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 03, 2020 Filed Nov 4, 2020 17:00 UTC |
Delavan GaryVP of Corporate Sales
|
Exercise / conversionClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001726978-20-000359 · wf-form4_160452720724765.xml · nonDerivative · entry 1 Delavan Gary · CIK 0001736850 · VP of Corporate Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 03, 2020 Filed Nov 4, 2020 21:42 UTC |
Reid JamesDirector
|
Exercise / conversionDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000357 · wf-form4_160452611690423.xml · derivative · entry 3 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,622 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 03, 2020 Filed Nov 4, 2020 21:42 UTC |
Reid JamesDirector
|
SaleClass A Common Stock | 10,000 | $123.04 | $1,230,369.00 |
DisclosureSEC source: 0001726978-20-000357 · wf-form4_160452611690423.xml · nonDerivative · entry 2 Reid James · CIK 0001737074 · Director 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 $123.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 21:42 UTC |
Reid JamesDirector
|
Exercise / conversionClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001726978-20-000357 · wf-form4_160452611690423.xml · nonDerivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 03, 2020 Filed Nov 4, 2020 21:44 UTC |
Miller MarkDirector
|
Exercise / conversionDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000358 · wf-form4_160452627795216.xml · derivative · entry 3 Miller Mark · CIK 0001737949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,622 Underlying: Class A Stock · 10,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 03, 2020 Filed Nov 4, 2020 21:44 UTC |
Miller MarkDirector
|
SaleClass A Common Stock | 10,000 | $122.58 | $1,225,800.00 |
DisclosureSEC source: 0001726978-20-000358 · wf-form4_160452627795216.xml · nonDerivative · entry 2 Miller Mark · CIK 0001737949 · Director 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 $122.30 to $122.91, 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 03, 2020 Filed Nov 4, 2020 21:44 UTC |
Miller MarkDirector
|
Exercise / conversionClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001726978-20-000358 · wf-form4_160452627795216.xml · nonDerivative · entry 1 Miller Mark · CIK 0001737949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 03, 2020 Filed Nov 5, 2020 17:58 UTC |
Lyla Kate Colby 2014 Trust10% owner
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,321 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · derivative · entry 4 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 Underlying: Class A Common Stock · 4,321 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 03, 2020 Filed Nov 5, 2020 17:58 UTC |
Lyla Kate Colby 2014 Trust10% owner
|
SaleClass A Common Stock | 4,321 | $125.00 | $540,125.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · nonDerivative · entry 3 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 17:58 UTC |
Lyla Kate Colby 2014 Trust10% owner
|
ConversionClass A Common Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · nonDerivative · entry 2 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,321 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 03, 2020 Filed Nov 5, 2020 17:58 UTC |
Lyla Kate Colby 2014 Trust10% owner
|
ConversionClass B Common Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000362 · wf-form4_160461708319291.xml · nonDerivative · entry 1 Lyla Kate Colby 2014 Trust · CIK 0001815518 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 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 03, 2020 Filed Nov 5, 2020 18:13 UTC |
Preston Michael Colby 2014 Trust10% owner
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,321 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000363 · wf-form4_160461799945251.xml · derivative · entry 4 Preston Michael Colby 2014 Trust · CIK 0001815519 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 Underlying: Class A Common Stock · 4,321 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 03, 2020 Filed Nov 5, 2020 18:13 UTC |
Preston Michael Colby 2014 Trust10% owner
|
SaleClass A Common Stock | 4,321 | $125.00 | $540,125.00 |
DisclosureSEC source: 0001726978-20-000363 · wf-form4_160461799945251.xml · nonDerivative · entry 3 Preston Michael Colby 2014 Trust · CIK 0001815519 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 18:13 UTC |
Preston Michael Colby 2014 Trust10% owner
|
ConversionClass A Common Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000363 · wf-form4_160461799945251.xml · nonDerivative · entry 2 Preston Michael Colby 2014 Trust · CIK 0001815519 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,321 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 03, 2020 Filed Nov 5, 2020 18:13 UTC |
Preston Michael Colby 2014 Trust10% owner
|
ConversionClass B Common Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000363 · wf-form4_160461799945251.xml · nonDerivative · entry 1 Preston Michael Colby 2014 Trust · CIK 0001815519 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,896 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 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 5,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · derivative · entry 11 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 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. 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 |
| November 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 650 | $125.02 | $81,263.00 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 10 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 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 $124.77 to $125.63, 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 |
| November 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 230 | $123.45 | $28,393.50 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 9 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.23 to $123.73, 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 |
| November 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 271 | $122.99 | $33,330.29 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 8 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.12 to $123.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 669 | $121.27 | $81,129.63 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 7 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.01 to $121.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 383 | $120.23 | $46,048.09 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 6 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,820 F4 · 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 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 307 | $119.19 | $36,591.33 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 5 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,203 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.74 to $119.54, 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 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 2,089 | $118.46 | $247,462.94 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 4 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,510 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.72 to $118.67, 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 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
