Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 28, 2018 Filed Nov 30, 2018 23:39 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 2,500 | $25.00 | $62,500.00 |
DisclosureSEC source: 0001726978-18-000031 · wf-form4_154362117931705.xml · nonDerivative · entry 3 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 23:39 UTC |
Colby MatthewVice President of Agency Sales
|
ConversionClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000031 · wf-form4_154362117931705.xml · nonDerivative · entry 2 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 23:39 UTC |
Colby MatthewVice President of Agency Sales
|
ConversionClass B Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000031 · wf-form4_154362117931705.xml · nonDerivative · entry 1 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,444 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 · balance_after: Reflects 94,944 shares of Class B Common Stock and LLC Units received pursuant to a pro rata distribution from Texas Wasatch Insurance Partners, LP. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 15:48 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 8,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000028 · wf-form4_154350649935638.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749,317 Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,457 Underlying: Class A Common Stock · 3,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,100 | $24.93 | $77,273.70 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 3,100 | $24.93 | $77,273.70 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 21:56 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 3,100 | $24.93 | $77,273.70 |
DisclosureSEC source: 0001726978-18-000026 · wf-form4_154335577650527.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,457 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 23, 2018 Filed Nov 29, 2018 15:44 UTC |
Colby Mark S.Chief Financial Officer
|
GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000027 · wf-form4_154350627505505.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 09:47 UTC |
Delavan GaryVP of Corporate Sales
|
PurchaseClass A Common Stock | 921 | $21.68 | $19,967.28 |
DisclosureSEC source: 0001726978-18-000025 · wf-form4_154263880003735.xml · nonDerivative · entry 1 Delavan Gary · CIK 0001736850 · VP of Corporate Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 921 Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,817 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,188,926 Underlying: Class A Common Stock · 1,817 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. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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 F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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: 1,750,098 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, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,188,926 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, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,817 | $27.03 Strike: $0.00 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,188,926 Underlying: Class A Common Stock · 1,817 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. 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 |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.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 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 |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.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: 1,750,098 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 |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,188,926 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 |
| November 13, 2018 Filed Nov 15, 2018 20:17 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,817 | $27.03 Strike: $0.00 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000022 · wf-form4_154231301648195.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: 13,402,522 Underlying: Class A Common Stock · 1,817 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:17 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000022 · wf-form4_154231301648195.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 Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:17 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000022 · wf-form4_154231301648195.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: 1,750,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:17 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000022 · wf-form4_154231301648195.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: 13,402,522 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 |
| August 10, 2018 Filed Aug 14, 2018 14:44 UTC |
Burks DrewChief Information Officer
|
PurchaseClass A Common Stock | 39 | $27.48 | $1,071.72 |
DisclosureSEC source: 0001726978-18-000014 · wf-form4_153425784462580.xml · nonDerivative · entry 1 Burks Drew · CIK 0001737235 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39 Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 43,217 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · derivative · entry 10 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Lyla Kate Colby 2014 Trust Disclosed balance after: 43,217 Underlying: Class A Common Stock · 43,217 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 43,217 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · derivative · entry 9 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Preston Michael Colby 2014 Trust Disclosed balance after: 43,217 Underlying: Class A Common Stock · 43,217 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 771,732 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · derivative · entry 8 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 771,732 Underlying: Class A Common Stock · 771,732 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 967,085 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · derivative · entry 7 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,085 Underlying: Class A Common Stock · 967,085 shares Expires not disclosed F3 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial, LLC ("Goosehead Financial"). 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. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantClass B Common Stock | 43,217 | $0.01 | $432.17 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · nonDerivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Lyla Kate Colby 2014 Trust Disclosed balance after: 43,217 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantClass B Common Stock | 43,217 | $0.01 | $432.17 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Preston Michael Colby 2014 Trust Disclosed balance after: 43,217 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantClass B Common Stock | 771,732 | $0.01 | $7,717.32 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 771,732 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantClass B Common Stock | 967,085 | $0.01 | $9,670.85 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,085 F3 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial, LLC ("Goosehead Financial"). Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantClass A Common Stock | 238,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 238,402 F2 · shares: These securities were acquired by the trust in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the trust. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:16 UTC |
Colby Michael C.President and COO
|
GrantClass A Common Stock | 92,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005867 · dp90670_4-mccolby.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,631 F1 · shares: These securities were acquired by the reporting person in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the reporting person. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 18 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Mark Evan Jones, Jr. Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 17 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Adrienne Morgan Jones Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 16 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 15 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Camille LaVaun Peterson Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 14 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lindy Jean Langston Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 13 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 13,404,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 12 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: 13,404,339 Underlying: Class A Common Stock · 13,404,339 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantLLC Units in Goosehead Financial, LLC · Derivative | 171,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 11 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,633 Underlying: Class A Common Stock · 171,633 shares Expires not disclosed F5 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial. These securities do not include an equal number of LLC Units held directly by the reporting person's husband (a director and officer of the issuer) for which the reporting person disclaims beneficial ownership. F6 · 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. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 10 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Mark Evan Jones, Jr. Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 9 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Adrienne Morgan Jones Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 8 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 7 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Camille LaVaun Peterson Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lindy Jean Langston Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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 Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 13,404,339 | $0.01 | $134,043.39 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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: 13,404,339 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 171,633 | $0.01 | $1,716.33 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,633 F3 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial, LLC ("Goosehead Financial"). These securities do not include an equal number of shares of Class B common stock held directly by the reporting person's husband (a director and officer of the issuer) for which the reporting person disclaims beneficial ownership. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantClass A Common Stock | 1,748,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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: 1,748,281 F2 · shares: These securities were acquired by the trust in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the trust. 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.