organization · Reporting owner
Lyla Kate Colby 2014 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 | November 03, 2020 | November 05, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Goosehead Insurance, Inc.
Report date November 03, 2020 · Filed November 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 38,896 |
Reported balance
After 2020-11-03 transaction · row 1
1 source rowRow 1 · 2020-11-03 · Conversion · Disposed 4,321 · Balance 38,896 |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-11-03 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2020-11-03 · Conversion · Acquired 4,321 · Balance 4,321 Row 3 · 2020-11-03 · Sale · Disposed 4,321 · Balance 0 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 38,896 |
Reported balance
After 2020-11-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-11-03 · Conversion · Disposed 4,321 · Balance 38,896 F1: 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: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 03, 2020 Filed Nov 5, 2020 17:58 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,321 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · derivative · entry 4 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 Underlying: Class A Common Stock · 4,321 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 03, 2020 Filed Nov 5, 2020 17:58 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,321 | $125.00 | $540,125.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · nonDerivative · entry 3 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 17:58 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · nonDerivative · entry 2 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,321 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 17:58 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · nonDerivative · entry 1 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 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.