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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.