Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | 10% owner · Member of 10% owner group | February 08, 2024 | February 13, 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 February 08, 2024 · Filed February 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 200,000 |
Ending reported balance
After 2024-02-09 transaction · row 4
2 source rows · reconciled sequenceRow 1 · 2024-02-08 · Conversion · Disposed 17,070 · Balance 221,654 Row 4 · 2024-02-09 · Conversion · Disposed 21,654 · Balance 200,000 |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-02-09 transaction · row 7
5 source rows · reconciled sequenceRow 2 · 2024-02-08 · Conversion · Acquired 17,070 · Balance 17,070 Row 3 · 2024-02-08 · Sale · Disposed 17,070 · Balance 0 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.64, 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. Row 5 · 2024-02-09 · Conversion · Acquired 21,654 · Balance 21,654 Row 6 · 2024-02-09 · Sale · Disposed 19,122 · Balance 2,532 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.97, 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. Row 7 · 2024-02-09 · Sale · Disposed 2,532 · Balance 0 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.03 to $81.28, 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. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 221,654 |
Reported balance
After 2024-02-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-02-08 · Conversion · Disposed 17,070 · Balance 221,654 F4: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 200,000 |
Reported balance
After 2024-02-09 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-02-09 · Conversion · Disposed 21,654 · Balance 200,000 F4: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. |
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 $80.00 to $80.64, 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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.97, 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.03 to $81.28, 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.
F4: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.
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 |
|---|---|---|---|---|---|---|
| May 24, 2021 Filed May 24, 2021 21:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 11,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000105 · wf-form4_162189300658214.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,557 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 |
| May 18, 2021 Filed May 20, 2021 21:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,586 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000096 · wf-form4_162154666455698.xml · derivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,177 Underlying: Class A Common Stock · 7,586 shares Expires not disclosed 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. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 700 | $87.48 | $61,236.00 |
DisclosureSEC source: 0001726978-21-000096 · wf-form4_162154666455698.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.18 to $87.83, 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 |
| May 18, 2021 Filed May 20, 2021 21:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,857 | $86.46 | $333,476.22 |
DisclosureSEC source: 0001726978-21-000096 · wf-form4_162154666455698.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.14 to $87.09, 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 |
| May 18, 2021 Filed May 20, 2021 21:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,029 | $85.92 | $260,251.68 |
DisclosureSEC source: 0001726978-21-000096 · wf-form4_162154666455698.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,557 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.14 to $86.13, 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 |
| May 18, 2021 Filed May 20, 2021 21:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 7,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000096 · wf-form4_162154666455698.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,586 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 |
| May 18, 2021 Filed May 20, 2021 21:38 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 7,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000096 · wf-form4_162154666455698.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,177 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · derivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,763 Underlying: Class A Common Stock · 8,967 shares Expires not disclosed 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. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 300 | $90.92 | $27,276.00 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.55 to $91.20, 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $90.00 | $54,000.00 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.50 to $90.50, 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,011 | $87.28 | $88,240.08 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.19 to $87.37, 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,454 | $86.48 | $212,221.92 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,911 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.06 to $86.98, 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,602 | $85.34 | $392,734.68 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,365 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $86.00, 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 8,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,967 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 |
| May 13, 2021 Filed May 14, 2021 21:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 8,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000094 · wf-form4_162102683449660.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,763 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 |
| May 12, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $93.13 | $55,878.00 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.02 to $93.25, 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 |
| May 12, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,300 | $91.76 | $119,288.00 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.52 to $92.17, 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 |
| May 12, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $93.13 | $55,878.00 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.02 to $93.25, 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 |
| May 12, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,300 | $91.76 | $119,288.00 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.52 to $92.17, 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 |
| May 11, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 16,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · derivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,730 Underlying: Class A Common Stock · 16,827 shares Expires not disclosed 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. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 11, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,000 | $95.21 | $95,210.00 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.01 to $95.57, 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 sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 11, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,408 | $94.67 | $133,295.36 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.02 to $95.00, 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 |
