Tapewire

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
September 17, 2019 Filed Sep 18, 2019 23:42 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,600 $45.71 $118,846.00
Disclosure

SEC source: 0001726978-19-000303 · wf-form4_156885011104135.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 853,027

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.60 to $45.86, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 23:42 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,131 $45.12 $366,870.72
Disclosure

SEC source: 0001726978-19-000303 · wf-form4_156885011104135.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 855,627

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.58 to $45.56, 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
September 17, 2019 Filed Sep 18, 2019 23:42 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 20,917 $44.17 $923,903.89
Disclosure

SEC source: 0001726978-19-000303 · wf-form4_156885011104135.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 863,758

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.57 to $44.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 23:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 2,600 $45.71 $118,846.00
Disclosure

SEC source: 0001726978-19-000301 · wf-form4_156885003847334.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 853,027

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.60 to $45.86, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 23:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 8,131 $45.12 $366,870.72
Disclosure

SEC source: 0001726978-19-000301 · wf-form4_156885003847334.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 855,627

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.58 to $45.56, 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
September 17, 2019 Filed Sep 18, 2019 23:40 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 20,917 $44.17 $923,903.89
Disclosure

SEC source: 0001726978-19-000301 · wf-form4_156885003847334.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 863,758

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.57 to $44.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 23:41 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,600 $45.71 $118,846.00
Disclosure

SEC source: 0001726978-19-000302 · wf-form4_156885007576921.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 853,027

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.60 to $45.86, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 23:41 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 8,131 $45.12 $366,870.72
Disclosure

SEC source: 0001726978-19-000302 · wf-form4_156885007576921.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 855,627

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.58 to $45.56, 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
September 17, 2019 Filed Sep 18, 2019 23:41 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 20,917 $44.17 $923,903.89
Disclosure

SEC source: 0001726978-19-000302 · wf-form4_156885007576921.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 863,758

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.57 to $44.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 16, 2019 Filed Sep 17, 2019 21:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 992 $45.69 $45,324.48
Disclosure

SEC source: 0001726978-19-000299 · wf-form4_156875681252498.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 884,675

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.53 to $46.39, 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
September 16, 2019 Filed Sep 17, 2019 21:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,214 $44.96 $414,261.44
Disclosure

SEC source: 0001726978-19-000299 · wf-form4_156875681252498.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 885,667

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.50 to $45.46, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 16, 2019 Filed Sep 17, 2019 21:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,400 $43.74 $148,716.00
Disclosure

SEC source: 0001726978-19-000299 · wf-form4_156875681252498.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 894,881

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.45 to $44.33, 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
September 16, 2019 Filed Sep 17, 2019 21:54 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 455 $45.94 $20,902.70
Disclosure

SEC source: 0001726978-19-000300 · wf-form4_156875727118915.xml · nonDerivative · entry 2

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,753

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.62 to $46.39, 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
September 16, 2019 Filed Sep 17, 2019 21:54 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 2,641 $45.30 $119,637.30
Disclosure

SEC source: 0001726978-19-000300 · wf-form4_156875727118915.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,208

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.61 to $45.60, 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
September 16, 2019 Filed Sep 17, 2019 21:46 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 992 $45.69 $45,324.48
Disclosure

SEC source: 0001726978-19-000298 · wf-form4_156875676168098.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 884,675

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.53 to $46.39, 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
September 16, 2019 Filed Sep 17, 2019 21:46 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 9,214 $44.96 $414,261.44
Disclosure

SEC source: 0001726978-19-000298 · wf-form4_156875676168098.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 885,667

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.50 to $45.46, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 16, 2019 Filed Sep 17, 2019 21:46 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,400 $43.74 $148,716.00
Disclosure

SEC source: 0001726978-19-000298 · wf-form4_156875676168098.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 894,881

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.45 to $44.33, 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
September 16, 2019 Filed Sep 17, 2019 21:45 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 992 $45.69 $45,324.48
Disclosure

SEC source: 0001726978-19-000297 · wf-form4_156875670963601.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 884,675

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.53 to $46.39, 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
September 16, 2019 Filed Sep 17, 2019 21:45 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 9,214 $44.96 $414,261.44
Disclosure

SEC source: 0001726978-19-000297 · wf-form4_156875670963601.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 885,667

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.50 to $45.46, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
September 16, 2019 Filed Sep 17, 2019 21:45 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 3,400 $43.74 $148,716.00
Disclosure

SEC source: 0001726978-19-000297 · wf-form4_156875670963601.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 894,881

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.45 to $44.33, 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
September 03, 2019 Filed Sep 5, 2019 00:42 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock · Derivative 13,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000296 · wf-form4_156764413329866.xml · derivative · entry 5

