Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | Managing Director | January 04, 2021 | January 06, 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 January 04, 2021 · Filed January 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-01-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-01-04 · Exercise / conversion · Acquired 8,333 · Balance 8,333 Row 2 · 2021-01-04 · Sale · Disposed 8,333 · Balance 0 |
| Director Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.29 · Expires 2029-01-02 | Direct | 16,667 |
Reported balance
After 2021-01-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-04 · Exercise / conversion · Disposed 8,333 · Balance 16,667 F1: 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. Olsen's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Olsen's option award agreement or the Issuer's Amended and Restated Omnibus Incentive Plan) within six month following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: 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. Olsen's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Olsen's option award agreement or the Issuer's Amended and Restated Omnibus Incentive Plan) within six month following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).
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 04, 2021 Filed Jan 6, 2021 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 8,333 | $0.00 Strike: $26.29 | $0.00 |
DisclosureSEC source: 0001726978-21-000009 · wf-form4_160996892250581.xml · derivative · entry 3 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,667 Underlying: Class A Common Stock · 8,333 shares Expires 2029-01-02 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. Olsen's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Olsen's option award agreement or the Issuer's Amended and Restated Omnibus Incentive Plan) within six month following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,333 | $130.59 | $1,088,181.47 |
DisclosureSEC source: 0001726978-21-000009 · wf-form4_160996892250581.xml · nonDerivative · entry 2 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 8,333 | $26.29 | $219,074.57 |
DisclosureSEC source: 0001726978-21-000009 · wf-form4_160996892250581.xml · nonDerivative · entry 1 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 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 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 6,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · derivative · entry 9 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,045 Underlying: Class A Common Stock · 6,750 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 |
| November 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $126.52 | $25,304.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 8 Olsen Ted · CIK 0001825195 · Managing Director 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 $126.49 to $126.54, 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 |
| November 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,231 | $125.19 | $404,488.89 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 7 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.14 to $125.41, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $121.92 | $24,383.50 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 6 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,431 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.64 to $122.20, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 30 | $119.28 | $3,578.40 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 5 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,631 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,989 | $118.40 | $235,497.60 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 4 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,661 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.99 to $118.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,100 | $117.31 | $129,041.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 3 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,650 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.94 to $117.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 2 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,750 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 03, 2020 Filed Nov 5, 2020 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 6,750 | $121.82 | $822,285.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 1 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,045 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.