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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
February 26, 2024 Filed Feb 27, 2024 23:20 UTC
Jones Mark E. Jr.Chief Financial Officer · 10% owner · Member of 10% owner group
PurchaseClass A Common Stock 1,332 $74.86 $99,713.52
Disclosure

SEC source: 0001726978-24-000021 · wk-form4_1709076021.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,332

Read SEC document
February 26, 2024 Filed Feb 27, 2024 23:19 UTC
O'Connor John TerryGeneral Counsel
PurchaseClass A Common Stock 1,000 $73.46 $73,460.00
Disclosure

SEC source: 0001726978-24-000020 · wk-form4_1709075933.xml · nonDerivative · entry 1

O'Connor John Terry · CIK 0001979039 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Read SEC document
February 26, 2024 Filed Feb 27, 2024 23:16 UTC
Miller MarkDirector · President and COO
PurchaseClass A Common Stock 2,500 $74.00 $185,000.00
Disclosure

SEC source: 0001726978-24-000019 · wk-form4_1709075778.xml · nonDerivative · entry 2

Miller Mark · CIK 0001737949 · Director · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

Read SEC document
February 26, 2024 Filed Feb 27, 2024 23:16 UTC
Miller MarkDirector · President and COO
PurchaseClass A Common Stock 2,500 $73.71 $184,275.00
Disclosure

SEC source: 0001726978-24-000019 · wk-form4_1709075778.xml · nonDerivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Read SEC document
February 26, 2024 Filed Feb 29, 2024 00:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,934 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · derivative · entry 17

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

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

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,902,208

Underlying: Class A Common Stock · 3,934 shares

Expires not disclosed

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

F10 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F10 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
February 26, 2024 Filed Feb 29, 2024 00:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 536 $76.47 $40,987.92
Disclosure

SEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

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

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.16 to $76.90, 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.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
February 26, 2024 Filed Feb 29, 2024 00:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,398 $75.54 $256,684.92
Disclosure

SEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

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

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 536

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
February 26, 2024 Filed Feb 29, 2024 00:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 3,934 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

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

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,934

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
February 26, 2024 Filed Feb 29, 2024 00:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 3,934 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000022 · wk-form4_1709167196.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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

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

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,902,208

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 21,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · derivative · entry 9

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,000

Underlying: Class A Common Stock · 21,654 shares

Expires not disclosed

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

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 2,532 $81.14 $205,446.48
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 7

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.03 to $81.28, 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 09, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 19,122 $80.38 $1,537,026.36
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 6

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,532

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.97, 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.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass A Common Stock 21,654 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 5

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,654

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 09, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass B Common Stock 21,654 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 4

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,000

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

Read SEC document
February 08, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 17,070 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · derivative · entry 8

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 221,654

Underlying: Class A Common Stock · 17,070 shares

Expires not disclosed

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

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

Read SEC document
February 08, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 17,070 $80.15 $1,368,160.50
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 3

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

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 $80.00 to $80.64, 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 08, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass A Common Stock 17,070 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 2

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,070

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 08, 2024 Filed Feb 13, 2024 00:25 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass B Common Stock 17,070 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000008 · wk-form4_1707783885.xml · nonDerivative · entry 1

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 221,654

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 05, 2024 Filed Feb 7, 2024 22:51 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 8,952 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000007 · wk-form4_1707346290.xml · derivative · entry 4

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 238,724

Underlying: Class A Common Stock · 8,952 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
February 05, 2024 Filed Feb 7, 2024 22:51 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 8,952 $80.05 $716,607.60
Disclosure

SEC source: 0001726978-24-000007 · wk-form4_1707346290.xml · nonDerivative · entry 3

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

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 $80.00 to $80.10, 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 05, 2024 Filed Feb 7, 2024 22:51 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass A Common Stock 8,952 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000007 · wk-form4_1707346290.xml · nonDerivative · entry 2

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,952

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 05, 2024 Filed Feb 7, 2024 22:51 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass B Common Stock 8,952 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000007 · wk-form4_1707346290.xml · nonDerivative · entry 1

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 238,724

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 31, 2024 Filed Feb 2, 2024 21:44 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 2,324 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000006 · wk-form4_1706910215.xml · derivative · entry 4

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 247,676

Underlying: Class A Common Stock · 2,324 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 31, 2024 Filed Feb 2, 2024 21:44 UTC
Coleman Desiree10% owner · Member of 10% owner group
SaleClass A Common Stock 2,324 $80.17 $186,315.08
Disclosure

SEC source: 0001726978-24-000006 · wk-form4_1706910215.xml · nonDerivative · entry 3

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

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 $80.11 to $80.25, 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 31, 2024 Filed Feb 2, 2024 21:44 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass A Common Stock 2,324 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000006 · wk-form4_1706910215.xml · nonDerivative · entry 2

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,324

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 31, 2024 Filed Feb 2, 2024 21:44 UTC
Coleman Desiree10% owner · Member of 10% owner group
ConversionClass B Common Stock 2,324 $0.00 $0.00
Disclosure

SEC source: 0001726978-24-000006 · wk-form4_1706910215.xml · nonDerivative · entry 1

Coleman Desiree · CIK 0001737830 · 10% owner · Member of 10% owner group

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 247,676

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 02, 2024 Filed Jan 3, 2024 23:19 UTC
O'Connor John TerryGeneral Counsel
GrantEmployee Stock Options (right to buy) · Derivative 25,000 $0.00 Strike: $80.97 $0.00
Disclosure

SEC source: 0001726978-24-000004 · wk-form4_1704323989.xml · derivative · entry 1

O'Connor John Terry · CIK 0001979039 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Class A Common Stock · 25,000 shares

Expires 2034-01-02

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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. O'Connor's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. O'Connor's option award agreement or the issuer's omnibus incentive plan).

