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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Nov-23 6:16 PM View:  | Goosehead Insurance, Inc. (GSHD) | 22-Nov-23 | Conversion | 15,000 | -- | -- | 6% 269.0K to 284.0K | |
| 27-Nov-23 6:16 PM View: | Goosehead Insurance, Inc. (GSHD) | 22-Nov-23 | Conversion | 15,000 | -- | -- | (5%) 284.0K to 269.0K | |
| 27-Nov-23 6:16 PM View: | Goosehead Insurance, Inc. (GSHD) | 22-Nov-23 | Sale | 15,000 | $71.74 | $1,076,100.00 | (6%) 269.0K to 254.0K | |
| 22-Sep-23 5:19 PM View: | Goosehead Insurance, Inc. (GSHD) | 20-Sep-23 | Conversion | 7,500 | -- | -- | 3% 291.5K to 299.0K | |
| 22-Sep-23 5:19 PM View: | Goosehead Insurance, Inc. (GSHD) | 20-Sep-23 | Conversion | 7,500 | -- | -- | (3%) 299.0K to 291.5K | |
| 22-Sep-23 5:19 PM View: | Goosehead Insurance, Inc. (GSHD) | 20-Sep-23 | Sale | 7,500 | $76.34 | $572,514.00 | (3%) 291.5K to 284.0K | |
| 14-Feb-22 10:00 PM View: | Goosehead Insurance, Inc. (GSHD) | 28-Jan-21 | Gift Duplicate | 82,500 | -- | -- | 29% 285.29K to 367.79K | |
| 14-Feb-22 10:00 PM View: | Goosehead Insurance, Inc. (GSHD) | 28-Jan-21 | Gift | 82,500 | -- | -- | (22%) 367.79K to 285.29K | |
| 12-Feb-21 10:00 PM View: | Goosehead Insurance, Inc. (GSHD) | 30-Nov-20 | Gift | 88,704 | -- | -- | 31% 285.29K to 374.0K | |
| 12-Feb-21 10:00 PM View: | Goosehead Insurance, Inc. (GSHD) | 20-Nov-20 | Gift | 88,709 | -- | -- | (24%) 374.0K to 285.29K | |
| 09-Jul-20 5:07 PM View: | Goosehead Insurance, Inc. (GSHD) | 08-Jul-20 | Conversion | 4,248 | -- | -- | 1% 378.25K to 382.5K | |
| 09-Jul-20 5:07 PM View: | Goosehead Insurance, Inc. (GSHD) | 08-Jul-20 | Conversion | 4,248 | -- | -- | (1%) 382.5K to 378.25K | |
| 09-Jul-20 5:07 PM View: | Goosehead Insurance, Inc. (GSHD) | 08-Jul-20 | Market Sale | 4,248 | $80.72 | $342,914.00 | (1%) 378.25K to 374.0K | (60%) |
| 08-Jul-20 5:20 PM View: | Goosehead Insurance, Inc. (GSHD) | 07-Jul-20 | Conversion | 3,488 | -- | -- | < 1% 381.74K to 385.22K | |
| 08-Jul-20 5:20 PM View: | Goosehead Insurance, Inc. (GSHD) | 07-Jul-20 | Conversion | 3,488 | -- | -- | (< 1%) 385.22K to 381.74K | |
| 08-Jul-20 5:20 PM View: | Goosehead Insurance, Inc. (GSHD) | 07-Jul-20 | Market Sale | 3,488 | $76.42 | $266,549.00 | (< 1%) 381.74K to 378.25K | (69%) |
| 08-Jul-20 4:19 PM View: | Goosehead Insurance, Inc. (GSHD) | 06-Jul-20 | Conversion | 3,729 | -- | -- | < 1% 385.46K to 389.19K | |
| 08-Jul-20 4:19 PM View: | Goosehead Insurance, Inc. (GSHD) | 06-Jul-20 | Conversion | 3,729 | -- | -- | (< 1%) 389.19K to 385.46K | |
| 08-Jul-20 4:19 PM View: | Goosehead Insurance, Inc. (GSHD) | 06-Jul-20 | Market Sale | 3,729 | $77.25 | $288,070.00 | (< 1%) 385.46K to 381.74K | (68%) |
| 06-Jul-20 5:01 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Jul-20 | Conversion | 1,200 | -- | -- | < 1% 386.67K to 387.87K | |
| 06-Jul-20 5:01 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Jul-20 | Conversion | 1,200 | -- | -- | (< 1%) 387.87K to 386.67K | |
| 06-Jul-20 5:01 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Jul-20 | Market Sale | 1,200 | $75.71 | $90,857.20 | (< 1%) 386.67K to 385.46K | (71%) |
| 02-Jul-20 5:39 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Jul-20 | Conversion | 2,335 | -- | -- | < 1% 389.0K to 391.33K | |
| 02-Jul-20 5:39 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Jul-20 | Conversion | 2,335 | -- | -- | (< 1%) 391.33K to 389.0K | |
| 02-Jul-20 5:39 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Jul-20 | Market Sale | 2,335 | $75.92 | $177,278.00 | (< 1%) 389.0K to 386.67K | (70%) |
