Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | 10% owner · Member of 10% owner group | August 20, 2026 | August 24, 2026 |
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 August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 273,027 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Conversion · Disposed 7,000 · Balance 273,027 |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-08-20 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2026-08-20 · Conversion · Acquired 7,000 · Balance 7,000 Row 3 · 2026-08-20 · Sale · Disposed 7,000 · Balance 0 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 273,027 |
Reported balance
After 2026-08-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-20 · Conversion · Disposed 7,000 · Balance 273,027 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. |
| Class B Common StockSEC Table I · non-derivative | IndirectChick & The Bear Irrevocable Trust | 58,530 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 58,530 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Chick & The Bear Irrevocable Trust and (b) indirectly by Adrienne Kebodeaux, who serves as trustee of the Chick & The Bear Irrevocable Trust and whose immediate family members are beneficiaries of the Chick & The Bear Irrevocable Trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectChick & The Bear Irrevocable Trust | 58,530 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 58,530 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. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Chick & The Bear Irrevocable Trust and (b) indirectly by Adrienne Kebodeaux, who serves as trustee of the Chick & The Bear Irrevocable Trust and whose immediate family members are beneficiaries of the Chick & The Bear Irrevocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Chick & The Bear Irrevocable Trust and (b) indirectly by Adrienne Kebodeaux, who serves as trustee of the Chick & The Bear Irrevocable Trust and whose immediate family members are beneficiaries of the Chick & The Bear Irrevocable Trust.
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 |
|---|---|---|---|---|---|---|
| May 06, 2020 Filed May 8, 2020 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · derivative · entry 4 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,557 Underlying: Class A Common Stock · 3,000 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 |
| May 06, 2020 Filed May 8, 2020 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,000 | $59.00 | $177,000.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · nonDerivative · entry 3 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · nonDerivative · entry 2 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| May 06, 2020 Filed May 8, 2020 20:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · nonDerivative · entry 1 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,557 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 10, 2019 Filed May 13, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,465 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000148 · wf-form4_155778329004487.xml · derivative · entry 4 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,557 Underlying: Class A Common Stock · 4,465 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 |
| May 10, 2019 Filed May 13, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,465 | $33.00 | $147,345.00 |
DisclosureSEC source: 0001726978-19-000148 · wf-form4_155778329004487.xml · nonDerivative · entry 3 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 10, 2019 Filed May 13, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000148 · wf-form4_155778329004487.xml · nonDerivative · entry 2 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,465 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 10, 2019 Filed May 13, 2019 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000148 · wf-form4_155778329004487.xml · nonDerivative · entry 1 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,557 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 08, 2019 Filed May 9, 2019 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000140 · wf-form4_155743618584136.xml · derivative · entry 4 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,022 Underlying: Class A Common Stock · 2,535 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 |
| May 08, 2019 Filed May 9, 2019 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,535 | $33.00 | $83,655.00 |
DisclosureSEC source: 0001726978-19-000140 · wf-form4_155743618584136.xml · nonDerivative · entry 3 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000140 · wf-form4_155743618584136.xml · nonDerivative · entry 2 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535 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 08, 2019 Filed May 9, 2019 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000140 · wf-form4_155743618584136.xml · nonDerivative · entry 1 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,022 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.