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 | May 29, 2026 | June 01, 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 May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,800 |
Reported balance
After 2026-05-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-29 · Purchase · Acquired 2,800 · Balance 7,800 F1: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer.
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 |
|---|---|---|---|---|---|---|
| April 27, 2020 Filed May 19, 2020 23:28 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 276 | $10.00 | $2,760.00 |
DisclosureSEC source: 0001726978-20-000167 · wf-form4a_158993091501701.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,413 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 |
| April 01, 2020 Filed Apr 15, 2020 20:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 81,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000121 · wf-form4_158698305353123.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Underlying: Class A Common Stock · 81,000 shares Expires 2030-04-01 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. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 06, 2019 Filed May 7, 2019 20:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,093 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000128 · wf-form4_155726162703717.xml · derivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,160 Underlying: Class A Common Stock · 7,093 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 |
| May 06, 2019 Filed May 7, 2019 20:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,093 | $34.43 | $244,211.99 |
DisclosureSEC source: 0001726978-19-000128 · wf-form4_155726162703717.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.14, 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 06, 2019 Filed May 7, 2019 20:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 7,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000128 · wf-form4_155726162703717.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,230 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, 2019 Filed May 7, 2019 20:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 7,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000128 · wf-form4_155726162703717.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,160 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 · balance_after: These securities do not include and the reporting person disclaims beneficial ownership of (i) 498,557 shares of Class B Common Stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) and (ii) 297,734 shares of Class B Common Stock held by the Lindy Jean Langston Family Trust 2014, of which the reporting person's wife is the beneficiary. Read SEC document |
| May 03, 2019 Filed May 6, 2019 22:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 37,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000126 · wf-form4_155718040485375.xml · derivative · entry 5 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,253 Underlying: Class A Common Stock · 37,907 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. Read SEC document |
| May 03, 2019 Filed May 6, 2019 22:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 17,602 | $33.17 | $583,858.34 |
DisclosureSEC source: 0001726978-19-000126 · wf-form4_155718040485375.xml · nonDerivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.00 to $34.00, 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 |
| May 03, 2019 Filed May 6, 2019 22:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 20,305 | $34.43 | $699,101.15 |
DisclosureSEC source: 0001726978-19-000126 · wf-form4_155718040485375.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,739 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.01 to $35.00, 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 |
| May 03, 2019 Filed May 6, 2019 22:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 37,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000126 · wf-form4_155718040485375.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,044 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 03, 2019 Filed May 6, 2019 22:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 37,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000126 · wf-form4_155718040485375.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,253 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 · balance_after: These securities do not include and the reporting person disclaims beneficial ownership of (i) 498,557 shares of Class B Common Stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) and (ii) 297,734 shares of Class B Common Stock held by the Lindy Jean Langston Family Trust 2014, of which the reporting person's wife is the beneficiary. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 22:04 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: 0001726978-19-000043 · wf-form4_155026827916812.xml · derivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,160 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. 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. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 22:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 15,000 | $32.15 | $482,293.50 |
DisclosureSEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $33.00, 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 |
| February 15, 2019 Filed Feb 15, 2019 22:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,137 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 |
| February 15, 2019 Filed Feb 15, 2019 22:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,160 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 · security: Includes 107,160 shares of Class B Common Stock or LLC Units, as applicable, as a pro rata distribution from Texas Wasatch Insurance Partners, LP. F2 · balance_after: These securities do not include and the reporting person disclaims beneficial ownership of (i) 498,557 shares of Class B Common Stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) and (ii) 297,734 shares of Class B Common Stock held by the Lindy Jean Langston Family Trust 2014, of which the reporting person's wife is the beneficiary. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:57 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: 0001726978-19-000042 · wf-form4_155026784325184.xml · derivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,160 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. 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. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:57 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 15,000 | $31.10 | $466,564.50 |
DisclosureSEC source: 0001726978-19-000042 · wf-form4_155026784325184.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.00 to $31.27, 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 |
| February 14, 2019 Filed Feb 15, 2019 21:57 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000042 · wf-form4_155026784325184.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,137 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 |
| February 14, 2019 Filed Feb 15, 2019 21:57 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000042 · wf-form4_155026784325184.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,160 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 · security: Includes 107,160 shares of Class B Common Stock or LLC Units, as applicable, as a pro rata distribution from Texas Wasatch Insurance Partners, LP. F2 · balance_after: These securities do not include and the reporting person disclaims beneficial ownership of (i) 498,557 shares of Class B Common Stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) and (ii) 297,734 shares of Class B Common Stock held by the Lindy Jean Langston Family Trust 2014, of which the reporting person's wife is the beneficiary. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:17 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass A Common Stock | 37,137 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005869 · dp90672_4-langston.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F1 · shares: These securities were acquired by the reporting person in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the reporting person. These securities do not include 498,557 shares of Class B common stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) for which the reporting person disclaims beneficial ownership. Read SEC document |
| April 26, 2018 Filed May 1, 2018 01:11 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 120,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005533 · dp90339_4-langston.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Class A Common Stock · 120,000 shares Expires 2028-04-26 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. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). 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.