Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 21, 2026 23:19 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 70,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000006 · wk-form4_1779405538.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 70,751 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 21, 2026 Filed May 21, 2026 23:19 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 70,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000006 · wk-form4_1779405538.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,133,045 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 18, 2026 Filed May 19, 2026 01:23 UTC |
Thornthwaite Martin EllisGeneral Counsel
|
PurchaseClass A Common Stock | 5,000 | $41.50 | $207,500.00 |
DisclosureSEC source: 0000950103-26-007352 · ownership.xml · nonDerivative · entry 1 Thornthwaite Martin Ellis · CIK 0002122520 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| May 15, 2026 Filed May 15, 2026 22:14 UTC |
Jones Mark E. Jr.President & COO · 10% owner · Member of 10% owner group
|
PurchaseClass A Common Stock | 2,650 | $37.50 | $99,375.00 |
DisclosureSEC source: 0001737782-26-000006 · wk-form4_1778883271.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · President & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,014 Read SEC document |
| May 14, 2026 Filed May 15, 2026 22:13 UTC |
Miller MarkDirector · President and CEO
|
PurchaseClass A Common Stock | 5,000 | $36.89 | $184,450.00 |
DisclosureSEC source: 0001726978-26-000047 · wk-form4_1778883181.xml · nonDerivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:08 UTC |
Wade William Francis JrDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0002065986-26-000001 · wk-form4_1778195282.xml · derivative · entry 1 Wade William Francis Jr · CIK 0002065986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:05 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0001737503-26-000001 · wk-form4_1778195101.xml · derivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:07 UTC |
Goldberg LouisDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0002113502-26-000005 · wk-form4_1778195225.xml · derivative · entry 1 Goldberg Louis · CIK 0002113502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:05 UTC |
Lane Peter R.Director
|
GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0001570186-26-000001 · wk-form4_1778195155.xml · derivative · entry 1 Lane Peter R. · CIK 0001570186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:03 UTC |
Reid JamesDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0001737074-26-000001 · wk-form4_1778195004.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:02 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 6,989 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0001736766-26-000001 · wk-form4_1778194944.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,989 Underlying: Class A Common Stock · 6,989 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 05, 2026 Filed May 7, 2026 22:59 UTC |
Cruzado WadedDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 13,979 | $0.00 Strike: $42.46 | $0.00 |
DisclosureSEC source: 0001908556-26-000001 · wk-form4_1778194796.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,979 Underlying: Class A Common Stock · 13,979 shares Expires 2036-05-05 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:51 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 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 | 5,090 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000004 · wk-form4_1778017880.xml · derivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,203,796 Underlying: Class A Common Stock · 5,090 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:51 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,090 | $45.32 | $230,678.80 |
DisclosureSEC source: 0001736769-26-000004 · wk-form4_1778017880.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.02 to $45.70, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:51 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000004 · wk-form4_1778017880.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 5,090 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:51 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000004 · wk-form4_1778017880.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,203,796 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 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 | 5,307 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · derivative · entry 13 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,208,886 Underlying: Class A Common Stock · 5,307 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,307 | $48.07 | $255,107.49 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.00 to $48.40, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 5,307 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 29, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,208,886 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 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 | 179 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · derivative · entry 12 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,214,193 Underlying: Class A Common Stock · 179 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 179 | $49.06 | $8,781.74 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.05 to $49.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 179 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 22:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001736769-26-000003 · wk-form4_1777586616.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 · Executive Chairman · 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: No plan indicated Ownership: Direct Disclosed balance after: 7,214,193 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 21:30 UTC |
Jones Mark E. Jr.President & COO · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 50,000 | $0.00 Strike: $49.12 | $0.00 |
DisclosureSEC source: 0001737782-26-000004 · wk-form4_1776893405.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · President & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2036-04-20 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 21:29 UTC |
Martin John ArthurChief Financial Officer
|
GrantEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $49.12 | $0.00 |
