Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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4370
SEC CIK
0001726978
Parsed reports
1,236

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
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 21, 2021 Filed Feb 14, 2022 20:31 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 78,530 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000016 · wf-form5_164487063484667.xml · derivative · entry 3

Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 408,027

Underlying: Class A Common Stock · 78,530 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
December 21, 2021 Filed Feb 14, 2022 20:31 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
GiftClass B Common Stock 78,530 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000016 · wf-form5_164487063484667.xml · nonDerivative · entry 2

Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · Chick and The Bear Irrevocable Trust

Disclosed balance after: 78,530

F1 · kind: This transaction involved a gift of securities by the reporting person to Chick & The Bear Irrevocable Trust.

Read SEC document
December 21, 2021 Filed Feb 14, 2022 20:31 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
GiftClass B Common Stock 78,530 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000016 · wf-form5_164487063484667.xml · nonDerivative · entry 1

Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 408,027

F1 · kind: This transaction involved a gift of securities by the reporting person to Chick & The Bear Irrevocable Trust.

Read SEC document
December 16, 2021 Filed Dec 21, 2021 20:58 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 6,040 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000199 · wf-form4_164012028336459.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: 9,886,887

Underlying: Class A Common Stock · 6,040 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
December 16, 2021 Filed Dec 21, 2021 20:58 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 300 $141.24 $42,372.00
Disclosure

SEC source: 0001726978-21-000199 · wf-form4_164012028336459.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 $141.00 to $141.36, 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.

F4 · ownership.direct: 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 16, 2021 Filed Dec 21, 2021 20:58 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 5,740 $140.25 $805,035.00
Disclosure

SEC source: 0001726978-21-000199 · wf-form4_164012028336459.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: 300

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.00 to $140.92, 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
December 16, 2021 Filed Dec 21, 2021 20:58 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 6,040 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000199 · wf-form4_164012028336459.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: 6,040

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 16, 2021 Filed Dec 21, 2021 20:58 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 6,040 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000199 · wf-form4_164012028336459.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: 9,886,887

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, 2021 Filed Feb 14, 2022 20:30 UTC GiftLLC Units in Goosehead Financial, LLC · Derivative 15,385 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000014 · wf-form5_164487059445968.xml · derivative · entry 2

Colby Mark S. · CIK 0001736854 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,775

Underlying: Class A Common Stock · 15,385 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

Read SEC document
December 01, 2021 Filed Feb 14, 2022 20:30 UTC GiftClass B Common Stock 15,385 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000014 · wf-form5_164487059445968.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,775

F1 · kind: This transaction involved a gift of securities by the reporting person to the M&C Colby Irrevocable Trust, which securities are not indirectly held by the reporting person.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 10,396 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · derivative · entry 8

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 293,144

Underlying: Class A Common Stock · 10,396 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
November 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 800 $135.41 $108,328.00
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 7

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.03 to $135.91, 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 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 800 $134.55 $107,640.00
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 6

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 800

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.03 to $135.03, 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 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 2,909 $133.52 $388,409.68
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 5

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.03 to $143.03, 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 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 3,287 $132.44 $435,330.28
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 4

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,509

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.03 to $133.03, 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 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 2,600 $131.50 $341,900.00
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 3

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,796

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.03 to $132.03, 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 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass A Common Stock 10,396 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 2

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,396

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
November 17, 2021 Filed Nov 19, 2021 21:19 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass B Common Stock 10,396 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000198 · wf-form4_163735672169600.xml · nonDerivative · entry 1

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 293,144

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
November 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 26,121 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · derivative · entry 22

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,540

Underlying: Class A Common Stock · 26,121 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.

F13 · 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.

F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
November 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 100 $140.41 $14,041.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 19

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
November 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 1,401 $139.75 $195,789.75
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 18

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.31 to $140.23, 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 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 2,416 $138.68 $335,050.88
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 17

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,501

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.30 to $139.28, 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 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 4,383 $137.70 $603,539.10
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 16

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,917

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.30 to $138.29, 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 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 6,153 $135.86 $835,946.58
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 15

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,300

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.29 to $137.28, 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 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 6,215 $135.76 $843,748.40
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 14

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,453

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.29 to $136.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 2,853 $134.88 $384,812.64
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 13

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,668

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.26 to $135.25, 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 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 2,600 $133.66 $347,516.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 12

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,521

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.23 to $134.16, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass A Common Stock 26,121 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 11

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,121

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
November 16, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass B Common Stock 26,121 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 10

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 303,540

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.

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November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 6,052 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · derivative · entry 21

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 329,661

Underlying: Class A Common Stock · 6,052 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.

F13 · 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.

F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 320 $145.23 $46,473.60
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 9

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.04 to $145.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 380 $144.54 $54,925.20
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 8

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 320

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.03 to $144.87, 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.

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November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 700 $143.50 $100,450.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 7

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 700

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $143.02 to $143.96, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 4,652 $142.20 $661,514.40
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 6

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,400

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.00 to $142.96, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass A Common Stock 6,052 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 5

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,052

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
November 15, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass B Common Stock 6,052 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 4

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 329,661

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
November 12, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 7,431 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · derivative · entry 20

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 335,713

Underlying: Class A Common Stock · 7,431 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.

F13 · 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.

F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
SaleClass A Common Stock 7,431 $146.01 $1,085,000.31
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 3

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.00 to $146.06, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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November 12, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass A Common Stock 7,431 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 2

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,431

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.

Read SEC document
November 12, 2021 Filed Nov 16, 2021 23:21 UTC
Peterson Camille10% owner · Member of 10% owner group
ConversionClass B Common Stock 7,431 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000197 · wf-form4_163710489905093.xml · nonDerivative · entry 1

Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 335,713

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
November 12, 2021 Filed Feb 14, 2022 20:31 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
GiftClass A Common Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001726978-22-000017 · wf-form5_164487065894207.xml · nonDerivative · entry 3

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,701

F1 · kind: This transaction involved a gift of securities by the reporting person. The total holdings reflected in the Forms 4 filed by the reporting person since the dates of the gifts reported hereby were previously reduced to reflect such gifts.

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November 11, 2021 Filed Nov 12, 2021 21:32 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 5,705 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · derivative · entry 33

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: 9,892,927

Underlying: Class A Common Stock · 5,705 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.

F21 · 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.

F21 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
November 11, 2021 Filed Nov 12, 2021 21:32 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 3,688 $139.34 $513,885.92
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 25

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

F17 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.37 to $140.21, 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 11, 2021 Filed Nov 12, 2021 21:32 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 1,117 $137.85 $153,978.45
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 24

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: 3,688

F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.34 to $138.33, 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 11, 2021 Filed Nov 12, 2021 21:32 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 430 $136.26 $58,591.80
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 23

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: 4,805

F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.05 to $136.53, 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 11, 2021 Filed Nov 12, 2021 21:32 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 470 $135.46 $63,666.20
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 22

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: 5,235

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.93 to $143.90, 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 11, 2021 Filed Nov 12, 2021 21:32 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 5,705 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 21

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: 5,705

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
November 11, 2021 Filed Nov 12, 2021 21:32 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 5,705 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 20

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: 9,892,927

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
November 10, 2021 Filed Nov 12, 2021 21:32 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 23,220 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · derivative · entry 32

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: 9,898,632

Underlying: Class A Common Stock · 23,220 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.

F21 · 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.

F21 · 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 10, 2021 Filed Nov 12, 2021 21:32 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 203 $141.63 $28,750.89
Disclosure

SEC source: 0001726978-21-000195 · wf-form4_163675272688037.xml · nonDerivative · entry 19

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

F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.93 to $141.69, 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.