Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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Tapewire entity
4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 5,988 $99.13 $593,590.44
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 12

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 371,084

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.56 to $99.55, 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
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 300 $97.90 $29,370.00
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 11

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 377,072

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.47 to $98.13, 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.

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September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 941 $96.86 $91,145.26
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 10

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 377,372

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.42 to $97.37, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,000 $95.66 $95,660.00
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 9

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 378,313

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.37 o $96.07, 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
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 5,315 $94.82 $503,968.30
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 8

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 379,313

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.32 to $95.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,440 $93.91 $135,230.40
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 7

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 384,628

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.29 to $94.29, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,942 $92.51 $457,184.42
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 6

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386,068

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.26 to $93.13, 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.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 11,911 $91.63 $1,091,404.93
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 5

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 391,010

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.24 to $92.24, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,374 $90.80 $1,305,159.20
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 4

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 402,921

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 $90.22 to $91.21, 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
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,614 $89.62 $682,366.68
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 3

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 417,295

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 $89.16 to $90.13 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.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,660 $88.61 $412,922.60
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 2

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 424,909

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.14 to $89.12 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 14, 2020 Filed Sep 16, 2020 22:15 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,400 $87.50 $210,000.00
Disclosure

SEC source: 0001726978-20-000316 · wf-form4_160029454140699.xml · nonDerivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 429,569

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.11 to $88.05, 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.

Read SEC document
September 11, 2020 Filed Sep 15, 2020 20:58 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 301 $99.97 $30,090.97
Disclosure

SEC source: 0001726978-20-000315 · wf-form4_160020349496162.xml · nonDerivative · entry 3

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 431,969

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 $99.77 to $100.01 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
September 11, 2020 Filed Sep 15, 2020 20:58 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,757 $99.07 $867,555.99
Disclosure

SEC source: 0001726978-20-000315 · wf-form4_160020349496162.xml · nonDerivative · entry 2

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 432,270

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.66 to $99.59 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
September 11, 2020 Filed Sep 15, 2020 20:58 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,589 $98.39 $353,121.71
Disclosure

SEC source: 0001726978-20-000315 · wf-form4_160020349496162.xml · nonDerivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 441,027

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.65 to $98.65, 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
September 10, 2020 Filed Sep 10, 2020 21:36 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 403 $101.19 $40,781.22
Disclosure

SEC source: 0001726978-20-000314 · wf-form4_159977376333354.xml · nonDerivative · entry 4

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 444,616

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 $101.06 to $101.33 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
September 10, 2020 Filed Sep 10, 2020 21:36 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,602 $100.46 $1,366,437.88
Disclosure

SEC source: 0001726978-20-000314 · wf-form4_159977376333354.xml · nonDerivative · entry 3

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 445,019

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 $100.01 to $101.01 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
September 10, 2020 Filed Sep 10, 2020 21:36 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,947 $99.60 $891,121.20
Disclosure

SEC source: 0001726978-20-000314 · wf-form4_159977376333354.xml · nonDerivative · entry 2

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 458,621

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.00 to $100.00 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
September 10, 2020 Filed Sep 10, 2020 21:36 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 5,860 $98.59 $577,737.40
Disclosure

SEC source: 0001726978-20-000314 · wf-form4_159977376333354.xml · nonDerivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467,568

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.97 to $98.95, 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
September 09, 2020 Filed Sep 10, 2020 21:29 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,334 $100.36 $836,400.24
Disclosure

SEC source: 0001726978-20-000313 · wf-form4_159977334076001.xml · nonDerivative · entry 2

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 473,428

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.10 to $100.88, 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
September 09, 2020 Filed Sep 10, 2020 21:29 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 12,378 $99.83 $1,235,695.74
Disclosure

SEC source: 0001726978-20-000313 · wf-form4_159977334076001.xml · nonDerivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 481,762

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.08 to $100.08, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 08, 2020 Filed Sep 9, 2020 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,000 $102.67 $102,670.00
Disclosure

SEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 6

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 494,140

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.49 to $102.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 08, 2020 Filed Sep 9, 2020 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,259 $101.84 $433,736.56
Disclosure

SEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 5

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 495,140

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.44 to $102.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 08, 2020 Filed Sep 9, 2020 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,920 $100.83 $395,253.60
Disclosure

SEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 4

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 499,399

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 $100.42 to $101.42, 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
September 08, 2020 Filed Sep 9, 2020 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,478 $99.75 $247,180.50
Disclosure

SEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 3

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 503,319

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 $99.27 to $100.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 08, 2020 Filed Sep 9, 2020 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,500 $98.64 $641,160.00
Disclosure

SEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 2

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 505,797

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.25 to $99.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 08, 2020 Filed Sep 9, 2020 21:51 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,820 $97.81 $471,444.20
Disclosure

SEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 512,297

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.22 to $98.22, 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
September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 73 $107.24 $7,828.52
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 8

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 517,117

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.23 to $107.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F9 · balance_after: Reflects a gift of 1,500 Class A Common Stock made by the reporting person to a non-affiliate charity organization.

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September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 127 $106.51 $13,526.77
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 7

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 518,690

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.26 to $106.87, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 200 $105.05 $21,010.00
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 6

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 518,817

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

Read SEC document
September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 400 $103.62 $41,448.00
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 5

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 519,017

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.20 to $104.00, 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.

