Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 09, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 29,665 | $102.52 | $3,041,255.80 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,928 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.00 to $102.97, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 09, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,628 | $101.78 | $267,477.84 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,593 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.56 to $101.98, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 09, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 37,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,221 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 09, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 37,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,638,840 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 30,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · derivative · entry 15 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,676,061 Underlying: Class A Common Stock · 30,081 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F10 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 16,256 | $102.14 | $1,660,387.84 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.00 to $102.81, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 13,825 | $101.73 | $1,406,417.25 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,256 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.00 to $101.99, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 30,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,081 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:29 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 30,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,676,061 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:12 UTC |
McConnon ThomasDirector
|
Disposition to issuerDirector Stock Options (right to buy) · Derivative | 6,667 | $0.00 Strike: $92.08 | $0.00 |
DisclosureSEC source: 0001726978-25-000078 · wk-form4_1746825146.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,667 shares Expires 2032-02-02 F1 · derivative.exercise_date: The shares subject to the option vested and became exercisable, subject to continued service, in eight (8) equal quarterly installments over the two (2) year period following the grant date, which was February 2, 2022. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:10 UTC |
Cruzado WadedDirector
|
Disposition to issuerDirector Stock Options (right to buy) · Derivative | 6,667 | $0.00 Strike: $92.08 | $0.00 |
DisclosureSEC source: 0001726978-25-000076 · wk-form4_1746825051.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,667 shares Expires 2032-02-02 F1 · derivative.exercise_date: The shares subject to the option vested and became exercisable, subject to continued service, in eight (8) equal quarterly installments over the two (2) year period following the grant date, which was February 2, 2022. Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:59 UTC |
Wade William Francis JrDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000074 · wk-form4_1746745181.xml · derivative · entry 1 Wade William Francis Jr · CIK 0002065986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:57 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000070 · wk-form4_1746745019.xml · derivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:58 UTC |
Lane Peter R.Director
|
GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000072 · wk-form4_1746745100.xml · derivative · entry 1 Lane Peter R. · CIK 0001570186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:41 UTC |
Reid JamesDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000068 · wk-form4_1746744085.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:38 UTC |
McConnon ThomasDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000064 · wk-form4_1746743902.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:40 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 3,293 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000066 · wk-form4_1746744005.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,293 Underlying: Class A Common Stock · 3,293 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 06, 2025 Filed May 8, 2025 22:36 UTC |
Cruzado WadedDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 6,586 | $0.00 Strike: $102.70 | $0.00 |
DisclosureSEC source: 0001726978-25-000062 · wk-form4_1746743783.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Class A Common Stock · 6,586 shares Expires 2035-05-06 F1 · 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 Amended and Restated Omnibus Incentive Plan). Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,427 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · derivative · entry 15 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,706,142 Underlying: Class A Common Stock · 27,427 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 649 | $121.06 | $78,567.94 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported 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 $121.00 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 26,778 | $120.32 | $3,221,928.96 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 649 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 $120.97, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,427 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,706,142 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 43,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · derivative · entry 14 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,733,569 Underlying: Class A Common Stock · 43,712 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 25,186 | $121.21 | $3,052,795.06 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported 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 $121.00 to $121.83, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 18,526 | $120.29 | $2,228,492.54 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,186 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.95, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 43,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,712 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 22:27 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 43,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,733,569 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000025 · wk-form4_1741989327.xml · derivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,777,281 Underlying: Class A Common Stock · 500 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 500 | $120.12 | $60,060.00 |
DisclosureSEC source: 0001726978-25-000025 · wk-form4_1741989327.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported 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 $120.09 to $120.23, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000025 · wk-form4_1741989327.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000025 · wk-form4_1741989327.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,777,281 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 8,761 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · derivative · entry 19 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,777,781 Underlying: Class A Common Stock · 8,761 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F12 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $123.30 | $12,330.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 12 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,100 | $122.56 | $379,936.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 11 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.15 to $123.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,800 | $121.50 | $218,700.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 10 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,200 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.14 to $122.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,761 | $120.55 | $453,388.55 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,000 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.06 to $120.98, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 8,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,761 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 8,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,777,781 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 19,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · derivative · entry 18 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,786,542 Underlying: Class A Common Stock · 19,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F12 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,100 | $124.35 | $261,135.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported 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 $124.19 to $124.46, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,450 | $123.75 | $1,169,437.50 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,100 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.19 to $124.13, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,950 | $122.56 | $361,552.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,550 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.19 to $123.16, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,100 | $121.67 | $620,517.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,500 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.04 to $122.03, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 19,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,600 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 21:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 19,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,786,542 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:35 UTC |
Jones Mark E. Jr.Chief Financial Officer · 10% owner · Member of 10% owner group
|
PurchaseClass A Common Stock | 1,010 | $118.02 | $119,200.20 |
DisclosureSEC source: 0001726978-25-000021 · wk-form4_1741138517.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,342 Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:34 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 40,000 | $40.88 Strike: $40.88 | $1,635,200.00 |
DisclosureSEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · derivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,000 Underlying: Class A Common Stock · 40,000 shares Expires 2030-04-01 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: One third (1/3rd) of the shares subject to the option, which represents the right to purchase a total of 234,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:34 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,003 | $121.50 | $243,364.50 |
DisclosureSEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,951 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.12 to $121.65, 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 |
| February 28, 2025 Filed Mar 5, 2025 01:34 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,018 | $120.53 | $243,229.54 |
DisclosureSEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,954 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. 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 $120.95, 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.