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 |
|---|---|---|---|---|---|---|
| August 21, 2024 Filed Aug 23, 2024 00:12 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 14,030 | $10.00 | $140,300.00 |
DisclosureSEC source: 0001726978-24-000081 · wk-form4_1724371966.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,481 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 20, 2024 Filed Aug 23, 2024 00:12 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 200 | $10.00 Strike: $10.00 | $2,000.00 |
DisclosureSEC source: 0001726978-24-000081 · wk-form4_1724371966.xml · derivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,007 Underlying: Class A Common Stock · 200 shares Expires 2028-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 20, 2024 Filed Aug 23, 2024 00:12 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 200 | $84.22 | $16,844.00 |
DisclosureSEC source: 0001726978-24-000081 · wk-form4_1724371966.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,451 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 20, 2024 Filed Aug 23, 2024 00:12 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 200 | $10.00 | $2,000.00 |
DisclosureSEC source: 0001726978-24-000081 · wk-form4_1724371966.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,651 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 11,699 | $10.00 Strike: $10.00 | $116,990.00 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · derivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,207 Underlying: Class A Common Stock · 11,699 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. F5 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $87.04 | $8,704.00 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,451 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,546 | $86.30 | $392,319.80 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,551 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 $86.02 to $86.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,053 | $85.38 | $602,185.14 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,097 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 $85.00 to $85.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 11,699 | $10.00 | $116,990.00 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 23:16 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000079 · wk-form4_1724282213.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,290 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 10,418 | $10.00 Strike: $10.00 | $104,180.00 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · derivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,906 Underlying: Class A Common Stock · 10,418 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. F5 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 320,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date, which was April 26, 2018. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 10,418 | $85.88 | $894,697.84 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,451 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.56 to $86.08, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:10 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 10,418 | $10.00 | $104,180.00 |
DisclosureSEC source: 0001726978-24-000077 · wk-form4_1724188214.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:53 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 7,674 | $40.88 Strike: $40.88 | $313,713.12 |
DisclosureSEC source: 0001726978-24-000075 · wk-form4_1723841576.xml · derivative · entry 6 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,000 Underlying: Class A Common Stock · 7,674 shares Expires 2030-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 81,000 shares, vested and became exercisable, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:53 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,674 | $85.19 | $653,748.06 |
DisclosureSEC source: 0001726978-24-000075 · wk-form4_1723841576.xml · nonDerivative · entry 4 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:53 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 7,674 | $40.88 | $313,713.12 |
DisclosureSEC source: 0001726978-24-000075 · wk-form4_1723841576.xml · nonDerivative · entry 3 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,674 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:53 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 2,326 | $40.88 Strike: $40.88 | $95,086.88 |
DisclosureSEC source: 0001726978-24-000075 · wk-form4_1723841576.xml · derivative · entry 5 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,674 Underlying: Class A Common Stock · 2,326 shares Expires 2030-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: One third (1/3rd) of the option, which represents the right to purchase a total of 81,000 shares, vested and became exercisable, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 20:53 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 2,326 | $85.10 | $197,942.60 |
DisclosureSEC source: 0001726978-24-000075 · wk-form4_1723841576.xml · nonDerivative · entry 2 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.23, 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 |
| August 14, 2024 Filed Aug 16, 2024 20:53 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
Exercise / conversionClass A Common Stock | 2,326 | $40.88 | $95,086.88 |
DisclosureSEC source: 0001726978-24-000075 · wk-form4_1723841576.xml · nonDerivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 21:20 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000073 · wk-form4_1723756807.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,290 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 23:40 UTC |
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000071 · wk-form4_1722901199.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,451 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:13 UTC |
Miller MarkDirector · President and CEO
|
GrantEmployee Stock Options (right to buy) · Derivative | 50,000 | $0.00 Strike: $61.35 | $0.00 |
DisclosureSEC source: 0001726978-24-000060 · wk-form4_1720041227.xml · derivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2034-07-01 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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Miller's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Miller's option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| May 24, 2024 Filed May 30, 2024 14:35 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000058 · wk-form4_1717079727.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,451 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issue. Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:06 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000056 · wk-form4_1715296001.xml · derivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:08 UTC |
