organization · Reporting owner
Chick & The Bear Irrevocable 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 · Member of 10% owner group | July 28, 2026 | July 30, 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 July 28, 2026 · Filed July 30, 2026
Jointly reported with KEBODEAUX ADRIENNE
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 58,530 |
Reported balance
After 2026-07-28 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-07-28 · Conversion · Disposed 5,000 · 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. |
| Class B Common StockSEC Table I · non-derivative | Direct | 280,027 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 280,027 F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Adrienne Kebodeaux. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Last balance in matching sequence
After 2026-07-28 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2026-07-28 · Conversion · Acquired 5,000 · Balance 5,000 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. Row 3 · 2026-07-28 · Sale · Disposed 5,000 · Balance 0 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.13, 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. 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 | Direct | 58,530 |
Reported balance
After 2026-07-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-28 · Conversion · Disposed 5,000 · Balance 58,530 F4: 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. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 280,027 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 280,027 F4: 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Adrienne Kebodeaux. |
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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.13, 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Adrienne Kebodeaux.
F4: 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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 30, 2026 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-26-000064 · wk-form4_1785444072.xml · derivative · entry 5 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,530 Underlying: Class A Common Stock · 5,000 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. F4 · 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. F4 · 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. F1 · ownership.direct: 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,000 | $65.03 | $325,150.00 |
DisclosureSEC source: 0001726978-26-000064 · wk-form4_1785444072.xml · nonDerivative · entry 3 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated 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 $65.01 to $65.13, 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. F1 · ownership.direct: 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-26-000064 · wk-form4_1785444072.xml · nonDerivative · entry 2 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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. F1 · ownership.direct: 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-26-000064 · wk-form4_1785444072.xml · nonDerivative · entry 1 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,530 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 · ownership.direct: 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. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 23:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · derivative · entry 5 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,530 Underlying: Class A Common Stock · 15,000 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. 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 23:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 15,000 | $73.15 | $1,097,250.00 |
DisclosureSEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · nonDerivative · entry 3 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated 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 $73.00 to $73.74, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 23:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · nonDerivative · entry 2 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 23:18 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · nonDerivative · entry 1 Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,530 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 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust. 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.