Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 23, 2020 Filed Nov 24, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 636 | $125.59 | $79,875.24 |
DisclosureSEC source: 0001726978-20-000397 · wf-form4_160625441692717.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: 200 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.18 to $125.76, 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 |
| November 23, 2020 Filed Nov 24, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,194 | $124.62 | $522,656.28 |
DisclosureSEC source: 0001726978-20-000397 · wf-form4_160625441692717.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: 836 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.13 to $125.09, 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 |
| November 23, 2020 Filed Nov 24, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,070 | $123.55 | $997,048.50 |
DisclosureSEC source: 0001726978-20-000397 · wf-form4_160625441692717.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: 5,030 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.07 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 23, 2020 Filed Nov 24, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 13,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000397 · wf-form4_160625441692717.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: 13,100 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 23, 2020 Filed Nov 24, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 13,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000397 · wf-form4_160625441692717.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: 11,036,011 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 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 13,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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: 12,795,015 Underlying: Class A Common Stock · 13,100 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 |
| November 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 200 | $126.33 | $25,266.00 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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 |
| November 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 636 | $125.59 | $79,875.24 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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: 200 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.18 to $125.76, 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 |
| November 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,194 | $124.62 | $522,656.28 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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: 836 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.13 to $125.09, 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 |
| November 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 8,070 | $123.55 | $997,048.50 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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: 5,030 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.07 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 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 13,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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: 13,100 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 23, 2020 Filed Nov 24, 2020 21:44 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 13,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000395 · wf-form4_160625425390159.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: 12,795,015 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 |
| November 20, 2020 Filed Nov 24, 2020 16:43 UTC |
Colby 2014 Family Trust10% owner
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,736 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · derivative · entry 5 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,996 Underlying: Class A Common Stock · 5,736 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 20, 2020 Filed Nov 24, 2020 16:43 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 2,500 | $126.15 | $315,375.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 4 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,402 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.01 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 |
| November 20, 2020 Filed Nov 24, 2020 16:43 UTC |
Colby 2014 Family Trust10% owner
|
SaleClass A Common Stock | 3,236 | $125.66 | $406,635.76 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 3 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,902 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.00 to $126.00, 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 20, 2020 Filed Nov 24, 2020 16:43 UTC |
Colby 2014 Family Trust10% owner
|
ConversionClass A Common Stock | 5,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 2 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,138 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 20, 2020 Filed Nov 24, 2020 16:43 UTC |
Colby 2014 Family Trust10% owner
|
ConversionClass B Common Stock | 5,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000393 · wf-form4_160625420647913.xml · nonDerivative · entry 1 Colby 2014 Family Trust · CIK 0001815521 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,996 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 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 19,202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.xml · derivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874,972 Underlying: Class A Common Stock · 19,202 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. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 499 | $128.61 | $64,176.39 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.xml · nonDerivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.40 to $129.20, 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 |
| November 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 702 | $127.80 | $89,715.60 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.33 to $128.24, 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 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,498 | $126.89 | $316,971.22 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,201 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.30 to $127.29, 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 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,666 | $125.80 | $1,341,782.80 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.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: 3,699 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.19 to $126.19, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,837 | $124.59 | $602,641.83 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.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: 14,365 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.18 to $125.12, 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 |
| November 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 19,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.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: 19,202 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 20, 2020 Filed Nov 24, 2020 21:47 UTC |
Jones Serena10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 19,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000398 · wf-form4_160625443801000.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: 874,972 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 20, 2020 Filed Feb 12, 2021 21:11 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 88,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · derivative · entry 4 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,286 Underlying: Class A Common Stock · 88,709 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 20, 2020 Filed Feb 12, 2021 21:11 UTC |
