Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | Executive Vice President | July 01, 2024 | July 11, 2024 |
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 July 01, 2024 · Filed July 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-07-01 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: All shares subject to the option are vested and exercisable. |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $130.22 · Expires 2032-01-03 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-07-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: Two thirds (2/3rd) of the shares subject to the option are vested and exercisable. One third (1/3rd) of the shares subject to the option will vest and become exercisable, subject to continued employment, on January 3, 2025. |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.15 · Expires 2032-05-13 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-07-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F3: One half (1/2) of the shares subject to the option are vested and exercisable. One half (1/2) of the shares subject to the option will vest and become exercisable, subject to continued employment, on May 13, 2025. |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.25 · Expires 2033-01-03 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-07-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F4: One third (1/3rd) of the shares subject to the option are vested and exercisable. One third (1/3rd) of the remaining shares subject to the option will vest and become exercisable, subject to continued employment, on each of the second and third anniversaries of the grant date, which was January 3, 2023. |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $80.97 · Expires 2034-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-07-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F5: One third (1/3rd) of the shares subject to the option will vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date, which was January 2, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares subject to the option are vested and exercisable.
F2: Two thirds (2/3rd) of the shares subject to the option are vested and exercisable. One third (1/3rd) of the shares subject to the option will vest and become exercisable, subject to continued employment, on January 3, 2025.
F3: One half (1/2) of the shares subject to the option are vested and exercisable. One half (1/2) of the shares subject to the option will vest and become exercisable, subject to continued employment, on May 13, 2025.
F4: One third (1/3rd) of the shares subject to the option are vested and exercisable. One third (1/3rd) of the remaining shares subject to the option will vest and become exercisable, subject to continued employment, on each of the second and third anniversaries of the grant date, which was January 3, 2023.
F5: One third (1/3rd) of the shares subject to the option will vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date, which was January 2, 2024.
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.
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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.