Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

Export transactions ↓
Tapewire entity
4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 28, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 2

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 1

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,400

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · derivative · entry 8

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,170

Underlying: Class A Common Stock · 100 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
SaleClass A Common Stock 100 $74.05 $7,405.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · nonDerivative · entry 3

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · nonDerivative · entry 2

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionClass B Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · nonDerivative · entry 1

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,170

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:33 UTC
SLJ Dynasty Trust10% owner · Member of 10% owner group
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 28,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · derivative · entry 7

SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,246

Underlying: Class A Common Stock · 28,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:33 UTC
SLJ Dynasty Trust10% owner · Member of 10% owner group
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 300 $74.99 $22,497.00
Disclosure

SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 4

SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:33 UTC
SLJ Dynasty Trust10% owner · Member of 10% owner group
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 27,700 $74.47 $2,062,819.00
Disclosure

SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 3

SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.95 to $74.86, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:33 UTC
SLJ Dynasty Trust10% owner · Member of 10% owner group
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 28,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 2

SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:33 UTC
SLJ Dynasty Trust10% owner · Member of 10% owner group
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 28,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 1

SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,246

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:18 UTC
Chick & The Bear Irrevocable Trust10% owner · Member of 10% owner group
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · derivative · entry 5

Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,530

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:18 UTC
Chick & The Bear Irrevocable Trust10% owner · Member of 10% owner group
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
SaleClass A Common Stock 15,000 $73.15 $1,097,250.00
Disclosure

SEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · nonDerivative · entry 3

Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.00 to $73.74, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:18 UTC
Chick & The Bear Irrevocable Trust10% owner · Member of 10% owner group
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · nonDerivative · entry 2

Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:18 UTC
Chick & The Bear Irrevocable Trust10% owner · Member of 10% owner group
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000172 · wk-form4_1701299901.xml · nonDerivative · entry 1

Chick & The Bear Irrevocable Trust · CIK 0001917193 · 10% owner · Member of 10% owner group

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,530

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by Chick and The Bear Irrevocable Trust and (ii) indirectly by Adrienne Kebodeaux, who serves as trustee of Chick and The Bear Irrevocable Trust and whose immediate family members are beneficiaries of Chick and The Bear Irrevocable Trust.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:15 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 20,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000170 · wk-form4_1701299699.xml · derivative · entry 5

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 338,027

Underlying: Class A Common Stock · 20,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:15 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
SaleClass A Common Stock 20,000 $74.23 $1,484,600.00
Disclosure

SEC source: 0001726978-23-000170 · wk-form4_1701299699.xml · nonDerivative · entry 3

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.62, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:15 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000170 · wk-form4_1701299699.xml · nonDerivative · entry 2

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 27, 2023 Filed Nov 29, 2023 23:15 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass B Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000170 · wk-form4_1701299699.xml · nonDerivative · entry 1

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 338,027

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 22, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 4,350 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · derivative · entry 15

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,906,142

Underlying: Class A Common Stock · 4,350 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 22, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,350 $71.77 $312,199.50
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.58 to $71.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 22, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 4,350 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,350

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 22, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 4,350 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,906,142

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 18:20 UTC
Lanni Romney Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Romney Lanni10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · derivative · entry 5

Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,704

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 18:20 UTC
Lanni Romney Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 15,000 $71.74 $1,076,100.00
Disclosure

SEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · nonDerivative · entry 3

Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $72.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 18:20 UTC
Lanni Romney Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · nonDerivative · entry 2

Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 18:20 UTC
Lanni Romney Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Romney Lanni10% owner · Member of 10% owner group
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000168 · wk-form4_1701127235.xml · nonDerivative · entry 1

Lanni Romney Spousal Lifetime Access Trust · CIK 0001850721 · 10% owner · Member of 10% owner group

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,704

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Romney Spousal Lifetime Access Trust and (ii) indirectly by Lanni Romney, who serves as trustee of the Lanni Romney Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lanni Romney Spousal Lifetime Access Trust.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · derivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,291

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F1 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 15,000 $71.74 $1,076,100.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $72.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 23:16 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000166 · wk-form4_1701127003.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,291

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 33,786 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · derivative · entry 14

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,910,492

Underlying: Class A Common Stock · 33,786 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 54 $73.09 $3,946.86
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,092 $72.37 $513,248.04
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.04 to $73.03, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 26,640 $71.52 $1,905,292.80
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,146

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.04 to $72.03, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 33,786 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,786

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:08 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 33,786 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000164 · wk-form4_1700863688.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,910,492

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:03 UTC
Mark Evan Jones, Jr. Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000162 · wk-form4_1700863388.xml · derivative · entry 9

Mark Evan Jones, Jr. Family Trust 2014 · CIK 0001737827 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,734

