Key facts
- This page summarizes Desiree Coleman's Form 4 filing for Goosehead Insurance, Inc. (GSHD).
- 9 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 12 Feb 2024, 19:25.
Desiree Coleman - 08 Feb 2024 Form 4 Insider Report for Goosehead Insurance, Inc. (GSHD)
- Reporting relationship
- Member of 10% owner group, 10%+ Owner
- Issuer ticker
- GSHD
- Reported as of
- 08 Feb 2024
- Net transaction value
- -$3,110,633
- SEC form
- 4
- Accepted by SEC
- 12 Feb 2024, 19:25:18 UTC
- Prior SEC filing
- 07 Feb 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ John O'Connor, as Attorney-in-Fact for Desiree Coleman
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Desiree Coleman filed Form 4 for Goosehead Insurance, Inc. (GSHD) on 12 Feb 2024.
Change
- Previous filing in this sequence was filed on 07 Feb 2024.
- Current net transaction value: -$3,110,633.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
GSHD
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- -17,070
- Change %
- -7.2%
- Price
- $0.000000
- Shares after
- 221,654
- Date
- 08 Feb 2024
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- +17,070
- Change %
- Price
- $0.000000
- Shares after
- 17,070
- Date
- 08 Feb 2024
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $1,368,160
- Shares
- -17,070
- Change %
- -100%
- Price
- $80.15
- Shares after
- 0
- Date
- 08 Feb 2024
- Ownership
- Direct
- Footnotes
- F1
GSHD
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- -21,654
- Change %
- -9.8%
- Price
- $0.000000
- Shares after
- 200,000
- Date
- 09 Feb 2024
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- +21,654
- Change %
- Price
- $0.000000
- Shares after
- 21,654
- Date
- 09 Feb 2024
- Ownership
- Direct
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $1,537,026
- Shares
- -19,122
- Change %
- -88%
- Price
- $80.38
- Shares after
- 2,532
- Date
- 09 Feb 2024
- Ownership
- Direct
- Footnotes
- F2
GSHD
transaction
Class A Common Stock
Sale
- Transaction value
- $205,446
- Shares
- -2,532
- Change %
- -100%
- Price
- $81.14
- Shares after
- 0
- Date
- 09 Feb 2024
- Ownership
- Direct
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
GSHD
transaction
Derivative
LLC Units in Goosehead Financial, LLC
Conversion of derivative security
- Transaction value
- $0
- Shares
- -17,070
- Change %
- -7.2%
- Price
- $0.000000
- Shares after
- 221,654
- Date
- 08 Feb 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 17,070
- Exercise price
- $0.000000
- Footnotes
- F4
GSHD
transaction
Derivative
LLC Units in Goosehead Financial, LLC
Conversion of derivative security
- Transaction value
- $0
- Shares
- -21,654
- Change %
- -9.8%
- Price
- $0.000000
- Shares after
- 200,000
- Date
- 09 Feb 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 21,654
- Exercise price
- $0.000000
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 4 footnotes
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.