Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 03, 2023 Filed Feb 7, 2023 21:58 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,051 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000006 · wf-form4_167580711271343.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: Not disclosed Ownership: Direct Disclosed balance after: 8,804,091 Underlying: Class A Common Stock · 2,051 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. F8 · 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. F8 · 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 |
| February 03, 2023 Filed Feb 7, 2023 21:58 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,051 | $45.01 | $92,315.51 |
DisclosureSEC source: 0001726978-23-000006 · wf-form4_167580711271343.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: Not disclosed 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 $45.00 to $45.09, inclusive. The reporting person trust 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 |
| February 03, 2023 Filed Feb 7, 2023 21:58 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000006 · wf-form4_167580711271343.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: Not disclosed Ownership: Direct Disclosed balance after: 2,051 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 |
| February 03, 2023 Filed Feb 7, 2023 21:58 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000006 · wf-form4_167580711271343.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: Not disclosed Ownership: Direct Disclosed balance after: 8,804,091 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 |
| February 01, 2023 Filed Feb 3, 2023 21:14 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000004 · wf-form4_167545886041937.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: Not disclosed Ownership: Direct Disclosed balance after: 8,806,142 Underlying: Class A Common Stock · 100,000 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. 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 |
| February 01, 2023 Filed Feb 3, 2023 21:14 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 | 9,280 | $41.05 | $380,944.00 |
DisclosureSEC source: 0001726978-23-000004 · wf-form4_167545886041937.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: Not disclosed 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 $41.00 to $41.25, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:14 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 | 90,720 | $40.55 | $3,678,696.00 |
DisclosureSEC source: 0001726978-23-000004 · wf-form4_167545886041937.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: Not disclosed Ownership: Direct Disclosed balance after: 9,280 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.99, inclusive. The reporting person trust 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 |
| February 01, 2023 Filed Feb 3, 2023 21:14 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000004 · wf-form4_167545886041937.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: Not disclosed Ownership: Direct Disclosed balance after: 100,000 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. 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 |
| February 01, 2023 Filed Feb 3, 2023 21:14 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000004 · wf-form4_167545886041937.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: Not disclosed Ownership: Direct Disclosed balance after: 8,806,142 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:15 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 200,000 | $0.00 Strike: $38.78 | $0.00 |
DisclosureSEC source: 0001726978-23-000003 · wf-form4_167287049975265.xml · derivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Class A Common Stock · 200,000 shares Expires 2033-01-03 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:14 UTC |
Jones Mark E. Jr.Chief Financial Officer · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 35,000 | $0.00 Strike: $38.78 | $0.00 |
DisclosureSEC source: 0001726978-23-000001 · wf-form4_167287044819887.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Class A Common Stock · 35,000 shares Expires 2033-01-03 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones Jr's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones Jr's option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:15 UTC |
Miller MarkDirector · President and COO
|
GrantEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $38.78 | $0.00 |
DisclosureSEC source: 0001726978-23-000002 · wf-form4_167287047246547.xml · derivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2033-01-03 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Miller's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Miller's option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 21:43 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 | 26,171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.xml · derivative · entry 16 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,906,142 Underlying: Class A Common Stock · 26,171 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. F10 · 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. F10 · 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 |
| December 01, 2022 Filed Dec 2, 2022 21:43 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 | 3,100 | $40.80 | $126,480.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.66 to $41.11, 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 |
| December 01, 2022 Filed Dec 2, 2022 21:43 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 | 23,071 | $40.27 | $929,069.17 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.66 to $40.65, 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. 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 |
| December 01, 2022 Filed Dec 2, 2022 21:43 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 | 26,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,171 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 |
| December 01, 2022 Filed Dec 2, 2022 21:43 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 | 26,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.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: Not disclosed Ownership: Direct Disclosed balance after: 8,906,142 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:43 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 24,103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.xml · derivative · entry 15 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,932,313 Underlying: Class A Common Stock · 24,103 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. F10 · 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. F10 · 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 |
| November 30, 2022 Filed Dec 2, 2022 21:43 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 | 1,059 | $41.10 | $43,524.90 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.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: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.04 to $41.20, inclusive. The reporting person trust 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 |
| November 30, 2022 Filed Dec 2, 2022 21:43 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 | 18,491 | $40.65 | $751,659.15 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.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: Not disclosed Ownership: Direct Disclosed balance after: 1,059 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.04 to $41.03, inclusive. The reporting person trust 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 |
| November 30, 2022 Filed Dec 2, 2022 21:43 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 | 4,553 | $39.25 | $178,705.25 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.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: Not disclosed Ownership: Direct Disclosed balance after: 19,550 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.92, inclusive. The reporting person trust 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 |
| November 30, 2022 Filed Dec 2, 2022 21:43 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 24,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.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: Not disclosed Ownership: Direct Disclosed balance after: 24,103 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 |
| November 30, 2022 Filed Dec 2, 2022 21:43 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 | 24,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000138 · wf-form4_167001736199187.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: Not disclosed Ownership: Direct Disclosed balance after: 8,932,313 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 |
