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 |
|---|---|---|---|---|---|---|
| January 04, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · nonDerivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,723 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 |
| January 04, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 218 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · derivative · entry 24 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 581,431 Underlying: Class A Common Stock · 218 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 04, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 58 | $131.29 | $7,614.82 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 16 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,402 F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.25 to $131.56, 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 04, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 161 | $130.48 | $21,007.28 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 15 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,459 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.08 to $131.05, 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 04, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 14 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,620 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 04, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 13 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 581,431 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 9,254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · derivative · entry 14 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,941 Underlying: Class A Common Stock · 9,254 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 Sommon 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 Sommon 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 |
| January 03, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 2,356 | $132.21 | $311,486.76 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.00 to $132.53, 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 |
| January 03, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,629 | $131.52 | $214,246.08 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,487 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.99, 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 |
| January 03, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 5,269 | $130.29 | $686,498.01 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,116 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 9,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,385 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 |
| January 03, 2022 Filed Jan 5, 2022 18:26 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 9,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000008 · wf-form4_164142515306402.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,941 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 |
| January 03, 2022 Filed Jan 5, 2022 17:32 UTC |
Colby Michael C.President and COO
|
GrantEmployee Stock Options (right to buy) · Derivative | 55,000 | $0.00 Strike: $143.24 | $0.00 |
DisclosureSEC source: 0001726978-22-000007 · wf-form4_164142188893532.xml · derivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Class A Common Stock · 55,000 shares Expires 2032-01-03 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 Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:30 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 35,000 | $0.00 Strike: $130.22 | $0.00 |
DisclosureSEC source: 0001726978-22-000004 · wf-form4_164142181374590.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · 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 2032-01-03 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 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) within six months following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:31 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 50,000 | $0.00 Strike: $143.24 | $0.00 |
DisclosureSEC source: 0001726978-22-000006 · wf-form4_164142184232957.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2032-01-03 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 Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston's option award agreement or the issuer's omnibus incentive plan) and within six months following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 150,000 | $0.00 Strike: $143.24 | $0.00 |
DisclosureSEC source: 0001726978-22-000005 · wf-form4_164142182611788.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: 150,000 Underlying: Class A Common Stock · 150,000 shares Expires 2032-01-03 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 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) within six months following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 22:30 UTC | GrantEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $143.24 | $0.00 |
DisclosureSEC source: 0001726978-22-000003 · wf-form4_164142179771094.xml · derivative · entry 1 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2032-01-03 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 Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) and within six months following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
|
| January 03, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 9,254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · derivative · entry 23 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 581,649 Underlying: Class A Common Stock · 9,254 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 03, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 2,356 | $132.21 | $311,486.76 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 12 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,402 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.00 to $132.53, 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 03, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,629 | $131.52 | $214,246.08 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 11 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 85,758 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 03, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 5,269 | $130.29 | $686,498.01 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 10 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 87,387 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 03, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 9,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 9 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 92,656 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| January 03, 2022 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 9,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 8 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 581,649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · derivative · entry 13 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,195 Underlying: Class A Common Stock · 1,900 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 Sommon 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 Sommon 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 |
| December 31, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,900 | $130.31 | $247,592.80 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 7 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.79, 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 31, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,031 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 |
| December 31, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,195 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 |
| December 31, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · derivative · entry 22 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 590,903 Underlying: Class A Common Stock · 1,900 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,900 | $130.31 | $247,592.80 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 7 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,402 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.79, 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 85,302 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 31, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 590,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,537 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · derivative · entry 12 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,095 Underlying: Class A Common Stock · 2,537 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 Sommon 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 Sommon 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 |
| December 30, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 652 | $131.26 | $85,581.52 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.82, 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 30, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,885 | $130.39 | $245,785.15 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,783 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.99, 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 |
| December 30, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,668 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 |
| December 30, 2021 Filed Jan 3, 2022 19:03 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 2,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000002 · wf-form4_164125460077760.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,095 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 |
| December 30, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,537 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · derivative · entry 21 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 592,803 Underlying: Class A Common Stock · 2,537 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 30, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 652 | $131.26 | $85,581.52 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,402 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.00 to $131.82, 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 30, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,885 | $130.39 | $245,785.15 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 84,055 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 30, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 85,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 30, 2021 Filed Mar 18, 2022 19:56 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000039 · wf-form4_164764774776014.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 592,803 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 17:09 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 801 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000204 · wf-form4_164090212963558.xml · derivative · entry 8 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,632 Underlying: Class A Common Stock · 801 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon 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 |
| December 29, 2021 Filed Dec 30, 2021 17:09 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 801 | $130.15 | $104,247.03 |
DisclosureSEC source: 0001726978-21-000204 · wf-form4_164090212963558.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.54, 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 29, 2021 Filed Dec 30, 2021 17:09 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 801 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000204 · wf-form4_164090212963558.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,932 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 |
| December 29, 2021 Filed Dec 30, 2021 17:09 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 801 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000204 · wf-form4_164090212963558.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,632 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 29, 2021 Filed Mar 18, 2022 19:52 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000037 · wf-form4_164764754277078.xml · derivative · entry 31 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 595,341 Underlying: Class A Common Stock · 800 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. F16 · 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. F16 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 29, 2021 Filed Mar 18, 2022 19:52 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 800 | $130.15 | $104,120.00 |
DisclosureSEC source: 0001726978-22-000037 · wf-form4_164764754277078.xml · nonDerivative · entry 23 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 83,402 F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.54, 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 29, 2021 Filed Mar 18, 2022 19:52 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000037 · wf-form4_164764754277078.xml · nonDerivative · entry 22 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 84,202 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 29, 2021 Filed Mar 18, 2022 19:52 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000037 · wf-form4_164764754277078.xml · nonDerivative · entry 21 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 595,341 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| December 28, 2021 Filed Dec 29, 2021 16:46 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,950 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000202 · wf-form4_164081433483915.xml · derivative · entry 13 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,433 Underlying: Class A Common Stock · 1,950 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 Sommon 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 Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.