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 |
|---|---|---|---|---|---|---|
| February 01, 2019 Filed Feb 4, 2019 22:13 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,315 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000016 · wf-form4_154931838288938.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: 14,765,428 Underlying: Class A Common Stock · 20,315 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 01, 2019 Filed Feb 4, 2019 22:13 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 20,315 | $28.24 | $573,695.60 |
DisclosureSEC source: 0001726978-19-000016 · wf-form4_154931838288938.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 $27.64 to $28.77, 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 01, 2019 Filed Feb 4, 2019 22:13 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 20,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000016 · wf-form4_154931838288938.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: 1,768,596 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 01, 2019 Filed Feb 4, 2019 22:13 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 20,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000016 · wf-form4_154931838288938.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: 14,765,428 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 01, 2019 Filed Feb 4, 2019 22:11 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,315 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000015 · wf-form4_154931829312619.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: 12,979,024 Underlying: Class A Common Stock · 20,315 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 01, 2019 Filed Feb 4, 2019 22:11 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 20,315 | $28.24 | $573,695.60 |
DisclosureSEC source: 0001726978-19-000015 · wf-form4_154931829312619.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 $27.64 to $28.77, 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 01, 2019 Filed Feb 4, 2019 22:11 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 20,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000015 · wf-form4_154931829312619.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: 1,768,596 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 01, 2019 Filed Feb 4, 2019 22:11 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 20,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000015 · wf-form4_154931829312619.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: 12,979,024 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 |
| January 22, 2019 Filed Jan 23, 2019 18:00 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: 0001726978-19-000014 · wf-form4_154828438767439.xml · derivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,024 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 common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 18:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 20,000 | $26.95 | $539,000.00 |
DisclosureSEC source: 0001726978-19-000014 · wf-form4_154828438767439.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 $26.20 to $28.63, 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 |
| January 22, 2019 Filed Jan 23, 2019 18:00 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000014 · wf-form4_154828438767439.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 |
| January 22, 2019 Filed Jan 23, 2019 18:00 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000014 · wf-form4_154828438767439.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,024 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 |
| January 15, 2019 Filed Jan 17, 2019 00:07 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,032 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000013 · wf-form4_154768365390831.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,096 Underlying: Class A Common Stock · 1,032 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 |
| January 15, 2019 Filed Jan 17, 2019 00:07 UTC |
Colby Mark S.Chief Financial Officer
|
SaleClass A Common Stock | 1,032 | $27.18 | $28,051.62 |
DisclosureSEC source: 0001726978-19-000013 · wf-form4_154768365390831.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 $27.02 to $27.30, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 00:07 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass A Common Stock | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000013 · wf-form4_154768365390831.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,169 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 |
| January 15, 2019 Filed Jan 17, 2019 00:07 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass B Common Stock | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000013 · wf-form4_154768365390831.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,096 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 |
| January 10, 2019 Filed Jan 10, 2019 22:30 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 12,063 | $27.19 | $328,019.51 |
DisclosureSEC source: 0001726978-19-000012 · wf-form4_154715940416559.xml · nonDerivative · entry 5 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 F4 · 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 $27.57, 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 |
| January 10, 2019 Filed Jan 10, 2019 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 12,063 | $27.19 | $328,019.51 |
DisclosureSEC source: 0001726978-19-000010 · wf-form4_154715929844754.xml · nonDerivative · entry 5 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 F3 · 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 $27.57, 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 |
| January 10, 2019 Filed Jan 10, 2019 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 12,063 | $27.19 | $328,019.51 |
DisclosureSEC source: 0001726978-19-000011 · wf-form4_154715934634097.xml · nonDerivative · entry 5 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 F4 · 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 $27.57, 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 |
| January 09, 2019 Filed Jan 10, 2019 22:30 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 70,201 | $27.63 | $1,939,611.51 |
DisclosureSEC source: 0001726978-19-000012 · wf-form4_154715940416559.xml · nonDerivative · entry 4 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: 1,760,344 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.21 to $27.95, 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 |
| January 09, 2019 Filed Jan 10, 2019 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 70,201 | $27.63 | $1,939,611.51 |
DisclosureSEC source: 0001726978-19-000010 · wf-form4_154715929844754.xml · nonDerivative · 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: 1,760,344 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.21 to $27.95, 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 |
| January 09, 2019 Filed Jan 10, 2019 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 70,201 | $27.63 | $1,939,611.51 |
DisclosureSEC source: 0001726978-19-000011 · wf-form4_154715934634097.xml · nonDerivative · entry 4 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: 1,760,344 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.21 to $27.95, 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 |
| January 08, 2019 Filed Jan 10, 2019 22:30 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 157,895 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000012 · wf-form4_154715940416559.xml · derivative · entry 8 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: 14,785,743 Underlying: Class A Common Stock · 157,895 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| January 08, 2019 Filed Jan 10, 2019 22:30 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 75,631 | $27.25 | $2,060,793.49 |
DisclosureSEC source: 0001726978-19-000012 · wf-form4_154715940416559.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: 1,830,545 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 $27.40, 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 |
