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Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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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

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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
February 15, 2019 Filed Feb 15, 2019 22:04 UTC
Langston Patrick RyanVP and General Counsel
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · nonDerivative · entry 2

Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,137

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
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000043 · wf-form4_155026827916812.xml · nonDerivative · entry 1

Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,160

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 · security: Includes 107,160 shares of Class B Common Stock or LLC Units, as applicable, as a pro rata distribution from Texas Wasatch Insurance Partners, LP.

F2 · balance_after: These securities do not include and the reporting person disclaims beneficial ownership of (i) 498,557 shares of Class B Common Stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) and (ii) 297,734 shares of Class B Common Stock held by the Lindy Jean Langston Family Trust 2014, of which the reporting person's wife is the beneficiary.

Read SEC document
February 14, 2019 Filed Feb 14, 2019 22:17 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: 0001726978-19-000041 · wf-form4_155018264766998.xml · derivative · entry 4

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,032

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 14, 2019 Filed Feb 14, 2019 22:17 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 2,064 $30.07 $62,058.49
Disclosure

SEC source: 0001726978-19-000041 · wf-form4_155018264766998.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 $30.25, 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 14, 2019 Filed Feb 14, 2019 22:17 UTC
Colby Mark S.Chief Financial Officer
ConversionClass A Common Stock 2,064 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000041 · wf-form4_155018264766998.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 14, 2019 Filed Feb 14, 2019 22:17 UTC
Colby Mark S.Chief Financial Officer
ConversionClass B Common Stock 2,064 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000041 · wf-form4_155018264766998.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,032

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 14, 2019 Filed Feb 15, 2019 21:57 UTC
Langston Patrick RyanVP and General Counsel
ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000042 · wf-form4_155026784325184.xml · derivative · entry 4

Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,160

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 14, 2019 Filed Feb 15, 2019 21:57 UTC
Langston Patrick RyanVP and General Counsel
SaleClass A Common Stock 15,000 $31.10 $466,564.50
Disclosure

SEC source: 0001726978-19-000042 · wf-form4_155026784325184.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 $31.00 to $31.27, 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
February 14, 2019 Filed Feb 15, 2019 21:57 UTC
Langston Patrick RyanVP and General Counsel
ConversionClass A Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000042 · wf-form4_155026784325184.xml · nonDerivative · entry 2

Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,137

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 14, 2019 Filed Feb 15, 2019 21:57 UTC
Langston Patrick RyanVP and General Counsel
ConversionClass B Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000042 · wf-form4_155026784325184.xml · nonDerivative · entry 1

Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,160

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 · security: Includes 107,160 shares of Class B Common Stock or LLC Units, as applicable, as a pro rata distribution from Texas Wasatch Insurance Partners, LP.

F2 · balance_after: These securities do not include and the reporting person disclaims beneficial ownership of (i) 498,557 shares of Class B Common Stock held directly by the reporting person's wife (a member of a 10% owner group of the issuer) and (ii) 297,734 shares of Class B Common Stock held by the Lindy Jean Langston Family Trust 2014, of which the reporting person's wife is the beneficiary.

Read SEC document
February 12, 2019 Filed Feb 14, 2019 22:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 23,899 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000040 · wf-form4_155018193401551.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: 14,635,743

Underlying: Class A Common Stock · 23,899 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
February 12, 2019 Filed Feb 14, 2019 22:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 23,899 $27.16 $649,173.32
Disclosure

SEC source: 0001726978-19-000040 · wf-form4_155018193401551.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 $27.00 to $27.56, 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
February 12, 2019 Filed Feb 14, 2019 22:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 23,899 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000040 · wf-form4_155018193401551.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: 1,772,180

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 12, 2019 Filed Feb 14, 2019 22:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 23,899 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000040 · wf-form4_155018193401551.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: 14,635,743

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
February 12, 2019 Filed Feb 14, 2019 22:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 23,899 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000039 · wf-form4_155018182480294.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: 14,635,743

Underlying: Class A Common Stock · 23,899 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
February 12, 2019 Filed Feb 14, 2019 22:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 23,899 $27.16 $649,173.32
Disclosure

SEC source: 0001726978-19-000039 · wf-form4_155018182480294.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 $27.00 to $27.56, 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
February 12, 2019 Filed Feb 14, 2019 22:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 23,899 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000039 · wf-form4_155018182480294.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: 1,772,180

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 12, 2019 Filed Feb 14, 2019 22:03 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 23,899 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000039 · wf-form4_155018182480294.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: 14,635,743

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
February 12, 2019 Filed Feb 14, 2019 22:00 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 23,899 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000038 · wf-form4_155018160978965.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: 12,849,339

Underlying: Class A Common Stock · 23,899 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 12, 2019 Filed Feb 14, 2019 22:00 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 23,899 $27.16 $649,173.32
Disclosure

SEC source: 0001726978-19-000038 · wf-form4_155018160978965.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 $27.00 to $27.56, 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
February 12, 2019 Filed Feb 14, 2019 22:00 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 23,899 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000038 · wf-form4_155018160978965.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: 1,772,180

