Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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Tapewire entity
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
January 16, 2020 Filed Jan 21, 2020 22:43 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 41,887 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000032 · wf-form4_157964661585665.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: 41,887

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
January 16, 2020 Filed Jan 21, 2020 22:43 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 41,887 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000032 · wf-form4_157964661585665.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 Trust

Disclosed balance after: 14,193,856

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · 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
January 16, 2020 Filed Jan 21, 2020 22:43 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,858 $45.62 $130,375.67
Disclosure

SEC source: 0001726978-20-000032 · wf-form4_157964661585665.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.93 to $45.82, 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
January 16, 2020 Filed Jan 21, 2020 22:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 41,887 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000028 · wf-form4_157964644287600.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: 12,407,452

Underlying: Class A Common Stock · 41,887 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.

F2 · 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.

F2 · 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
January 16, 2020 Filed Jan 21, 2020 22:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 41,887 $45.62 $1,910,792.79
Disclosure

SEC source: 0001726978-20-000028 · wf-form4_157964644287600.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

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.93 to $45.82, 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
January 16, 2020 Filed Jan 21, 2020 22:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass A Common Stock 41,887 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000028 · wf-form4_157964644287600.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: 41,887

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
January 16, 2020 Filed Jan 21, 2020 22:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
ConversionClass B Common Stock 41,887 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000028 · wf-form4_157964644287600.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: 12,407,452

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
January 16, 2020 Filed Jan 21, 2020 22:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 2,858 $45.62 $130,375.67
Disclosure

SEC source: 0001726978-20-000028 · wf-form4_157964644287600.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: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.93 to $45.82, 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
January 15, 2020 Filed Jan 16, 2020 23:06 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,853 $45.41 $129,554.73
Disclosure

SEC source: 0001726978-20-000023 · wf-form4_157921598170451.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: 2,858

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.34 to $45.50, 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
January 15, 2020 Filed Jan 16, 2020 23:06 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 18,173 $45.05 $818,693.65
Disclosure

SEC source: 0001726978-20-000023 · wf-form4_157921598170451.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 5,711

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.33 to $45.32, 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
January 15, 2020 Filed Jan 16, 2020 23:07 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,853 $45.41 $129,554.73
Disclosure

SEC source: 0001726978-20-000024 · wf-form4_157921603983013.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: 2,858

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.34 to $45.50, 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
January 15, 2020 Filed Jan 16, 2020 23:07 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 18,173 $45.05 $818,693.65
Disclosure

SEC source: 0001726978-20-000024 · wf-form4_157921603983013.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 5,711

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 15, 2020 Filed Jan 16, 2020 22:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 2,853 $45.41 $129,554.73
Disclosure

SEC source: 0001726978-20-000022 · wf-form4_157921545678297.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: 2,858

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.34 to $45.50, 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
January 15, 2020 Filed Jan 16, 2020 22:57 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 18,173 $45.05 $818,693.65
Disclosure

SEC source: 0001726978-20-000022 · wf-form4_157921545678297.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: 5,711

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.33 to $45.32, 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
January 14, 2020 Filed Jan 14, 2020 23:56 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 20,651 $44.43 $917,583.82
Disclosure

SEC source: 0001726978-20-000019 · wf-form4_157904572739922.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 23,884

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 14, 2020 Filed Jan 14, 2020 23:48 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 20,651 $44.43 $917,583.82
Disclosure

SEC source: 0001726978-20-000018 · wf-form4_157904541677255.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: 23,884

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 14, 2020 Filed Jan 15, 2020 00:00 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 20,651 $44.43 $917,583.82
Disclosure

SEC source: 0001726978-20-000020 · wf-form4_157904639478184.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 23,884

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 14, 2020 Filed Jan 16, 2020 23:09 UTC Amendment
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 20,651 $44.43 $917,583.82
Disclosure

SEC source: 0001726978-20-000026 · wf-form4a_157921615043677.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 23,884

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 14, 2020 Filed Jan 16, 2020 23:08 UTC Amendment
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 20,651 $44.43 $917,583.82
Disclosure

