Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 07, 2021 Filed May 11, 2021 22:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000079 · wf-form4_162077214399052.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,698,077 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 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 19,570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · derivative · entry 11 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,558,432 Underlying: Class A Common Stock · 19,570 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 |
| May 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 120 | $105.55 | $12,666.00 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.41 to $105.58, 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 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,490 | $104.83 | $785,176.70 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 120 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.40 to $105.38, 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 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,011 | $104.05 | $625,444.55 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 7,610 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.39 to $104.39, 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. Read SEC document |
| May 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,849 | $103.05 | $293,589.45 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 13,621 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.38 to $103.38, 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 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,900 | $101.68 | $294,872.00 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 16,470 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.32 to $102.20, 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. Read SEC document |
| May 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 200 | $100.69 | $20,138.00 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 19,370 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.31 to $101.09, 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 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 19,570 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 07, 2021 Filed May 11, 2021 22:29 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000078 · wf-form4_162077213386565.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,558,432 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 |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 34,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · derivative · entry 9 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,578,002 Underlying: Class A Common Stock · 34,054 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,101 | $102.42 | $112,764.42 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · nonDerivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 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 $102.20 to $102.77, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,693 | $101.57 | $578,238.01 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · nonDerivative · entry 5 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 1,101 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.14 to $102.05, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,709 | $100.60 | $775,525.40 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · nonDerivative · entry 4 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 6,794 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.11 to $101.10, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 19,551 | $99.72 | $1,949,625.72 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 14,503 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.10 to $100.10, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 34,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · nonDerivative · entry 2 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 34,054 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 34,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000074 · wf-form4_162068569249164.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,578,002 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 |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 34,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · derivative · entry 9 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,578,002 Underlying: Class A Common Stock · 34,054 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.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 |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,101 | $102.42 | $112,764.42 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,693 | $101.57 | $578,238.01 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 1,101 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.20 to $102.77, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,709 | $100.60 | $775,525.40 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 6,794 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.11 to $101.10, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 19,551 | $99.72 | $1,949,625.72 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 14,503 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.10 to $100.10, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 34,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 34,054 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 34,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000073 · wf-form4_162068568257089.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,578,002 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 |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 34,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · derivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,717,647 Underlying: Class A Common Stock · 34,054 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 |
| May 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,101 | $102.42 | $112,764.42 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 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 $102.20 to $102.77, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,693 | $101.57 | $578,238.01 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.14 to $102.05, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,709 | $100.60 | $775,525.40 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,794 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.11 to $101.10, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 19,551 | $99.72 | $1,949,625.72 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,503 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.10 to $100.10, 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 34,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,054 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 06, 2021 Filed May 10, 2021 22:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 34,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000072 · wf-form4_162068567172189.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,717,647 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 06, 2021 Filed May 10, 2021 22:27 UTC |
Burks DrewChief Information Officer
|
Exercise / conversionEmployee Stock Options · Derivative | 2,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000071 · wf-form4_162068566063156.xml · derivative · entry 3 Burks Drew · CIK 0001737235 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,500 Underlying: Class A Stock · 2,000 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. Burks' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Burks' 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 |
| May 06, 2021 Filed May 10, 2021 22:27 UTC |
Burks DrewChief Information Officer
|
SaleClass A Common Stock | 2,000 | $100.93 | $201,850.00 |
DisclosureSEC source: 0001726978-21-000071 · wf-form4_162068566063156.xml · nonDerivative · entry 2 Burks Drew · CIK 0001737235 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39 Read SEC document |
| May 06, 2021 Filed May 10, 2021 22:27 UTC |
Burks DrewChief Information Officer
|
Exercise / conversionClass A Common Stock | 2,000 | $10.00 | $20,000.00 |
DisclosureSEC source: 0001726978-21-000071 · wf-form4_162068566063156.xml · nonDerivative · entry 1 Burks Drew · CIK 0001737235 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,039 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 06, 2021 Filed May 10, 2021 22:04 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 2,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000070 · wf-form4_162068425186488.xml · derivative · 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: 383,550 Underlying: Class A Common Stock · 2,003 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. Read SEC document |
| May 06, 2021 Filed May 10, 2021 22:04 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,003 | $100.08 | $200,453.43 |
DisclosureSEC source: 0001726978-21-000070 · wf-form4_162068425186488.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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $100.37, 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 06, 2021 Filed May 10, 2021 22:04 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000070 · wf-form4_162068425186488.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: 2,003 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 06, 2021 Filed May 10, 2021 22:04 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000070 · wf-form4_162068425186488.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: 383,550 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 05, 2021 Filed May 5, 2021 21:56 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,282 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000068 · wf-form4_162025176696585.xml · derivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,751,701 Underlying: Class A Common Stock · 20,282 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. F4 · 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. F4 · 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 05, 2021 Filed May 5, 2021 21:56 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 300 | $102.95 | $30,885.00 |
DisclosureSEC source: 0001726978-21-000068 · wf-form4_162025176696585.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 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 $102.84 to $102.98, 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 |
| May 05, 2021 Filed May 5, 2021 21:56 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,470 | $101.64 | $352,690.80 |
DisclosureSEC source: 0001726978-21-000068 · wf-form4_162025176696585.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.42 to $102.40, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:56 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 16,512 | $100.96 | $1,667,051.52 |
DisclosureSEC source: 0001726978-21-000068 · wf-form4_162025176696585.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,770 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.40 to $101.40, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:56 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 20,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000068 · wf-form4_162025176696585.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,282 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 05, 2021 Filed May 5, 2021 21:56 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 20,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000068 · wf-form4_162025176696585.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,751,701 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 04, 2021 Filed May 5, 2021 21:49 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · derivative · entry 4 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,144 Underlying: Class A Common Stock · 1,000 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. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| May 04, 2021 Filed May 5, 2021 21:49 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,000 | $101.93 | $101,931.50 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · nonDerivative · entry 3 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.70 to $102.06, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 04, 2021 Filed May 5, 2021 21:49 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · nonDerivative · entry 2 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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 |
| May 04, 2021 Filed May 5, 2021 21:49 UTC |
Peterson Camille10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000067 · wf-form4_162025136096097.xml · nonDerivative · entry 1 Peterson Camille · CIK 0001737764 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,144 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2021 Filed May 5, 2021 21:49 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,944 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000066 · wf-form4_162025134782712.xml · derivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,771,983 Underlying: Class A Common Stock · 20,944 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 04, 2021 Filed May 5, 2021 21:49 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 820 | $102.70 | $84,214.00 |
DisclosureSEC source: 0001726978-21-000066 · wf-form4_162025134782712.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 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 $102.40 to $102.96, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.