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
June 04, 2019 Filed Jun 6, 2019 20:29 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 6,021 $34.03 $204,894.63
Disclosure

SEC source: 0001726978-19-000169 · wf-form4_155985292728082.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,504,258

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.61 to $34.56, 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
June 03, 2019 Filed Jun 4, 2019 21:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 100 $36.54 $3,654.00
Disclosure

SEC source: 0001726978-19-000166 · wf-form4_155968204285720.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,510,279

Read SEC document
June 03, 2019 Filed Jun 4, 2019 21:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 15,808 $35.64 $563,397.12
Disclosure

SEC source: 0001726978-19-000166 · wf-form4_155968204285720.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,510,379

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.33 to $36.30, 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
June 03, 2019 Filed Jun 4, 2019 21:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 22,094 $35.11 $775,720.34
Disclosure

SEC source: 0001726978-19-000166 · wf-form4_155968204285720.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,526,187

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.32 to $35.32, 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.

Read SEC document
June 03, 2019 Filed Jun 4, 2019 21:14 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock · Derivative 13,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000168 · wf-form4_155968284475553.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 446,557

Underlying: Class A Common Stock · 13,000 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
June 03, 2019 Filed Jun 4, 2019 21:14 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 1,520 $35.91 $54,583.20
Disclosure

SEC source: 0001726978-19-000168 · wf-form4_155968284475553.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

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 $35.62 to $36.54, 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
June 03, 2019 Filed Jun 4, 2019 21:14 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 11,480 $35.23 $404,440.40
Disclosure

SEC source: 0001726978-19-000168 · wf-form4_155968284475553.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,520

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.59 to $35.56, 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
June 03, 2019 Filed Jun 4, 2019 21:14 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock 13,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000168 · wf-form4_155968284475553.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,000

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
June 03, 2019 Filed Jun 4, 2019 21:14 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass B Common Stock 13,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000168 · wf-form4_155968284475553.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 446,557

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
June 03, 2019 Filed Jun 4, 2019 21:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 100 $36.54 $3,654.00
Disclosure

SEC source: 0001726978-19-000167 · wf-form4_155968218024271.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,510,279

Read SEC document
June 03, 2019 Filed Jun 4, 2019 21:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 15,808 $35.64 $563,397.12
Disclosure

SEC source: 0001726978-19-000167 · wf-form4_155968218024271.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,510,379

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.33 to $36.30, 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
June 03, 2019 Filed Jun 4, 2019 21:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 22,094 $35.11 $775,720.34
Disclosure

SEC source: 0001726978-19-000167 · wf-form4_155968218024271.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,526,187

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.32 to $35.32, 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.

Read SEC document
June 03, 2019 Filed Jun 4, 2019 20:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 100 $36.54 $3,654.00
Disclosure

SEC source: 0001726978-19-000165 · wf-form4_155968188906081.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,510,279

Read SEC document
June 03, 2019 Filed Jun 4, 2019 20:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 15,808 $35.64 $563,397.12
Disclosure

SEC source: 0001726978-19-000165 · wf-form4_155968188906081.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,510,379

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.33 to $36.30, 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
June 03, 2019 Filed Jun 4, 2019 20:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 22,094 $35.11 $775,720.34
Disclosure

SEC source: 0001726978-19-000165 · wf-form4_155968188906081.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,526,187

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.32 to $35.32, 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.

Read SEC document
May 20, 2019 Filed May 21, 2019 17:46 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 20,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000162 · wf-form4_155847520028362.xml · derivative · entry 7

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 887,024

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.

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon 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 Sommon 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
May 20, 2019 Filed May 21, 2019 17:46 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 8,151 $40.73 $331,990.23
Disclosure

SEC source: 0001726978-19-000162 · wf-form4_155847520028362.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,631

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.31 to $41.19, 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
May 20, 2019 Filed May 21, 2019 17:46 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 11,849 $39.97 $473,604.53
Disclosure

SEC source: 0001726978-19-000162 · wf-form4_155847520028362.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,782

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.29 to $40.27, 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
May 20, 2019 Filed May 21, 2019 17:46 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000162 · wf-form4_155847520028362.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,631

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
May 20, 2019 Filed May 21, 2019 17:46 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000162 · wf-form4_155847520028362.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 887,024

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
May 20, 2019 Filed May 21, 2019 21:36 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,659 $40.97 $67,969.23
Disclosure

SEC source: 0001726978-19-000161 · wf-form4_155847454818672.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,548,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.74 to $41.36, 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
May 20, 2019 Filed May 21, 2019 21:36 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,157 $40.13 $247,080.41
Disclosure

SEC source: 0001726978-19-000161 · wf-form4_155847454818672.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,549,940

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.67 to $40.67, 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
May 20, 2019 Filed May 21, 2019 21:34 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,659 $40.97 $67,969.23
Disclosure

SEC source: 0001726978-19-000160 · wf-form4_155847443709984.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,548,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.74 to $41.36, 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
May 20, 2019 Filed May 21, 2019 21:34 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,157 $40.13 $247,080.41
Disclosure

SEC source: 0001726978-19-000160 · wf-form4_155847443709984.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,549,940

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.67 to $40.67, 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
May 20, 2019 Filed May 21, 2019 21:32 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,659 $40.97 $67,969.23
Disclosure

SEC source: 0001726978-19-000159 · wf-form4_155847434124549.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,548,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.74 to $41.36, 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
May 20, 2019 Filed May 21, 2019 21:32 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 6,157 $40.13 $247,080.41
Disclosure

SEC source: 0001726978-19-000159 · wf-form4_155847434124549.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,549,940

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.67 to $40.67, 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
May 20, 2019 Filed May 21, 2019 21:23 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 8,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000158 · wf-form4_155847379420320.xml · derivative · entry 4

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,558

Underlying: Class A Common Stock · 8,500 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.

