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 |
|---|---|---|---|---|---|---|
| August 11, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · derivative · entry 17 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,402,632 Underlying: Class A Common Stock · 2,158 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 11, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,158 | $64.09 | $138,306.22 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.35, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 11, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 2,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,158 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 11, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 2,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,402,632 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 11, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 1,400 | $10.00 Strike: $10.00 | $14,000.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · derivative · entry 9 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,282 Underlying: Class A Common Stock · 1,400 shares Expires 2028-04-26 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: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 11, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,400 | $64.09 | $89,726.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,501 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 11, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 1,400 | $10.00 | $14,000.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,252 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · derivative · entry 16 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,404,790 Underlying: Class A Common Stock · 1,252 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,252 | $65.20 | $81,630.40 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.69, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,252 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,404,790 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 1,300 | $10.00 Strike: $10.00 | $13,000.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · derivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,682 Underlying: Class A Common Stock · 1,300 shares Expires 2028-04-26 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: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,300 | $65.26 | $84,838.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,501 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 1,300 | $10.00 | $13,000.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · derivative · entry 15 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,406,042 Underlying: Class A Common Stock · 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. 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $65.00 | $6,500.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000099 · wk-form4_1691790932.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,406,042 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 400 | $10.00 Strike: $10.00 | $4,000.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · derivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,982 Underlying: Class A Common Stock · 400 shares Expires 2028-04-26 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: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 400 | $65.19 | $26,076.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,501 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.01 to $65.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 09, 2023 Filed Aug 11, 2023 21:50 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 400 | $10.00 | $4,000.00 |
DisclosureSEC source: 0001726978-23-000097 · wk-form4_1691790609.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,553 | $10.00 Strike: $10.00 | $105,530.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · derivative · entry 12 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,382 Underlying: Class A Common Stock · 10,553 shares Expires 2028-04-26 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. F8 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,553 | $65.32 | $689,321.96 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 9 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,501 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.02 to $65.98, 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 |
| August 08, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 10,553 | $10.00 | $105,530.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 12,192 | $10.00 Strike: $10.00 | $121,920.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · derivative · entry 11 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,935 Underlying: Class A Common Stock · 12,192 shares Expires 2028-04-26 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. F8 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,928 | $66.36 | $658,822.08 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,501 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.05 to $66.96, 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 |
| August 07, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,264 | $65.50 | $148,292.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,429 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.04 to $66.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 12,192 | $10.00 | $121,920.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,693 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 04, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 24,197 | $10.00 Strike: $10.00 | $241,970.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · derivative · entry 10 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,127 Underlying: Class A Common Stock · 24,197 shares Expires 2028-04-26 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. F8 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 04, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,125 | $67.44 | $413,070.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,501 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.04 to $67.77, 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 |
| August 04, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,576 | $66.52 | $570,475.52 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,626 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.01 to $67.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 04, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,496 | $65.31 | $620,183.76 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,202 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.84, 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 |
| August 04, 2023 Filed Aug 9, 2023 00:18 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 24,197 | $10.00 | $241,970.00 |
DisclosureSEC source: 0001726978-23-000095 · wk-form4_1691540276.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,698 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 02, 2023 Filed Aug 3, 2023 22:05 UTC |
Miller MarkDirector · President and COO
|
PurchaseClass A Common Stock | 2,000 | $64.00 | $128,000.00 |
DisclosureSEC source: 0001726978-23-000093 · wk-form4_1691100341.xml · nonDerivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:44 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 161,094 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000083 · wk-form4_1687992236.xml · derivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 161,094 Underlying: Class A Common Stock · 161,094 shares Expires not disclosed 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 |
| June 26, 2023 Filed Jun 28, 2023 22:44 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 161,094 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000083 · wk-form4_1687992236.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,442 Underlying: Class A Common Stock · 161,094 shares Expires not disclosed 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 |
| June 26, 2023 Filed Jun 28, 2023 22:44 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 161,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000083 · wk-form4_1687992236.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 161,094 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 22:44 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 161,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000083 · wk-form4_1687992236.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,442 Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · derivative · entry 18 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,406,142 Underlying: Class A Common Stock · 10,112 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. F9 · 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. F9 · 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,112 | $60.18 | $608,540.16 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 10 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.40, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 10,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,112 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 10,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,406,142 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 6,290 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · derivative · entry 17 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,416,254 Underlying: Class A Common Stock · 6,290 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. F9 · 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. F9 · 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $61.01 | $6,101.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.01 to $61.06, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,190 | $60.42 | $373,999.80 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.99, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 6,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,290 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 6,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,416,254 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 24,037 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · derivative · entry 16 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,422,544 Underlying: Class A Common Stock · 24,037 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. F9 · 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. F9 · 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 24,037 | $60.14 | $1,445,585.18 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.55, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 21:35 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 24,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,037 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. 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.