Read SEC document
January 02, 2024 Filed Jan 3, 2024 23:19 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 130,000 $0.00 Strike: $80.97 $0.00
Disclosure

SEC source: 0001726978-24-000003 · wk-form4_1704323948.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,000

Underlying: Class A Common Stock · 130,000 shares

Expires 2034-01-02

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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan).

Read SEC document
January 02, 2024 Filed Jan 3, 2024 23:18 UTC
Miller MarkDirector · President and COO
GrantEmployee Stock Options (right to buy) · Derivative 80,000 $0.00 Strike: $80.97 $0.00
Disclosure

SEC source: 0001726978-24-000002 · wk-form4_1704323902.xml · derivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,000

Underlying: Class A Common Stock · 80,000 shares

Expires 2034-01-02

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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Miller's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Miller's option award agreement or the issuer's omnibus incentive plan).

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January 02, 2024 Filed Jan 3, 2024 23:17 UTC
Jones Mark E. Jr.Chief Financial Officer · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 65,000 $0.00 Strike: $80.97 $0.00
Disclosure

SEC source: 0001726978-24-000001 · wk-form4_1704323841.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,000

Underlying: Class A Common Stock · 65,000 shares

Expires 2034-01-02

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 first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan).

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 9,387 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · derivative · entry 7

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,500

Underlying: Class A Common Stock · 9,387 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.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
SaleClass A Common Stock 650 $74.01 $48,106.50
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 4

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,737 $72.79 $635,966.23
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 3

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 650

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.49 to $73.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 9,387 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 2

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,387

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:46 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 9,387 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000180 · wk-form4_1701470776.xml · nonDerivative · entry 1

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,500

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:47 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 9,386 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000182 · wk-form4_1701470862.xml · derivative · entry 6

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,270

Underlying: Class A Common Stock · 9,386 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.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:47 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
SaleClass A Common Stock 650 $74.01 $48,106.50
Disclosure

SEC source: 0001726978-23-000182 · wk-form4_1701470862.xml · nonDerivative · entry 4

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:47 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
SaleClass A Common Stock 8,736 $72.79 $635,893.44
Disclosure

SEC source: 0001726978-23-000182 · wk-form4_1701470862.xml · nonDerivative · entry 3

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 650

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.49 to $73.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:47 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionClass A Common Stock 9,386 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000182 · wk-form4_1701470862.xml · nonDerivative · entry 2

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,386

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 30, 2023 Filed Dec 1, 2023 17:47 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionClass B Common Stock 9,386 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000182 · wk-form4_1701470862.xml · nonDerivative · entry 1

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,270

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 513 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · derivative · entry 10

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,887

Underlying: Class A Common Stock · 513 shares

Expires not disclosed

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

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
SaleClass A Common Stock 513 $74.00 $37,962.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 6

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 513 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 5

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 513

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 513 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 4

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,887

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.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 514 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · derivative · entry 9

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,656

Underlying: Class A Common Stock · 514 shares

Expires not disclosed

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

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
SaleClass A Common Stock 514 $74.00 $38,036.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · nonDerivative · entry 6

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionClass A Common Stock 514 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · nonDerivative · entry 5

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 514

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 19:00 UTC
Lindy Langston Spousal Lifetime Access Trust10% owner · Member of 10% owner group
Langston Lindy10% owner · Member of 10% owner group
ConversionClass B Common Stock 514 $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000178 · wk-form4_1701388791.xml · nonDerivative · entry 4

Lindy Langston Spousal Lifetime Access Trust · CIK 0001850722 · 10% owner · Member of 10% owner group

Langston Lindy · CIK 0001737765 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,656

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

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lindy Langston Spousal Lifetime Access Trust and (ii) indirectly by Lindy Langston, who serves as trustee of the Lindy Langston Spousal Lifetime Access Trust and whose immediate family members are beneficiaries of the Lindy Langston Spousal Lifetime Access Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · derivative · entry 9

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,400

Underlying: Class A Common Stock · 100 shares

Expires not disclosed

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

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 18:56 UTC
Ryan Langston 2021 Family Trust10% owner · Member of 10% owner group
Langston Patrick RyanChief Legal Officer · 10% owner · Member of 10% owner group
SaleClass A Common Stock 100 $74.05 $7,405.00
Disclosure

SEC source: 0001726978-23-000176 · wk-form4_1701388603.xml · nonDerivative · entry 3

Ryan Langston 2021 Family Trust · CIK 0001849883 · 10% owner · Member of 10% owner group

Langston Patrick Ryan · CIK 0001736766 · Chief Legal Officer · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Ryan Langston 2021 Family Trust and (ii) indirectly by Patrick Ryan Langston, who serves as trustee of the Ryan Langston 2021 Family Trust and whose immediate family members are beneficiaries of the Ryan Langston 2021 Family Trust.

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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.