SLJ 2023 Grantor Retained Annuity Trust
SEC CIK 1983108 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| GSHD | Goosehead Insurance, Inc. | 10%, Member of 10% owner group | 161.1K | — | — | 2 | 2023-06-26 | 2023-06-26 |
Most active insiders at GSHD, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Mark & Robyn Jones Descendants Trust 2014 | 10%, Member of 10% owner group | — | $26.01M |
| 2 | Durable Capital Partners LP | 10% | $18.45M | — |
| 3 | McConnon Thomas | Dir | — | $5.13M |
| 4 | Jones Serena | 10%, Member of 10% owner group | — | $2.07M |
| 5 | KEBODEAUX ADRIENNE | 10%, Member of 10% owner group | — | $816.0K |
| 6 | Miller Mark | Pres, CEO, Dir | $546.1K | — |
| 7 | Chick & The Bear Irrevocable Trust | 10%, Member of 10% owner group | — | $325.1K |
| 8 | Goldberg Louis | Dir | $250.0K | — |
| 9 | Thornthwaite Martin Ellis | GC | $207.5K | — |
| 10 | Martin John Arthur | CFO | $173.6K | — |
SLJ 2023 Grantor Retained Annuity Trust made no open-market trades at GSHD in the last 12 months.
Transactions 2
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2023-06-28 | 2023-06-26 | GSHD | Goosehead Insurance, Inc. | SLJ 2023 Grantor Retained Annuity Trust | 10%, Member of 10% owner group | G - Gift | $0.00 | +161.1K | 161.1K | New | $0 |
| D | 2023-06-28 | 2023-06-26 | GSHD | Goosehead Insurance, Inc. | SLJ 2023 Grantor Retained Annuity Trust | 10%, Member of 10% owner group | G - Gift | $0.00 | -161.1K | 443.4K | -27% | $0 |
Purchase Sale Sale after option exercise All abbreviations