SLJ Dynasty Trust

Insider Reports History

Location
Westlake, TX
Signature
/s/ John O'Connor, Attorney-in-Fact for SLJ Dynasty Trust
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by SLJ Dynasty Trust:

Company Role Class Num Shares Value Price $ Report Date Ownership
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 161,094 $11,922,567 $74.01 27 Nov 2023 SLJ 2023 Grantor Retained Annuity Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 151,246 $11,193,716 $74.01 27 Nov 2023 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 161,094 27 Nov 2023 SLJ 2023 Grantor Retained Annuity Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 151,246 27 Nov 2023 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class A Common Stock 0 $74.01 27 Nov 2023 Direct

Insider Reports Filed by SLJ Dynasty Trust

Symbol Company Period Transactions Value $ Form Type Role Filing Time
GSHD Goosehead Insurance, Inc. 27 Nov 2023 5 -$2,085,316 4 Member of 10% owner group, 10%+ Owner 29 Nov 2023, 18:33