Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Goosehead Insurance, Inc. | 7,014 | reported | 15 May 2026 | tx 120+769,524−789,510 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | PURCHASE | Goosehead Insurance, Inc. | 2,650 | 37.50 USD | |
| 20 Apr 2026 | GRANT_AWARD | Goosehead Insurance, Inc. | 50,000 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | Goosehead Insurance, Inc. | 90,000 | 0.00 USD | deriv |
| 27 Oct 2025 | PURCHASE | Goosehead Insurance, Inc. | 866 | 74.44 USD | |
| 27 Oct 2025 | PURCHASE | Goosehead Insurance, Inc. | 7 | 74.45 USD | |
| 26 Aug 2025 | GRANT_AWARD | Goosehead Insurance, Inc. | 20,000 | 0.00 USD | deriv |
| 29 Jul 2025 | PURCHASE | Goosehead Insurance, Inc. | 1,149 | 86.08 USD | |
| 28 Feb 2025 | PURCHASE | Goosehead Insurance, Inc. | 1,010 | 118.02 USD | first after silence |
| 02 Jan 2025 | GRANT_AWARD | Goosehead Insurance, Inc. | 45,000 | 0.00 USD | deriv |
| 26 Feb 2024 | PURCHASE | Goosehead Insurance, Inc. | 1,332 | 74.86 USD | |
| 02 Jan 2024 | GRANT_AWARD | Goosehead Insurance, Inc. | 65,000 | 0.00 USD | deriv |
| 03 Jan 2023 | GRANT_AWARD | Goosehead Insurance, Inc. | 35,000 | 0.00 USD | deriv |
| 11 Nov 2022 | SALE | Goosehead Insurance, Inc. | 3,300 | 43.40 USD | |
| 11 Nov 2022 | SALE | Goosehead Insurance, Inc. | 6,751 | 42.45 USD | |
| 11 Nov 2022 | SALE | Goosehead Insurance, Inc. | 5,361 | 41.78 USD | |
| 11 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 15,412 | 0.00 USD | |
| 10 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 69,501 | 0.00 USD | |
| 10 Nov 2022 | SALE | Goosehead Insurance, Inc. | 18,858 | 41.12 USD | |
| 10 Nov 2022 | SALE | Goosehead Insurance, Inc. | 50,643 | 40.41 USD | |
| 10 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 69,501 | 0.00 USD | |
| 11 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 15,412 | 0.00 USD | |
| 11 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 15,412 | 0.00 USD | deriv |
| 10 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 69,501 | 0.00 USD | deriv |
| 04 Nov 2022 | CONVERSION | Goosehead Insurance, Inc. | 323 | 0.00 USD | |
| 04 Nov 2022 | SALE | Goosehead Insurance, Inc. | 323 | 40.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 28 Feb 2025.