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
August 04, 2020 Filed Aug 6, 2020 22:32 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 7,265 $104.82 $761,517.30
Disclosure

SEC source: 0001726978-20-000283 · wf-form4_159675313518871.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: 655,436

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 $104.25 to $105.25, 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.

F3 · balance_after: Reflects a gift of 27,500 Class A Common Stock made by the reporting person to various non-affiliates.

Read SEC document
August 03, 2020 Filed Aug 5, 2020 16:33 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 0 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000281 · wf-form4_159665959865103.xml · derivative · entry 8

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 596,653

Underlying: Class A Common Stock · 0 shares

Expires not disclosed

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

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
August 03, 2020 Filed Aug 5, 2020 16:33 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 2,190 $107.26 $234,899.40
Disclosure

SEC source: 0001726978-20-000281 · wf-form4_159665959865103.xml · nonDerivative · entry 5

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.02 to $107.88, 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
August 03, 2020 Filed Aug 5, 2020 16:33 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 3,577 $106.50 $380,950.50
Disclosure

SEC source: 0001726978-20-000281 · wf-form4_159665959865103.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,821

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.02 to $107.01, 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
August 03, 2020 Filed Aug 5, 2020 16:33 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 3,862 $105.58 $407,749.96
Disclosure

SEC source: 0001726978-20-000281 · wf-form4_159665959865103.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,398

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.02 to $106.01, 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
August 03, 2020 Filed Aug 5, 2020 16:33 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 9,629 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000281 · wf-form4_159665959865103.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,260

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 03, 2020 Filed Aug 5, 2020 16:33 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 9,629 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000281 · wf-form4_159665959865103.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 587,024

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

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 30,371 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · derivative · entry 14

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 596,653

Underlying: Class A Common Stock · 30,371 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.

F11 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F11 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 10,371 $105.28 $1,091,858.88
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 11

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.00 to $105.83, 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.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,780 $103.54 $184,301.20
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 10

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,002

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.29 to $103.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 5,468 $102.65 $561,290.20
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 9

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,782

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.35 to $103.01, 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
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 5,602 $101.76 $570,059.52
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 8

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,250

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.30 to $102.29, 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
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,625 $100.68 $163,605.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 7

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,852

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.26 to $101.18, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,025 $99.54 $102,028.50
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,477

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.19 to $100.18, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,200 $98.36 $118,032.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 5

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,502

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.01 to $99.00, 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
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,900 $97.01 $184,319.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,702

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.60 to $97.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,400 $95.35 $133,490.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,602

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.00 to $95.87, 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.

Read SEC document
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 30,371 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,002

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
July 31, 2020 Filed Aug 5, 2020 16:36 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 30,371 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000282 · wf-form4_159665976987156.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 596,653

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
July 29, 2020 Filed Jul 29, 2020 16:35 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 4,806 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000272 · wf-form4_159605487368216.xml · derivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627,024

Underlying: Class A Common Stock · 4,806 shares

Expires not disclosed

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

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
July 29, 2020 Filed Jul 29, 2020 16:35 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 4,806 $85.19 $409,433.71
Disclosure

SEC source: 0001726978-20-000272 · wf-form4_159605487368216.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.74, 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
July 29, 2020 Filed Jul 29, 2020 16:35 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 4,806 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000272 · wf-form4_159605487368216.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,437

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
July 29, 2020 Filed Jul 29, 2020 16:35 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 4,806 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000272 · wf-form4_159605487368216.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627,024

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

Read SEC document
July 28, 2020 Filed Jul 29, 2020 16:30 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 303 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000271 · wf-form4_159605457842425.xml · derivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 631,830

Underlying: Class A Common Stock · 303 shares

Expires not disclosed

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

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
July 28, 2020 Filed Jul 29, 2020 16:30 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 303 $85.01 $25,757.00
Disclosure

SEC source: 0001726978-20-000271 · wf-form4_159605457842425.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.01, 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
July 28, 2020 Filed Jul 29, 2020 16:30 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 303 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000271 · wf-form4_159605457842425.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,934

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
July 28, 2020 Filed Jul 29, 2020 16:30 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 303 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000271 · wf-form4_159605457842425.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 631,830

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
July 27, 2020 Filed Jul 29, 2020 16:23 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 297 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000270 · wf-form4_159605414891152.xml · derivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 632,133

Underlying: Class A Common Stock · 297 shares

Expires not disclosed

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

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
July 27, 2020 Filed Jul 29, 2020 16:23 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 297 $85.00 $25,245.00
Disclosure

SEC source: 0001726978-20-000270 · wf-form4_159605414891152.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

Read SEC document
July 27, 2020 Filed Jul 29, 2020 16:23 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 297 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000270 · wf-form4_159605414891152.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,928

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
July 27, 2020 Filed Jul 29, 2020 16:23 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 297 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000270 · wf-form4_159605414891152.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 632,133

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
July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 20,401 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · derivative · entry 9

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 632,430

Underlying: Class A Common Stock · 20,401 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 Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

Read SEC document
July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,602 $84.96 $136,101.59
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · nonDerivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.78 to $85.36, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 6,001 $84.11 $504,732.11
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · nonDerivative · entry 5

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,233

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.69 to $84.69, 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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July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 3,274 $82.91 $271,454.22
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,234

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.66 to $83.66, 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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July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 9,524 $82.31 $783,895.68
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,508

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.64 to $82.64, 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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July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 20,401 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,032

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
July 20, 2020 Filed Jul 21, 2020 17:44 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 20,401 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000269 · wf-form4_159536788345055.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 632,430

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
July 13, 2020 Filed Jul 14, 2020 16:11 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 14,193 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000268 · wf-form4_159475749339715.xml · derivative · entry 8

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 652,831

Underlying: Class A Common Stock · 14,193 shares

Expires not disclosed

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

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

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July 13, 2020 Filed Jul 14, 2020 16:11 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 1,383 $87.21 $120,614.06
Disclosure

SEC source: 0001726978-20-000268 · wf-form4_159475749339715.xml · nonDerivative · entry 5

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,631

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.12 to $87.41, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 13, 2020 Filed Jul 14, 2020 16:11 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 3,884 $86.54 $336,103.11
Disclosure

SEC source: 0001726978-20-000268 · wf-form4_159475749339715.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,014

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.11 to $87.07, 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.

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July 13, 2020 Filed Jul 14, 2020 16:11 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 8,926 $85.43 $762,545.50
Disclosure

SEC source: 0001726978-20-000268 · wf-form4_159475749339715.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,898

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $86.00, 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
July 13, 2020 Filed Jul 14, 2020 16:11 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 14,193 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000268 · wf-form4_159475749339715.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,824

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
July 13, 2020 Filed Jul 14, 2020 16:11 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 14,193 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000268 · wf-form4_159475749339715.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 652,831

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
July 08, 2020 Filed Jul 9, 2020 21:07 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 4,248 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · derivative · entry 7

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 374,000

Underlying: Class A Common Stock · 4,248 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.

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 2,330 $81.65 $190,244.50
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 6

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

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 $81.19 to $82.02, 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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July 08, 2020 Filed Jul 9, 2020 21:07 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 1,400 $80.23 $112,322.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,330

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.18 to $81.16, 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.

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July 08, 2020 Filed Jul 9, 2020 21:07 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 418 $78.19 $32,683.42
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,730

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.68 to $78.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 08, 2020 Filed Jul 9, 2020 21:07 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 100 $76.64 $7,664.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,148

Read SEC document
July 08, 2020 Filed Jul 9, 2020 21:07 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock 4,248 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000267 · wf-form4_159432883621509.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,248

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

Read SEC document

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