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 |
|---|---|---|---|---|---|---|
| March 05, 2019 Filed Mar 5, 2019 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 52,541 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000055 · wf-form4_155182289737014.xml · derivative · entry 4 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: 12,763,684 Underlying: Class A Common Stock · 52,541 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 |
| March 05, 2019 Filed Mar 5, 2019 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 52,541 | $29.03 | $1,525,254.72 |
DisclosureSEC source: 0001726978-19-000055 · wf-form4_155182289737014.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: 1,748,281 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.23, 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 |
| March 05, 2019 Filed Mar 5, 2019 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 52,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000055 · wf-form4_155182289737014.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: 1,800,822 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 |
| March 05, 2019 Filed Mar 5, 2019 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 52,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000055 · wf-form4_155182289737014.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: 12,763,684 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 |
| March 04, 2019 Filed Mar 4, 2019 23:43 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,818 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000052 · wf-form4_155174299890997.xml · derivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,602,629 Underlying: Class A Common Stock · 5,818 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:43 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,818 | $29.54 | $171,859.65 |
DisclosureSEC source: 0001726978-19-000052 · wf-form4_155174299890997.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: 1,748,281 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $30.49, 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 |
| March 04, 2019 Filed Mar 4, 2019 23:43 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000052 · wf-form4_155174299890997.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: 1,754,099 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 |
| March 04, 2019 Filed Mar 4, 2019 23:43 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000052 · wf-form4_155174299890997.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 Trust Disclosed balance after: 14,602,629 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
ConversionClass A Common Stock · Derivative | 4,595 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.xml · derivative · entry 4 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,557 Underlying: Class A Common Stock · 4,595 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,595 | $29.01 | $133,288.54 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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: 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 $28.53 to $30.43, 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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: 4,595 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 |
| March 04, 2019 Filed Mar 4, 2019 23:48 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 4,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000054 · wf-form4_155174329044850.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: 485,557 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 |
| March 04, 2019 Filed Mar 4, 2019 23:41 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,818 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000051 · wf-form4_155174286584910.xml · derivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,602,629 Underlying: Class A Common Stock · 5,818 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:41 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,818 | $29.54 | $171,859.65 |
DisclosureSEC source: 0001726978-19-000051 · wf-form4_155174286584910.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: 1,748,281 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $30.49, 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 |
| March 04, 2019 Filed Mar 4, 2019 23:41 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000051 · wf-form4_155174286584910.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: 1,754,099 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 |
| March 04, 2019 Filed Mar 4, 2019 23:41 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000051 · wf-form4_155174286584910.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 Trust Disclosed balance after: 14,602,629 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,818 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000050 · wf-form4_155174267930173.xml · derivative · entry 4 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: 12,816,225 Underlying: Class A Common Stock · 5,818 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 |
| March 04, 2019 Filed Mar 4, 2019 23:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,818 | $29.54 | $171,859.65 |
DisclosureSEC source: 0001726978-19-000050 · wf-form4_155174267930173.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: 1,748,281 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $30.49, 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 |
| March 04, 2019 Filed Mar 4, 2019 23:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000050 · wf-form4_155174267930173.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: 1,754,099 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 |
| March 04, 2019 Filed Mar 4, 2019 23:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000050 · wf-form4_155174267930173.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: 12,816,225 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 |
| March 01, 2019 Filed Mar 1, 2019 23:05 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,296 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000049 · wf-form4_155148151069154.xml · derivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,608,447 Underlying: Class A Common Stock · 27,296 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:05 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 27,296 | $30.57 | $834,392.32 |
DisclosureSEC source: 0001726978-19-000049 · wf-form4_155148151069154.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: 1,748,281 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.92 to $31.65, 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 |
| March 01, 2019 Filed Mar 1, 2019 23:05 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000049 · wf-form4_155148151069154.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: 1,775,577 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 |
| March 01, 2019 Filed Mar 1, 2019 23:05 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000049 · wf-form4_155148151069154.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 Trust Disclosed balance after: 14,608,447 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,296 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000048 · wf-form4_155148144700182.xml · derivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,608,447 Underlying: Class A Common Stock · 27,296 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 27,296 | $30.57 | $834,392.32 |
