SLJ Dynasty Trust - Member of 10% owner group, 10%+ Owner at Goosehead Insurance, Inc.

Issuer-level insider activity

Identity Names, identifiers, and filing context for this profile. 1 identity field
Entity type
Company
Source evidence Original filing metadata and source links for verification. 1 source field
Source filing history
Open source filing history

Past-year transaction volume for SLJ Dynasty Trust in Goosehead Insurance, Inc.

Buys

Open market
Shares
Avg price
Total value

Sells

Open market
Shares
-250
Avg price
$67.50
Total value
-$16,875

Net

Past year
Shares
-250
Share %
-100%
Total value
-$16,875

Reported holdings for SLJ Dynasty Trust 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
161,094
Estimated value
$11,922,567
Report date
27 Nov 2023
Price
$74.01
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
161,094
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
161,094
Estimated value
Report date
27 Nov 2023
Price
Ownership
SLJ 2023 Grantor Retained Annuity Trust

Transaction history for SLJ Dynasty Trust 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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