0001968582-23-000687.txt : 20231120
0001968582-23-000687.hdr.sgml : 20231120
20231120191206
ACCESSION NUMBER: 0001968582-23-000687
CONFORMED SUBMISSION TYPE: 144
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20231120
DATE AS OF CHANGE: 20231120
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: 231424101
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: Camille Lavaun Peterson Family Trust 2014
CENTRAL INDEX KEY: 0001737835
IRS NUMBER: 467477921
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
0001737835
XXXXXXXX
LIVE
0001726978
Goosehead Insurance, Inc.
001-38466
1500 Solana Boulevard
Building 4, Suite 4500
Westlake
TX
76262
214-838-5500
Camille Lavaun Peterson Family Trust 2014
Affiliate
Class A Common
J.P. Morgan Securities LLC
390 Madison Avenue - 6th Floor
New York
NY
10017
15000
1095900
23898757
11/20/2023
NASDAQ
Class A Common
11/20/2023
Gift from Mark E. Jones, who acquired Class A Common Shares received in exchange of Class B units. The Class B units were acquired on May 1, 2018.
Mark E. Jones
Y
05/01/2018
15000
11/20/2023
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
08/21/2023
800
48374.8
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
08/22/2023
1556
93364.98
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
08/23/2023
11480
690136.27
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
08/24/2023
100
6000
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
08/25/2023
100
6004
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
08/28/2023
7846
467294.42
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
08/29/2023
130603
9092946.55
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
08/30/2023
50000
3441620
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
11/10/2023
26862
1914186.12
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
11/13/2023
21394
1581444.48
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
11/14/2023
42907
3172543.58
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
11/15/2023
28404
2077468.56
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
11/16/2023
29712
2116385.76
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
11/17/2023
32382
2317255.92
The shares filed today will be sold by the Camille Lavaun Peterson Family Trust 2014 , Mark E. Jones as Trustee
11/20/2023
/s/ J.P. Morgan Securities LLC as agent and attorney-in-fact for Camille Lavaun Peterson Family Trust 2014