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark Evan Jones, Jr. Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark Evan Jones, Jr. Family Trust 2014 and whose immediate family members are beneficiaries of the Mark Evan Jones, Jr. Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:03 UTC
Mark Evan Jones, Jr. Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 15,000 $71.21 $1,068,150.00
Disclosure

SEC source: 0001726978-23-000162 · wk-form4_1700863388.xml · nonDerivative · entry 3

Mark Evan Jones, Jr. Family Trust 2014 · CIK 0001737827 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.03 to $71.38 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark Evan Jones, Jr. Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark Evan Jones, Jr. Family Trust 2014 and whose immediate family members are beneficiaries of the Mark Evan Jones, Jr. Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:03 UTC
Mark Evan Jones, Jr. Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000162 · wk-form4_1700863388.xml · nonDerivative · entry 2

Mark Evan Jones, Jr. Family Trust 2014 · CIK 0001737827 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark Evan Jones, Jr. Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark Evan Jones, Jr. Family Trust 2014 and whose immediate family members are beneficiaries of the Mark Evan Jones, Jr. Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:03 UTC
Mark Evan Jones, Jr. Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000162 · wk-form4_1700863388.xml · nonDerivative · entry 1

Mark Evan Jones, Jr. Family Trust 2014 · CIK 0001737827 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,734

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark Evan Jones, Jr. Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark Evan Jones, Jr. Family Trust 2014 and whose immediate family members are beneficiaries of the Mark Evan Jones, Jr. Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:00 UTC
Adrienne Morgan Jones Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000160 · wk-form4_1700863210.xml · derivative · entry 10

Adrienne Morgan Jones Family Trust 2014 · CIK 0001737807 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,734

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Adrienne Morgan Jones Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Adrienne Morgan Jones Family Trust 2014 and whose immediate family members are beneficiaries of the Adrienne Morgan Jones Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:00 UTC
Adrienne Morgan Jones Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 700 $72.40 $50,680.00
Disclosure

SEC source: 0001726978-23-000160 · wk-form4_1700863210.xml · nonDerivative · entry 4

Adrienne Morgan Jones Family Trust 2014 · CIK 0001737807 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.39 to $72.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Adrienne Morgan Jones Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Adrienne Morgan Jones Family Trust 2014 and whose immediate family members are beneficiaries of the Adrienne Morgan Jones Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:00 UTC
Adrienne Morgan Jones Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,300 $71.57 $1,023,451.00
Disclosure

SEC source: 0001726978-23-000160 · wk-form4_1700863210.xml · nonDerivative · entry 3

Adrienne Morgan Jones Family Trust 2014 · CIK 0001737807 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 700

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.26 to $72.06 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Adrienne Morgan Jones Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Adrienne Morgan Jones Family Trust 2014 and whose immediate family members are beneficiaries of the Adrienne Morgan Jones Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:00 UTC
Adrienne Morgan Jones Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000160 · wk-form4_1700863210.xml · nonDerivative · entry 2

Adrienne Morgan Jones Family Trust 2014 · CIK 0001737807 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Adrienne Morgan Jones Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Adrienne Morgan Jones Family Trust 2014 and whose immediate family members are beneficiaries of the Adrienne Morgan Jones Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 22:00 UTC
Adrienne Morgan Jones Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000160 · wk-form4_1700863210.xml · nonDerivative · entry 1

Adrienne Morgan Jones Family Trust 2014 · CIK 0001737807 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,734

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Adrienne Morgan Jones Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Adrienne Morgan Jones Family Trust 2014 and whose immediate family members are beneficiaries of the Adrienne Morgan Jones Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 21:57 UTC
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000158 · wk-form4_1700863046.xml · derivative · entry 10

Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,834

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Desiree Robyn Coleman Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Desiree Robyn Coleman Family Trust 2014 and whose immediate family members are beneficiaries of the Desiree Robyn Coleman Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 21:57 UTC
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,023 $72.66 $292,311.18
Disclosure

SEC source: 0001726978-23-000158 · wk-form4_1700863046.xml · nonDerivative · entry 4

Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.34 to $73.12, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Desiree Robyn Coleman Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Desiree Robyn Coleman Family Trust 2014 and whose immediate family members are beneficiaries of the Desiree Robyn Coleman Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 21:57 UTC
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,977 $71.96 $789,904.92
Disclosure

SEC source: 0001726978-23-000158 · wk-form4_1700863046.xml · nonDerivative · entry 3

Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,023

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.33 to $72.32, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Desiree Robyn Coleman Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Desiree Robyn Coleman Family Trust 2014 and whose immediate family members are beneficiaries of the Desiree Robyn Coleman Family Trust 2014.

Read SEC document
November 21, 2023 Filed Nov 24, 2023 21:57 UTC
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000158 · wk-form4_1700863046.xml · nonDerivative · entry 2

Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Desiree Robyn Coleman Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Desiree Robyn Coleman Family Trust 2014 and whose immediate family members are beneficiaries of the Desiree Robyn Coleman Family Trust 2014.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.