Lane Peter R.Director
|
GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000057 · wk-form4_1715296084.xml · derivative · entry 1 Lane Peter R. · CIK 0001570186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:05 UTC |
Reid JamesDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000055 · wk-form4_1715295912.xml · derivative · entry 1 Reid James · CIK 0001737074 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:04 UTC |
Langston Patrick Ryan10% owner · Member of 10% owner group
|
GrantDirector Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000054 · wk-form4_1715295836.xml · derivative · entry 1 Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:02 UTC |
McConnon ThomasDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000053 · wk-form4_1715295758.xml · derivative · entry 1 McConnon Thomas · CIK 0001908314 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:01 UTC |
Cruzado WadedDirector
|
GrantDirector Stock Options (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001726978-24-000052 · wk-form4_1715295682.xml · derivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2034-05-07 F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided, that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan). Read SEC document |
| May 02, 2024 Filed May 6, 2024 16:56 UTC |
Cruzado WadedDirector
|
Exercise / conversionDirector Stock Options (right to buy) · Derivative | 300 | $58.00 Strike: $58.00 | $17,400.00 |
DisclosureSEC source: 0001726978-24-000049 · wk-form4_1715014600.xml · derivative · entry 2 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,700 Underlying: Class A Common Stock · 300 shares Expires 2033-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: One twelfth (1/12th) of the option, which represents the right to purchase a total of 15,000 shares, vested and became exercisable, subject to continued service, on each of the first, second and third anniversaries of the grant date, which was May 2, 2023. Read SEC document |
| May 02, 2024 Filed May 6, 2024 16:56 UTC |
Cruzado WadedDirector
|
Exercise / conversionClass A Common Stock | 300 | $58.00 | $17,400.00 |
DisclosureSEC source: 0001726978-24-000049 · wk-form4_1715014600.xml · nonDerivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 21:11 UTC |
Miller MarkDirector · President and COO
|
PurchaseClass A Common Stock | 5,000 | $58.14 | $290,700.00 |
DisclosureSEC source: 0001726978-24-000048 · wk-form4_1714511455.xml · nonDerivative · entry 2 Miller Mark · CIK 0001737949 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 21:11 UTC |
Miller MarkDirector · President and COO
|
PurchaseClass A Common Stock | 5,000 | $57.99 | $289,950.00 |
DisclosureSEC source: 0001726978-24-000048 · wk-form4_1714511455.xml · nonDerivative · entry 1 Miller Mark · CIK 0001737949 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · derivative · entry 12 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,806,142 Underlying: Class A Common Stock · 50,000 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. F9 · 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. F9 · 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 7,664 | $77.39 | $593,116.96 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.14 to $77.70, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,564 | $76.72 | $733,750.08 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,664 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.14 to $77.13, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 20,145 | $75.62 | $1,523,364.90 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,228 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.14 to $76.09, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 12,627 | $74.69 | $943,110.63 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,373 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.14 to $75.13, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:53 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000024 · wk-form4_1709607178.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,806,142 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 36,337 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · derivative · entry 19 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,856,142 Underlying: Class A Common Stock · 36,337 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. F10 · 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. F10 · 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,155 | $75.53 | $464,887.15 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 11 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.28 to $76.09, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 30,182 | $74.80 | $2,257,613.60 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 10 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,155 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.28 to $75.27, 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 36,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,337 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 36,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,856,142 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 28, 2024 Filed Mar 5, 2024 02:49 UTC |
Cruzado WadedDirector
|
PurchaseClass A Common Stock | 250 | $75.10 | $18,775.00 |
DisclosureSEC source: 0001726978-24-000023 · wk-form4_1709606973.xml · nonDerivative · entry 1 Cruzado Waded · CIK 0001908556 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 9,729 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · derivative · entry 18 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,892,479 Underlying: Class A Common Stock · 9,729 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. F10 · 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. F10 · 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,729 | $74.19 | $721,794.51 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct 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 $74.00 to $74.87, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 9,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,729 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 00:40 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 9,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,892,479 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.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. 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.