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Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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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
February 28, 2025 Filed Mar 5, 2025 01:34 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
SaleClass A Common Stock 12,678 $119.32 $1,512,738.96
Disclosure

SEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,972

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 $119.00 to $119.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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February 28, 2025 Filed Mar 5, 2025 01:34 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
SaleClass A Common Stock 23,301 $118.54 $2,762,100.54
Disclosure

SEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,650

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 $118.00 to $118.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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February 28, 2025 Filed Mar 5, 2025 01:34 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Exercise / conversionClass A Common Stock 40,000 $40.88 $1,635,200.00
Disclosure

SEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,951

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

F1 · 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
February 28, 2025 Filed Mar 5, 2025 01:26 UTC Exercise / conversionDirector Stock Options (right to buy) · Derivative 8,450 $58.00 Strike: $58.00 $490,100.00
Disclosure

SEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · derivative · entry 4

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,250

Underlying: Class A Common Stock · 8,450 shares

Expires 2033-05-02

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, which was May 2, 2023; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

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February 28, 2025 Filed Mar 5, 2025 01:26 UTC SaleClass A Common Stock 1,002 $119.77 $120,009.54
Disclosure

SEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · nonDerivative · entry 3

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 643

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.29 to $120.19, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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February 28, 2025 Filed Mar 5, 2025 01:26 UTC SaleClass A Common Stock 7,448 $118.44 $882,141.12
Disclosure

SEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · nonDerivative · entry 2

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,645

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.10 to $118.97, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
February 28, 2025 Filed Mar 5, 2025 01:26 UTC Exercise / conversionClass A Common Stock 8,450 $58.00 $490,100.00
Disclosure

SEC source: 0001726978-25-000019 · wk-form4_1741137958.xml · nonDerivative · entry 1

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,093

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
February 28, 2025 Filed Mar 4, 2025 22:41 UTC SaleClass A Common Stock 28,000 $123.21 $3,449,880.00
Disclosure

SEC source: 0001726978-25-000018 · wk-form4_1741128094.xml · nonDerivative · entry 2

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 339,008

F1 · kind: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.

F2 · kind: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark.

F3 · kind: These Shares were sold from an account managed by Whitebark. 28,000 of such Shares were bought by Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle managed by Whitebark and in which Mr. McConnon holds an interest. Mr. McConnon remains a beneficial owner of those shares and thus, in part, the transaction may have resulted in only a change in the form of Mr. McConnon's beneficial ownership.

F1 · ownership.nature: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.

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February 28, 2025 Filed Mar 4, 2025 22:41 UTC SaleClass A Common Stock 177,000 $121.05 $21,425,850.00
Disclosure

SEC source: 0001726978-25-000018 · wk-form4_1741128094.xml · nonDerivative · entry 1

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 339,008

F1 · kind: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.

F2 · kind: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark.

F3 · kind: These Shares were sold from an account managed by Whitebark. 28,000 of such Shares were bought by Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle managed by Whitebark and in which Mr. McConnon holds an interest. Mr. McConnon remains a beneficial owner of those shares and thus, in part, the transaction may have resulted in only a change in the form of Mr. McConnon's beneficial ownership.

F1 · ownership.nature: These Shares are held by Whitebark Master and in an account managed by Whitebark. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.

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January 02, 2025 Filed Jan 6, 2025 23:57 UTC
O'Connor John TerryGeneral Counsel
GrantEmployee Stock Options (right to buy) · Derivative 17,000 $0.00 Strike: $115.72 $0.00
Disclosure

SEC source: 0001726978-25-000006 · wk-form4_1736207831.xml · derivative · entry 1

O'Connor John Terry · CIK 0001979039 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,000

Underlying: Class A Common Stock · 17,000 shares

Expires 2035-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. O'Connor's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. O'Connor's option award agreement or the issuer's omnibus incentive plan).

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January 02, 2025 Filed Jan 6, 2025 23:55 UTC
Jones Mark E. Jr.Chief Financial Officer · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 45,000 $0.00 Strike: $115.72 $0.00
Disclosure

SEC source: 0001726978-25-000005 · wk-form4_1736207743.xml · derivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Class A Common Stock · 45,000 shares

Expires 2035-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan).

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January 02, 2025 Filed Jan 6, 2025 23:54 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 80,000 $0.00 Strike: $115.72 $0.00
Disclosure

SEC source: 0001726978-25-000004 · wk-form4_1736207690.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,000

Underlying: Class A Common Stock · 80,000 shares

Expires 2035-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan).

Read SEC document
January 02, 2025 Filed Jan 6, 2025 23:53 UTC
Miller MarkDirector · President and CEO
GrantEmployee Stock Options (right to buy) · Derivative 80,000 $0.00 Strike: $115.72 $0.00
Disclosure

SEC source: 0001726978-25-000003 · wk-form4_1736207594.xml · derivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,000

Underlying: Class A Common Stock · 80,000 shares

Expires 2035-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Miller's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Miller's option award agreement or the issuer's omnibus incentive plan).