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September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,200 $102.37 $122,844.00
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 4

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 519,417

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 $101.94 to $102.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,952 $100.99 $500,102.48
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 3

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 520,617

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 $100.73 to $101.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,590 $100.28 $861,405.20
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 2

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 525,569

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.72 to $100.72, 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
September 04, 2020 Filed Sep 8, 2020 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,542 $99.37 $351,968.54
Disclosure

SEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 534,159

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.71 to $99.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 28, 2020 Filed Aug 28, 2020 21:12 UTC
Reid JamesDirector
Exercise / conversionDirector Stock Options (right to buy) · Derivative 7,500 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-20-000310 · wf-form4_159864914827429.xml · derivative · entry 3

Reid James · CIK 0001737074 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,622

Underlying: Class A Stock · 7,500 shares

Expires 2028-04-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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
August 28, 2020 Filed Aug 28, 2020 21:12 UTC
Reid JamesDirector
SaleClass A Common Stock 7,500 $101.07 $757,998.00
Disclosure

SEC source: 0001726978-20-000310 · wf-form4_159864914827429.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 $101.00 to $101.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 28, 2020 Filed Aug 28, 2020 21:12 UTC
Reid JamesDirector
Exercise / conversionClass A Common Stock 7,500 $10.00 $75,000.00
Disclosure

SEC source: 0001726978-20-000310 · wf-form4_159864914827429.xml · nonDerivative · entry 1

Reid James · CIK 0001737074 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 27, 2020 Filed Aug 27, 2020 22:28 UTC
Reid JamesDirector
Exercise / conversionDirector Stock Options (right to buy) · Derivative 2,500 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-20-000309 · wf-form4_159856730527286.xml · derivative · entry 3

Reid James · CIK 0001737074 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,122

Underlying: Class A Stock · 2,500 shares

Expires 2028-04-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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
August 27, 2020 Filed Aug 27, 2020 22:28 UTC
Reid JamesDirector
SaleClass A Common Stock 2,500 $98.10 $245,250.00
Disclosure

SEC source: 0001726978-20-000309 · wf-form4_159856730527286.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 $98.00 to $98.15, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 27, 2020 Filed Aug 27, 2020 22:28 UTC
Reid JamesDirector
Exercise / conversionClass A Common Stock 2,500 $10.00 $25,000.00
Disclosure

SEC source: 0001726978-20-000309 · wf-form4_159856730527286.xml · nonDerivative · entry 1

Reid James · CIK 0001737074 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 27, 2020 Filed Aug 27, 2020 22:27 UTC
Miller MarkDirector
Exercise / conversionDirector Stock Options (right to buy) · Derivative 2,146 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-20-000308 · wf-form4_159856722881761.xml · derivative · entry 3

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,622

Underlying: Class A Stock · 2,146 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
August 27, 2020 Filed Aug 27, 2020 22:27 UTC
Miller MarkDirector
SaleClass A Common Stock 2,146 $98.04 $210,397.92
Disclosure

SEC source: 0001726978-20-000308 · wf-form4_159856722881761.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 $98.00 to $98.28, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 27, 2020 Filed Aug 27, 2020 22:27 UTC
Miller MarkDirector
Exercise / conversionClass A Common Stock 2,146 $10.00 $21,460.00
Disclosure

SEC source: 0001726978-20-000308 · wf-form4_159856722881761.xml · nonDerivative · entry 1

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,146

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
August 26, 2020 Filed Aug 27, 2020 22:23 UTC
Miller MarkDirector
Exercise / conversionDirector Stock Options (right to buy) · Derivative 16,952 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-20-000307 · wf-form4_159856702116795.xml · derivative · entry 5

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,768

Underlying: Class A Stock · 16,952 shares

Expires 2028-04-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the issuer's omnibus incentive plan).

Read SEC document
August 26, 2020 Filed Aug 27, 2020 22:23 UTC
Miller MarkDirector
SaleClass A Common Stock 2,384 $99.25 $236,616.29
Disclosure

SEC source: 0001726978-20-000307 · wf-form4_159856702116795.xml · nonDerivative · entry 4

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.03 to $99.61, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 26, 2020 Filed Aug 27, 2020 22:23 UTC
Miller MarkDirector
SaleClass A Common Stock 5,470 $98.01 $536,090.63
Disclosure

SEC source: 0001726978-20-000307 · wf-form4_159856702116795.xml · nonDerivative · entry 3

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,384

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.85 to $98.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 26, 2020 Filed Aug 27, 2020 22:23 UTC
Miller MarkDirector
SaleClass A Common Stock 9,098 $96.92 $881,761.78
Disclosure

SEC source: 0001726978-20-000307 · wf-form4_159856702116795.xml · nonDerivative · entry 2

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,854

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.41 to $97.05, 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.

Read SEC document
August 26, 2020 Filed Aug 27, 2020 22:23 UTC
Miller MarkDirector
Exercise / conversionClass A Common Stock 16,952 $10.00 $169,520.00
Disclosure

SEC source: 0001726978-20-000307 · wf-form4_159856702116795.xml · nonDerivative · entry 1

Miller Mark · CIK 0001737949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,952

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
August 26, 2020 Filed Aug 27, 2020 22:13 UTC
Reid JamesDirector
Exercise / conversionDirector Stock Options (right to buy) · Derivative 8,778 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-20-000306 · wf-form4_159856642201288.xml · derivative · entry 4

Reid James · CIK 0001737074 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,622

Underlying: Class A Stock · 8,778 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.

F3 · 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

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