SEC source: 0001726978-20-000025 · wf-form4a_157921609691960.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: 23,884

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 14, 2020 Filed Jan 16, 2020 23:10 UTC Amendment
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 20,651 $44.43 $917,583.82
Disclosure

SEC source: 0001726978-20-000027 · wf-form4a_157921619672608.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 23,884

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.97 to $44.92, 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
January 13, 2020 Filed Jan 14, 2020 23:33 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 31,510 $44.52 $1,402,948.09
Disclosure

SEC source: 0001726978-20-000016 · wf-form4_157904477718767.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 44,535

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $45.00, 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
January 13, 2020 Filed Jan 14, 2020 23:34 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 31,510 $44.52 $1,402,948.09
Disclosure

SEC source: 0001726978-20-000017 · wf-form4_157904485097085.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 44,535

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $45.00, 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
January 13, 2020 Filed Jan 14, 2020 23:32 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 31,510 $44.52 $1,402,948.09
Disclosure

SEC source: 0001726978-20-000015 · wf-form4_157904442609793.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: 44,535

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $45.00, 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
January 10, 2020 Filed Jan 13, 2020 21:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,562 $44.45 $291,680.90
Disclosure

SEC source: 0001726978-20-000014 · wf-form4_157895205532908.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: 76,045

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.37 to $44.57, 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
January 10, 2020 Filed Jan 13, 2020 21:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 11,800 $44.19 $521,442.00
Disclosure

SEC source: 0001726978-20-000014 · wf-form4_157895205532908.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 82,607

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.36 to $44.36, 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
January 10, 2020 Filed Jan 13, 2020 21:47 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 6,562 $44.45 $291,680.90
Disclosure

SEC source: 0001726978-20-000013 · wf-form4_157895201491366.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: 76,045

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.37 to $44.57, 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
January 10, 2020 Filed Jan 13, 2020 21:47 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 11,800 $44.19 $521,442.00
Disclosure

SEC source: 0001726978-20-000013 · wf-form4_157895201491366.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 82,607

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.36 to $44.36, 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
January 10, 2020 Filed Jan 13, 2020 21:46 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 6,562 $44.45 $291,680.90
Disclosure

SEC source: 0001726978-20-000012 · wf-form4_157895194869447.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: 76,045

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.37 to $44.57, 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
January 10, 2020 Filed Jan 13, 2020 21:46 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 11,800 $44.19 $521,442.00
Disclosure

SEC source: 0001726978-20-000012 · wf-form4_157895194869447.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: 82,607

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.36 to $44.36, 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
January 09, 2020 Filed Jan 13, 2020 21:35 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,290 $44.95 $102,935.50
Disclosure

SEC source: 0001726978-20-000011 · wf-form4_157895134023392.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: 94,407

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.83 to $45.24, 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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January 09, 2020 Filed Jan 13, 2020 21:35 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,688 $44.35 $474,012.80
Disclosure

SEC source: 0001726978-20-000011 · wf-form4_157895134023392.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 96,697

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.82 to $44.82, 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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January 09, 2020 Filed Jan 13, 2020 21:32 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 2,290 $44.95 $102,935.50
Disclosure

SEC source: 0001726978-20-000009 · wf-form4_157895115651949.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: 94,407

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.83 to $45.24, 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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January 09, 2020 Filed Jan 13, 2020 21:32 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 10,688 $44.35 $474,012.80
Disclosure

SEC source: 0001726978-20-000009 · wf-form4_157895115651949.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: 96,697

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.82 to $44.82, 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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January 09, 2020 Filed Jan 13, 2020 21:33 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,290 $44.95 $102,935.50
Disclosure

SEC source: 0001726978-20-000010 · wf-form4_157895120163660.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: 94,407

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.83 to $45.24, 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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January 09, 2020 Filed Jan 13, 2020 21:33 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,688 $44.35 $474,012.80
Disclosure

SEC source: 0001726978-20-000010 · wf-form4_157895120163660.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 96,697