Read SEC document
November 07, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
Exercise / conversionDirector Stock Options (right to buy) · Derivative 58,327 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · derivative · entry 7

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Stock · 58,327 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
November 07, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
SaleClass A Common Stock 400 $111.16 $44,464.00
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · nonDerivative · entry 5

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.03 to $111.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 07, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
SaleClass A Common Stock 57,927 $110.21 $6,384,134.67
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · nonDerivative · entry 4

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,400

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.00 to $110.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 07, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
Exercise / conversionClass A Common Stock 58,327 $10.00 $583,270.00
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · nonDerivative · entry 3

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,327

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

Read SEC document
November 06, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
Exercise / conversionDirector Stock Options (right to buy) · Derivative 3,295 $0.00 Strike: $10.00 $0.00
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · derivative · entry 6

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,327

Underlying: Class A Stock · 3,295 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
November 06, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
SaleClass A Common Stock 3,295 $110.00 $362,450.00
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · nonDerivative · entry 2

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Read SEC document
November 06, 2024 Filed Nov 8, 2024 23:29 UTC
Miller MarkDirector · President and CEO
Exercise / conversionClass A Common Stock 3,295 $10.00 $32,950.00
Disclosure

SEC source: 0001726978-24-000107 · wk-form4_1731108567.xml · nonDerivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,295

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

Read SEC document
November 01, 2024 Filed Nov 5, 2024 21:54 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
GiftClass A Common Stock 9,100 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000105 · wk-form4_1730843672.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,565

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.

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October 24, 2024 Filed Oct 28, 2024 22:48 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 43,928 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000103 · wk-form4_1730155701.xml · derivative · entry 6

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 288,027

Underlying: Class A Common Stock · 43,928 shares

Expires not disclosed

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

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

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

Read SEC document
October 24, 2024 Filed Oct 28, 2024 22:48 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
SaleClass A Common Stock 3,230 $101.08 $326,488.40
Disclosure

SEC source: 0001726978-24-000103 · wk-form4_1730155701.xml · nonDerivative · entry 4

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.03 to $101.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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October 24, 2024 Filed Oct 28, 2024 22:48 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
SaleClass A Common Stock 40,698 $100.14 $4,075,497.72
Disclosure

SEC source: 0001726978-24-000103 · wk-form4_1730155701.xml · nonDerivative · entry 3

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,230

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $100.76, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 22:48 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass A Common Stock 43,928 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000103 · wk-form4_1730155701.xml · nonDerivative · entry 2

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,928

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
October 24, 2024 Filed Oct 28, 2024 22:48 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass B Common Stock 43,928 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000103 · wk-form4_1730155701.xml · nonDerivative · entry 1

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 288,027

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

Read SEC document
October 16, 2024 Filed Oct 18, 2024 20:07 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 6,072 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000092 · wk-form4_1729282055.xml · derivative · entry 5

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 331,955

Underlying: Class A Common Stock · 6,072 shares

Expires not disclosed

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

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

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

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October 16, 2024 Filed Oct 18, 2024 20:07 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
SaleClass A Common Stock 6,072 $100.05 $607,503.60
Disclosure

SEC source: 0001726978-24-000092 · wk-form4_1729282055.xml · nonDerivative · entry 3

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

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 $100.00 to $100.15, 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.

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October 16, 2024 Filed Oct 18, 2024 20:07 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass A Common Stock 6,072 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000092 · wk-form4_1729282055.xml · nonDerivative · entry 2

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,072

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

Read SEC document
October 16, 2024 Filed Oct 18, 2024 20:07 UTC
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
ConversionClass B Common Stock 6,072 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000092 · wk-form4_1729282055.xml · nonDerivative · entry 1

KEBODEAUX ADRIENNE · CIK 0001737826 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 331,955

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

Read SEC document
October 15, 2024 Filed Oct 16, 2024 22:08 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 10,000 $40.88 Strike: $40.88 $408,800.00
Disclosure

SEC source: 0001726978-24-000090 · wk-form4_1729116529.xml · derivative · entry 3

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,000

Underlying: Class A Common Stock · 10,000 shares

Expires 2030-04-01

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

F3 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 81,000 shares, vested and became exercisable, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020.

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October 15, 2024 Filed Oct 16, 2024 22:08 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
SaleClass A Common Stock 10,000 $95.35 $953,500.00
Disclosure

SEC source: 0001726978-24-000090 · wk-form4_1729116529.xml · nonDerivative · entry 2

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,000

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 $95.00 to $95.79, 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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October 15, 2024 Filed Oct 16, 2024 22:08 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionClass A Common Stock 10,000 $40.88 $408,800.00
Disclosure

SEC source: 0001726978-24-000090 · wk-form4_1729116529.xml · nonDerivative · entry 1

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,000

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

Read SEC document
September 30, 2024 Filed Oct 1, 2024 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 2,167 $40.88 Strike: $40.88 $88,586.96
Disclosure

SEC source: 0001726978-24-000089 · wk-form4_1727823743.xml · derivative · entry 6

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,000

Underlying: Class A Common Stock · 2,167 shares

Expires 2030-04-01

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

F4 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 81,000 shares, vested and became exercisable, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020.

