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 |
|---|---|---|---|---|---|---|
| August 20, 2020 Filed Aug 24, 2020 23:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,531 | $100.71 | $154,187.62 |
DisclosureSEC source: 0001726978-20-000303 · wf-form4_159831007150571.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 $100.45 to $100.97, 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 |
| August 20, 2020 Filed Aug 24, 2020 23:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,469 | $99.91 | $846,143.72 |
DisclosureSEC source: 0001726978-20-000303 · wf-form4_159831007150571.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.43 to $100.41, 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 20, 2020 Filed Aug 24, 2020 23:01 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001726978-20-000303 · wf-form4_159831007150571.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 |
| April 26, 2018 Filed May 1, 2018 01:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantDirector Stock Options (right to buy) · Derivative | 121,622 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005531 · dp90342_4-reid.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,622 Underlying: Class A Common Stock · 121,622 shares Expires 2028-04-26 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.