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 05, 2020 Filed May 19, 2020 23:42 UTC Amendment |
Colby Mark S.Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 40,000 | $10.00 | $400,000.00 |
DisclosureSEC source: 0001726978-20-000170 · wf-form4a_158993172577897.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 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 420 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000139 · wf-form4_158871531264309.xml · derivative · entry 6 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: 13,635,223 Underlying: Class A Common Stock · 420 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. 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 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 420 | $60.01 | $25,203.49 |
DisclosureSEC source: 0001726978-20-000139 · wf-form4_158871531264309.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000139 · wf-form4_158871531264309.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 420 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 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000139 · wf-form4_158871531264309.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: 13,635,223 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 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 420 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000138 · wf-form4_158871527182617.xml · derivative · entry 6 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: 13,635,223 Underlying: Class A Common Stock · 420 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. 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 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 420 | $60.00 | $25,200.34 |
DisclosureSEC source: 0001726978-20-000138 · wf-form4_158871527182617.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000138 · wf-form4_158871527182617.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 420 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 04, 2020 Filed May 5, 2020 21:48 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000138 · wf-form4_158871527182617.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: 13,635,223 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 04, 2020 Filed May 5, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 420 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000137 · wf-form4_158871524609536.xml · derivative · entry 4 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: 11,848,819 Underlying: Class A Common Stock · 420 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 04, 2020 Filed May 5, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 420 | $60.01 | $25,203.49 |
DisclosureSEC source: 0001726978-20-000137 · wf-form4_158871524609536.xml · nonDerivative · entry 3 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: 0 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000137 · wf-form4_158871524609536.xml · nonDerivative · entry 2 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: 420 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 04, 2020 Filed May 5, 2020 21:47 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000137 · wf-form4_158871524609536.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: 11,848,819 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 01, 2020 Filed May 4, 2020 22:13 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000135 · wf-form4_158863038356978.xml · derivative · entry 6 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: 13,635,643 Underlying: Class A Common Stock · 100 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. 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 01, 2020 Filed May 4, 2020 22:13 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $60.00 | $6,000.00 |
DisclosureSEC source: 0001726978-20-000135 · wf-form4_158863038356978.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| May 01, 2020 Filed May 4, 2020 22:13 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000135 · wf-form4_158863038356978.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 100 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 01, 2020 Filed May 4, 2020 22:13 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000135 · wf-form4_158863038356978.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: 13,635,643 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 01, 2020 Filed May 4, 2020 22:14 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000136 · wf-form4_158863042643721.xml · derivative · entry 6 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: 13,635,643 Underlying: Class A Common Stock · 100 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. 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 01, 2020 Filed May 4, 2020 22:14 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $60.00 | $6,000.00 |
DisclosureSEC source: 0001726978-20-000136 · wf-form4_158863042643721.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| May 01, 2020 Filed May 4, 2020 22:14 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000136 · wf-form4_158863042643721.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 100 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 01, 2020 Filed May 4, 2020 22:14 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000136 · wf-form4_158863042643721.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: 13,635,643 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 01, 2020 Filed May 4, 2020 22:12 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000134 · wf-form4_158863032942102.xml · derivative · entry 4 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: 11,849,239 Underlying: Class A Common Stock · 100 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 01, 2020 Filed May 4, 2020 22:12 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $60.00 | $6,000.00 |
DisclosureSEC source: 0001726978-20-000134 · wf-form4_158863032942102.xml · nonDerivative · entry 3 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: 0 Read SEC document |
| May 01, 2020 Filed May 4, 2020 22:12 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000134 · wf-form4_158863032942102.xml · nonDerivative · entry 2 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: 100 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 01, 2020 Filed May 4, 2020 22:12 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000134 · wf-form4_158863032942102.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: 11,849,239 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 |
| April 29, 2020 Filed May 1, 2020 21:57 UTC |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 19,724 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000129 · wf-form4_158837020390767.xml · derivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Stock · 19,724 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 option, which represents the right to purchase a total of 120,000 shares, shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston'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 |
| April 29, 2020 Filed May 1, 2020 21:57 UTC |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionClass A Common Stock | 19,724 | $10.00 | $197,240.00 |
DisclosureSEC source: 0001726978-20-000129 · wf-form4_158837020390767.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,137 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 |
| April 29, 2020 Filed May 19, 2020 23:34 UTC Amendment |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 19,724 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000168 · wf-form4a_158993123094974.xml · derivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Stock · 19,724 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 option, which represents the right to purchase a total of 120,000 shares, shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston'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 |
| April 29, 2020 Filed May 19, 2020 23:34 UTC Amendment |
Langston Patrick RyanVP and General Counsel
|
SaleClass A Common Stock | 19,724 | $55.49 | $1,094,433.48 |
DisclosureSEC source: 0001726978-20-000168 · wf-form4a_158993123094974.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 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 $56.23, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| April 29, 2020 Filed May 19, 2020 23:34 UTC Amendment |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionClass A Common Stock | 19,724 | $10.00 | $197,240.00 |