| November 29, 2022 Filed Dec 1, 2022 00:07 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 6,420 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed Ownership: Direct Disclosed balance after: 8,956,416 Underlying: Class A Common Stock · 6,420 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 |
| November 29, 2022 Filed Dec 1, 2022 00:07 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,420 | $39.14 | $251,269.81 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed 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 $39.00 to $39.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 00:07 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 6,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed Ownership: Direct Disclosed balance after: 6,420 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 |
| November 29, 2022 Filed Dec 1, 2022 00:07 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 6,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed Ownership: Direct Disclosed balance after: 8,956,416 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 |
| November 28, 2022 Filed Dec 1, 2022 00:07 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 | 18,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.xml · derivative · entry 12 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: Not disclosed Ownership: Direct Disclosed balance after: 8,962,836 Underlying: Class A Common Stock · 18,890 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 |
| November 28, 2022 Filed Dec 1, 2022 00:07 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 | 18,890 | $39.51 | $746,391.13 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed 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 $39.03 to $39.99, inclusive. The reporting person trust 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 |
| November 28, 2022 Filed Dec 1, 2022 00:07 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 | 18,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed Ownership: Direct Disclosed balance after: 18,890 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 |
| November 28, 2022 Filed Dec 1, 2022 00:07 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 | 18,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000137 · wf-form4_166985323258967.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: Not disclosed Ownership: Direct Disclosed balance after: 8,962,836 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 |
| November 25, 2022 Filed Nov 28, 2022 20:32 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 | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.xml · derivative · entry 14 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: Not disclosed Ownership: Direct Disclosed balance after: 8,981,726 Underlying: Class A Common Stock · 507 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. F8 · 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. F8 · 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 |
| November 25, 2022 Filed Nov 28, 2022 20:32 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 | 507 | $40.01 | $20,285.07 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.13, 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 |
| November 25, 2022 Filed Nov 28, 2022 20:32 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 | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed Ownership: Direct Disclosed balance after: 507 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 |
| November 25, 2022 Filed Nov 28, 2022 20:32 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 | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed Ownership: Direct Disclosed balance after: 8,981,726 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 |
| November 23, 2022 Filed Nov 28, 2022 20:32 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 | 18,656 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed Ownership: Direct Disclosed balance after: 8,982,233 Underlying: Class A Common Stock · 18,656 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. F8 · 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. F8 · 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 |
| November 23, 2022 Filed Nov 28, 2022 20:32 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 | 442 | $41.24 | $18,228.08 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed 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 $41.01 to $41.34, inclusive. The reporting person trust 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 |
| November 23, 2022 Filed Nov 28, 2022 20:32 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 | 18,214 | $40.25 | $733,113.50 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed Ownership: Direct Disclosed balance after: 442 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.99, inclusive. The reporting person trust 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 |
| November 23, 2022 Filed Nov 28, 2022 20:32 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 | 18,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed Ownership: Direct Disclosed balance after: 18,656 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 |
| November 23, 2022 Filed Nov 28, 2022 20:32 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 | 18,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000136 · wf-form4_166966744519595.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: Not disclosed Ownership: Direct Disclosed balance after: 8,982,233 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 |
| November 18, 2022 Filed Nov 21, 2022 23:26 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 | 12,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.xml · derivative · entry 14 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: Not disclosed Ownership: Direct Disclosed balance after: 9,000,889 Underlying: Class A Common Stock · 12,700 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. F8 · 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. F8 · 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 |
| November 18, 2022 Filed Nov 21, 2022 23:26 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,132 | $41.36 | $88,179.52 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.69, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 23:26 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,568 | $40.34 | $426,313.12 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed Ownership: Direct Disclosed balance after: 2,132 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.92 to $40.97, 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. 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 |
| November 18, 2022 Filed Nov 21, 2022 23:26 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 | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed Ownership: Direct Disclosed balance after: 12,700 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 |
| November 18, 2022 Filed Nov 21, 2022 23:26 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 | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed Ownership: Direct Disclosed balance after: 9,000,889 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 |
| November 17, 2022 Filed Nov 21, 2022 23:26 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 | 4,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed Ownership: Direct Disclosed balance after: 9,013,589 Underlying: Class A Common Stock · 4,397 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. F8 · 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. F8 · 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 |
| November 17, 2022 Filed Nov 21, 2022 23:26 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 | 4,397 | $40.04 | $176,055.88 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed 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 $40.00 to $40.31, inclusive. The reporting person trust 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 |
| November 17, 2022 Filed Nov 21, 2022 23:26 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 | 4,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed Ownership: Direct Disclosed balance after: 4,397 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 |
| November 17, 2022 Filed Nov 21, 2022 23:26 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 | 4,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000135 · wf-form4_166907318414442.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: Not disclosed Ownership: Direct Disclosed balance after: 9,013,589 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 |
| November 16, 2022 Filed Nov 17, 2022 22:54 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 | 8,764 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000133 · wf-form4_166872566567825.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: Not disclosed Ownership: Direct Disclosed balance after: 9,017,986 Underlying: Class A Common Stock · 8,764 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.