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CIK 0001726978 · Large accelerated filer

Goosehead Insurance, Inc.

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Ticker
GSHD
Exchange
Nasdaq
Industry
Insurance Agents, Brokers & Service
FY end
Dec 31
Incorporated
DE
Entity type
operating
Phone
214-838-5500
Business address
1500 SOLANA BLVD, BUILDING 4, SUITE 4500, WESTLAKE, TX, 76262
Open-market buys, last 90 days
$7,098,000
in 1 filing
Open-market sales, last 90 days
$2,540,152
in 2 filings

Net +$4,557,848. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Durable Capital Partners LP +$7.1M 10% owner 1 filing
  2. Jones Serena −$2.1M 10% owner sold 100% of stake
  3. KEBODEAUX ADRIENNE −$490K 10% owner sold 100% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2023-11-22 Mark & Robyn Jones Descendants Trust 2014 10% owner Conversion · LLC Units in Goosehead Financial, LLC −4,350 7,906,142
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% owner Conversion −33,786 7,910,492
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% owner Conversion +33,786 33,786
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% owner Sale −26,640 $71.52 $1.9M 7,146
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% owner Sale −7,092 $72.37 $513K 54
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% owner Sale −54 $73.09 $4K 0
2023-11-21 Mark & Robyn Jones Descendants Trust 2014 10% owner Conversion · LLC Units in Goosehead Financial, LLC −33,786 7,910,492
2023-11-21 Mark Evan Jones, Jr. Family Trust 2014 10% owner Conversion −15,000 282,734
2023-11-21 Mark Evan Jones, Jr. Family Trust 2014 10% owner Conversion +15,000 15,000
2023-11-21 Mark Evan Jones, Jr. Family Trust 2014 10% owner Sale −15,000 $71.21 $1.1M 0
2023-11-21 Mark Evan Jones, Jr. Family Trust 2014 10% owner Conversion · LLC Units in Goosehead Financial, LLC −15,000 282,734
2023-11-21 Adrienne Morgan Jones Family Trust 2014 10% owner Conversion −15,000 282,734
2023-11-21 Adrienne Morgan Jones Family Trust 2014 10% owner Conversion +15,000 15,000
2023-11-21 Adrienne Morgan Jones Family Trust 2014 10% owner Sale −14,300 $71.57 $1.0M 700
2023-11-21 Adrienne Morgan Jones Family Trust 2014 10% owner Sale −700 $72.40 $51K 0
2023-11-21 Adrienne Morgan Jones Family Trust 2014 10% owner Conversion · LLC Units in Goosehead Financial, LLC −15,000 282,734
2023-11-21 Desiree Robyn Coleman Family Trust 2014 10% owner Conversion −15,000 276,834
2023-11-21 Desiree Robyn Coleman Family Trust 2014 10% owner Conversion +15,000 15,000
2023-11-21 Desiree Robyn Coleman Family Trust 2014 10% owner Sale −10,977 $71.96 $790K 4,023
2023-11-21 Desiree Robyn Coleman Family Trust 2014 10% owner Sale −4,023 $72.66 $292K 0

Page 25 of 46 · 910 trades