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 |
|---|---|---|---|---|---|---|
| November 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 850 | $142.59 | $121,201.50 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 7 Coleman Desiree · CIK 0001737830 · 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 $144.08 to $144.78, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,735 | $143.46 | $535,823.10 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 6 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $143.00 to $143.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,935 | $142.59 | $275,911.65 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 5 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,585 F3 · 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 $142.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 902 | $141.43 | $127,569.86 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 4 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,520 F2 · 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 $141.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,429 | $140.37 | $1,183,178.73 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 3 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,422 F1 · 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 $140.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 15,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 2 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,851 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 01, 2021 Filed Nov 4, 2021 00:09 UTC |
Coleman Desiree10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 15,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000188 · wf-form4_163598454956089.xml · nonDerivative · entry 1 Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,706 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 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 24,506 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · derivative · entry 18 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,494 Underlying: Class A Common Stock · 24,506 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F16 · 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 second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,555 | $144.19 | $224,215.45 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,201 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $143.85 to $144.78, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,915 | $143.25 | $560,823.75 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,756 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.83 to $143.74, 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 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,529 | $142.18 | $217,393.22 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,671 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.78 to $142.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,493 | $140.89 | $351,238.77 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,200 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.63 to $141.57, 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 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,294 | $140.89 | $1,168,541.66 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.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: 212,693 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.62 to $140.61, 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 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,720 | $139.19 | $935,356.80 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,987 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.62 to $139.61, 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 01, 2021 Filed Nov 4, 2021 00:11 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 24,506 | $10.00 | $245,060.00 |
DisclosureSEC source: 0001726978-21-000189 · wf-form4_163598468418534.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,707 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| October 15, 2021 Filed Feb 14, 2023 23:01 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000010 · wf-form5_167641561512475.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,501 F1 · kind: This transaction involved a gift of securities by the reporting person. The amount of securities beneficially owned following reported transactions by the reporting person set forth in the Forms 4 filed by the reporting person since September 7, 2022 reflect the disposition reported in this Form 5. Read SEC document |
| October 12, 2021 Filed Feb 14, 2022 20:31 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000017 · wf-form5_164487065894207.xml · nonDerivative · entry 2 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. Read SEC document |
| October 05, 2021 Filed Feb 14, 2022 20:31 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 82,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000017 · wf-form5_164487065894207.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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. Read SEC document |
| September 30, 2021 Filed Sep 3, 2021 22:36 UTC | SaleClass A Common Stock | 877 | $141.28 | $123,902.56 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.03 to $141.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
|
| September 01, 2021 Filed Sep 3, 2021 22:36 UTC | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 0 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · derivative · entry 7 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Stock · 0 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
|
| September 01, 2021 Filed Sep 3, 2021 22:36 UTC | SaleClass A Common Stock | 522 | $140.00 | $73,080.00 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · nonDerivative · entry 6 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.07 to $151.33, 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 |
|
| September 01, 2021 Filed Sep 3, 2021 22:36 UTC | SaleClass A Common Stock | 9,478 | $150.43 | $1,425,775.54 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · nonDerivative · entry 5 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.00 to $150.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
|
| September 01, 2021 Filed Sep 3, 2021 22:36 UTC | Exercise / conversionClass A Common Stock | 0 | $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · nonDerivative · entry 4 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
|
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · derivative · entry 10 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,553 Underlying: Class A Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · derivative · entry 9 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,553 Underlying: Class A Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,698 | $150.00 | $404,700.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 7 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 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 $149.77 to $150.22, 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 |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,302 | $149.24 | $343,550.48 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 6 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,698 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.72 to $149.71, 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 |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 4 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,553 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 |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,000 | $150.13 | $750,650.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was pursuant to a 10b5-1 plan. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:34 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000173 · wf-form4_163070847111203.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,553 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 |
