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 |
|---|---|---|---|---|---|---|
| March 19, 2020 Filed Mar 23, 2020 21:54 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,081 | $46.26 | $420,087.06 |
DisclosureSEC source: 0001726978-20-000097 · wf-form4_158500044801481.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $46.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 21:54 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 22,112 | $45.31 | $1,001,894.72 |
DisclosureSEC source: 0001726978-20-000097 · wf-form4_158500044801481.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 9,081 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 21:54 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 31,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000097 · wf-form4_158500044801481.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 31,193 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 |
| March 19, 2020 Filed Mar 23, 2020 21:54 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 31,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000097 · wf-form4_158500044801481.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,775,386 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 21:52 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 31,193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000095 · wf-form4_158500033078987.xml · derivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,988,982 Underlying: Class A Common Stock · 31,193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 21:52 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,081 | $46.26 | $420,087.06 |
DisclosureSEC source: 0001726978-20-000095 · wf-form4_158500033078987.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $46.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 21:52 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 22,112 | $45.31 | $1,001,894.72 |
DisclosureSEC source: 0001726978-20-000095 · wf-form4_158500033078987.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,081 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 21:52 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 31,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000095 · wf-form4_158500033078987.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,193 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 |
| March 19, 2020 Filed Mar 23, 2020 21:52 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 31,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000095 · wf-form4_158500033078987.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,988,982 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 |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000094 · wf-form4_158465398124003.xml · derivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,579 Underlying: Class A Common Stock · 100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $45.22 | $4,522.00 |
DisclosureSEC source: 0001726978-20-000094 · wf-form4_158465398124003.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000094 · wf-form4_158465398124003.xml · nonDerivative · entry 2 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000094 · wf-form4_158465398124003.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,579 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000093 · wf-form4_158465393089769.xml · derivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,579 Underlying: Class A Common Stock · 100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $45.22 | $4,522.00 |
DisclosureSEC source: 0001726978-20-000093 · wf-form4_158465393089769.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000093 · wf-form4_158465393089769.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:39 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000093 · wf-form4_158465393089769.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,579 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000092 · wf-form4_158465389055387.xml · derivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,020,175 Underlying: Class A Common Stock · 100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $45.22 | $4,522.00 |
DisclosureSEC source: 0001726978-20-000092 · wf-form4_158465389055387.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000092 · wf-form4_158465389055387.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:38 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000092 · wf-form4_158465389055387.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,020,175 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 |
| March 17, 2020 Filed Mar 19, 2020 21:29 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 80,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000090 · wf-form4_158465333717440.xml · derivative · entry 8 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,679 Underlying: Class A Common Stock · 80,844 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:29 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,287 | $47.22 | $438,532.14 |
DisclosureSEC source: 0001726978-20-000090 · wf-form4_158465333717440.xml · nonDerivative · entry 5 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.03 to $47.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:29 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 32,841 | $46.62 | $1,531,047.42 |
DisclosureSEC source: 0001726978-20-000090 · wf-form4_158465333717440.xml · nonDerivative · entry 4 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 9,287 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:29 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 38,716 | $45.62 | $1,766,223.92 |
DisclosureSEC source: 0001726978-20-000090 · wf-form4_158465333717440.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 42,128 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:29 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 80,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000090 · wf-form4_158465333717440.xml · nonDerivative · entry 2 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 80,844 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 |
| March 17, 2020 Filed Mar 19, 2020 21:29 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 80,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000090 · wf-form4_158465333717440.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,679 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 80,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000091 · wf-form4_158465338482269.xml · derivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,679 Underlying: Class A Common Stock · 80,844 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,287 | $47.22 | $438,532.14 |
DisclosureSEC source: 0001726978-20-000091 · wf-form4_158465338482269.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.03 to $47.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 32,841 | $46.62 | $1,531,047.42 |
DisclosureSEC source: 0001726978-20-000091 · wf-form4_158465338482269.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 9,287 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 38,716 | $45.62 | $1,766,223.92 |
DisclosureSEC source: 0001726978-20-000091 · wf-form4_158465338482269.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 42,128 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 80,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000091 · wf-form4_158465338482269.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 80,844 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 |
| March 17, 2020 Filed Mar 19, 2020 21:30 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 80,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000091 · wf-form4_158465338482269.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,806,679 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 80,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000089 · wf-form4_158465329684531.xml · derivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,020,275 Underlying: Class A Common Stock · 80,844 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B 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. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 9,287 | $47.22 | $438,532.14 |
DisclosureSEC source: 0001726978-20-000089 · wf-form4_158465329684531.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.03 to $47.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 32,841 | $46.42 | $1,524,479.22 |
DisclosureSEC source: 0001726978-20-000089 · wf-form4_158465329684531.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,287 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
SaleClass A Common Stock | 38,716 | $45.62 | $1,766,223.92 |
DisclosureSEC source: 0001726978-20-000089 · wf-form4_158465329684531.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,128 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 80,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000089 · wf-form4_158465329684531.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,844 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 |
| March 17, 2020 Filed Mar 19, 2020 21:28 UTC |
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 80,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000089 · wf-form4_158465329684531.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,020,275 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 |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 18,760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · derivative · entry 9 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,887,523 Underlying: Class A Common Stock · 18,760 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. F7 · 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. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 678 | $49.33 | $33,445.74 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · nonDerivative · entry 6 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 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 $48.99 to $49.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,893 | $48.28 | $284,514.04 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · nonDerivative · entry 5 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 678 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.99 to $48.98, 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 |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,859 | $47.47 | $325,596.73 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · nonDerivative · entry 4 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 6,571 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.98 to $47.90, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,330 | $46.43 | $247,471.90 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 13,430 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.96 to $46.89, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 18,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · nonDerivative · entry 2 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 18,760 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 |
| March 10, 2020 Filed Mar 11, 2020 20:19 UTC |
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 18,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000082 · wf-form4_158395796401280.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,887,523 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:20 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Goosehead Financial, LLC · Derivative | 18,760 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000083 · wf-form4_158395801392299.xml · derivative · entry 9 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,887,523 Underlying: Class A Common Stock · 18,760 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. F7 · 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. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:20 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 678 | $49.33 | $33,445.74 |
DisclosureSEC source: 0001726978-20-000083 · wf-form4_158395801392299.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 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 $48.99 to $49.65, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:20 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 5,893 | $48.28 | $284,514.04 |
DisclosureSEC source: 0001726978-20-000083 · wf-form4_158395801392299.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 678 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.99 to $48.98, 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 |
| March 10, 2020 Filed Mar 11, 2020 20:20 UTC |
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,859 | $47.47 | $325,596.73 |
DisclosureSEC source: 0001726978-20-000083 · wf-form4_158395801392299.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 6,571 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.98 to $47.90, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.