Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | Director | December 01, 2025 | December 03, 2025 |
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 December 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 269,322 |
Last balance in matching sequence
After 2025-12-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-12-01 · Sale · Disposed 67,986 · Balance 271,022 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.49 to $74.48, 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. F2: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Row 2 · 2025-12-01 · Sale · Disposed 1,700 · Balance 269,322 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.49 to $74.63, 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. F2: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.49 to $74.48, 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.
F2: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.49 to $74.63, 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.
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 |
|---|---|---|---|---|---|---|
| December 01, 2025 Filed Dec 3, 2025 23:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,700 | $74.56 | $126,752.00 |
DisclosureSEC source: 0001908314-25-000004 · wk-form4_1764803944.xml · nonDerivative · entry 2 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 269,322 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.49 to $74.63, 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. F2 · ownership.nature: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 67,986 | $73.60 | $5,003,769.60 |
DisclosureSEC source: 0001908314-25-000004 · wk-form4_1764803944.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 271,022 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.49 to $74.48, 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. F2 · ownership.nature: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:12 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: 0001726978-25-000078 · wk-form4_1746825146.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · 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 22:38 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: 0001726978-25-000064 · wk-form4_1746743902.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · 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 4, 2025 22:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 28,000 | $123.21 | $3,449,880.00 |
DisclosureSEC source: 0001726978-25-000018 · wk-form4_1741128094.xml · nonDerivative · entry 2 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 339,008 F1 · kind: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. F2 · kind: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. F3 · kind: These Shares were sold from an account managed by Whitebark. 28,000 of such Shares were bought by Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle managed by Whitebark and in which Mr. McConnon holds an interest. Mr. McConnon remains a beneficial owner of those shares and thus, in part, the transaction may have resulted in only a change in the form of Mr. McConnon's beneficial ownership. F1 · ownership.nature: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 177,000 | $121.05 | $21,425,850.00 |
DisclosureSEC source: 0001726978-25-000018 · wk-form4_1741128094.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 339,008 F1 · kind: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. F2 · kind: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. F3 · kind: These Shares were sold from an account managed by Whitebark. 28,000 of such Shares were bought by Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle managed by Whitebark and in which Mr. McConnon holds an interest. Mr. McConnon remains a beneficial owner of those shares and thus, in part, the transaction may have resulted in only a change in the form of Mr. McConnon's beneficial ownership. F1 · ownership.nature: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Read SEC document |
| August 23, 2024 Filed Aug 28, 2024 00:49 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | OtherClass A Common Stock | 44,626 | $80.51 | $3,592,839.26 |
DisclosureSEC source: 0001726978-24-000082 · wk-form4_1724806164.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Whitebark Core Master Fund LP Disclosed balance after: 44,626 F1 · kind: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares. F1 · shares: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares. F1 · price: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares. F1 · acquired: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares. F1 · balance_after: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares. F1 · ownership.nature: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:02 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: 0001726978-24-000053 · wk-form4_1715295758.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · 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 01:54 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: 0001726978-23-000049 · wf-form4_168325168040766.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · 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 |
| March 01, 2023 Filed Mar 3, 2023 02:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 5,788 | $47.45 | $274,640.60 |
DisclosureSEC source: 0001726978-23-000026 · wf-form4_167780920261182.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 516,008 F1 · price: The price reported in Column 4 is a weighted average price as these shares were purchased in multiple transactions at prices rangign from $46.89 to $47.32, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 23:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 69,127 | $46.38 | $3,206,172.47 |
DisclosureSEC source: 0001726978-23-000023 · wf-form4_167771495492015.xml · nonDerivative · entry 2 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 510,220 F1 · price: The price reported in Column 4 is a weighted average price as these shares were sold in multiple transactions. 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. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 02:05 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 36,834 | $46.25 | $1,703,572.50 |
DisclosureSEC source: 0001726978-23-000025 · wf-form4a_167780911321571.xml · nonDerivative · entry 5 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 510,220 F6 · price: The price reported in Column 4 is a weighted average price as these shares were purchased in multiple transactions at prices ranging from $46.02 to $46.38, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 02:05 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 20,195 | $45.60 | $920,892.00 |
DisclosureSEC source: 0001726978-23-000025 · wf-form4a_167780911321571.xml · nonDerivative · entry 4 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 473,386 F5 · price: The price reported in Column 4 is a weighted average price as these shares were purchased in multiple transactions at prices ranging from $45.02 to $46.01, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 02:05 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 12,098 | $44.37 | $536,788.26 |
DisclosureSEC source: 0001726978-23-000025 · wf-form4a_167780911321571.xml · nonDerivative · entry 3 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 453,191 F4 · price: The price reported in Column 4 is a weighted average price as these shares were purchased in multiple transactions at prices ranging from $44.01 to $44.99, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 23:56 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 84,410 | $44.58 | $3,762,955.60 |
DisclosureSEC source: 0001726978-23-000023 · wf-form4_167771495492015.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 441,093 F1 · price: The price reported in Column 4 is a weighted average price as these shares were sold in multiple transactions. 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. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 27, 2023 Filed Mar 3, 2023 02:05 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 4,108 | $45.84 | $188,310.72 |
DisclosureSEC source: 0001726978-23-000025 · wf-form4a_167780911321571.xml · nonDerivative · entry 2 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 441,093 F3 · price: The price reported in Column 4 is a weighted average price as these shares were purchased in multiple transactions at prices ranging from $45.58 to $45.99, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| February 27, 2023 Filed Mar 3, 2023 02:05 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 80,302 | $44.84 | $3,600,741.68 |
DisclosureSEC source: 0001726978-23-000025 · wf-form4a_167780911321571.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wildcat Public Equity Partners, LLC Disclosed balance after: 436,985 F1 · price: The price reported in Column 4 is a weighted average price as these shares were purchased in multiple transactions at prices ranging from $44.58 to $45.57, 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 purchased at each separate price within the range set forth in this footnote to this Form 4. F2 · ownership.nature: Shares are held by Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such shares. Read SEC document |
| May 13, 2022 Filed May 17, 2022 21:01 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: 0001726978-22-000069 · wf-form4_165282124136958.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · 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 11:05 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: 0000950103-22-001968 · dp166562_4-mcconnon.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · 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.