| January 08, 2019 Filed Jan 10, 2019 22:30 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000012 · wf-form4_154715940416559.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: 1,906,176 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 |
| January 08, 2019 Filed Jan 10, 2019 22:30 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000012 · wf-form4_154715940416559.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: 14,785,743 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 |
| January 08, 2019 Filed Jan 10, 2019 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 157,895 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000010 · wf-form4_154715929844754.xml · derivative · entry 6 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: 12,999,339 Underlying: Class A Common Stock · 157,895 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 |
| January 08, 2019 Filed Jan 10, 2019 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 75,631 | $27.25 | $2,060,793.49 |
DisclosureSEC source: 0001726978-19-000010 · wf-form4_154715929844754.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: 1,830,545 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 $27.40, 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 |
| January 08, 2019 Filed Jan 10, 2019 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000010 · wf-form4_154715929844754.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: 1,906,176 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 |
| January 08, 2019 Filed Jan 10, 2019 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000010 · wf-form4_154715929844754.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: 12,999,339 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 |
| January 08, 2019 Filed Jan 10, 2019 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 157,895 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000011 · wf-form4_154715934634097.xml · derivative · entry 8 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: 14,785,743 Underlying: Class A Common Stock · 157,895 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| January 08, 2019 Filed Jan 10, 2019 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 75,631 | $27.25 | $2,060,793.49 |
DisclosureSEC source: 0001726978-19-000011 · wf-form4_154715934634097.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: 1,830,545 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 $27.40, 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 |
| January 08, 2019 Filed Jan 10, 2019 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000011 · wf-form4_154715934634097.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: 1,906,176 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 |
| January 08, 2019 Filed Jan 10, 2019 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 157,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000011 · wf-form4_154715934634097.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: 14,785,743 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 |
| January 07, 2019 Filed Jan 7, 2019 22:45 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 37,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000009 · wf-form4_154690113624602.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: 14,943,638 Underlying: Class A Common Stock · 37,593 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| January 07, 2019 Filed Jan 7, 2019 22:45 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 37,593 | $27.01 | $1,015,375.65 |
DisclosureSEC source: 0001726978-19-000009 · wf-form4_154690113624602.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 $27.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 07, 2019 Filed Jan 7, 2019 22:45 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 37,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000009 · wf-form4_154690113624602.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: 1,785,874 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 |
| January 07, 2019 Filed Jan 7, 2019 22:45 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 37,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000009 · wf-form4_154690113624602.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: 14,943,638 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 |
| January 07, 2019 Filed Jan 7, 2019 22:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 37,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000008 · wf-form4_154690106194769.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: 14,943,638 Underlying: Class A Common Stock · 37,593 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| January 07, 2019 Filed Jan 7, 2019 22:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 37,593 | $27.10 | $1,018,755.26 |
DisclosureSEC source: 0001726978-19-000008 · wf-form4_154690106194769.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 $27.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 07, 2019 Filed Jan 7, 2019 22:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 37,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000008 · wf-form4_154690106194769.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: 1,785,874 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 |
| January 07, 2019 Filed Jan 7, 2019 22:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 37,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000008 · wf-form4_154690106194769.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: 14,943,638 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 |
| January 07, 2019 Filed Jan 7, 2019 22:43 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 37,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000007 · wf-form4_154690098383473.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: 13,157,234 Underlying: Class A Common Stock · 37,593 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 |
| January 07, 2019 Filed Jan 7, 2019 22:43 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 37,593 | $27.10 | $1,018,755.26 |
DisclosureSEC source: 0001726978-19-000007 · wf-form4_154690098383473.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 $27.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 07, 2019 Filed Jan 7, 2019 22:43 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 37,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000007 · wf-form4_154690098383473.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: 1,785,874 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 |
| January 07, 2019 Filed Jan 7, 2019 22:43 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 37,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000007 · wf-form4_154690098383473.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: 13,157,234 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 |
| January 04, 2019 Filed Jan 4, 2019 22:42 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,364 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000006 · wf-form4_154664173903848.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: 14,981,231 Underlying: Class A Common Stock · 8,364 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| January 04, 2019 Filed Jan 4, 2019 22:42 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,364 | $27.01 | $225,909.13 |
DisclosureSEC source: 0001726978-19-000006 · wf-form4_154664173903848.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 $27.09, 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 |
| January 04, 2019 Filed Jan 4, 2019 22:42 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 8,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000006 · wf-form4_154664173903848.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: 1,756,645 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 |
| January 04, 2019 Filed Jan 4, 2019 22:42 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 8,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-19-000006 · wf-form4_154664173903848.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: 14,981,231 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.