| May 11, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,519 | $93.56 | $1,171,277.64 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,308 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.00 to $93.99, 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 sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 11, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 16,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,827 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 |
| May 11, 2021 Filed May 13, 2021 00:07 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 16,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000085 · wf-form4_162086442066587.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,730 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 |
| May 11, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 16,827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · derivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,730 Underlying: Class A Common Stock · 16,827 shares Expires not disclosed 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. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 11, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,000 | $95.21 | $95,210.00 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.01 to $95.57, 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 sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 11, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,408 | $94.67 | $133,295.36 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.02 to $95.00, 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 |
| May 11, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 12,519 | $93.56 | $1,171,277.64 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,308 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.00 to $93.99, 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 sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 11, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 16,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,827 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 |
| May 11, 2021 Filed May 14, 2021 21:07 UTC Amendment | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 16,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000090 · wf-form4a_162102642369198.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,730 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 |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · derivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,557 Underlying: Class A Common Stock · 2,765 shares Expires not disclosed 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. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,565 | $81.66 | $127,797.90 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.22 to $81.98, 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 |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 700 | $80.87 | $56,609.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.17 to $81.17, 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 |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 300 | $79.94 | $23,982.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,265 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.14 to $80.04, 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 |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $77.74 | $7,774.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,565 Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $76.64 | $7,664.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,665 Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 2,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,765 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 |
| July 08, 2020 Filed Jul 9, 2020 21:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 2,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000263 · wf-form4_159432878091719.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,557 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 |
| July 07, 2020 Filed Jul 8, 2020 21:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000259 · wf-form4_159424296659576.xml · derivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,322 Underlying: Class A Common Stock · 3,532 shares Expires not disclosed 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. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| July 07, 2020 Filed Jul 8, 2020 21:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 600 | $77.92 | $46,752.00 |
DisclosureSEC source: 0001726978-20-000259 · wf-form4_159424296659576.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.67 to $78.18, 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 |
| July 07, 2020 Filed Jul 8, 2020 21:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 832 | $76.94 | $64,014.08 |
DisclosureSEC source: 0001726978-20-000259 · wf-form4_159424296659576.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.57 to $77.42, 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 |
| July 07, 2020 Filed Jul 8, 2020 21:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,100 | $76.26 | $160,146.00 |
DisclosureSEC source: 0001726978-20-000259 · wf-form4_159424296659576.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.51 to $76.47, 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 |
| July 07, 2020 Filed Jul 8, 2020 21:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 3,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000259 · wf-form4_159424296659576.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,532 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 |
| July 07, 2020 Filed Jul 8, 2020 21:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 3,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000259 · wf-form4_159424296659576.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,322 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 |
| July 06, 2020 Filed Jul 8, 2020 20:39 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 11,620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000255 · wf-form4_159424076403816.xml · derivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,854 Underlying: Class A Common Stock · 11,620 shares Expires not disclosed 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. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 20:39 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 303 | $79.46 | $24,076.38 |
DisclosureSEC source: 0001726978-20-000255 · wf-form4_159424076403816.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.40 to $79.56, 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 |
| July 06, 2020 Filed Jul 8, 2020 20:39 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,708 | $78.88 | $213,607.04 |
DisclosureSEC source: 0001726978-20-000255 · wf-form4_159424076403816.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.33 to $79.33, 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 |
| July 06, 2020 Filed Jul 8, 2020 20:39 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,819 | $77.97 | $375,737.43 |
DisclosureSEC source: 0001726978-20-000255 · wf-form4_159424076403816.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,011 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.30 to $78.30, 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 |
| July 06, 2020 Filed Jul 8, 2020 20:39 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,490 | $76.55 | $190,609.50 |
DisclosureSEC source: 0001726978-20-000255 · wf-form4_159424076403816.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,830 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.23 to $77.14, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.