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September 30, 2024 Filed Oct 1, 2024 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
SaleClass A Common Stock 2,167 $90.09 $195,225.03
Disclosure

SEC source: 0001726978-24-000089 · wk-form4_1727823743.xml · nonDerivative · entry 4

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,000

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 $90.03 to $90.14, 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 30, 2024 Filed Oct 1, 2024 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionClass A Common Stock 2,167 $40.88 $88,586.96
Disclosure

SEC source: 0001726978-24-000089 · wk-form4_1727823743.xml · nonDerivative · entry 3

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,167

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
September 27, 2024 Filed Oct 1, 2024 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 3,019 $40.88 Strike: $40.88 $123,416.72
Disclosure

SEC source: 0001726978-24-000089 · wk-form4_1727823743.xml · derivative · entry 5

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,167

Underlying: Class A Common Stock · 3,019 shares

Expires 2030-04-01

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

F4 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 81,000 shares, vested and became exercisable, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020.

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September 27, 2024 Filed Oct 1, 2024 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
SaleClass A Common Stock 3,019 $90.34 $272,736.46
Disclosure

SEC source: 0001726978-24-000089 · wk-form4_1727823743.xml · nonDerivative · entry 2

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,000

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 $90.00 to $90.67, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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September 27, 2024 Filed Oct 1, 2024 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionClass A Common Stock 3,019 $40.88 $123,416.72
Disclosure

SEC source: 0001726978-24-000089 · wk-form4_1727823743.xml · nonDerivative · entry 1

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,019

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
September 25, 2024 Filed Sep 27, 2024 21:06 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 4,814 $40.88 Strike: $40.88 $196,796.32
Disclosure

SEC source: 0001726978-24-000088 · wk-form4_1727471197.xml · derivative · entry 3

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 66,186

Underlying: Class A Common Stock · 4,814 shares

Expires 2030-04-01

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

F3 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 81,000 shares, vested and became exercisable, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020.

Read SEC document
September 25, 2024 Filed Sep 27, 2024 21:06 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
SaleClass A Common Stock 4,814 $90.26 $434,511.64
Disclosure

SEC source: 0001726978-24-000088 · wk-form4_1727471197.xml · nonDerivative · entry 2

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,000

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 $90.00 to $90.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 25, 2024 Filed Sep 27, 2024 21:06 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
Exercise / conversionClass A Common Stock 4,814 $40.88 $196,796.32
Disclosure

SEC source: 0001726978-24-000088 · wk-form4_1727471197.xml · nonDerivative · entry 1

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,814

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 29, 2024 Filed Sep 3, 2024 21:42 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
GiftClass A Common Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000086 · wk-form4_1725399772.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,951

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 21:08 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 8,977 $10.00 Strike: $10.00 $89,770.00
Disclosure

SEC source: 0001726978-24-000085 · wk-form4_1724879313.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 8,977 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: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018.

Read SEC document
August 26, 2024 Filed Aug 28, 2024 21:08 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,977 $82.33 $739,076.41
Disclosure

SEC source: 0001726978-24-000085 · wk-form4_1724879313.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,451

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 $82.00 to $82.93, 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
August 26, 2024 Filed Aug 28, 2024 21:08 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Exercise / conversionClass A Common Stock 8,977 $10.00 $89,770.00
Disclosure

SEC source: 0001726978-24-000085 · wk-form4_1724879313.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,428

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

F1 · 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
August 23, 2024 Filed Aug 28, 2024 01:04 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
GiftClass A Common Stock 625 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000084 · wk-form4_1724807040.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,665

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.

Read SEC document
August 23, 2024 Filed Aug 28, 2024 00:49 UTC OtherClass A Common Stock 44,626 $80.51 $3,592,839.26
Disclosure

SEC source: 0001726978-24-000082 · wk-form4_1724806164.xml · nonDerivative · entry 1

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Whitebark Core Master Fund LP

Disclosed balance after: 44,626

F1 · kind: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares.

F1 · shares: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares.

F1 · price: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares.

F1 · acquired: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares.

F1 · balance_after: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares.

F1 · ownership.nature: On August 23, 2024, Mr. McConnon and certain other investors in Wildcat Public Equity Partners, LLC ("WPEP") redeemed investments in WPEP by making an in-kind withdrawal of 44,626 shares, which they then contributed in exchange for interests in a feeder fund which in turn contributed them to Whitebark Core Master Fund LP ("Whitebark Master"), an investment vehicle indirectly controlled by Mr. McConnon. As of the date hereof, 44,626 shares are held by Whitebark Master. Mr. McConnon disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that he is the beneficial owner of such shares.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 00:12 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 14,030 $10.00 Strike: $10.00 $140,300.00
Disclosure

SEC source: 0001726978-24-000081 · wk-form4_1724371966.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,977

Underlying: Class A Common Stock · 14,030 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: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 00:12 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,030 $82.96 $1,163,928.80
Disclosure

SEC source: 0001726978-24-000081 · wk-form4_1724371966.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,451

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 $82.57 to $83.31, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document

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