KEBODEAUX ADRIENNE 4

4 · Goosehead Insurance, Inc. · Filed Jul 30, 2026

AI-generated summary of this filing

Updated Jul 30, 2026

Goosehead (GSHD) 10% Owner Chick & The Bear Trust Sells 5,000 Shares

What Happened

The Chick & The Bear Irrevocable Trust (reported as a 10% owner) converted derivative securities into common stock and sold 5,000 shares of Goosehead Insurance (GSHD) in an open-market transaction on July 28, 2026. The shares were sold at a weighted average price of $65.03, totaling approximately $325,150. The conversion line items on the Form 4 show derivative-to-common conversions at $0 consideration (i.e., no cash paid for the conversion).

Key Details

Transaction date: July 28, 2026.
Sale: 5,000 shares sold in the open market at a weighted average price of $65.03; total proceeds ≈ $325,150.
Price range: individual sale prices ranged from $65.01 to $65.13 (per footnote F2).
Conversions: multiple "C" (conversion of derivative) entries for 5,000 shares at $0 — these reflect conversion/reclassification of derivative holdings into common shares (see footnote F4 regarding convertibility of LLC Units/Class B to Class A).
Ownership/affiliation: Filing notes the Trust holds shares directly and Adrienne Kebodeaux is trustee with family beneficiaries (footnotes F1 and F3). The Trust is a reported 10% owner.
Shares owned after transaction: not specified in the filing.
Filing date: Form 4 filed July 30, 2026 reporting the July 28 transactions (appears timely).

Context

This is a sale by a 10% owner (institutional/large-holder category), not an executive purchase; such transactions can be routine liquidity events.
The filing shows derivative conversions (no cash), followed by an open-market sale of resulting shares; this is different from an option exercise with cash purchase.
No indication of awards, tax-withholdings, or a prearranged 10b5-1 plan was disclosed in the Form 4.

Form 4

Period: 2026-07-28

10% OwnerOther

Transactions

Conversion
Class B Common Stock
[F1]
2026-07-28−5,000→ 58,530 total
Conversion
Class A Common Stock
[F1]
2026-07-28+5,000→ 5,000 total
Sale
Class A Common Stock
[F2][F1]
2026-07-28$65.03/sh−5,000$325,150→ 0 total
Conversion
LLC Units in Goosehead Financial, LLC
[F4][F1]
2026-07-28−5,000→ 58,530 total
Exercise: $0.00→ Class A Common Stock (5,000 underlying)

Holdings

Class B Common Stock
[F3]
280,027
LLC Units in Goosehead Financial, LLC
[F4][F3]
Exercise: $0.00→ Class A Common Stock (280,027 underlying)
280,027

Footnotes (4)

[F1]Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Chick & The Bear Irrevocable Trust and (b) indirectly by Adrienne Kebodeaux, who serves as trustee of the Chick & The Bear Irrevocable Trust and whose immediate family members are beneficiaries of the Chick & The Bear Irrevocable Trust.
[F2]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.13, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
[F3]Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Adrienne Kebodeaux.
[F4]Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

4 files