DisclosureSEC source: 0002129872-26-000004 · wk-form4_1776893362.xml · derivative · entry 1 Martin John Arthur · CIK 0002129872 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2036-04-20 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 20:29 UTC |
Thornthwaite Martin EllisGeneral Counsel
|
GrantEmployee Stock Options (right to buy) · Derivative | 30,000 | $0.00 Strike: $46.68 | $0.00 |
DisclosureSEC source: 0002122520-26-000005 · wk-form4_1775593774.xml · derivative · entry 1 Thornthwaite Martin Ellis · CIK 0002122520 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2036-04-03 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| February 20, 2026 Filed Feb 26, 2026 00:28 UTC |
Goldberg LouisDirector
|
PurchaseClass A Common Stock | 5,575 | $44.85 | $250,038.75 |
DisclosureSEC source: 0002113502-26-000004 · wk-form4_1772065722.xml · nonDerivative · entry 1 Goldberg Louis · CIK 0002113502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,575 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:10 UTC |
Miller MarkDirector · President and CEO
|
GrantEmployee Stock Options (right to buy) · Derivative | 110,000 | $0.00 Strike: $77.18 | $0.00 |
DisclosureSEC source: 0001737949-26-000002 · wk-form4_1767737408.xml · derivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,000 Underlying: Class A Common Stock · 110,000 shares Expires 2036-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:06 UTC |
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 90,000 | $0.00 Strike: $77.18 | $0.00 |
DisclosureSEC source: 0001737782-26-000002 · wk-form4_1767737161.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Class A Common Stock · 90,000 shares Expires 2036-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:08 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 100,000 | $0.00 Strike: $77.18 | $0.00 |
DisclosureSEC source: 0001736768-26-000002 · wk-form4_1767737305.xml · derivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2036-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:02 UTC |
O'Connor John TerryGeneral Counsel
|
GrantEmployee Stock Options (right to buy) · Derivative | 15,000 | $0.00 Strike: $77.18 | $0.00 |
DisclosureSEC source: 0001979039-26-000002 · wk-form4_1767736971.xml · derivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2036-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:19 UTC |
McConnon ThomasDirector
|
SaleClass A Common Stock | 1,700 | $74.56 | $126,752.00 |
DisclosureSEC source: 0001908314-25-000004 · wk-form4_1764803944.xml · nonDerivative · entry 2 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 269,322 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.49 to $74.63, 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. F2 · ownership.nature: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:19 UTC |
McConnon ThomasDirector
|
SaleClass A Common Stock | 67,986 | $73.60 | $5,003,769.60 |
DisclosureSEC source: 0001908314-25-000004 · wk-form4_1764803944.xml · nonDerivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 271,022 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.49 to $74.48, 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. F2 · ownership.nature: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 21:32 UTC |
Miller MarkDirector · President and CEO
|
PurchaseClass A Common Stock | 5,000 | $72.34 | $361,700.00 |
DisclosureSEC source: 0001737949-25-000004 · wk-form4_1764624749.xml · nonDerivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| November 26, 2025 Filed Nov 28, 2025 22:19 UTC |
O'Connor John TerryGeneral Counsel
|
PurchaseClass A Common Stock | 2,100 | $71.81 | $150,801.00 |
DisclosureSEC source: 0001979039-25-000003 · wk-form4_1764368393.xml · nonDerivative · entry 1 O'Connor John Terry · CIK 0001979039 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,100 Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:50 UTC |
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
|
PurchaseClass A Common Stock | 866 | $74.44 | $64,465.04 |
DisclosureSEC source: 0001726978-25-000143 · wk-form4_1761771045.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,364 Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:50 UTC |
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
|
PurchaseClass A Common Stock | 7 | $74.45 | $521.15 |
DisclosureSEC source: 0001726978-25-000143 · wk-form4_1761771045.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,498 Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 21:33 UTC |
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 20,000 | $0.00 Strike: $95.27 | $0.00 |
DisclosureSEC source: 0001726978-25-000132 · wk-form4_1756416785.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2035-08-26 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 22 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Joshua Thomas Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 21 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,787 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 20 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Emily Marie Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 19 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 18 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Brendan Scot Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 17 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 19,574 Underlying: Class A Common Stock · 9,787 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 16 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Benjamin Douglas Jones Trust Disclosed balance after: 9,788 Underlying: Class A Common Stock · 9,788 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 15 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 29,361 Underlying: Class A Common Stock · 9,788 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 14 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexandra Nicole Rogers Trust Disclosed balance after: 9,788 Underlying: Class A Common Stock · 9,788 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 13 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 39,149 Underlying: Class A Common Stock · 9,788 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. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC |
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 10 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Joshua Thomas Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. 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.