0001968582-23-000389.txt : 20230810
0001968582-23-000389.hdr.sgml : 20230810
20230810165214
ACCESSION NUMBER: 0001968582-23-000389
CONFORMED SUBMISSION TYPE: 144
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20230810
DATE AS OF CHANGE: 20230810
SUBJECT COMPANY:
COMPANY DATA:
COMPANY CONFORMED NAME: Goosehead Insurance, Inc.
CENTRAL INDEX KEY: 0001726978
STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411]
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 144
SEC ACT: 1933 Act
SEC FILE NUMBER: 001-38466
FILM NUMBER: 231160390
BUSINESS ADDRESS:
STREET 1: 1500 SOLANA BLVD
STREET 2: BUILDING 4, SUITE 4500
CITY: WESTLAKE
STATE: TX
ZIP: 76262
BUSINESS PHONE: 214-838-5500
MAIL ADDRESS:
STREET 1: 1500 SOLANA BLVD
STREET 2: BUILDING 4, SUITE 4500
CITY: WESTLAKE
STATE: TX
ZIP: 76262
REPORTING-OWNER:
COMPANY DATA:
COMPANY CONFORMED NAME: Desiree Robyn Coleman Family Trust 2014
CENTRAL INDEX KEY: 0001737804
IRS NUMBER: 467477898
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 144
BUSINESS ADDRESS:
STREET 1: 1500 SOLANA BOULEVARD
STREET 2: BUILDING 4, SUITE 4500
CITY: WESTLAKE
STATE: TX
ZIP: 76262
BUSINESS PHONE: 214-838-5200
MAIL ADDRESS:
STREET 1: 1500 SOLANA BOULEVARD
STREET 2: BUILDING 4, SUITE 4500
CITY: WESTLAKE
STATE: TX
ZIP: 76262
144
1
primary_doc.xml
144
0001737804
XXXXXXXX
LIVE
0001726978
GOOSEHEAD INSURANCE, INC.
001-38466
1500 SOLANA BLVD, BUILDING 4, SUITE 4500
WESTLAKE
TX
76262
214-838-5500
Mark E. Jones
Affiliate
Class A Common
J.P. Morgan Securities LLC
390 Madison Avenue - 6th Floor
New York
NY
10017
4000
258000
23898757
08/10/2023
NASDAQ
Class A Common
08/10/2023
Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018.
Issuer
N
4000
08/10/2023
N/A
N
Mark and Robyn Jones Descendants Trust 2014
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
05/11/2023
206
12361
Mark and Robyn Jones Descendants Trust 2014
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
06/06/2023
24037
1445520
Mark and Robyn Jones Descendants Trust 2014
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
06/07/2023
6290
380130
Mark and Robyn Jones Descendants Trust 2014
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
06/08/2023
10112
608555
Mark and Robyn Jones Descendants Trust 2014
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
06/09/2023
100
6500
Mark E. Jones
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
05/11/2023
400
24007
Mark E. Jones
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
05/12/2023
100
6000
Mark E. Jones
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
08/04/2023
24197
1603471
Mark E. Jones
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
08/07/2023
12192
806981
Mark E. Jones
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
08/08/2023
10553
689166
Mark E. Jones
C/o Goosehead Insurance, Inc.
1500 Solana Blvd., Bldg 4, Suite 4500
Westlake
TX
76262
Class A Common
08/09/2023
400
26077
The shares filed today will be sold by the Desiree Robyn Coleman Family Trust 2014 , Mark E. Jones as Trustee
08/10/2023
/s/ J.P. Morgan Securities LLC as agent and attorney-in-fact for Mark E. Jones