2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
SLJ 2023 Grantor Retained Annuity Trust
|
G - Gift |
|
I |
|
-9,787
|
2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
SLJ 2023 Grantor Retained Annuity Trust
|
G - Gift |
|
I |
|
-9,788
|
2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
Alexandra Nicole Rogers Trust
|
G - Gift |
|
I |
|
9,788
|
2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
Brendan Scot Jones Trust
|
G - Gift |
|
I |
|
9,787
|
2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
SLJ 2023 Grantor Retained Annuity Trust
|
G - Gift |
|
I |
|
-9,788
|
2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
SLJ 2023 Grantor Retained Annuity Trust
|
G - Gift |
|
I |
|
-9,787
|
2025-08-22
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Serena
Joshua Thomas Jones Trust
|
G - Gift |
|
I |
|
9,787
|
2025-08-22
|
CRVL / CorVel Corporation
|
4 |
O'Brien Brandon
|
F - Taxes |
|
D |
92.64
|
-514
|
2025-08-22
|
CRVL / CorVel Corporation
|
4 |
O'Brien Brandon
|
F - Taxes |
|
D |
90.45
|
-658
|
2025-08-21
|
EQH / Equitable Holdings, Inc.
|
4 |
SCOTT BERTRAM L
|
S - Sale |
|
D |
51.86
|
-2,600
|
2025-08-21
|
HGTY / Hagerty, Inc.
|
4 |
KAUFFMAN ROBERT I
By Aldel LLC
|
S - Sale |
|
I |
10.77
|
-7,356
|
2025-08-21
|
AJG / Arthur J. Gallagher & Co.
|
4 |
CARY RICHARD C
|
S - Sale |
|
D |
306.00
|
-4,000
|
2025-08-21
|
AJG / Arthur J. Gallagher & Co.
|
4 |
GALLAGHER THOMAS JOSEPH
By Irrevocable Trust
|
G - Gift |
|
I |
|
30,000
|
2025-08-21
|
AJG / Arthur J. Gallagher & Co.
|
4 |
GALLAGHER THOMAS JOSEPH
By wife
|
G - Gift |
|
I |
|
-30,000
|
2025-08-20
|
CRVL / CorVel Corporation
|
4 |
Shishin Maxim
|
S - Sale |
|
D |
89.1647
|
-12,000
|
2025-08-20
|
CRVL / CorVel Corporation
|
4 |
Shishin Maxim
|
M - Exercise |
|
D |
29.23
|
12,000
|
2025-08-20
|
AJG / Arthur J. Gallagher & Co.
|
4 |
GALLAGHER THOMAS JOSEPH
|
G - Gift |
|
D |
|
-875
|
2025-08-20
|
AJG / Arthur J. Gallagher & Co.
|
4 |
GALLAGHER THOMAS JOSEPH
By wife as trustee
|
G - Gift |
|
I |
|
375
|
2025-08-20
|
RELI / Reliance Global Group, Inc.
|
4 |
Markovits Joel
|
F - Taxes |
|
D |
0.9472
|
-15,816
|
2025-08-20
|
RELI / Reliance Global Group, Inc.
|
4 |
Beyman Yaakov
|
F - Taxes |
|
D |
0.9472
|
-6,878
|
2025-08-20
|
RELI / Reliance Global Group, Inc.
|
4 |
Beyman Ezra
|
F - Taxes |
|
D |
0.9472
|
-21,345
|
2025-08-19
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Adrienne
|
S - Sale |
|
D |
86.30
|
-3,000
|
2025-08-19
|
CRVL / CorVel Corporation
|
4 |
Bertels Mark E.
|
S - Sale |
|
D |
89.1678
|
-900
|
2025-08-19
|
CRVL / CorVel Corporation
|
4 |
Bertels Mark E.
|
M - Exercise |
|
D |
29.23
|
900
|
2025-08-19
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Adrienne
|
C - Conversion |
|
D |
|
-3,000
|
2025-08-19
|
GSHD / Goosehead Insurance, Inc
|
4 |
Jones Adrienne
|
C - Conversion |
|
D |
|
3,000
|
2025-08-18
|
EQH / Equitable Holdings, Inc.
|
4 |
Pearson Mark
|
S - Sale |
|
D |
53.5998
|
-509
|
2025-08-18
|
EQH / Equitable Holdings, Inc.
|
4 |
Pearson Mark
|
S - Sale |
|
D |
53.0407
|
-39,191
|
2025-08-18
|
EQH / Equitable Holdings, Inc.
|
4 |
Pearson Mark
|
M - Exercise |
|
D |
23.18
|
27,200
|
2025-08-15
|
EQH / Equitable Holdings, Inc.
|
4 |
HURD JEFFREY J
|
S - Sale |
|
D |
54.0928
|
-6,790
|
2025-08-15
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
87.01
|
-600
|
2025-08-15
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
C - Conversion |
|
D |
|
600
|
2025-08-15
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
C - Conversion |
|
D |
|
-600
|
2025-08-15
|
MMC / Marsh & McLennan Companies, Inc.
|
4 |
MILLS STEVEN A
|
A - Award |
|
D |
208.055
|
204
|
2025-08-14
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
87.38
|
-17,831
|
2025-08-14
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
88.55
|
-2,860
|
2025-08-14
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
89.29
|
-700
|
2025-08-14
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
C - Conversion |
|
D |
|
21,391
|
2025-08-14
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
C - Conversion |
|
D |
|
-21,391
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
87.36
|
-4,445
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
88.65
|
-9,565
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
86.44
|
-19,896
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
90.09
|
-4,175
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
S - Sale |
|
D |
89.48
|
-21,919
|
2025-08-13
|
HGTY / Hagerty, Inc.
|
4 |
KAUFFMAN ROBERT I
By Aldel LLC
|
S - Sale |
|
I |
8.9197
|
-218,250
|
2025-08-13
|
HGTY / Hagerty, Inc.
|
4 |
Hagerty Holding Corp.
|
S - Sale |
|
D |
8.9197
|
-1,236,750
|
2025-08-13
|
BWIN / The Baldwin Insurance Group, Inc.
|
4 |
Cohen Seth Bala
|
S - Sale |
|
D |
34
|
-2,775
|
2025-08-13
|
HGTY / Hagerty, Inc.
|
4 |
Hagerty Holding Corp.
|
C - Conversion |
|
D |
|
1,236,750
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
C - Conversion |
|
D |
|
60,000
|
2025-08-13
|
GSHD / Goosehead Insurance, Inc
|
4 |
Mark & Robyn Jones Descendants Trust 2014
|
C - Conversion |
|
D |
|
-60,000
|