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.82 to $44.82, 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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January 08, 2020 Filed Jan 10, 2020 23:13 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,996 $44.59 $445,721.64
Disclosure

SEC source: 0001726978-20-000007 · wf-form4_157869797224183.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: 107,385

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.23 to $44.76, 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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January 08, 2020 Filed Jan 10, 2020 23:13 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 17,000 $43.65 $742,050.00
Disclosure

SEC source: 0001726978-20-000007 · wf-form4_157869797224183.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 117,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.20 to $44.20, 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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January 08, 2020 Filed Jan 10, 2020 23:14 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,996 $44.59 $445,721.64
Disclosure

SEC source: 0001726978-20-000008 · wf-form4_157869802853500.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: 107,385

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.23 to $44.76, 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
January 08, 2020 Filed Jan 10, 2020 23:14 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 17,000 $43.65 $742,050.00
Disclosure

SEC source: 0001726978-20-000008 · wf-form4_157869802853500.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 117,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.20 to $44.20, 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
January 08, 2020 Filed Jan 10, 2020 23:12 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 9,996 $44.59 $445,721.64
Disclosure

SEC source: 0001726978-20-000006 · wf-form4_157869792477226.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: 107,385

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.23 to $44.76, 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
January 08, 2020 Filed Jan 10, 2020 23:12 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 17,000 $43.65 $742,050.00
Disclosure

SEC source: 0001726978-20-000006 · wf-form4_157869792477226.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: 117,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.20 to $44.20, 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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January 07, 2020 Filed Jan 7, 2020 22:39 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,900 $44.61 $620,113.75
Disclosure

SEC source: 0001726978-20-000005 · wf-form4_157843673256773.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 134,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.19 to $45.02, 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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January 07, 2020 Filed Jan 7, 2020 22:38 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,900 $44.61 $620,113.75
Disclosure

SEC source: 0001726978-20-000004 · wf-form4_157843669529145.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 134,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.19 to $45.02, 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
January 07, 2020 Filed Jan 7, 2020 22:37 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 13,900 $44.61 $620,113.75
Disclosure

SEC source: 0001726978-20-000003 · wf-form4_157843664890028.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: 134,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.19 to $45.02, 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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January 06, 2020 Filed Jan 7, 2020 22:26 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 1,017 $45.02 $45,785.34
Disclosure

SEC source: 0001726978-20-000002 · wf-form4_157843594829197.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,576

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 $45.06, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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January 02, 2020 Filed Jan 3, 2020 22:50 UTC
Jones Mark E. Jr.10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 35,000 $0.00 Strike: $44.14 $0.00
Disclosure

SEC source: 0001726978-20-000001 · wf-form4_157809178867025.xml · derivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Class A Common Stock · 35,000 shares

Expires 2030-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Mr. Jones, Jr's employment is terminated without "cause" or resigns for "good reason" (each as defined in either Mr. Jones, Jr's option award agreement or the issuer's omnibus incentive plan) within six months following a "change in control" (as defined in the issuer's omnibus incentive plan).

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December 18, 2019 Filed Dec 19, 2019 22:18 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 30,712 $42.12 $1,293,589.44
Disclosure

SEC source: 0001726978-19-000392 · wf-form4_157679387795559.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: 148,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.98 to $42.76, 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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December 18, 2019 Filed Dec 19, 2019 22:18 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 15,118 $41.71 $630,571.78
Disclosure

SEC source: 0001726978-19-000392 · wf-form4_157679387795559.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 178,993

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.86 to $41.86, 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
December 18, 2019 Filed Dec 19, 2019 22:17 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 30,712 $42.12 $1,293,589.44
Disclosure

SEC source: 0001726978-19-000391 · wf-form4_157679383743951.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: 148,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.98 to $42.76, 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
December 18, 2019 Filed Dec 19, 2019 22:17 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 15,118 $41.71 $630,571.78
Disclosure

SEC source: 0001726978-19-000391 · wf-form4_157679383743951.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 178,993

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.97 to $41.97, 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.