DisclosureSEC source: 0001726978-20-000168 · wf-form4a_158993123094974.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,861 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 |
| April 27, 2020 Filed Apr 29, 2020 23:06 UTC |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 276 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000125 · wf-form4_158820156282277.xml · derivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,724 Underlying: Class A Stock · 276 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 option, which represents the right to purchase a total of 120,000 shares, shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston'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 |
| April 27, 2020 Filed Apr 29, 2020 23:06 UTC |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionClass A Common Stock | 276 | $10.00 | $2,760.00 |
DisclosureSEC source: 0001726978-20-000125 · wf-form4_158820156282277.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,413 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 |
| April 27, 2020 Filed May 19, 2020 23:28 UTC Amendment |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 276 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000167 · wf-form4a_158993091501701.xml · derivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,724 Underlying: Class A Stock · 276 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 option, which represents the right to purchase a total of 120,000 shares, shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018; provided, that all shares subject to the option will vest and become exercisable if Mr. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston'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 |
| April 27, 2020 Filed May 19, 2020 23:28 UTC Amendment |
Langston Patrick RyanVP and General Counsel
|
SaleClass A Common Stock | 276 | $55.01 | $15,182.76 |
DisclosureSEC source: 0001726978-20-000167 · wf-form4a_158993091501701.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,137 Read SEC document |
| April 27, 2020 Filed May 19, 2020 23:28 UTC Amendment |
Langston Patrick RyanVP and General Counsel
|
Exercise / conversionClass A Common Stock | 276 | $10.00 | $2,760.00 |
DisclosureSEC source: 0001726978-20-000167 · wf-form4a_158993091501701.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,413 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 |
| April 20, 2020 Filed Apr 22, 2020 16:30 UTC |
Colby Michael C.President and COO
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · derivative · entry 7 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,024 Underlying: Class A Common Stock · 20,000 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. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Sommon Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| April 20, 2020 Filed Apr 22, 2020 16:30 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 7,420 | $43.36 | $321,731.20 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 4 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,631 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.07 to $43.75, 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 |
| April 20, 2020 Filed Apr 22, 2020 16:30 UTC |
Colby Michael C.President and COO
|
SaleClass A Common Stock | 12,580 | $42.78 | $538,172.40 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 3 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,051 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.06 to $43.06, 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 |
| April 20, 2020 Filed Apr 22, 2020 16:30 UTC |
Colby Michael C.President and COO
|
ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 2 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,631 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 |
| April 20, 2020 Filed Apr 22, 2020 16:30 UTC |
Colby Michael C.President and COO
|
ConversionClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000124 · wf-form4_158758740418368.xml · nonDerivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 747,024 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 20, 2020 Filed Feb 12, 2021 21:10 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000021 · wf-form5_161316419633044.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: 286,201 F1 · kind: This transaction involved a gift of securities by the reporting person. The total holdings reflected in the Forms 4 filed by the reporting person since the dates of the gifts reported hereby were previously reduced to reflect such gifts, as described in the footnotes to such Form 4s. Read SEC document |
| April 01, 2020 Filed Apr 15, 2020 16:40 UTC |
Colby Michael C.President and COO
|
GrantEmployee Stock Options (right to buy) · Derivative | 117,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000123 · wf-form4_158698322078684.xml · derivative · entry 1 Colby Michael C. · CIK 0001737258 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,000 Underlying: Class A Common Stock · 117,000 shares Expires 2030-04-01 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 |
| April 01, 2020 Filed Apr 15, 2020 20:39 UTC |
Colby Mark S.Chief Financial Officer
|
GrantEmployee Stock Options (right to buy) · Derivative | 81,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000122 · wf-form4_158698317946458.xml · derivative · entry 1 Colby Mark S. · CIK 0001736854 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Underlying: Class A Common Stock · 81,000 shares Expires 2030-04-01 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 |
| April 01, 2020 Filed Apr 15, 2020 20:37 UTC |
Langston Patrick RyanVP and General Counsel
|
GrantEmployee Stock Options (right to buy) · Derivative | 81,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000121 · wf-form4_158698305353123.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,000 Underlying: Class A Common Stock · 81,000 shares Expires 2030-04-01 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. Langston's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Langston'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 |
| April 01, 2020 Filed Apr 15, 2020 20:36 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GrantEmployee Stock Options (right to buy) · Derivative | 234,000 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001726978-20-000120 · wf-form4_158698295846742.xml · derivative · 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: 234,000 Underlying: Class A Common Stock · 234,000 shares Expires 2030-04-01 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. 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) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 21:09 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 40,416 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000118 · wf-form4_158568895313611.xml · derivative · entry 8 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: 13,635,743 Underlying: Class A Common Stock · 40,416 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 |
| March 27, 2020 Filed Mar 31, 2020 21:09 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 1,200 | $47.03 | $56,436.00 |
DisclosureSEC source: 0001726978-20-000118 · wf-form4_158568895313611.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.02 to $47.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 21:09 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 12,733 | $46.30 | $589,537.90 |
DisclosureSEC source: 0001726978-20-000118 · wf-form4_158568895313611.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 1,200 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.01, 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 |
| March 27, 2020 Filed Mar 31, 2020 21:09 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 26,483 | $45.59 | $1,207,359.97 |
DisclosureSEC source: 0001726978-20-000118 · wf-form4_158568895313611.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 · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 13,933 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, 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 |
| March 27, 2020 Filed Mar 31, 2020 21:09 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 40,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000118 · wf-form4_158568895313611.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 40,416 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.