Form 4: Goosehead Insurance Director McConnon Adjusts Beneficial Ownership Through In-Kind Withdrawal and Contribution

Thomas McConnon, a director of Goosehead Insurance, adjusted his beneficial ownership through an in-kind withdrawal and contribution of shares into Whitebark Core Master Fund LP.

Summary

• On August 23, 2024, Thomas McConnon, a director at Goosehead Insurance, participated in a transaction involving an in-kind withdrawal of 44,626 shares from Wildcat Public Equity Partners, LLC (WPEP).
• These shares were then contributed to a feeder fund, which in turn contributed them to Whitebark Core Master Fund LP, an investment vehicle indirectly controlled by Mr. McConnon.
• Following the transaction, 44,626 shares are held by Whitebark Master.
• Mr. McConnon disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.
• Mr. McConnon also disclaims beneficial ownership of 471,382 shares held by Wildcat Public Equity Partners, LLC, except to the extent of his pecuniary interest.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing detailing changes in beneficial ownership. It doesn't inherently convey positive or negative sentiment.

Management Comments

• Mr. McConnon disclaims beneficial ownership of the shares held by Whitebark Master and Wildcat Public Equity Partners, LLC, except to the extent of his pecuniary interest.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The transaction provides transparency to shareholders regarding the ownership structure of Goosehead Insurance.

Key Dates