Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 08, 2020 Filed May 12, 2020 20:42 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 64,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000150 · wf-form4_158931613909007.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,784,576 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 |
| May 07, 2020 Filed May 8, 2020 21:53 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,208 | $59.18 | $249,029.44 |
DisclosureSEC source: 0001726978-20-000149 · wf-form4_158897478966752.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,301 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.03 to $59.51, 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 |
| May 07, 2020 Filed May 8, 2020 21:53 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 13,951 | $58.42 | $815,017.42 |
DisclosureSEC source: 0001726978-20-000149 · wf-form4_158897478966752.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,509 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 $58.01 to $59.01, 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 |
| May 07, 2020 Filed May 8, 2020 21:53 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 11,841 | $57.67 | $682,870.47 |
DisclosureSEC source: 0001726978-20-000149 · wf-form4_158897478966752.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: 708,460 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 $57.00 to $58.00, 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 |
| May 06, 2020 Filed May 8, 2020 16:45 UTC |
Colby Michael C.President and COO
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 53,333 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000141 · wf-form4_158897073300423.xml · derivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,667 Underlying: Class A Stock · 53,333 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. 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 second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 06, 2020 Filed May 8, 2020 16:45 UTC |
Colby Michael C.President and COO
|
Exercise / conversionClass A Common Stock | 53,333 | $10.00 | $533,330.00 |
DisclosureSEC source: 0001726978-20-000141 · wf-form4_158897073300423.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,964 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 |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · derivative · entry 11 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,607,823 Underlying: Class A Common Stock · 27,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 234 | $57.63 | $13,485.42 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 8 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Desiree Robyn Coleman Family Trust 2014 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,666 | $57.00 | $94,962.00 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 7 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 234 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.57 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 898 | $57.64 | $51,760.72 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Camille Lavaun Peterson Family Trust 2014 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,402 | $57.00 | $364,914.00 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 5 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Camille Lavaun Peterson Family Trust 2014 Disclosed balance after: 898 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,238 | $57.64 | $128,998.32 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 4 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lanni Elaine Romney Family Trust 2014 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,962 | $57.00 | $909,834.00 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 2,238 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 2 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 27,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:53 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000147 · wf-form4_158897118653313.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,607,823 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 27,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · derivative · entry 11 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,607,823 Underlying: Class A Common Stock · 27,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 234 | $57.63 | $13,485.42 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Desiree Robyn Coleman Family Trust 2014 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,666 | $57.00 | $94,962.00 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 234 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.57 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 898 | $57.64 | $51,760.72 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Camille Lavaun Peterson Family Trust 2014 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,402 | $57.00 | $364,914.00 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Camille Lavaun Peterson Family Trust 2014 Disclosed balance after: 898 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,238 | $57.64 | $128,998.32 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lanni Elaine Romney Family Trust 2014 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,962 | $57.00 | $909,834.00 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 2,238 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 27,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 27,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:33 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 27,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000148 · wf-form4_158897360368519.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,607,823 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:49 UTC |
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · derivative · entry 4 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,557 Underlying: Class A Common Stock · 3,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:49 UTC |
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 3,000 | $59.00 | $177,000.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · nonDerivative · entry 3 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:49 UTC |
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · nonDerivative · entry 2 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| May 06, 2020 Filed May 8, 2020 20:49 UTC |
KEBODEAUX ADRIENNE10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000145 · wf-form4_158897094899714.xml · nonDerivative · entry 1 Jones Adrienne · CIK 0001737826 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,557 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 |
| May 06, 2020 Filed May 8, 2020 20:48 UTC |
Lanni Elaine Romney Family Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 18,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · derivative · entry 5 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,534 Underlying: Class A Common Stock · 18,200 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 |
| May 06, 2020 Filed May 8, 2020 20:48 UTC |
Lanni Elaine Romney Family Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,238 | $57.64 | $128,998.32 |
DisclosureSEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 4 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:48 UTC |
Lanni Elaine Romney Family Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 15,962 | $57.00 | $909,834.00 |
DisclosureSEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 3 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,238 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:48 UTC |
Lanni Elaine Romney Family Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 18,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 2 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,200 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 |
| May 06, 2020 Filed May 8, 2020 20:48 UTC |
Lanni Elaine Romney Family Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 18,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 1 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,534 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 |
| May 06, 2020 Filed May 8, 2020 20:47 UTC |
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000143 · wf-form4_158897085209828.xml · derivative · entry 5 Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,834 Underlying: Class A Common Stock · 1,900 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 |
| May 06, 2020 Filed May 8, 2020 20:47 UTC |
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 234 | $57.63 | $13,485.42 |
DisclosureSEC source: 0001726978-20-000143 · wf-form4_158897085209828.xml · nonDerivative · entry 4 Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:47 UTC |
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,666 | $57.00 | $94,962.00 |
DisclosureSEC source: 0001726978-20-000143 · wf-form4_158897085209828.xml · nonDerivative · entry 3 Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.57 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:47 UTC |
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000143 · wf-form4_158897085209828.xml · nonDerivative · entry 2 Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 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 |
| May 06, 2020 Filed May 8, 2020 20:47 UTC |
Desiree Robyn Coleman Family Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000143 · wf-form4_158897085209828.xml · nonDerivative · entry 1 Desiree Robyn Coleman Family Trust 2014 · CIK 0001737804 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,834 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 |
| May 06, 2020 Filed May 8, 2020 20:46 UTC |
Camille Lavaun Peterson Family Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 7,300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000142 · wf-form4_158897078325700.xml · derivative · entry 5 Camille Lavaun Peterson Family Trust 2014 · CIK 0001737835 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,434 Underlying: Class A Common Stock · 7,300 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 |
| May 06, 2020 Filed May 8, 2020 20:46 UTC |
Camille Lavaun Peterson Family Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 898 | $57.64 | $51,760.72 |
DisclosureSEC source: 0001726978-20-000142 · wf-form4_158897078325700.xml · nonDerivative · entry 4 Camille Lavaun Peterson Family Trust 2014 · CIK 0001737835 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed 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 $57.62 to $57.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:46 UTC |
Camille Lavaun Peterson Family Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,402 | $57.00 | $364,914.00 |
DisclosureSEC source: 0001726978-20-000142 · wf-form4_158897078325700.xml · nonDerivative · entry 3 Camille Lavaun Peterson Family Trust 2014 · CIK 0001737835 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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 $56.58 to $57.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:46 UTC |
Camille Lavaun Peterson Family Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 7,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000142 · wf-form4_158897078325700.xml · nonDerivative · entry 2 Camille Lavaun Peterson Family Trust 2014 · CIK 0001737835 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,300 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 |
| May 06, 2020 Filed May 8, 2020 20:46 UTC |
Camille Lavaun Peterson Family Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 7,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000142 · wf-form4_158897078325700.xml · nonDerivative · entry 1 Camille Lavaun Peterson Family Trust 2014 · CIK 0001737835 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,434 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 |
| May 06, 2020 Filed May 19, 2020 19:49 UTC Amendment |
Colby Michael C.President and COO
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 53,333 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000171 · wf-form4a_158993216438716.xml · derivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,667 Underlying: Class A Stock · 53,333 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 06, 2020 Filed May 19, 2020 19:49 UTC Amendment |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 53,333 | $57.16 | $3,048,599.61 |
DisclosureSEC source: 0001726978-20-000171 · wf-form4a_158993216438716.xml · nonDerivative · entry 2 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 $56.31 to $59.11, 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 |
| May 06, 2020 Filed May 19, 2020 19:49 UTC Amendment |
Colby Michael C.President and COO
|
Exercise / conversionClass A Common Stock | 53,333 | $10.00 | $533,330.00 |
DisclosureSEC source: 0001726978-20-000171 · wf-form4a_158993216438716.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,964 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 |
| May 05, 2020 Filed May 6, 2020 20:32 UTC |
Colby Mark S.Chief Financial Officer
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000140 · wf-form4_158879714110383.xml · derivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Stock · 40,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 05, 2020 Filed May 6, 2020 20:32 UTC |
Colby Mark S.Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 40,000 | $10.00 | $400,000.00 |
DisclosureSEC source: 0001726978-20-000140 · wf-form4_158879714110383.xml · nonDerivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,576 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 |
| May 05, 2020 Filed May 19, 2020 23:42 UTC Amendment |
Colby Mark S.Chief Financial Officer
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 40,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000170 · wf-form4a_158993172577897.xml · derivative · entry 3 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Stock · 40,000 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Colby's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Colby's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| May 05, 2020 Filed May 19, 2020 23:42 UTC Amendment |
Colby Mark S.Chief Financial Officer
|
SaleClass A Common Stock | 40,000 | $55.28 | $2,211,200.00 |
DisclosureSEC source: 0001726978-20-000170 · wf-form4a_158993172577897.xml · nonDerivative · entry 2 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,576 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $56.95, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.