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 |
|---|---|---|---|---|---|---|
| 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 B Common Stock | 24,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000079 · wk-form4_1686260101.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: Plan reported Ownership: Direct Disclosed balance after: 8,422,544 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 01, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · derivative · entry 12 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 5,462 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| June 01, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,462 | $55.50 | $303,141.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 9 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 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 $55.00 to $55.93, 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 |
| June 01, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,462 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 |
| June 01, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 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 |
| May 31, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,991 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · derivative · entry 11 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,462 Underlying: Class A Common Stock · 7,991 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,991 | $54.93 | $438,945.63 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 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 $54.54 to $55.24, 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 |
| May 31, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,991 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 |
| May 31, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 7,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,462 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 |
| May 30, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,284 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · derivative · entry 10 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,453 Underlying: Class A Common Stock · 5,284 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,284 | $55.07 | $290,989.88 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.36, 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 |
| May 30, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,284 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 |
| May 30, 2023 Filed Jun 1, 2023 22:19 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000075 · wk-form4_1685657968.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,453 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 |
| May 25, 2023 Filed May 30, 2023 22:14 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,536 Underlying: Class A Common Stock · 200 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 |
| May 25, 2023 Filed May 30, 2023 22:14 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 200 | $58.00 | $11,600.00 |
DisclosureSEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:14 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 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 |
| May 25, 2023 Filed May 30, 2023 22:14 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,536 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 |
| May 25, 2023 Filed May 30, 2023 22:12 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,962 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000071 · wk-form4_1685484734.xml · derivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,737 Underlying: Class A Common Stock · 2,962 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:12 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,962 | $57.74 | $171,025.88 |
DisclosureSEC source: 0001726978-23-000071 · wk-form4_1685484734.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.50 to $57.99, 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. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:12 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 2,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000071 · wk-form4_1685484734.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,962 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 |
| May 25, 2023 Filed May 30, 2023 22:12 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 2,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000071 · wk-form4_1685484734.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,737 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 |
| May 23, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · derivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,736 Underlying: Class A Common Stock · 600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 23, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 600 | $58.01 | $34,806.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 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 $58.00 to $58.04, 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 |
| May 23, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 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 |
| May 23, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,736 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 |
| May 23, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · derivative · entry 8 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,699 Underlying: Class A Common Stock · 600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 23, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 600 | $58.01 | $34,806.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 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 $58.00 to $58.04, 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 |
| May 23, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 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 |
| May 23, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,699 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 |
| May 22, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,857 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · derivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,336 Underlying: Class A Common Stock · 3,857 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 22, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,857 | $58.07 | $223,975.99 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.61, 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 |
| May 22, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 3,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,857 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 |
| May 22, 2023 Filed May 24, 2023 22:12 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 3,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,336 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 |
| May 22, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · derivative · entry 7 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,299 Underlying: Class A Common Stock · 5,309 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 22, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,309 | $58.07 | $308,293.63 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.40, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 22, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,309 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 |
| May 22, 2023 Filed May 24, 2023 22:10 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000068 · wk-form4_1684966238.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,299 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 |
| May 19, 2023 Filed May 22, 2023 21:16 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,193 Underlying: Class A Common Stock · 10,388 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:16 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,388 | $58.11 | $603,646.68 |
DisclosureSEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.46, 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 |
| May 19, 2023 Filed May 22, 2023 21:16 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 10,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,388 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 |
| May 19, 2023 Filed May 22, 2023 21:16 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 10,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,193 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 |
| May 19, 2023 Filed May 22, 2023 21:15 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 15,630 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000066 · wf-form4_168479011218600.xml · derivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,608 Underlying: Class A Common Stock · 15,630 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:15 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,630 | $57.86 | $904,351.80 |
DisclosureSEC source: 0001726978-23-000066 · wf-form4_168479011218600.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.50 to $58.16, 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 |
| May 19, 2023 Filed May 22, 2023 21:15 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 15,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000066 · wf-form4_168479011218600.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,630 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 |
| May 19, 2023 Filed May 22, 2023 21:15 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 15,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000066 · wf-form4_168479011218600.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,608 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 |
| May 18, 2023 Filed May 19, 2023 19:48 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,137 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · derivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,581 Underlying: Class A Common Stock · 3,137 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 18, 2023 Filed May 19, 2023 19:48 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,137 | $58.10 | $182,259.70 |
DisclosureSEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 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 $58.00 to $58.19 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 |
| May 18, 2023 Filed May 19, 2023 19:48 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 3,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,137 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2023 Filed May 19, 2023 19:48 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 3,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,581 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 |
| May 17, 2023 Filed May 19, 2023 19:48 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 23,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · derivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622,718 Underlying: Class A Common Stock · 23,010 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.