Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | CFO | December 31, 2021 | February 14, 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 31, 2021 · Filed February 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 45,775 |
Reported balance
After 2021-12-01 transaction · row 1
1 source rowRow 1 · 2021-12-01 · Gift · Disposed 15,385 · Balance 45,775 F1: This transaction involved a gift of securities by the reporting person to the M&C Colby Irrevocable Trust, which securities are not indirectly held by the reporting person. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 45,775 |
Reported balance
After 2021-12-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-01 · Gift · Disposed 15,385 · Balance 45,775 F2: 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: This transaction involved a gift of securities by the reporting person to the M&C Colby Irrevocable Trust, which securities are not indirectly held by the reporting person.
F2: 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 |
|---|---|---|---|---|---|---|
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 800 | $141.28 | $113,024.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 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 $141.06 to $141.58, 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 |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,200 | $140.55 | $449,760.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 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 $$140.00 to $140.99, 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 |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 |
| January 19, 2021 Filed Jan 21, 2021 22:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000010 · wf-form4_161126712142472.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,160 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 19, 2020 Filed Nov 23, 2020 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,160 Underlying: Class A Common Stock · 4,000 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. 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 19, 2020 Filed Nov 23, 2020 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,000 | $125.00 | $500,000.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 19, 2020 Filed Nov 23, 2020 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,160 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2020 Filed Jun 30, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000242 · wf-form4_159355228221890.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,160 Underlying: Class A Common Stock · 4,200 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| June 30, 2020 Filed Jun 30, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,200 | $75.21 | $315,879.06 |
DisclosureSEC source: 0001726978-20-000242 · wf-form4_159355228221890.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.86, 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 |
| June 30, 2020 Filed Jun 30, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000242 · wf-form4_159355228221890.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2020 Filed Jun 30, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000242 · wf-form4_159355228221890.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,160 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 22:09 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000238 · wf-form4_159346855419572.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,360 Underlying: Class A Common Stock · 3,400 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 |
| June 26, 2020 Filed Jun 29, 2020 22:09 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,400 | $75.19 | $255,662.32 |
DisclosureSEC source: 0001726978-20-000238 · wf-form4_159346855419572.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 22:09 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000238 · wf-form4_159346855419572.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 22:09 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000238 · wf-form4_159346855419572.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,360 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 25, 2020 Filed Jun 29, 2020 21:59 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000235 · wf-form4_159346797398804.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,760 Underlying: Class A Common Stock · 600 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 |
| June 25, 2020 Filed Jun 29, 2020 21:59 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $75.00 | $45,000.60 |
DisclosureSEC source: 0001726978-20-000235 · wf-form4_159346797398804.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.12, 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 |
| June 25, 2020 Filed Jun 29, 2020 21:59 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000235 · wf-form4_159346797398804.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 25, 2020 Filed Jun 29, 2020 21:59 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000235 · wf-form4_159346797398804.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,760 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000230 · wf-form4_159320339952871.xml · derivative · entry 5 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,360 Underlying: Class A Common Stock · 1,800 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 |
| June 24, 2020 Filed Jun 26, 2020 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000230 · wf-form4_159320339952871.xml · nonDerivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,800 | $75.17 | $135,306.00 |
DisclosureSEC source: 0001726978-20-000230 · wf-form4_159320339952871.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.61, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000230 · wf-form4_159320339952871.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 20:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000230 · wf-form4_159320339952871.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,360 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2020 Filed Jun 29, 2020 21:43 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000232 · wf-form4a_159346696710189.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,360 Underlying: Class A Common Stock · 1,800 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 |
| June 24, 2020 Filed Jun 29, 2020 21:43 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,800 | $75.17 | $135,306.00 |
DisclosureSEC source: 0001726978-20-000232 · wf-form4a_159346696710189.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.61, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 24, 2020 Filed Jun 29, 2020 21:43 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000232 · wf-form4a_159346696710189.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2020 Filed Jun 29, 2020 21:43 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000232 · wf-form4a_159346696710189.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,360 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,424 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · derivative · entry 8 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,160 Underlying: Class A Common Stock · 1,424 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 624 | $73.06 | $45,591.69 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 7 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.63 to $73.36, 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 |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 800 | $71.73 | $57,386.00 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 6 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.47 to $71.90, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 5 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,160 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 401 | $73.40 | $29,433.72 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.29 to $73.58, 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 |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,089 | $72.93 | $79,420.77 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.24 to $73.26, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $71.57 | $42,939.66 |
DisclosureSEC source: 0001726978-20-000229 · wf-form4_159312856549816.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,490 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.13 to $71.87, 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 |
| June 22, 2020 Filed Jun 24, 2020 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,018 | $71.90 | $145,094.20 |
DisclosureSEC source: 0001726978-20-000228 · wf-form4_159303302775299.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,090 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.66 to $72.56, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,833 | $71.14 | $414,959.62 |
DisclosureSEC source: 0001726978-20-000228 · wf-form4_159303302775299.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,108 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.62 to $71.60, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,635 | $70.17 | $605,917.95 |
DisclosureSEC source: 0001726978-20-000228 · wf-form4_159303302775299.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,941 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.61 to $70.59, 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 05, 2020 Filed May 6, 2020 20:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000140 · wf-form4_158879714110383.xml · derivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Stock · 40,000 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 05, 2020 Filed May 6, 2020 20:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 40,000 | $10.00 | $400,000.00 |
DisclosureSEC source: 0001726978-20-000140 · wf-form4_158879714110383.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,576 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 05, 2020 Filed May 19, 2020 23:42 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000170 · wf-form4a_158993172577897.xml · derivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Stock · 40,000 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 05, 2020 Filed May 19, 2020 23:42 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 40,000 | $55.28 | $2,211,200.00 |
DisclosureSEC source: 0001726978-20-000170 · wf-form4a_158993172577897.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,576 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $56.95, 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 05, 2020 Filed May 19, 2020 23:42 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 40,000 | $10.00 | $400,000.00 |
DisclosureSEC source: 0001726978-20-000170 · wf-form4a_158993172577897.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,576 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 20:39 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 81,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000122 · wf-form4_158698317946458.xml · derivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Underlying: Class A Common Stock · 81,000 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 |
| January 06, 2020 Filed Jan 7, 2020 22:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,017 | $45.02 | $45,785.34 |
DisclosureSEC source: 0001726978-20-000002 · wf-form4_157843594829197.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,576 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 $45.06, 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 19, 2019 Filed Nov 19, 2019 21:55 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,032 | $45.02 | $46,460.64 |
DisclosureSEC source: 0001726978-19-000352 · wf-form4_157420054064932.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,593 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 $45.06, 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 15, 2019 Filed Nov 19, 2019 21:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 120 | $44.39 | $5,326.80 |
DisclosureSEC source: 0001726978-19-000351 · wf-form4_157420023275340.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,625 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.32 to $44.75, 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 |
| November 15, 2019 Filed Nov 19, 2019 21:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 912 | $43.33 | $39,516.96 |
DisclosureSEC source: 0001726978-19-000351 · wf-form4_157420023275340.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,745 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.13 to $43.93, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.