 2028-04-26 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: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 06, 2020 Filed May 8, 2020 16:45 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 53,333 | $10.00 | $533,330.00 |
DisclosureSEC source: 0001726978-20-000141 · wf-form4_158897073300423.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,964 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 06, 2020 Filed May 19, 2020 19:49 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 53,333 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000171 · wf-form4a_158993216438716.xml · derivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,667 Underlying: Class A Stock · 53,333 shares Expires 2028-04-26 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: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 06, 2020 Filed May 19, 2020 19:49 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 53,333 | $57.16 | $3,048,599.61 |
DisclosureSEC source: 0001726978-20-000171 · wf-form4a_158993216438716.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.31 to $59.11, 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 |
| May 06, 2020 Filed May 19, 2020 19:49 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 53,333 | $10.00 | $533,330.00 |
DisclosureSEC source: 0001726978-20-000171 · wf-form4a_158993216438716.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,964 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 20, 2020 Filed Apr 22, 2020 16:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · derivative · entry 7 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,024 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon 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 Sommon 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 20, 2020 Filed Apr 22, 2020 16:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,420 | $43.36 | $321,731.20 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.07 to $43.75, 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 20, 2020 Filed Apr 22, 2020 16:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,580 | $42.78 | $538,172.40 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,051 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.06 to $43.06, 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 |
| April 20, 2020 Filed Apr 22, 2020 16:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,631 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 20, 2020 Filed Apr 22, 2020 16:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,024 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, 2020 Filed Apr 15, 2020 16:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 117,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000123 · wf-form4_158698322078684.xml · derivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,000 Underlying: Class A Common Stock · 117,000 shares Expires 2030-04-01 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 16:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000104 · wf-form4_158516923090504.xml · derivative · entry 8 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,024 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon 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 Sommon 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 23, 2020 Filed Mar 25, 2020 16:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,046 | $45.00 | $137,070.00 |
DisclosureSEC source: 0001726978-20-000104 · wf-form4_158516923090504.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.91 to $45.06, 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 |
| March 23, 2020 Filed Mar 25, 2020 16:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10,306 | $44.22 | $455,731.32 |
DisclosureSEC source: 0001726978-20-000104 · wf-form4_158516923090504.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,677 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.86 to $44.85, 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 23, 2020 Filed Mar 25, 2020 16:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 6,648 | $43.46 | $288,922.08 |
DisclosureSEC source: 0001726978-20-000104 · wf-form4_158516923090504.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,983 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.85 to $43.84, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 16:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000104 · wf-form4_158516923090504.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,631 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 23, 2020 Filed Mar 25, 2020 16:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000104 · wf-form4_158516923090504.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,024 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 19, 2020 Filed Feb 20, 2020 19:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,747 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000065 · wf-form4_158224522028655.xml · derivative · entry 7 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787,024 Underlying: Class A Common Stock · 8,747 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 Sommon 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 Sommon 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 19, 2020 Filed Feb 20, 2020 19:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,683 | $55.04 | $312,792.32 |
DisclosureSEC source: 0001726978-20-000065 · wf-form4_158224522028655.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.75 to $55.47, 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 19, 2020 Filed Feb 20, 2020 19:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,064 | $54.40 | $166,681.60 |
DisclosureSEC source: 0001726978-20-000065 · wf-form4_158224522028655.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,314 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.72 to $54.69, 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 19, 2020 Filed Feb 20, 2020 19:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 8,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000065 · wf-form4_158224522028655.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,378 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 19, 2020 Filed Feb 20, 2020 19:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 8,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000065 · wf-form4_158224522028655.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787,024 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 18, 2020 Filed Feb 18, 2020 18:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 11,253 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000064 · wf-form4_158206848298709.xml · derivative · entry 8 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795,771 Underlying: Class A Common Stock · 11,253 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 Sommon 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 Sommon 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 18, 2020 Filed Feb 18, 2020 18:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 360 | $55.61 | $20,019.60 |
DisclosureSEC source: 0001726978-20-000064 · wf-form4_158206848298709.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.58 to $55.66, 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 18, 2020 Filed Feb 18, 2020 18:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,893 | $54.85 | $323,231.05 |
DisclosureSEC source: 0001726978-20-000064 · wf-form4_158206848298709.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,991 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.56 to $55.56, 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 |
