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 23:03 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: 0001737074-26-000001 · wk-form4_1778195004.xml · derivative · entry 1 Reid James · CIK 0001737074 · 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 06, 2025 Filed May 8, 2025 22:41 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: 0001726978-25-000068 · wk-form4_1746744085.xml · derivative · entry 1 Reid James · CIK 0001737074 · 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 |
| May 07, 2024 Filed May 9, 2024 23:05 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: 0001726978-24-000055 · wk-form4_1715295912.xml · derivative · entry 1 Reid James · CIK 0001737074 · 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, 2023 Filed May 5, 2023 01:56 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: 0001726978-23-000050 · wf-form4_168325176228082.xml · derivative · entry 1 Reid James · CIK 0001737074 · 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 |
| May 13, 2022 Filed May 17, 2022 21:00 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: 0001726978-22-000067 · wf-form4_165282122731951.xml · derivative · entry 1 Reid James · CIK 0001737074 · 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 |
| August 06, 2021 Filed Aug 6, 2021 22:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 1,622 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000141 · wf-form4_162828926197025.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Stock · 1,622 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| August 06, 2021 Filed Aug 6, 2021 22:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,622 | $125.01 | $202,766.22 |
DisclosureSEC source: 0001726978-21-000141 · wf-form4_162828926197025.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.00 to $125.05, 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 |
| August 06, 2021 Filed Aug 6, 2021 22:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 0 | $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000141 · wf-form4_162828926197025.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622 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 |
| January 04, 2021 Filed Jan 6, 2021 21:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 19,000 | $0.00 Strike: $131.87 | $0.00 |
DisclosureSEC source: 0001726978-21-000007 · wf-form4_160996888877572.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Class A Common Stock · 19,000 shares Expires 2031-01-04 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 |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 2,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · derivative · entry 5 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,622 Underlying: Class A Stock · 2,500 shares Expires 2028-04-26 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: 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 omnibus incentive plan). Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,408 | $127.62 | $179,688.96 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 4 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.53 to $127.62, 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 |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 287 | $126.71 | $36,365.77 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,408 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.52 to $127.15, 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 |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 805 | $125.81 | $101,277.05 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.50 to $126.50, 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 |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 13, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 2,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000382 · wf-form4_160556706515676.xml · derivative · entry 4 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,122 Underlying: Class A Stock · 2,500 shares Expires 2028-04-26 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; 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 |
| November 13, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 975 | $122.18 | $119,125.50 |
DisclosureSEC source: 0001726978-20-000382 · wf-form4_160556706515676.xml · nonDerivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed 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 $122.04 to $122.50, 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 |
| November 13, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,525 | $121.08 | $184,647.00 |
DisclosureSEC source: 0001726978-20-000382 · wf-form4_160556706515676.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.00 to $121.64, 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 |
| November 13, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001726978-20-000382 · wf-form4_160556706515676.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 12, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 1,492 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000383 · wf-form4_160556707217669.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,622 Underlying: Class A Stock · 1,492 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,492 | $118.13 | $176,253.54 |
DisclosureSEC source: 0001726978-20-000383 · wf-form4_160556707217669.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.06 to $118.16, 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 |
| November 12, 2020 Filed Nov 16, 2020 22:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 1,492 | $10.00 | $14,920.00 |
DisclosureSEC source: 0001726978-20-000383 · wf-form4_160556707217669.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 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 11, 2020 Filed Nov 13, 2020 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 2,248 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000379 · wf-form4_160530198163426.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,114 Underlying: Class A Stock · 2,248 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,248 | $115.05 | $258,623.41 |
DisclosureSEC source: 0001726978-20-000379 · wf-form4_160530198163426.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.00 to $115.60, 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 |
| November 11, 2020 Filed Nov 13, 2020 21:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 2,248 | $10.00 | $22,480.00 |
DisclosureSEC source: 0001726978-20-000379 · wf-form4_160530198163426.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248 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 06, 2020 Filed Nov 9, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 1,300 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000371 · wf-form4_160495705802836.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,362 Underlying: Class A Stock · 1,300 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| November 06, 2020 Filed Nov 9, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,300 | $125.01 | $162,514.95 |
DisclosureSEC source: 0001726978-20-000371 · wf-form4_160495705802836.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.00 to $125.15, 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 |
| November 06, 2020 Filed Nov 9, 2020 21:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 1,300 | $10.00 | $13,000.00 |
