Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | General Counsel | January 02, 2026 | January 06, 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 January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $77.18 · Expires 2036-01-02 | Direct | 15,000 |
Reported balance
After 2026-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 15,000 · Balance 15,000 F1: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's 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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 6, 2026 22:02 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $77.18 | $0.00 |
DisclosureSEC source: 0001979039-26-000002 · wk-form4_1767736971.xml · derivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2036-01-02 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 first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| November 26, 2025 Filed Nov 28, 2025 22:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 2,100 | $71.81 | $150,801.00 |
DisclosureSEC source: 0001979039-25-000003 · wk-form4_1764368393.xml · nonDerivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,100 Read SEC document |
| May 14, 2025 Filed May 15, 2025 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 2,500 | $0.00 Strike: $35.25 | $0.00 |
DisclosureSEC source: 0001726978-25-000089 · wk-form4_1747343082.xml · derivative · entry 3 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 2,500 shares Expires 2033-01-03 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 third (1/3rd) of the shares subject to the option, which represents the right to purchase a total of 20,000 shares, vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date, which was January 3, 2023. Read SEC document |
| May 14, 2025 Filed May 15, 2025 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,500 | $104.42 | $261,050.00 |
DisclosureSEC source: 0001726978-25-000089 · wk-form4_1747343082.xml · nonDerivative · entry 2 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 14, 2025 Filed May 15, 2025 21:04 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | Exercise / conversionClass A Common Stock | 2,500 | $35.25 | $88,125.00 |
DisclosureSEC source: 0001726978-25-000089 · wk-form4_1747343082.xml · nonDerivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 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 |
| January 02, 2025 Filed Jan 6, 2025 23:57 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 17,000 | $0.00 Strike: $115.72 | $0.00 |
DisclosureSEC source: 0001726978-25-000006 · wk-form4_1736207831.xml · derivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,000 Underlying: Class A Common Stock · 17,000 shares Expires 2035-01-02 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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. O'Connor's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. O'Connor's option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 23:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 1,000 | $73.46 | $73,460.00 |
DisclosureSEC source: 0001726978-24-000020 · wk-form4_1709075933.xml · nonDerivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 23:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 25,000 | $0.00 Strike: $80.97 | $0.00 |
DisclosureSEC source: 0001726978-24-000004 · wk-form4_1704323989.xml · derivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2034-01-02 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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. O'Connor's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. O'Connor's option award agreement or 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.