| September 01, 2021 Filed Sep 23, 2021 21:16 UTC Amendment | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000179 · wf-form4a_163243177361996.xml · derivative · entry 2 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F3 · derivative.underlying_shares: Amended to correspond the number of stock options disposed with the number of disposed option shares reported in Table 1 of the original Form. Read SEC document |
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| August 30, 2021 Filed Aug 30, 2021 16:07 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 0 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000171 · wf-form4_163033964890653.xml · derivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Stock · 0 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 120,000 shares, shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| August 30, 2021 Filed Aug 30, 2021 16:07 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,000 | $140.06 | $1,400,600.00 |
DisclosureSEC source: 0001726978-21-000171 · wf-form4_163033964890653.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| August 30, 2021 Filed Aug 30, 2021 16:07 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 0 | $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000171 · wf-form4_163033964890653.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 30, 2021 Filed Sep 3, 2021 22:36 UTC | SaleClass A Common Stock | 7,611 | $140.27 | $1,067,594.97 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 877 F1 · 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 $140.74, 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 |
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| August 30, 2021 Filed Sep 3, 2021 22:36 UTC | Exercise / conversionClass A Common Stock | 0 | $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000175 · wf-form4_163070858536319.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,488 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 |
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| August 30, 2021 Filed Sep 23, 2021 21:16 UTC Amendment | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 8,488 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000179 · wf-form4a_163243177361996.xml · derivative · entry 1 Colby Mark S. · CIK 0001736854 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Stock · 8,488 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F2 · derivative.underlying_shares: Added transaction to correspond the disposition of stock options with the number of disposed option shares reported in Table 1 of the original Form. Read SEC document |
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| August 30, 2021 Filed Sep 23, 2021 21:15 UTC Amendment |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000178 · wf-form4a_163243172059006.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston's option award agreement or the issuer's omnibus incentive plan) or within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F2 · derivative.underlying_shares: Amended to correspond the number of stock options disposed with the number of disposed option shares reported in Table 1 of the original Form. Read SEC document |
| August 26, 2021 Filed Aug 26, 2021 19:08 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,394 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000165 · wf-form4_163001926630519.xml · derivative · entry 8 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 621,732 Underlying: Class A Common Stock · 4,394 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| August 26, 2021 Filed Aug 26, 2021 19:08 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 4,394 | $130.06 | $571,483.64 |
DisclosureSEC source: 0001726978-21-000165 · wf-form4_163001926630519.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Colby 2014 Family Trust Disclosed balance after: 83,402 F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| August 26, 2021 Filed Aug 26, 2021 19:08 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 4,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000165 · wf-form4_163001926630519.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Colby 2014 Family Trust Disclosed balance after: 87,796 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| August 26, 2021 Filed Aug 26, 2021 19:08 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 4,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000165 · wf-form4_163001926630519.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 621,732 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 23:49 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000167 · wf-form4_163010814014085.xml · derivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 120,000 shares, shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 23:49 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,000 | $130.20 | $1,302,000.00 |
DisclosureSEC source: 0001726978-21-000167 · wf-form4_163010814014085.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 23:49 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001726978-21-000167 · wf-form4_163010814014085.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 25, 2021 Filed Aug 25, 2021 19:00 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 9,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000163 · wf-form4_162993240397231.xml · derivative · entry 21 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Colby 2014 Family Trust Disclosed balance after: 626,126 Underlying: Class A Common Stock · 9,379 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. F9 · 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. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| August 25, 2021 Filed Aug 25, 2021 19:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 1,302 | $132.76 | $172,853.52 |
DisclosureSEC source: 0001726978-21-000163 · wf-form4_162993240397231.xml · nonDerivative · entry 12 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Colby 2014 Family Trust Disclosed balance after: 87,734 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.27 to $132.11, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| August 25, 2021 Filed Aug 25, 2021 19:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 3,745 | $130.75 | $489,658.75 |
DisclosureSEC source: 0001726978-21-000163 · wf-form4_162993240397231.xml · nonDerivative · entry 11 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Colby 2014 Family Trust Disclosed balance after: 89,036 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.27 to $131.26, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.