| February 18, 2020 Filed Feb 18, 2020 18:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,000 | $54.23 | $271,150.00 |
DisclosureSEC source: 0001726978-20-000064 · wf-form4_158206848298709.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,884 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.54 to $54.54, 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 |
| February 18, 2020 Filed Feb 18, 2020 18:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 11,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000064 · wf-form4_158206848298709.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,884 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 18, 2020 Filed Feb 18, 2020 18:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 11,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000064 · wf-form4_158206848298709.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795,771 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 |
| January 17, 2020 Filed Jan 21, 2020 17:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 11,009 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000035 · wf-form4_157964681522241.xml · derivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,024 Underlying: Class A Common Stock · 11,009 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 Sommon 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 Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 17:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 11,009 | $45.75 | $503,685.97 |
DisclosureSEC source: 0001726978-20-000035 · wf-form4_157964681522241.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.42 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 |
| January 17, 2020 Filed Jan 21, 2020 17:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 11,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000035 · wf-form4_157964681522241.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,640 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 |
| January 17, 2020 Filed Jan 21, 2020 17:47 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 11,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000035 · wf-form4_157964681522241.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,024 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 |
| January 16, 2020 Filed Jan 21, 2020 17:46 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,991 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000034 · wf-form4_157964674669273.xml · derivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818,033 Underlying: Class A Common Stock · 8,991 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 Sommon 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 Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 17:46 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,991 | $45.63 | $410,300.69 |
DisclosureSEC source: 0001726978-20-000034 · wf-form4_157964674669273.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.96 to $45.89, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 17:46 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 8,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000034 · wf-form4_157964674669273.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,622 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 |
| January 16, 2020 Filed Jan 21, 2020 17:46 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 8,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000034 · wf-form4_157964674669273.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818,033 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 26, 2019 18:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,000 | $45.18 | $542,182.80 |
DisclosureSEC source: 0001726978-19-000353 · wf-form4_157481235688155.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.02 to $45.86, 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 20, 2019 Filed Aug 20, 2019 18:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 17,442 | $43.65 | $761,261.32 |
DisclosureSEC source: 0001726978-19-000291 · wf-form4_156633877978405.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 143,402 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.50 to $44.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 19, 2019 Filed Aug 20, 2019 18:02 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,806 | $43.55 | $557,679.53 |
DisclosureSEC source: 0001726978-19-000290 · wf-form4_156633856092081.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 160,844 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.50 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 |
| August 16, 2019 Filed Aug 20, 2019 17:59 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 20,365 | $43.50 | $885,877.50 |
DisclosureSEC source: 0001726978-19-000289 · wf-form4_156633834518291.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 173,650 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:08 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,287 | $44.15 | $100,971.05 |
DisclosureSEC source: 0001726978-19-000287 · wf-form4_156598967353578.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 194,015 Read SEC document |
| August 14, 2019 Filed Aug 14, 2019 19:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 400 | $44.50 | $17,800.00 |
DisclosureSEC source: 0001726978-19-000283 · wf-form4_156582435059463.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 196,302 Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 18:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,213 | $45.14 | $235,314.82 |
DisclosureSEC source: 0001726978-19-000282 · wf-form4_156582232258056.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 196,702 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.01 to $45.55, 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 13, 2019 Filed Aug 14, 2019 18:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 23,997 | $44.60 | $1,070,266.20 |
DisclosureSEC source: 0001726978-19-000282 · wf-form4_156582232258056.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 201,915 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 |
| August 12, 2019 Filed Aug 14, 2019 18:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,490 | $45.53 | $568,670.95 |
DisclosureSEC source: 0001726978-19-000281 · wf-form4_156582133720123.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 225,912 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 $45.91, 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 17, 2019 Filed Jul 18, 2019 16:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · derivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827,024 Underlying: Class A Common Stock · 2,671 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 Sommon 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 Sommon 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 17, 2019 Filed Jul 18, 2019 16:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,671 | $45.31 | $121,018.47 |
DisclosureSEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,631 Read SEC document |
| July 17, 2019 Filed Jul 18, 2019 16:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 2,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,302 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 17, 2019 Filed Jul 18, 2019 16:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 2,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827,024 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.