SaleClass A Common Stock | 401 | $116.88 | $46,868.88 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 3 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,599 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.68 to $117.57, 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 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
ConversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 2 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 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 03, 2020 Filed Nov 5, 2020 21:58 UTC |
Colby MatthewVice President of Agency Sales
|
ConversionClass B Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000360 · wf-form4_160461347111461.xml · nonDerivative · entry 1 Colby Matthew · CIK 0001737061 · Vice President of Agency Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 6,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · derivative · entry 9 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,045 Underlying: Class A Common Stock · 6,750 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 200 | $126.52 | $25,304.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 8 Olsen Ted · CIK 0001825195 · Managing Director 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 $126.49 to $126.54, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 3,231 | $125.19 | $404,488.89 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 7 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.14 to $125.41, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 200 | $121.92 | $24,383.50 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 6 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,431 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.64 to $122.20, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 30 | $119.28 | $3,578.40 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 5 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,631 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 1,989 | $118.40 | $235,497.60 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 4 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,661 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.99 to $118.99, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
SaleClass A Common Stock | 1,100 | $117.31 | $129,041.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 3 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,650 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.94 to $117.57, 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
ConversionClass A Common Stock | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 2 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,750 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 03, 2020 Filed Nov 5, 2020 22:48 UTC |
Olsen TedManaging Director
|
ConversionClass B Common Stock | 6,750 | $121.82 | $822,285.00 |
DisclosureSEC source: 0001726978-20-000361 · wf-form4_160461649540499.xml · nonDerivative · entry 1 Olsen Ted · CIK 0001825195 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,045 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 |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · derivative · entry 9 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,024 Underlying: Class A Common Stock · 50,000 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 6,419 | $123.54 | $793,003.26 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · nonDerivative · entry 6 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,131 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.06 to $124.03, 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. F5 · balance_after: Reflects a gift of 500 Class A Common Stock to a non-affiliate by the reporting person. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 8,606 | $122.41 | $1,053,460.46 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · nonDerivative · entry 5 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,050 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.02 to $123.00, 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 |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 22,398 | $121.61 | $2,723,820.78 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,656 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.01 to $122.01, 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 |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 12,577 | $120.25 | $1,512,384.25 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,054 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 |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,631 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 30, 2020 Filed Nov 3, 2020 18:00 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000356 · wf-form4_160444439236743.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,024 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 25,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 12,898,485 Underlying: Class A Common Stock · 25,089 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. 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,299 | $112.46 | $483,465.54 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.19 to $112.89, 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,686 | $111.70 | $858,521.59 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 4,299 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.18 to $112.18, 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,669 | $110.38 | $515,364.22 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 11,985 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.07 to $111.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,100 | $109.63 | $449,483.00 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 16,654 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.06 to $110.03, 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,335 | $108.67 | $471,084.45 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 20,754 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.03 to $109.03, 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 25,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 25,089 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 |
| October 19, 2020 Filed Oct 21, 2020 23:41 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 25,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000346 · wf-form4_160332366931134.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: 12,898,485 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.