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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
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 5,330 $46.43 $247,471.90
Disclosure

SEC source: 0001726978-20-000083 · wf-form4_158395801392299.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: 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 20:20 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 18,760 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000083 · wf-form4_158395801392299.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: 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 20:20 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 18,760 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000083 · wf-form4_158395801392299.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: 13,887,523

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 20:19 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 18,760 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.xml · derivative · entry 7

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: 12,101,119

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.

F5 · 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.

F5 · 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 10, 2020 Filed Mar 11, 2020 20:19 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 678 $49.33 $33,445.74
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.xml · nonDerivative · 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: 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 $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
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 5,893 $48.28 $284,514.04
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.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: 678

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.99 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
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 6,859 $47.47 $325,596.73
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.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: 6,571

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.98 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
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 5,330 $46.43 $247,471.90
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.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: 13,430

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.96 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
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 18,760 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.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: 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
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 18,760 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000081 · wf-form4_158395792290546.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: 12,101,119

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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 49,448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.xml · derivative · entry 14

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: 13,906,283

Underlying: Class A Common Stock · 49,448 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.

F12 · 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.

F12 · 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,200 $58.19 $69,828.00
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.xml · nonDerivative · entry 11

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

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.99 to $58.72, 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
March 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,340 $56.57 $75,803.80
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.xml · nonDerivative · entry 10

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,200

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.01 to $56.92, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,285 $54.69 $70,276.65
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.xml · nonDerivative · entry 9

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: 2,540

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.53 to $54.91, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,575 $53.76 $138,432.00
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.xml · nonDerivative · entry 8

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 3,825

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.50 to $54.29, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,802 $52.71 $358,533.42
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.xml · nonDerivative · entry 7

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 6,400

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.49 to $53.43, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,962 $51.86 $257,329.32
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.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: 13,202

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.47 to $52.46, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,060 $50.94 $716,216.40
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.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: 18,164

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.46 to $51.46, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,044 $50.04 $652,721.76
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.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: 32,224

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.45 to $50.45, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,180 $48.83 $204,109.40
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.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: 45,268

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.32 to $49.32, 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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 49,448 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.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: 49,448

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 09, 2020 Filed Mar 11, 2020 20:17 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 49,448 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000079 · wf-form4_158395783136494.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: 13,906,283

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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 49,448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.xml · derivative · entry 14

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: 13,906,283

Underlying: Class A Common Stock · 49,448 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.

F12 · 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.

F12 · 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,200 $58.19 $69,828.00
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.xml · nonDerivative · entry 11

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

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.99 to $58.72, 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
March 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,340 $56.57 $75,803.80
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.xml · nonDerivative · entry 10

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: 1,200

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.01 to $56.92, 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
GrantClass A Common Stock 1,285 $54.69 $70,276.65
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.xml · nonDerivative · entry 9

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: 2,540

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.53 to $54.91, 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,575 $53.76 $138,432.00
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.xml · nonDerivative · entry 8

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 3,825

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.50 to $54.29, 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,802 $52.71 $358,533.42
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.xml · nonDerivative · entry 7

Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 6,400

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.49 to $53.43, 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,962 $51.86 $257,329.32
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.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: 13,202

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.47 to $52.46, 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,060 $50.94 $716,216.40
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.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: 18,164

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.46 to $51.46, 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.

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March 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,044 $50.04 $652,721.76
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.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: 32,224

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.45 to $50.45, 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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 4,180 $48.83 $204,109.40
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.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: 45,268

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.32 to $49.32, 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.

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March 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 49,448 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.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: 49,448

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 09, 2020 Filed Mar 11, 2020 20:18 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 49,448 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000080 · wf-form4_158395787388817.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: 13,906,283

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.

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March 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 49,448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · derivative · entry 12

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: 12,119,879

Underlying: Class A Common Stock · 49,448 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.

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March 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,200 $58.19 $69,828.00
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · nonDerivative · entry 11

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

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.99 to $58.72, 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.

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March 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,340 $56.57 $75,803.80
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · nonDerivative · entry 10

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: 1,200

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.01 to $56.92, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,285 $54.69 $70,276.65
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · nonDerivative · entry 9

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: 2,540

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.53 to $54.91, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 2,575 $53.76 $138,432.00
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · nonDerivative · entry 8

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: 3,825

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.50 to $54.29, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 6,802 $52.71 $358,533.42
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · nonDerivative · entry 7

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: 6,400

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.49 to $53.43, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 4,962 $51.86 $257,329.32
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.xml · nonDerivative · 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: 13,202

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.47 to $52.46, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 14,060 $50.94 $716,216.40
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.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: 18,164

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.46 to $51.46, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 13,044 $50.04 $652,721.76
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.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: 32,224

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.45 to $50.45, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 4,180 $48.83 $204,109.40
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.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: 45,268

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.32 to $49.32, 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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 49,448 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.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: 49,448

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 09, 2020 Filed Mar 11, 2020 20:16 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 49,448 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000078 · wf-form4_158395776536104.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: 12,119,879

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
February 24, 2020 Filed Feb 25, 2020 21:34 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 5,232 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000076 · wf-form4_158266645607034.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: 13,955,731

Underlying: Class A Common Stock · 5,232 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
February 24, 2020 Filed Feb 25, 2020 21:34 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 455 $56.21 $25,575.55
Disclosure

SEC source: 0001726978-20-000076 · wf-form4_158266645607034.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 $56.08 to $56.46, 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
February 24, 2020 Filed Feb 25, 2020 21:34 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,677 $55.55 $148,707.35
Disclosure

SEC source: 0001726978-20-000076 · wf-form4_158266645607034.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: 455

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.01 to $56.01, 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
February 24, 2020 Filed Feb 25, 2020 21:34 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,100 $54.62 $114,702.00
Disclosure

SEC source: 0001726978-20-000076 · wf-form4_158266645607034.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: 3,132

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.97 to $54.97, 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.