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 12, 2019 Filed Feb 14, 2019 22:00 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 23,899 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000038 · wf-form4_155018160978965.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: 12,849,339

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 11, 2019 Filed Feb 12, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 7,702 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000035 · wf-form4_155001240498410.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: 14,659,642

Underlying: Class A Common Stock · 7,702 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
February 11, 2019 Filed Feb 12, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,702 $27.26 $209,983.48
Disclosure

SEC source: 0001726978-19-000035 · wf-form4_155001240498410.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 $27.01 to $27.52, 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 11, 2019 Filed Feb 12, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 7,702 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000035 · wf-form4_155001240498410.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: 1,755,983

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 11, 2019 Filed Feb 12, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 7,702 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000035 · wf-form4_155001240498410.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: 14,659,642

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
February 11, 2019 Filed Feb 12, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 7,702 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000034 · wf-form4_155001232855933.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: 14,659,642

Underlying: Class A Common Stock · 7,702 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
February 11, 2019 Filed Feb 12, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,702 $27.26 $209,983.48
Disclosure

SEC source: 0001726978-19-000034 · wf-form4_155001232855933.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 $27.01 to $27.52, 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 11, 2019 Filed Feb 12, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 7,702 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000034 · wf-form4_155001232855933.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: 1,755,983

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 11, 2019 Filed Feb 12, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 7,702 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000034 · wf-form4_155001232855933.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: 14,659,642

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
February 11, 2019 Filed Feb 12, 2019 22:56 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 7,702 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000033 · wf-form4_155001217592325.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: 12,873,238

Underlying: Class A Common Stock · 7,702 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 11, 2019 Filed Feb 12, 2019 22:56 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 7,702 $27.26 $209,983.48
Disclosure

SEC source: 0001726978-19-000033 · wf-form4_155001217592325.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 $27.01 to $27.52, 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 11, 2019 Filed Feb 12, 2019 22:56 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 7,702 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000033 · wf-form4_155001217592325.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: 1,755,983

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 11, 2019 Filed Feb 12, 2019 22:56 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 7,702 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000033 · wf-form4_155001217592325.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: 12,873,238

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 08, 2019 Filed Feb 11, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 12,803 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000032 · wf-form4_154992602913531.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: 14,667,344

Underlying: Class A Common Stock · 12,803 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
February 08, 2019 Filed Feb 11, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 12,803 $27.83 $356,342.06
Disclosure

SEC source: 0001726978-19-000032 · wf-form4_154992602913531.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 $27.38 to $28.45, 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
February 08, 2019 Filed Feb 11, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 12,803 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000032 · wf-form4_154992602913531.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: 1,761,084

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 08, 2019 Filed Feb 11, 2019 23:00 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 12,803 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000032 · wf-form4_154992602913531.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: 14,667,344

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
February 08, 2019 Filed Feb 11, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 12,803 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000031 · wf-form4_154992596853473.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: 14,667,344

Underlying: Class A Common Stock · 12,803 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
February 08, 2019 Filed Feb 11, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 12,803 $27.83 $356,342.06
Disclosure

SEC source: 0001726978-19-000031 · wf-form4_154992596853473.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 $27.38 to $28.45, 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
February 08, 2019 Filed Feb 11, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 12,803 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000031 · wf-form4_154992596853473.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: 1,761,084

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 08, 2019 Filed Feb 11, 2019 22:59 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 12,803 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000031 · wf-form4_154992596853473.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: 14,667,344

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
February 08, 2019 Filed Feb 11, 2019 22:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 12,803 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000030 · wf-form4_154992587093672.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: 12,880,940

Underlying: Class A Common Stock · 12,803 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 08, 2019 Filed Feb 11, 2019 22:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 12,803 $27.83 $356,342.06
Disclosure

SEC source: 0001726978-19-000030 · wf-form4_154992587093672.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 $27.38 to $28.45, 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
February 08, 2019 Filed Feb 11, 2019 22:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 12,803 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000030 · wf-form4_154992587093672.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: 1,761,084

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 08, 2019 Filed Feb 11, 2019 22:58 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 12,803 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000030 · wf-form4_154992587093672.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: 12,880,940

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 07, 2019 Filed Feb 8, 2019 22:39 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 12,457 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000029 · wf-form4_154966553982351.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: 14,680,147

Underlying: Class A Common Stock · 12,457 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
February 07, 2019 Filed Feb 8, 2019 22:39 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 12,457 $28.26 $352,089.63
Disclosure

SEC source: 0001726978-19-000029 · wf-form4_154966553982351.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 $27.93 to $28.50, 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 07, 2019 Filed Feb 8, 2019 22:39 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 12,457 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000029 · wf-form4_154966553982351.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: 1,760,738

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 07, 2019 Filed Feb 8, 2019 22:39 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 12,457 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000029 · wf-form4_154966553982351.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: 14,680,147

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

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