organization · Reporting owner
Colby 2014 Family Trust
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | 10% owner | May 20, 2021 | May 26, 2021 |
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 May 20, 2021 · Filed May 26, 2021 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 83,402 |
Last balance in matching sequence
After 2021-05-21 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2021-05-20 · Sale · Disposed 8,744 · Balance 134,658 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.08 to $82.07, 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. Row 2 · 2021-05-20 · Sale · Disposed 5,225 · Balance 129,433 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $83.05, 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. Row 3 · 2021-05-20 · Sale · Disposed 1,260 · Balance 128,173 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.08 to $83.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Row 4 · 2021-05-21 · Sale · Disposed 24,190 · Balance 103,983 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.27 to $81.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Row 5 · 2021-05-21 · Sale · Disposed 19,381 · Balance 84,602 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.34 to $82.28, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Row 6 · 2021-05-21 · Sale · Disposed 1,200 · Balance 83,402 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.44 to $82.66, 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. |
| Class B Common StockSEC Table I · non-derivative | Direct | 671,732 |
Reported balance
Holding disclosure · report date 2021-05-20 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 671,732 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 671,732 |
Reported balance
Holding disclosure · report date 2021-05-20 · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · Balance 671,732 F7: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.08 to $82.07, 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.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $83.05, 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.08 to $83.92, 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 $80.27 to $81.22, 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 $81.34 to $82.28, 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 $82.44 to $82.66, 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.
F7: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 21, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 44,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · derivative · entry 12 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,732 Underlying: Class A Common Stock · 44,771 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. F7 · 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. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 21, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 44,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 6 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,732 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 21, 2021 Filed May 26, 2021 16:24 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,200 | $82.56 | $99,072.00 |
DisclosureSEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 6 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,402 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.44 to $82.66, 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 |
| May 21, 2021 Filed May 26, 2021 16:24 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 19,381 | $81.90 | $1,587,303.90 |
DisclosureSEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,602 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.34 to $82.28, 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 21, 2021 Filed May 26, 2021 16:24 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 24,190 | $80.66 | $1,951,165.40 |
DisclosureSEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,983 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.27 to $81.22, 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 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 15,229 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · derivative · entry 11 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,503 Underlying: Class A Common Stock · 15,229 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. F7 · 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. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,200 | $82.56 | $99,072.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 10 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.44 to $82.66, 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 |
| May 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 19,381 | $81.90 | $1,587,303.90 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 9 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,602 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.34 to $82.28, 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 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 24,190 | $80.66 | $1,951,165.40 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 8 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,983 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.27 to $81.22, 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 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 44,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 7 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,173 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 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,260 | $83.37 | $105,046.20 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.08 to $83.92, 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 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,225 | $82.38 | $430,435.50 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,662 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $83.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,744 | $81.79 | $715,171.76 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,887 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.08 to $82.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 15,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,631 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 |
| May 20, 2021 Filed May 24, 2021 18:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 15,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,503 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 20, 2021 Filed May 26, 2021 16:24 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,260 | $83.37 | $105,046.20 |
DisclosureSEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,173 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.08 to $83.92, 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 20, 2021 Filed May 26, 2021 16:24 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,225 | $82.38 | $430,435.50 |
DisclosureSEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,433 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $83.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 20, 2021 Filed May 26, 2021 16:24 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,744 | $81.79 | $715,171.76 |
DisclosureSEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,658 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.08 to $82.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 14,037 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · derivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,732 Underlying: Class A Common Stock · 14,037 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 |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 14,037 | $120.26 | $1,688,041.89 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct 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 $120.00 to $121.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 14,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,439 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, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 14,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,732 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 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 22,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · derivative · entry 7 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,769 Underlying: Class A Common Stock · 22,650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 216 | $123.97 | $26,777.52 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 6 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.57 to $124.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,445 | $122.73 | $177,337.77 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,618 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.50 to $123.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 67 | $121.10 | $8,113.60 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,063 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.03 to $121.30, 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 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 20,922 | $120.00 | $2,510,640.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,130 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $121.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 22,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 22,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,769 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 23, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,577 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000394 · wf-form4_160625422536134.xml · derivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708,419 Underlying: Class A Common Stock · 7,577 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 |
| November 23, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,577 | $125.11 | $947,958.47 |
DisclosureSEC source: 0001726978-20-000394 · wf-form4_160625422536134.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct 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 $125.00 to $126.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 7,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000394 · wf-form4_160625422536134.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,979 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 23, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 7,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000394 · wf-form4_160625422536134.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708,419 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 20, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,736 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · derivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,996 Underlying: Class A Common Stock · 5,736 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,500 | $126.15 | $315,375.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.01 to $126.62, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,236 | $125.66 | $406,635.76 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,902 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.00 to $126.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 5,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,138 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 20, 2020 Filed Nov 24, 2020 16:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 5,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,996 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 06, 2020 Filed Nov 9, 2020 16:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000369 · wf-form4_160495698240285.xml · derivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,732 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 06, 2020 Filed Nov 9, 2020 16:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,017 | $123.16 | $494,714.84 |
DisclosureSEC source: 0001726978-20-000369 · wf-form4_160495698240285.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.74 to $123.48, 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 06, 2020 Filed Nov 9, 2020 16:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 45,983 | $121.63 | $5,593,013.45 |
DisclosureSEC source: 0001726978-20-000369 · wf-form4_160495698240285.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,419 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.31 to $122.21, 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 06, 2020 Filed Nov 9, 2020 16:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000369 · wf-form4_160495698240285.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,402 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 06, 2020 Filed Nov 9, 2020 16:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000369 · wf-form4_160495698240285.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,732 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.