Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 26, 2021 Filed May 27, 2021 21:52 UTC
Moxley Michael PatrickVP of Service Delivery
ConversionClass A Common Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000109 · wf-form4_162215229171418.xml · nonDerivative · entry 2

Moxley Michael Patrick · CIK 0001736770 · VP of Service Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,637

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
May 26, 2021 Filed May 27, 2021 21:52 UTC
Moxley Michael PatrickVP of Service Delivery
ConversionClass B Common Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000109 · wf-form4_162215229171418.xml · nonDerivative · entry 1

Moxley Michael Patrick · CIK 0001736770 · VP of Service Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,371

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
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 32,392 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · derivative · entry 23

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,455,264

Underlying: Class A Common Stock · 32,392 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.

F12 · 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.

F12 · 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.

F13 · balance_after: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the reporting person individuals, who are each independently a reporting person of the issuer.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 200 $86.46 $17,292.00
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.35 to $86.57, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,808 $85.47 $154,529.76
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.31 to $86.01, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 28,684 $85.01 $2,438,426.84
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,008

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.31 to $85.30, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,700 $83.95 $142,715.00
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,692

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.28 to $84.24, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 32,392 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,392

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 25, 2021 Filed May 27, 2021 22:04 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 32,392 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000110 · wf-form4_162215303838803.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,455,264

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 24, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 18,081 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · derivative · entry 24

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,487,656

Underlying: Class A Common Stock · 18,081 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.

F15 · 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.

F15 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 24, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,930 $83.99 $750,030.70
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 16

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.78 to $84.39, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 24, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,151 $83.32 $762,461.32
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 15

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,930

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.78 to $83.75, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 24, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 18,081 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 14

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,081

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 24, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 18,081 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 13

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,487,656

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 24, 2021 Filed May 24, 2021 21:50 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 11,620 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000105 · wf-form4_162189300658214.xml · derivative · entry 5

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 346,937

Underlying: Class A Common Stock · 11,620 shares

Expires not disclosed

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

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B 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.

F3 · 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
May 24, 2021 Filed May 24, 2021 21:50 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 4,450 $83.81 $372,954.50
Disclosure

SEC source: 0001726978-21-000105 · wf-form4_162189300658214.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: 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 $83.63 to $84.19, 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
May 24, 2021 Filed May 24, 2021 21:50 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 7,170 $83.19 $596,472.30
Disclosure

SEC source: 0001726978-21-000105 · wf-form4_162189300658214.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: 4,450

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.62 to $83.61, 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
May 24, 2021 Filed May 24, 2021 21:50 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass A Common Stock 11,620 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000105 · wf-form4_162189300658214.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: 11,620

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

Read SEC document
May 24, 2021 Filed May 24, 2021 21:50 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass B Common Stock 11,620 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000105 · wf-form4_162189300658214.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: 358,557

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
May 21, 2021 Filed May 24, 2021 18:01 UTC ConversionLLC Units in Goosehead Financial, LLC · Derivative 44,771 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · derivative · entry 12

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 611,732

Underlying: Class A Common Stock · 44,771 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.

Read SEC document
May 21, 2021 Filed May 24, 2021 18:01 UTC ConversionClass B Common Stock 44,771 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 6

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 611,732

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.

Read SEC document
May 21, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 29,847 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · derivative · entry 14

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 427,024

Underlying: Class A Common Stock · 29,847 shares

Expires not disclosed

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

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
May 21, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 800 $82.56 $66,048.00
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 10

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,131

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.44 to $82.66, 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
May 21, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 12,920 $81.90 $1,058,148.00
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 9

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,931

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.34 to $82.28, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 21, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 16,127 $80.66 $1,300,803.82
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 8

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,851

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.27 to $81.22, 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
May 21, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 29,847 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 7

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,978

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
May 21, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
SaleClass B Common Stock 29,847 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 427,024

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 34,163 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · derivative · entry 23

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,505,737

Underlying: Class A Common Stock · 34,163 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.

F15 · 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.

F15 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 200 $83.32 $16,664.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 12

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.27 to $83.36, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 934 $82.69 $77,232.46
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 11

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.23 to $83.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 23,775 $81.80 $1,944,795.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 10

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,134

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.22 to $82.20, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,254 $80.68 $746,612.72
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,909

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.21 to $81.20, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 34,163 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,163

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 25, 2021 01:55 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 34,163 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-007765 · dp151676_4-mark.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,505,737

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2021 Filed May 26, 2021 16:24 UTC Amendment SaleClass A Common Stock 1,200 $82.56 $99,072.00
Disclosure

SEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 6

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,402

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.44 to $82.66, 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
May 21, 2021 Filed May 26, 2021 16:24 UTC Amendment SaleClass A Common Stock 19,381 $81.90 $1,587,303.90
Disclosure

SEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 5

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,602

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.34 to $82.28, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 21, 2021 Filed May 26, 2021 16:24 UTC Amendment SaleClass A Common Stock 24,190 $80.66 $1,951,165.40
Disclosure

SEC source: 0001726978-21-000108 · wf-form4a_162206065558403.xml · nonDerivative · entry 4

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,983

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.27 to $81.22, 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
May 20, 2021 Filed May 24, 2021 18:01 UTC ConversionLLC Units in Goosehead Financial, LLC · Derivative 15,229 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · derivative · entry 11

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 656,503

Underlying: Class A Common Stock · 15,229 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.

Read SEC document
May 20, 2021 Filed May 24, 2021 18:01 UTC SaleClass A Common Stock 1,200 $82.56 $99,072.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 10

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,402

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.44 to $82.66, 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
May 20, 2021 Filed May 24, 2021 18:01 UTC SaleClass A Common Stock 19,381 $81.90 $1,587,303.90
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 9

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,602

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.34 to $82.28, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 20, 2021 Filed May 24, 2021 18:01 UTC SaleClass A Common Stock 24,190 $80.66 $1,951,165.40
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 8

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,983

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.27 to $81.22, 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
May 20, 2021 Filed May 24, 2021 18:01 UTC ConversionClass A Common Stock 44,771 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 7

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,173

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
May 20, 2021 Filed May 24, 2021 18:01 UTC SaleClass A Common Stock 1,260 $83.37 $105,046.20
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 5

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,402

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.08 to $83.92, 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
May 20, 2021 Filed May 24, 2021 18:01 UTC SaleClass A Common Stock 5,225 $82.38 $430,435.50
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 4

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,662

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $83.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 20, 2021 Filed May 24, 2021 18:01 UTC SaleClass A Common Stock 8,744 $81.79 $715,171.76
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 3

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149,887

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.08 to $82.07, 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.

Read SEC document
May 20, 2021 Filed May 24, 2021 18:01 UTC ConversionClass A Common Stock 15,229 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 2

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,631

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
May 20, 2021 Filed May 24, 2021 18:01 UTC ConversionClass B Common Stock 15,229 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000107 · wf-form4_162189366627648.xml · nonDerivative · entry 1

Colby 2014 Family Trust · CIK 0001815521 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 656,503

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
May 20, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 10,153 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · derivative · entry 13

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 456,871

Underlying: Class A Common Stock · 10,153 shares

Expires not disclosed

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

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
May 20, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 840 $83.37 $70,030.80
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 5

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,131

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.08 to $83.92, 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
May 20, 2021 Filed May 24, 2021 18:01 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 3,484 $82.38 $287,011.92
Disclosure

SEC source: 0001726978-21-000106 · wf-form4_162189365381014.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,971

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $83.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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.