F1 · 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.

F1 · 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
May 20, 2019 Filed May 21, 2019 21:23 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
SaleClass A Common Stock 8,500 $41.06 $349,010.00
Disclosure

SEC source: 0001726978-19-000158 · wf-form4_155847379420320.xml · nonDerivative · entry 3

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
May 20, 2019 Filed May 21, 2019 21:23 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
ConversionClass A Common Stock 8,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000158 · wf-form4_155847379420320.xml · nonDerivative · entry 2

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,500

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
May 20, 2019 Filed May 21, 2019 21:23 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
ConversionClass B Common Stock 8,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000158 · wf-form4_155847379420320.xml · nonDerivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 477,558

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
May 17, 2019 Filed May 20, 2019 21:30 UTC
Colby Mark S.Chief Financial Officer
ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,096 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000157 · wf-form4_155838783679021.xml · derivative · entry 4

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,584

Underlying: Class A Common Stock · 3,096 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.

F2 · 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.

F2 · 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
May 17, 2019 Filed May 20, 2019 21:30 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 3,096 $40.14 $124,265.70
Disclosure

SEC source: 0001726978-19-000157 · wf-form4_155838783679021.xml · nonDerivative · entry 3

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,137

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.72, 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
May 17, 2019 Filed May 20, 2019 21:30 UTC
Colby Mark S.Chief Financial Officer
ConversionClass A Common Stock 3,096 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000157 · wf-form4_155838783679021.xml · nonDerivative · entry 2

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,233

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
May 17, 2019 Filed May 20, 2019 21:30 UTC
Colby Mark S.Chief Financial Officer
ConversionClass B Common Stock 3,096 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000157 · wf-form4_155838783679021.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,584

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
May 15, 2019 Filed May 15, 2019 22:09 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 10,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000155 · wf-form4_155795815579096.xml · derivative · entry 5

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 486,058

Underlying: Class A Common Stock · 10,000 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
May 15, 2019 Filed May 15, 2019 22:09 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
SaleClass A Common Stock 4,700 $35.45 $166,615.00
Disclosure

SEC source: 0001726978-19-000155 · wf-form4_155795815579096.xml · nonDerivative · entry 4

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

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 $35.18 to $35.64, 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
May 15, 2019 Filed May 15, 2019 22:09 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
SaleClass A Common Stock 5,300 $34.71 $183,963.00
Disclosure

SEC source: 0001726978-19-000155 · wf-form4_155795815579096.xml · nonDerivative · entry 3

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,700

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.16 to $35.12, 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.

Read SEC document
May 15, 2019 Filed May 15, 2019 22:09 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
ConversionClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000155 · wf-form4_155795815579096.xml · nonDerivative · entry 2

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

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
May 15, 2019 Filed May 15, 2019 22:09 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
ConversionClass B Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000155 · wf-form4_155795815579096.xml · nonDerivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 486,058

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
May 15, 2019 Filed May 16, 2019 21:56 UTC
Colby Mark S.Chief Financial Officer
ConversionLLC Units in Goosehead Financial, LLC · Derivative 2,064 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000156 · wf-form4_155804379555713.xml · derivative · entry 5

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,680

Underlying: Class A Common Stock · 2,064 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
May 15, 2019 Filed May 16, 2019 21:56 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 300 $35.75 $10,725.00
Disclosure

SEC source: 0001726978-19-000156 · wf-form4_155804379555713.xml · nonDerivative · entry 4

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,137

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.63 to $35.86, 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.

Read SEC document
May 15, 2019 Filed May 16, 2019 21:56 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 1,764 $35.29 $62,251.56
Disclosure

SEC source: 0001726978-19-000156 · wf-form4_155804379555713.xml · nonDerivative · entry 3

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,437

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.62 to $35.62, 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
May 15, 2019 Filed May 16, 2019 21:56 UTC
Colby Mark S.Chief Financial Officer
ConversionClass A Common Stock 2,064 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000156 · wf-form4_155804379555713.xml · nonDerivative · entry 2

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,201

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
May 15, 2019 Filed May 16, 2019 21:56 UTC
Colby Mark S.Chief Financial Officer
ConversionClass B Common Stock 2,064 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000156 · wf-form4_155804379555713.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,680

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
May 14, 2019 Filed May 15, 2019 21:53 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 775 $35.52 $27,528.00
Disclosure

SEC source: 0001726978-19-000154 · wf-form4_155795721736094.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,556,097

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.48 to $35.65, 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
May 14, 2019 Filed May 15, 2019 21:53 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,386 $34.64 $255,851.04
Disclosure

SEC source: 0001726978-19-000154 · wf-form4_155795721736094.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,556,872

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.45 to $35.45, 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
May 14, 2019 Filed May 15, 2019 21:53 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,839 $33.00 $126,687.00
Disclosure

SEC source: 0001726978-19-000154 · wf-form4_155795721736094.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,564,258

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.43 to $33.34, 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
May 14, 2019 Filed May 15, 2019 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 775 $35.52 $27,528.00
Disclosure

SEC source: 0001726978-19-000153 · wf-form4_155795707402683.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,556,097

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.48 to $35.65, 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
May 14, 2019 Filed May 15, 2019 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,386 $34.64 $255,851.04
Disclosure

SEC source: 0001726978-19-000153 · wf-form4_155795707402683.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,556,872

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.45 to $35.45, 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
May 14, 2019 Filed May 15, 2019 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,839 $33.00 $126,687.00
Disclosure

SEC source: 0001726978-19-000153 · wf-form4_155795707402683.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,564,258

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.43 to $33.34, 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

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