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Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantDirector Stock Options (right to buy) · Derivative 10,000 $0.00 Strike: $61.01 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantDirector Stock Options (right to buy) · Derivative 10,000 $0.00 Strike: $61.01 $0.00
Disclosure

SEC 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 GrantDirector Stock Options (right to buy) · Derivative 10,000 $0.00 Strike: $61.01 $0.00
Disclosure

SEC 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 Exercise / conversionDirector Stock Options (right to buy) · Derivative 300 $58.00 Strike: $58.00 $17,400.00
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 300 $58.00 $17,400.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 250 $75.10 $18,775.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.