| 19-May-20 6:52 PM View: | Goosehead Insurance, Inc. (GSHD) | 18-May-20 | Conversion | 5,557 | -- | -- | 1% 394.56K to 400.11K | |
| 19-May-20 6:52 PM View: | Goosehead Insurance, Inc. (GSHD) | 18-May-20 | Conversion | 5,557 | -- | -- | (1%) 400.11K to 394.56K | |
| 19-May-20 6:52 PM View: | Goosehead Insurance, Inc. (GSHD) | 18-May-20 | Market Sale | 5,557 | $60.00 | $333,420.00 | (1%) 394.56K to 389.0K | (116%) |
| 03-Oct-19 5:35 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Oct-19 | Conversion | 8,277 | -- | -- | 2% 402.83K to 411.11K | |
| 03-Oct-19 5:35 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Oct-19 | Conversion | 8,277 | -- | -- | (2%) 411.11K to 402.83K | |
| 03-Oct-19 5:35 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Oct-19 | Market Sale | 8,277 | $42.09 | $348,410.00 | (2%) 402.83K to 394.56K | (207%) |
| 03-Oct-19 5:27 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Oct-19 | Conversion | 4,723 | -- | -- | 1% 407.56K to 412.28K | |
| 03-Oct-19 5:27 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Oct-19 | Conversion | 4,723 | -- | -- | (1%) 412.28K to 407.56K | |
| 03-Oct-19 5:27 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Oct-19 | Market Sale | 4,723 | $45.75 | $216,091.00 | (1%) 407.56K to 402.83K | (183%) |
| 04-Sep-19 8:42 PM View: | Goosehead Insurance, Inc. (GSHD) | 03-Sep-19 | Conversion | 13,000 | -- | -- | 3% 420.56K to 433.56K | |
| 04-Sep-19 8:42 PM View: | Goosehead Insurance, Inc. (GSHD) | 03-Sep-19 | Conversion | 13,000 | -- | -- | (3%) 433.56K to 420.56K | |
| 04-Sep-19 8:42 PM View: | Goosehead Insurance, Inc. (GSHD) | 03-Sep-19 | Market Sale | 13,000 | $46.26 | $601,418.00 | (3%) 420.56K to 407.56K | (180%) |
| 05-Aug-19 5:53 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Aug-19 | Conversion | 7,283 | -- | -- | 2% 427.84K to 435.12K | |
| 05-Aug-19 5:53 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Aug-19 | Conversion | 7,283 | -- | -- | (2%) 435.12K to 427.84K | |
| 05-Aug-19 5:53 PM View: | Goosehead Insurance, Inc. (GSHD) | 02-Aug-19 | Market Sale | 7,283 | $42.03 | $306,086.00 | (2%) 427.84K to 420.56K | (208%) |
| 02-Aug-19 4:30 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Aug-19 | Conversion | 5,717 | -- | -- | 1% 433.56K to 439.27K | |
| 02-Aug-19 4:30 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Aug-19 | Conversion | 5,717 | -- | -- | (1%) 439.27K to 433.56K | |
| 02-Aug-19 4:30 PM View: | Goosehead Insurance, Inc. (GSHD) | 01-Aug-19 | Market Sale | 5,717 | $45.45 | $259,861.00 | (1%) 433.56K to 427.84K | (185%) |
| 11-Jul-19 5:49 PM View: | Goosehead Insurance, Inc. (GSHD) | 10-Jul-19 | Conversion | 1,417 | -- | -- | < 1% 434.97K to 436.39K | |
| 11-Jul-19 5:49 PM View: | Goosehead Insurance, Inc. (GSHD) | 10-Jul-19 | Conversion | 1,417 | -- | -- | (< 1%) 436.39K to 434.97K | |
| 11-Jul-19 5:49 PM View: | Goosehead Insurance, Inc. (GSHD) | 10-Jul-19 | Market Sale | 1,417 | $46.58 | $66,006.00 | (< 1%) 434.97K to 433.56K | (178%) |
| 10-Jul-19 5:14 PM View: | Goosehead Insurance, Inc. (GSHD) | 09-Jul-19 | Conversion | 1,900 | -- | -- | < 1% 436.87K to 438.77K | |
| 10-Jul-19 5:14 PM View: | Goosehead Insurance, Inc. (GSHD) | 09-Jul-19 | Conversion | 1,900 | -- | -- | (< 1%) 438.77K to 436.87K | |
| 10-Jul-19 5:14 PM View: | Goosehead Insurance, Inc. (GSHD) | 09-Jul-19 | Market Sale | 1,900 | $47.27 | $89,811.00 | (< 1%) 436.87K to 434.97K | (174%) |
| 09-Jul-19 4:44 PM View: | Goosehead Insurance, Inc. (GSHD) | 08-Jul-19 | Conversion | 1,861 | -- | -- | < 1% 438.74K to 440.6K |