Desiree Robyn Coleman Family Trust 2014 - Member of 10% owner group, 10%+ Owner at Goosehead Insurance, Inc.

Issuer-level insider activity

Identity 1 identity field
Entity type
Company
Source evidence 1 source field
SEC filing history
Open SEC filing history

No buys or sells have been reported by Desiree Robyn Coleman Family Trust 2014 since 02 Jun 2025

Reported holdings for Desiree Robyn Coleman Family Trust 2014 in Goosehead Insurance, Inc.

Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
9,395,663
Estimated value
$695,373,019
Report date
21 Nov 2023
Price
$74.01
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
9,395,663
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
276,834
Estimated value
$20,488,484
Report date
21 Nov 2023
Price
$74.01
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
9,395,663
Estimated value
Report date
21 Nov 2023
Price
Ownership
By Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
276,834
Estimated value
Report date
21 Nov 2023
Price
Ownership
Direct
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class A Common Stock
Shares / value
0
Estimated value
Report date
21 Nov 2023
Price
$74.01
Ownership
Direct

Transaction history for Desiree Robyn Coleman Family Trust 2014 in Goosehead Insurance, Inc.

Sym Class Transaction % SEC-reported value SEC-reported price Shares Shares after Date Ownership
* marks a reported price that did not pass the local price check.
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