Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | GSHD | Class A Common Stock | Gift | $0 | -625 | -0.36% | $0.00 | 173K | Aug 23, 2024 | Direct | F1 |
holding | GSHD | Class B Common Stock | 132K | Aug 23, 2024 | Direct | F1 | |||||
holding | GSHD | Class B Common Stock | 9.57M | Aug 23, 2024 | By Trust | F2 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
holding | GSHD | LLC Units in Goosehead Financial, LLC | 132K | Aug 23, 2024 | Class A Common Stock | 132K | $0.00 | Direct | F1, F3 | |||||
holding | GSHD | LLC Units in Goosehead Financial, LLC | 9.57M | Aug 23, 2024 | Class A Common Stock | 9.57M | $0.00 | By Trust | F2, F3 |
Id | Content |
---|---|
F1 | Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. |
F2 | Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
F3 | 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. |