DisclosureSEC source: 0001726978-20-000371 · wf-form4_160495705802836.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 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 05, 2020 Filed Nov 5, 2020 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000366 · wf-form4_160461845915966.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,662 Underlying: Class A Stock · 5,000 shares Expires 2028-04-26 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: 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 omnibus incentive plan). Read SEC document |
| November 05, 2020 Filed Nov 5, 2020 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,000 | $125.18 | $625,910.50 |
DisclosureSEC source: 0001726978-20-000366 · wf-form4_160461845915966.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 05, 2020 Filed Nov 5, 2020 23:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 5,000 | $10.00 | $50,000.00 |
DisclosureSEC source: 0001726978-20-000366 · wf-form4_160461845915966.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed 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. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 23:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 4,960 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000364 · wf-form4_160461819472860.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,662 Underlying: Class A Stock · 4,960 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 23:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,960 | $125.80 | $623,965.52 |
DisclosureSEC source: 0001726978-20-000364 · wf-form4_160461819472860.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.75 to $126.24, 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 |
| November 04, 2020 Filed Nov 5, 2020 23:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 4,960 | $10.00 | $49,600.00 |
DisclosureSEC source: 0001726978-20-000364 · wf-form4_160461819472860.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,960 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 4, 2020 21:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000357 · wf-form4_160452611690423.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,622 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 21:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10,000 | $123.04 | $1,230,369.00 |
DisclosureSEC source: 0001726978-20-000357 · wf-form4_160452611690423.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.00 to $123.21, 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 |
| November 03, 2020 Filed Nov 4, 2020 21:42 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001726978-20-000357 · wf-form4_160452611690423.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| August 28, 2020 Filed Aug 28, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 7,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000310 · wf-form4_159864914827429.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,622 Underlying: Class A Stock · 7,500 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| August 28, 2020 Filed Aug 28, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,500 | $101.07 | $757,998.00 |
DisclosureSEC source: 0001726978-20-000310 · wf-form4_159864914827429.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.00 to $101.25, 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 |
| August 28, 2020 Filed Aug 28, 2020 21:12 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 7,500 | $10.00 | $75,000.00 |
DisclosureSEC source: 0001726978-20-000310 · wf-form4_159864914827429.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 |
| August 27, 2020 Filed Aug 27, 2020 22:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 2,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000309 · wf-form4_159856730527286.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,122 Underlying: Class A Stock · 2,500 shares Expires 2028-04-26 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. F2 · 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 omnibus incentive plan). Read SEC document |
| August 27, 2020 Filed Aug 27, 2020 22:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,500 | $98.10 | $245,250.00 |
DisclosureSEC source: 0001726978-20-000309 · wf-form4_159856730527286.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.00 to $98.15, 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 |
| August 27, 2020 Filed Aug 27, 2020 22:28 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001726978-20-000309 · wf-form4_159856730527286.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 |
| August 26, 2020 Filed Aug 27, 2020 22:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 8,778 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000306 · wf-form4_159856642201288.xml · derivative · entry 4 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,622 Underlying: Class A Stock · 8,778 shares Expires 2028-04-26 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; 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 |
| August 26, 2020 Filed Aug 27, 2020 22:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 279 | $98.04 | $27,352.94 |
DisclosureSEC source: 0001726978-20-000306 · wf-form4_159856642201288.xml · nonDerivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed 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 $98.01 to $98.09, 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 |
| August 26, 2020 Filed Aug 27, 2020 22:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,499 | $97.62 | $829,685.98 |
DisclosureSEC source: 0001726978-20-000306 · wf-form4_159856642201288.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.00 to $98.00, 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 |
| August 26, 2020 Filed Aug 27, 2020 22:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 8,778 | $10.00 | $87,780.00 |
DisclosureSEC source: 0001726978-20-000306 · wf-form4_159856642201288.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,778 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 |
| August 24, 2020 Filed Aug 26, 2020 22:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 1,222 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000304 · wf-form4_159848256999728.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,400 Underlying: Class A Stock · 1,222 shares Expires 2028-04-26 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: 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 omnibus incentive plan). Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 22:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,222 | $96.00 | $117,312.00 |
DisclosureSEC source: 0001726978-20-000304 · wf-form4_159848256999728.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 22:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 1,222 | $10.00 | $12,220.00 |
DisclosureSEC source: 0001726978-20-000304 · wf-form4_159848256999728.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,222 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 |
| August 20, 2020 Filed Aug 24, 2020 23:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000303 · wf-form4_159831007150571.xml · derivative · entry 4 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,622 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 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; 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.