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 |
|---|---|---|---|---|---|---|
| December 21, 2020 Filed Dec 23, 2020 00:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 50 | $125.02 | $6,251.00 |
DisclosureSEC source: 0001726978-20-000411 · wf-form4_160868185409239.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: 25,026 Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 00:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 650 | $124.45 | $80,892.50 |
DisclosureSEC source: 0001726978-20-000411 · wf-form4_160868185409239.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: 25,076 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.01 to $124.84, 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 21, 2020 Filed Dec 23, 2020 00:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,500 | $123.44 | $185,160.00 |
DisclosureSEC source: 0001726978-20-000411 · wf-form4_160868185409239.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: 25,726 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.77 to $123.76, 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 21, 2020 Filed Dec 23, 2020 00:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000411 · wf-form4_160868185409239.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: 27,226 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 21, 2020 Filed Dec 23, 2020 00:04 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000411 · wf-form4_160868185409239.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: 12,761,389 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 11,002,385 Underlying: Class A Common Stock · 27,226 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B 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. F8 · 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,900 | $130.50 | $247,950.00 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.45 to $130.63, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,468 | $129.94 | $580,571.92 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 1,900 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.44 to $130.35, 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 13,720 | $128.98 | $1,769,605.60 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 6,368 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.40 to $129.37, 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 |
| December 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,225 | $127.58 | $411,445.50 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 20,088 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.35 to $128.35, 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,713 | $126.87 | $217,328.31 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 23,313 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.31 to $127.27, 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 50 | $125.02 | $6,251.00 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 25,026 Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 650 | $124.45 | $80,892.50 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 25,076 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.01 to $124.84, 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,500 | $123.44 | $185,160.00 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 25,726 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.77 to $123.76, 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 27,226 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 21, 2020 Filed Dec 23, 2020 00:03 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000409 · wf-form4_160868182539771.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: 11,002,385 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 14, 2020 Filed Feb 12, 2021 21:10 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,005 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000019 · wf-form5_161316418546797.xml · derivative · entry 4 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Jones 2020 Irrevocable Trust Disclosed balance after: 82,005 Underlying: Class A Common Stock · 82,005 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 14, 2020 Filed Feb 12, 2021 21:10 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 82,005 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000019 · wf-form5_161316418546797.xml · derivative · 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: 385,553 Underlying: Class A Common Stock · 82,005 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 14, 2020 Filed Feb 12, 2021 21:10 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 82,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000019 · wf-form5_161316418546797.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Jones 2020 Irrevocable Trust Disclosed balance after: 82,005 F1 · kind: This transaction involved a gift of securities by the reporting person to the Jones 2020 Irrevocable Trust of which the reporting person's spouse serves as a co-trustee. Read SEC document |
| December 14, 2020 Filed Feb 12, 2021 21:10 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 82,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000019 · wf-form5_161316418546797.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: 385,553 F1 · kind: This transaction involved a gift of securities by the reporting person to the Jones 2020 Irrevocable Trust of which the reporting person's spouse serves as a co-trustee. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,974 Underlying: Class A Common Stock · 300 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. F1 · 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. F1 · 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 01, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 300 | $123.22 | $36,966.00 |
DisclosureSEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 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 01, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000408 · wf-form4_160694845398069.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: 824,974 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 31,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000407 · wf-form4_160694844073180.xml · derivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,274 Underlying: Class A Common Stock · 31,484 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 |
| November 30, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 500 | $124.18 | $62,090.00 |
DisclosureSEC source: 0001726978-20-000407 · wf-form4_160694844073180.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 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 $124.09 to $124.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 30,984 | $123.13 | $3,815,059.92 |
DisclosureSEC source: 0001726978-20-000407 · wf-form4_160694844073180.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.00 to $123.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 31,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000407 · wf-form4_160694844073180.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,484 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:34 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 31,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000407 · wf-form4_160694844073180.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: 825,274 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2020 Filed Feb 12, 2021 21:11 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 88,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · derivative · entry 5 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lanni Romney Spousal Lifetime Access Trust Disclosed balance after: 88,704 Underlying: Class A Common Stock · 88,704 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 |
| November 30, 2020 Filed Feb 12, 2021 21:11 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 88,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · nonDerivative · entry 2 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lanni Romney Spousal Lifetime Access Trust Disclosed balance after: 88,704 Read SEC document |
| November 30, 2020 Filed Feb 12, 2021 21:11 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 90,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000024 · wf-form5_161316423950439.xml · derivative · entry 5 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Underlying: Class A Common Stock · 90,270 shares Expires not disclosed 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 |
| November 30, 2020 Filed Feb 12, 2021 21:11 UTC |
Langston Patrick RyanVP and General Counsel · 10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 90,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000024 · wf-form5_161316423950439.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · kind: This transaction involved a gift of securities by the reporting person to the Lindy Langston Spousal Lifetime Access Trust. Read SEC document |
| November 30, 2020 Filed Feb 12, 2021 21:11 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 90,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000023 · wf-form5_161316422825900.xml · derivative · entry 4 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lindy Langston Spousal Lifetime Access Trust Disclosed balance after: 90,270 Underlying: Class A Common Stock · 90,270 shares Expires not disclosed 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 |
| November 30, 2020 Filed Feb 12, 2021 21:11 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 90,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000023 · wf-form5_161316422825900.xml · nonDerivative · entry 2 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lindy Langston Spousal Lifetime Access Trust Disclosed balance after: 90,270 F2 · ownership.direct: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 21:25 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,017 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000405 · wf-form4_160677149987532.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856,758 Underlying: Class A Common Stock · 8,017 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 |
| November 27, 2020 Filed Nov 30, 2020 21:25 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,017 | $123.28 | $988,335.76 |
DisclosureSEC source: 0001726978-20-000405 · wf-form4_160677149987532.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 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 $123.00 to $123.36, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 21:25 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 8,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000405 · wf-form4_160677149987532.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 21:25 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 8,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000405 · wf-form4_160677149987532.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: 856,758 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 14,037 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · derivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,732 Underlying: Class A Common Stock · 14,037 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 |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 14,037 | $120.26 | $1,688,041.89 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $121.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
ConversionClass A Common Stock | 14,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,439 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
ConversionClass B Common Stock | 14,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000401 · wf-form4_160677145364798.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,732 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 |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 22,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · derivative · entry 7 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,769 Underlying: Class A Common Stock · 22,650 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 |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 216 | $123.97 | $26,777.52 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 6 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.57 to $124.00, 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 |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 1,445 | $122.73 | $177,337.77 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,618 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.50 to $123.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 67 | $121.10 | $8,113.60 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,063 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.03 to $121.30, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 20,922 | $120.00 | $2,510,640.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,130 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $121.00, 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 |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
ConversionClass A Common Stock | 22,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 24, 2020 Filed Nov 30, 2020 16:24 UTC |
Colby 2014 Family Trust10% owner
|
ConversionClass B Common Stock | 22,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000400 · wf-form4_160677144269191.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,769 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.