| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner, Member of 10% Owner Group
1 company
Desiree Coleman last filed a Form 4 in February 2024, as 10% Owner, Member of 10% Owner Group at GSHD. Desiree Coleman's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Desiree Coleman's trades have earned a middling insider score of 56/100 across 27 rated trades. Over a 12-month horizon, 40.7% of those trades were profitable, with an average 12-month return of +8.9%.
Desiree Coleman has 27 Form 4 filings on record from June 2020 to February 2024, all as 10% Owner, Member of 10% Owner Group at Goosehead Insurance (GSHD), 2020–2024.
The 136 reported transactions were 70 conversions and 66 open-market sales.
Counted by filing, the open-market trades come to no purchases and 27 sales worth about $23.1M.
The largest open-market sale was 38,724 shares of GSHD at an average $80.33 on February 9, 2024, about $3.1M. Twelve months later GSHD was up 36%.
3 of the 12 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 9 were not.
Shares as reported in the last Form 4 for each company; the most recent is from February 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 9, 2024 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell10b5-1 | 38,724 | $80.33 | $3,110,633.34 | - | -25.9% | +35.6% | |
| Feb 5, 2024 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell10b5-1 | 8,952 | $80.05 | $716,607.60 | - | -22.8% | +34.9% | |
| Jan 31, 2024 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell10b5-1 | 2,324 | $80.17 | $186,315.08 | - | -26.3% | +41.3% | |
| Jun 1, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 18,737 | $55.14 | $1,033,076.51 | - | +24.3% | +15.3% | |
| May 25, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 2,962 | $57.74 | $171,025.88 | - | +8.2% | +16.0% | |
| May 23, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 5,909 | $58.06 | $343,099.63 | - | +6.1% | +13.5% | |
| May 19, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 15,630 | $57.86 | $904,351.80 | - | +5.6% | +9.3% | |
| May 17, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 2,790 | $58.53 | $163,298.70 | - | +7.4% | +8.5% | |
| May 11, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 9,852 | $60.08 | $591,887.16 | - | +9.4% | +2.9% | |
| May 9, 2023 | GSHD Goosehead Insurance, Inc. | 10% Owner, Member of 10% Owner Group | Sell | 4,100 | $60.03 | $246,138.00 | - | +12.1% | -0.5% |