Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | Director | May 05, 2026 | May 07, 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 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.46 · Expires 2036-05-05 | Direct | 13,979 |
Reported balance
After 2026-05-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 13,979 · Balance 13,979 F1: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon 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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 7, 2026 22:59 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0001908556-26-000001 · wk-form4_1778194796.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Disposition to issuerDirector Stock Options (right to buy) · Derivative | 6,667 | $0.00 Strike: $92.08 | $0.00 |
DisclosureSEC source: 0001726978-25-000076 · wk-form4_1746825051.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,667 shares Expires 2032-02-02 F1 · derivative.exercise_date: The shares subject to the option vested and became exercisable, subject to continued service, in eight (8) equal quarterly installments over the two (2) year period following the grant date, which was February 2, 2022. Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:36 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000062 · wk-form4_1746743783.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 8,450 | $58.00 Strike: $58.00 | $490,100.00 |
DisclosureSEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · derivative · entry 4 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 Underlying: Class A Common Stock · 8,450 shares Expires 2033-05-02 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. F3 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date, which was May 2, 2023; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,002 | $119.77 | $120,009.54 |
DisclosureSEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · nonDerivative · entry 3 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.29 to $120.19, 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 28, 2025 Filed Mar 5, 2025 01:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,448 | $118.44 | $882,141.12 |
DisclosureSEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · nonDerivative · entry 2 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,645 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.10 to $118.97, 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 28, 2025 Filed Mar 5, 2025 01:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 8,450 | $58.00 | $490,100.00 |
DisclosureSEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · nonDerivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,093 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 07, 2024 Filed May 9, 2024 23:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000052 · wk-form4_1715295682.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2024 Filed May 6, 2024 16:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 300 | $58.00 Strike: $58.00 | $17,400.00 |
DisclosureSEC source: 0001726978-24-000049 · wk-form4_1715014600.xml · derivative · entry 2 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,700 Underlying: Class A Common Stock · 300 shares Expires 2033-05-02 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 twelfth (1/12th) of the option, which represents the right to purchase a total of 15,000 shares, vested and became exercisable, subject to continued service, on each of the first, second and third anniversaries of the grant date, which was May 2, 2023. Read SEC document |
| May 02, 2024 Filed May 6, 2024 16:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 300 | $58.00 | $17,400.00 |
DisclosureSEC source: 0001726978-24-000049 · wk-form4_1715014600.xml · nonDerivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643 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 28, 2024 Filed Mar 5, 2024 02:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 250 | $75.10 | $18,775.00 |
DisclosureSEC source: 0001726978-24-000023 · wk-form4_1709606973.xml · nonDerivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343 Read SEC document |
| May 02, 2023 Filed May 5, 2023 01:53 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000048 · wf-form4_168325158508809.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| August 30, 2022 Filed Aug 30, 2022 21:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 93 | $52.80 | $4,910.76 |
DisclosureSEC source: 0001726978-22-000104 · wf-form4_166189622368407.xml · nonDerivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93 Read SEC document |
| May 13, 2022 Filed May 17, 2022 21:02 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $48.15 | $0.00 |
DisclosureSEC source: 0001726978-22-000072 · wf-form4_165282125436360.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2032-05-13 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| February 02, 2022 Filed Feb 3, 2022 11:08 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Option (right to buy) · Derivative | 12,667 | $0.00 Strike: $92.08 | $0.00 |
DisclosureSEC source: 0000950103-22-001970 · dp166563_4-cruzado.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,667 Underlying: Class A Common Stock · 12,667 shares Expires 2032-02-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 8 equal quarterly installments over the two (2) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon 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.