DisclosureSEC source: 0001726978-19-000048 · wf-form4_155148144700182.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: 1,748,281 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.92 to $31.65, 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 |
| March 01, 2019 Filed Mar 1, 2019 23:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000048 · wf-form4_155148144700182.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: 1,775,577 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 |
| March 01, 2019 Filed Mar 1, 2019 23:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000048 · wf-form4_155148144700182.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 Trust Disclosed balance after: 14,608,447 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 23:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,296 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000047 · wf-form4_155148136734864.xml · derivative · entry 4 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: 12,822,043 Underlying: Class A Common Stock · 27,296 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 |
| March 01, 2019 Filed Mar 1, 2019 23:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 27,296 | $30.57 | $834,392.32 |
DisclosureSEC source: 0001726978-19-000047 · wf-form4_155148136734864.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: 1,748,281 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.92 to $31.65, 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 |
| March 01, 2019 Filed Mar 1, 2019 23:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000047 · wf-form4_155148136734864.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: 1,775,577 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 |
| March 01, 2019 Filed Mar 1, 2019 23:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000047 · wf-form4_155148136734864.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: 12,822,043 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
ConversionClass A Common Stock · Derivative | 8,405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.xml · derivative · entry 4 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,152 Underlying: Class A Common Stock · 8,405 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,405 | $30.66 | $257,735.12 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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: 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 $29.76 to $31.65, 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 8,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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: 8,405 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 |
| March 01, 2019 Filed Mar 4, 2019 23:45 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 8,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000053 · wf-form4_155174312822096.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: 490,152 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 |
| February 25, 2019 Filed Feb 25, 2019 17:19 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000046 · wf-form4_155113312773873.xml · derivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947,024 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. F3 · 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. F3 · 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 |
| February 25, 2019 Filed Feb 25, 2019 17:19 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 20,000 | $31.84 | $636,834.00 |
DisclosureSEC source: 0001726978-19-000046 · wf-form4_155113312773873.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,631 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.18 to $33.41, 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 footnotes (2) and (3) to this Form 4. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 17:19 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000046 · wf-form4_155113312773873.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,631 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 |
| February 25, 2019 Filed Feb 25, 2019 17:19 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000046 · wf-form4_155113312773873.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947,024 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 |
| February 21, 2019 Filed Feb 25, 2019 22:15 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000045 · wf-form4_155113294249320.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115,474 Underlying: Class A Common Stock · 1,500 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. 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 |
| February 21, 2019 Filed Feb 25, 2019 22:15 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,500 | $34.00 | $51,004.95 |
DisclosureSEC source: 0001726978-19-000045 · wf-form4_155113294249320.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed 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 $34.00 to $34.01, 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 |
| February 21, 2019 Filed Feb 25, 2019 22:15 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000045 · wf-form4_155113294249320.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 |
| February 21, 2019 Filed Feb 25, 2019 22:15 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000045 · wf-form4_155113294249320.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115,474 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 |
| February 15, 2019 Filed Feb 15, 2019 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,064 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000044 · wf-form4_155026873649061.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,968 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. 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 |
| February 15, 2019 Filed Feb 15, 2019 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
SaleClass A Common Stock | 2,064 | $31.74 | $65,507.64 |
DisclosureSEC source: 0001726978-19-000044 · wf-form4_155026873649061.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 $30.00 to $32.31, 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 |
| February 15, 2019 Filed Feb 15, 2019 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass A Common Stock | 2,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000044 · wf-form4_155026873649061.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 |
| February 15, 2019 Filed Feb 15, 2019 22:12 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass B Common Stock | 2,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000044 · wf-form4_155026873649061.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,968 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 |
| February 15, 2019 Filed Feb 15, 2019 22:04 UTC |
Langston Patrick RyanVP and General Counsel
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · derivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,160 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. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 22:04 UTC |
Langston Patrick RyanVP and General Counsel
|
SaleClass A Common Stock | 15,000 | $32.15 | $482,293.50 |
DisclosureSEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $33.00, 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.