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 |
|---|---|---|---|---|---|---|
| May 08, 2023 Filed May 10, 2023 23:42 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000060 · wf-form4_168376212718728.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: 307,280 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 08, 2023 Filed May 10, 2023 23:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 8,948 | $10.00 Strike: $10.00 | $89,480.00 |
DisclosureSEC source: 0001726978-23-000058 · wf-form4_168376134177127.xml · derivative · 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: 123,524 Underlying: Class A Common Stock · 8,948 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. F4 · 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 |
| May 08, 2023 Filed May 10, 2023 23:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,948 | $60.09 | $537,685.32 |
DisclosureSEC source: 0001726978-23-000058 · wf-form4_168376134177127.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 $60.00 to $60.42, 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 08, 2023 Filed May 10, 2023 23:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 8,948 | $10.00 | $89,480.00 |
DisclosureSEC source: 0001726978-23-000058 · wf-form4_168376134177127.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: 205,449 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 |
| May 05, 2023 Filed May 8, 2023 20:45 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 | 13,134 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000057 · wf-form4_168357870386817.xml · derivative · 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: 8,469,240 Underlying: Class A Common Stock · 13,134 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. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. 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 |
| May 05, 2023 Filed May 8, 2023 20:45 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 | 13,134 | $60.03 | $788,434.02 |
DisclosureSEC source: 0001726978-23-000057 · wf-form4_168357870386817.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 $60.20, 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 |
| May 05, 2023 Filed May 8, 2023 20:45 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 | 13,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000057 · wf-form4_168357870386817.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: 13,134 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 |
| May 05, 2023 Filed May 8, 2023 20:45 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 | 13,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000057 · wf-form4_168357870386817.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: 8,469,240 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 |
| May 05, 2023 Filed May 8, 2023 20:39 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000056 · wf-form4_168357833597609.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: 309,980 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 05, 2023 Filed May 8, 2023 20:39 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,000 | $59.81 | $598,100.00 |
DisclosureSEC source: 0001726978-23-000056 · wf-form4_168357833597609.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 $59.51 to $60.00, 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 |
| May 05, 2023 Filed May 8, 2023 20:39 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000056 · wf-form4_168357833597609.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: 10,000 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 05, 2023 Filed May 8, 2023 20:39 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000056 · wf-form4_168357833597609.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: 309,980 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 03, 2023 Filed May 5, 2023 20:26 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000055 · wf-form4_168331839241715.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: 319,980 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 03, 2023 Filed May 5, 2023 20:26 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,000 | $59.43 | $594,300.00 |
DisclosureSEC source: 0001726978-23-000055 · wf-form4_168331839241715.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 $59.00 to $59.99, 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 03, 2023 Filed May 5, 2023 20:26 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000055 · wf-form4_168331839241715.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: 10,000 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 03, 2023 Filed May 5, 2023 20:26 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000055 · wf-form4_168331839241715.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: 319,980 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 03, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 16,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · derivative · entry 10 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,079 Underlying: Class A Common Stock · 16,636 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 03, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 410 | $59.02 | $24,198.20 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 7 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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 $59.00 to $59.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 03, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 16,226 | $58.28 | $945,651.28 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 6 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410 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 $58.00 to $58.97, 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 03, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 16,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 5 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,636 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 |
| May 03, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 16,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 4 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,079 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 |
| May 03, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 16,134 | $10.00 Strike: $10.00 | $161,340.00 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · derivative · entry 8 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Stock · 16,134 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 (now fully exercised), which represented the right to purchase a total of 120,000 shares, vested and became exercisable on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,851 | $58.85 | $108,931.35 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · nonDerivative · entry 5 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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 $58.78 to $59.08, 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 03, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 14,283 | $58.23 | $831,699.09 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · nonDerivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,851 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 $57.77 to $58.65, 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 03, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 16,134 | $10.00 | $161,340.00 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,134 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 02, 2023 Filed May 5, 2023 01:57 UTC |
Lane Peter R.Director
|
GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000051 · wf-form4_168325185459026.xml · derivative · entry 1 Lane Peter R. · CIK 0001570186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2023 Filed May 5, 2023 01:59 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000052 · wf-form4_168325197053897.xml · derivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2023 Filed May 5, 2023 01:56 UTC |
Reid JamesDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000050 · wf-form4_168325176228082.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2023 Filed May 5, 2023 01:54 UTC |
McConnon ThomasDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000049 · wf-form4_168325168040766.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2023 Filed May 5, 2023 01:53 UTC |
Cruzado WadedDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000048 · wf-form4_168325158508809.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 13,364 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · derivative · entry 9 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,715 Underlying: Class A Common Stock · 13,364 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| May 02, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 13,364 | $58.16 | $777,250.24 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 3 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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 $58.00 to $58.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 02, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 13,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 2 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,364 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 |
| May 02, 2023 Filed May 5, 2023 11:06 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 13,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000054 · wf-form4_168328479740233.xml · nonDerivative · entry 1 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,715 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 |
| May 02, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · derivative · entry 7 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-05-02 F6 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 13,866 | $10.00 Strike: $10.00 | $138,660.00 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · derivative · entry 6 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,134 Underlying: Class A Stock · 13,866 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 (now fully exercised), which represented the right to purchase a total of 120,000 shares, vested and became exercisable on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| May 02, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 13,866 | $58.14 | $806,169.24 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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 $57.87 to $58.78, 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 02, 2023 Filed May 5, 2023 11:04 UTC |
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 13,866 | $10.00 | $138,660.00 |
DisclosureSEC source: 0001726978-23-000053 · wf-form4_168328468356418.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,866 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 |
| April 27, 2023 Filed May 1, 2023 20:40 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 | 23,768 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000044 · wf-form4_168297359423085.xml · derivative · 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: 8,482,374 Underlying: Class A Common Stock · 23,768 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 |
| April 27, 2023 Filed May 1, 2023 20:40 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 | 1,402 | $61.18 | $85,774.36 |
DisclosureSEC source: 0001726978-23-000044 · wf-form4_168297359423085.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: 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 $61.03 to $61.50, 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 |
| April 27, 2023 Filed May 1, 2023 20:40 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 | 22,366 | $60.09 | $1,343,972.94 |
DisclosureSEC source: 0001726978-23-000044 · wf-form4_168297359423085.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: 1,402 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 $60.84, 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. 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 |
| April 27, 2023 Filed May 1, 2023 20:40 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 | 23,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000044 · wf-form4_168297359423085.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: 23,768 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 |
| April 27, 2023 Filed May 1, 2023 20:40 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 | 23,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000044 · wf-form4_168297359423085.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: 8,482,374 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 |
| April 24, 2023 Filed Apr 26, 2023 21:54 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ Dynasty Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 72,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000038 · wf-form4_168254605887116.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 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 Dynasty Trust Disclosed balance after: 179,246 Underlying: Class A Common Stock · 72,800 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 |
| April 24, 2023 Filed Apr 26, 2023 21:54 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ Dynasty Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 72,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000038 · wf-form4_168254605887116.xml · derivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 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: 645,728 Underlying: Class A Common Stock · 72,800 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 |
| April 24, 2023 Filed Apr 26, 2023 21:54 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ Dynasty Trust10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 72,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000038 · wf-form4_168254605887116.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 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 Dynasty Trust Disclosed balance after: 179,246 Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 21:54 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ Dynasty Trust10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 72,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000038 · wf-form4_168254605887116.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 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: 645,728 Read SEC document |
| April 19, 2023 Filed Apr 20, 2023 21:47 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 | 25,946 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000032 · wf-form4_168202723565512.xml · derivative · entry 13 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: 8,506,142 Underlying: Class A Common Stock · 25,946 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. Read SEC document |
| April 19, 2023 Filed Apr 20, 2023 21:47 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 | 25,946 | $55.17 | $1,431,440.82 |
DisclosureSEC source: 0001726978-23-000032 · wf-form4_168202723565512.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: 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 $55.51, 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 |
| April 19, 2023 Filed Apr 20, 2023 21:47 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 | 25,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000032 · wf-form4_168202723565512.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: 25,946 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.