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Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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4370
SEC CIK
0001726978
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1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 29, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,742 $121.55 $211,740.10
Disclosure

SEC source: 0001726978-20-000429 · wf-form4_160944869767694.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: 17,906

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.11 to $122.08, 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
December 29, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,979 $120.32 $238,113.28
Disclosure

SEC source: 0001726978-20-000429 · wf-form4_160944869767694.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: 19,648

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.10 to $121.08, 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
December 29, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 676 $119.54 $80,809.04
Disclosure

SEC source: 0001726978-20-000429 · wf-form4_160944869767694.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: 21,627

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.05 to $120.00, 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
December 29, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 22,303 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000429 · wf-form4_160944869767694.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: 22,303

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
December 29, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 22,303 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000429 · wf-form4_160944869767694.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: 10,916,732

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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 22,303 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 12,675,736

Underlying: Class A Common Stock · 22,303 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.

F10 · 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.

F10 · 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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 5,603 $124.44 $697,237.32
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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 $124.17 to $125.00, 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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,704 $123.84 $954,063.36
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 5,603

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.16 to $124.16, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,599 $122.64 $564,021.36
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 13,307

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.14 to $123.12, 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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,742 $121.55 $211,740.10
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 17,906

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.11 to $122.08, 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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,979 $120.32 $238,113.28
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 19,648

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.10 to $121.08, 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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 676 $119.54 $80,809.04
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 21,627

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.05 to $120.00, 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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 22,303 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 22,303

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
December 29, 2020 Filed Dec 31, 2020 21:04 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 22,303 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000422 · wf-form4_160944868687391.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: 12,675,736

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
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 101,351 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000020 · wf-form5_161316420641054.xml · derivative · entry 6

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: 12,723,282

Underlying: Class A Common Stock · 101,351 shares

Expires not disclosed

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.

F4 · 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
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
GiftClass B Common Stock 101,351 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000020 · wf-form5_161316420641054.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 Trust

Disclosed balance after: 12,723,282

F2 · kind: Camille Peterson transferred shares of Class B Common Stock as a gift for no consideration to the CP Descendants' Trust of which Mark and Robyn Jones are co-trustees.

F3 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F4 · 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
December 29, 2020 Filed Feb 12, 2021 21:11 UTC
Peterson Camille10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 101,351 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000025 · wf-form5_161316425035305.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 345,444

Underlying: Class A Common Stock · 101,351 shares

Expires not disclosed

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

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

Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:11 UTC
Peterson Camille10% owner · Member of 10% owner group
GiftClass B Common Stock 101,351 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000025 · wf-form5_161316425035305.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: 345,444

F1 · kind: This transaction involved a gift of securities by the reporting person to the CP Descendants' Trust of which Mark and Robyn Jones are co-trustees.

Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 97,943 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · derivative · entry 4

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · SLJ Dynasty Trust

Disclosed balance after: 97,943

Underlying: Class A Common Stock · 97,943 shares

Expires not disclosed

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

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

Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 97,943 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · derivative · entry 3

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 727,031

Underlying: Class A Common Stock · 97,943 shares

Expires not disclosed

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

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

Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
GiftClass B Common Stock 97,943 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · nonDerivative · entry 2

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · SLJ Dynasty Trust

Disclosed balance after: 97,943

F1 · kind: This transaction involved a gift of securities by the reporting person to the SLJ Dynasty Trust.

Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
GiftClass B Common Stock 97,943 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · nonDerivative · entry 1

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 727,031

F1 · kind: This transaction involved a gift of securities by the reporting person to the SLJ Dynasty Trust.

Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 101,351 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000021 · wf-form5_161316419633044.xml · derivative · entry 7

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: 12,723,282

Underlying: Class A Common Stock · 101,351 shares

Expires not disclosed

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.

F4 · 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
December 29, 2020 Filed Feb 12, 2021 21:10 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
GiftClass B Common Stock 101,351 $0.00 $0.00
Disclosure

SEC source: 0001726978-21-000021 · wf-form5_161316419633044.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 Trust

Disclosed balance after: 12,723,282

F2 · kind: Camille Peterson transferred shares of Class B Common Stock as a gift for no consideration to the CP Descendants' Trust of which Mark and Robyn Jones are co-trustees.

F3 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F4 · 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 29,518 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.xml · derivative · entry 13

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: 12,698,039

Underlying: Class A Common Stock · 29,518 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.

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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 911 $127.27 $115,942.97
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.xml · nonDerivative · entry 10

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

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.85 to $127.28, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,312 $126.02 $417,378.24
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.xml · nonDerivative · entry 9

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: 911

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.75 to $126.62, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,123 $125.16 $1,266,994.68
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.xml · nonDerivative · entry 8

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: 4,223

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.74 to $125.74, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,551 $124.31 $1,062,974.81
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.xml · nonDerivative · entry 7

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: 14,346

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.73 to $124.73, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,431 $123.22 $545,987.82
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.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: 22,897

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.71 to $123.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,090 $122.14 $133,132.60
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.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: 27,328

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.70 to $122.61, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 300 $120.85 $36,255.00
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.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: 28,418

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.63 to $121.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 800 $119.68 $95,744.00
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.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: 28,718

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.42 to $119.84, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 29,518 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.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: 29,518

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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 29,518 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000425 · wf-form4_160944869047140.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: 12,698,039

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.

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.

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December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 29,518 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · derivative · entry 11

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: 10,939,035

Underlying: Class A Common Stock · 29,518 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.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 911 $127.27 $115,942.97
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 10

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

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.85 to $127.28, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 3,312 $126.02 $417,378.24
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 9

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: 911

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.75 to $126.62, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 10,123 $125.16 $1,266,994.68
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 8

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: 4,223

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.74 to $125.74, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 8,551 $124.31 $1,062,974.81
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · 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: 14,346

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.73 to $124.73, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 4,431 $123.22 $545,987.82
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.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: 22,897

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.71 to $123.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,090 $122.14 $133,132.60
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.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: 27,328

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.70 to $122.61, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 300 $120.85 $36,255.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.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: 28,418

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.63 to $121.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 800 $119.68 $95,744.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.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: 28,718

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.42 to $119.84, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 29,518 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.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: 29,518

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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 29,518 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.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: 10,939,035

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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 29,518 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000423 · wf-form4_160944868524809.xml · derivative · entry 13

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: 12,698,039

Underlying: Class A Common Stock · 29,518 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.

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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 911 $127.27 $115,942.97
Disclosure

SEC source: 0001726978-20-000423 · wf-form4_160944868524809.xml · nonDerivative · entry 10

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

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.85 to $127.28, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,312 $126.02 $417,378.24
Disclosure

SEC source: 0001726978-20-000423 · wf-form4_160944868524809.xml · nonDerivative · entry 9

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: 911

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.75 to $126.62, 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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,123 $125.16 $1,266,994.68
Disclosure

SEC source: 0001726978-20-000423 · wf-form4_160944868524809.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: 4,223

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.74 to $125.74, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document

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