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McConnon Thomas

Disclosed activity across 1 company

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72273
SEC CIK
0001908314

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Goosehead Insurance, Inc.GSHD · Entity 4370DirectorDecember 01, 2025December 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectSee footnote269,322 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 rows

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.