SLJ 2023 Grantor Retained Annuity Trust — SEC Form 4 filings
SEC reporting owner CIK 1983108. 1 Form 4 filing on record with FilingPulse; latest filed 2025-08-26.
Transaction summary — filings shown
Covers all 1 filing on record, filed 2025-08-26 to 2025-08-26. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 20.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Goosehead Insurance, Inc. (GSHD) | 10% owner | 1 | — | — | 20 |
Form 4 filings — SLJ 2023 Grantor Retained Annuity Trust
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-08-26 | 4 | Goosehead Insurance, Inc. (GSHD) jointly with Jones Serena, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, Joshua Thomas Jones Trust | Gift (G): 9,788 @ $0 · Gift (G): 9,788 @ $0 · Gift (G): 9,788 @ $0 · Gift (G): 9,788 @ $0 · Gift (G): 9,787 @ $0 · Gift (G): 9,787 @ $0 · +14 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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