Last 12 months
Inside the activity.
19 purchase rows · 36 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 2 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 1 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 5 | 9 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 10 | 7 |
| Aug 2026 | 0 | 16 |
| Sep 2026 | 1 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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). Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.