Romney Lanni10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 88,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000026 · wf-form5_161316426003230.xml · nonDerivative · entry 1 Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,286 F1 · kind: This transaction involved a gift of securities by the reporting person to her husband who is not an affiliate or member of the Amended and Restated Voting Agreement dated September 18, 2020. Read SEC document |
| November 20, 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 | 90,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000024 · wf-form5_161316423950439.xml · derivative · entry 4 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: 90,275 Underlying: Class A Common Stock · 90,275 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 20, 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 | 90,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000024 · wf-form5_161316423950439.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,275 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| November 20, 2020 Filed Feb 12, 2021 21:11 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftLLC Units in Goosehead Financial, LLC · Derivative | 90,275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000023 · wf-form5_161316422825900.xml · derivative · entry 3 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,579 Underlying: Class A Common Stock · 90,275 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 20, 2020 Filed Feb 12, 2021 21:11 UTC |
Langston Lindy10% owner · Member of 10% owner group
|
GiftClass B Common Stock | 90,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000023 · wf-form5_161316422825900.xml · nonDerivative · entry 1 Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,579 F1 · kind: This transaction involved a gift of securities by the reporting person to her husband, P. Ryan Langston. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC |
Reid JamesDirector
|
Exercise / conversionDirector Stock Options (right to buy) · Derivative | 2,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · derivative · entry 5 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,622 Underlying: Class A Stock · 2,500 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. F4 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC |
Reid JamesDirector
|
SaleClass A Common Stock | 1,408 | $127.62 | $179,688.96 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 4 Reid James · CIK 0001737074 · Director 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 $127.53 to $127.62, 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 |
| November 19, 2020 Filed Nov 23, 2020 21:12 UTC |
Reid JamesDirector
|
SaleClass A Common Stock | 287 | $126.71 | $36,365.77 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,408 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.52 to $127.15, 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 19, 2020 Filed Nov 23, 2020 21:12 UTC |
Reid JamesDirector
|
SaleClass A Common Stock | 805 | $125.81 | $101,277.05 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.50 to $126.50, 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 19, 2020 Filed Nov 23, 2020 21:12 UTC |
Reid JamesDirector
|
Exercise / conversionClass A Common Stock | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001726978-20-000392 · wf-form4_160616593787047.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 19, 2020 Filed Nov 23, 2020 21:04 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · derivative · entry 4 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,160 Underlying: Class A Common Stock · 4,000 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. 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 |
| November 19, 2020 Filed Nov 23, 2020 21:04 UTC |
Colby Mark S.Chief Financial Officer
|
SaleClass A Common Stock | 4,000 | $125.00 | $500,000.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · nonDerivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:04 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 |
| November 19, 2020 Filed Nov 23, 2020 21:04 UTC |
Colby Mark S.Chief Financial Officer
|
ConversionClass B Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000391 · wf-form4_160616546469235.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,160 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 18, 2020 Filed Nov 20, 2020 22:46 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000390 · wf-form4_160591237043994.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: 467,558 Underlying: Class A Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 18, 2020 Filed Nov 20, 2020 22:46 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,000 | $122.46 | $612,307.50 |
DisclosureSEC source: 0001726978-20-000390 · wf-form4_160591237043994.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 $122.00 to $122.80, 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 18, 2020 Filed Nov 20, 2020 22:46 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000390 · wf-form4_160591237043994.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:46 UTC |
Jones Mark E. Jr.10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000390 · wf-form4_160591237043994.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: 467,558 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 17, 2020 Filed Nov 19, 2020 23:44 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 14,084 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000388 · wf-form4_160582946622115.xml · derivative · entry 10 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: 12,808,115 Underlying: Class A Common Stock · 14,084 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 |
| November 17, 2020 Filed Nov 19, 2020 23:44 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $124.83 | $12,483.00 |
DisclosureSEC source: 0001726978-20-000388 · wf-form4_160582946622115.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: 0 Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 23:44 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 200 | $123.62 | $24,724.00 |
DisclosureSEC source: 0001726978-20-000388 · wf-form4_160582946622115.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: 100 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.55 to $123.68, 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 17, 2020 Filed Nov 19, 2020 23:44 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,917 | $122.06 | $356,049.02 |
DisclosureSEC source: 0001726978-20-000388 · wf-form4_160582946622115.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: 300 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.29 to $122.93, 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 17, 2020 Filed Nov 19, 2020 23:44 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,372 | $120.62 | $527,350.64 |
DisclosureSEC source: 0001726978-20-000388 · wf-form4_160582946622115.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: 3,217 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.26 to $121.27, 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 |
| November 17, 2020 Filed Nov 19, 2020 23:44 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,495 | $119.92 | $778,880.40 |
DisclosureSEC source: 0001726978-20-000388 · wf-form4_160582946622115.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: 7,589 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.25 to $120.25, 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.