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 407,557

Underlying: Class A Common Stock · 13,000 shares

Expires not disclosed

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

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

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

Read SEC document
September 03, 2019 Filed Sep 5, 2019 00:42 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 904 $46.57 $42,099.28
Disclosure

SEC source: 0001726978-19-000296 · wf-form4_156764413329866.xml · nonDerivative · entry 4

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.52 to $46.68, 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
September 03, 2019 Filed Sep 5, 2019 00:42 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 12,096 $46.24 $559,319.04
Disclosure

SEC source: 0001726978-19-000296 · wf-form4_156764413329866.xml · nonDerivative · entry 3

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 904

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.51 to $46.51, 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
September 03, 2019 Filed Sep 5, 2019 00:42 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock 13,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000296 · wf-form4_156764413329866.xml · nonDerivative · entry 2

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,000

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
September 03, 2019 Filed Sep 5, 2019 00:42 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass B Common Stock 13,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000296 · wf-form4_156764413329866.xml · nonDerivative · entry 1

Romney Lanni · CIK 0001737762 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 407,557

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
August 30, 2019 Filed Sep 3, 2019 22:12 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,000 $46.33 $463,277.00
Disclosure

SEC source: 0001726978-19-000295 · wf-form4_156754875397847.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 747,890

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.17 to $46.49, 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
August 28, 2019 Filed Aug 28, 2019 20:49 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 1,200 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000294 · wf-form4_156702534336216.xml · derivative · entry 4

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 994,174

Underlying: Class A Common Stock · 1,200 shares

Expires not disclosed

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

F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

Read SEC document
August 28, 2019 Filed Aug 28, 2019 20:49 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 1,200 $48.06 $57,674.04
Disclosure

SEC source: 0001726978-19-000294 · wf-form4_156702534336216.xml · nonDerivative · entry 3

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
August 28, 2019 Filed Aug 28, 2019 20:49 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 1,200 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000294 · wf-form4_156702534336216.xml · nonDerivative · entry 2

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

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
August 28, 2019 Filed Aug 28, 2019 20:49 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 1,200 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000294 · wf-form4_156702534336216.xml · nonDerivative · entry 1

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 994,174

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
August 27, 2019 Filed Aug 28, 2019 20:46 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 1,600 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000293 · wf-form4_156702515851261.xml · derivative · entry 4

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 995,374

Underlying: Class A Common Stock · 1,600 shares

Expires not disclosed

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

F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire.

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August 27, 2019 Filed Aug 28, 2019 20:46 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 1,600 $48.00 $76,800.00
Disclosure

SEC source: 0001726978-19-000293 · wf-form4_156702515851261.xml · nonDerivative · entry 3

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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August 27, 2019 Filed Aug 28, 2019 20:46 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000293 · wf-form4_156702515851261.xml · nonDerivative · entry 2

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

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
August 27, 2019 Filed Aug 28, 2019 20:46 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000293 · wf-form4_156702515851261.xml · nonDerivative · entry 1

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 995,374

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
August 26, 2019 Filed Aug 28, 2019 20:42 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 1,032 $45.03 $46,466.01
Disclosure

SEC source: 0001726978-19-000292 · wf-form4_156702490688832.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,849

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.10, 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.

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August 20, 2019 Filed Aug 20, 2019 18:06 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 17,442 $43.65 $761,261.32
Disclosure

SEC source: 0001726978-19-000291 · wf-form4_156633877978405.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 143,402

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.50 to $44.04, 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.

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August 19, 2019 Filed Aug 20, 2019 18:02 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 12,806 $43.55 $557,679.53
Disclosure

SEC source: 0001726978-19-000290 · wf-form4_156633856092081.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 160,844

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.50 to $44.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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August 16, 2019 Filed Aug 20, 2019 17:59 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 20,365 $43.50 $885,877.50
Disclosure

SEC source: 0001726978-19-000289 · wf-form4_156633834518291.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 173,650

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August 15, 2019 Filed Aug 16, 2019 17:08 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 2,287 $44.15 $100,971.05
Disclosure

SEC source: 0001726978-19-000287 · wf-form4_156598967353578.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 194,015

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August 15, 2019 Filed Aug 16, 2019 21:11 UTC
Colby Mark S.Chief Financial Officer
SaleClass A Common Stock 2,064 $43.67 $90,126.21
Disclosure

SEC source: 0001726978-19-000288 · wf-form4_156598988208080.xml · nonDerivative · entry 1

Colby Mark S. · CIK 0001736854 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,881

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.11 to $44.64, 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.

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August 14, 2019 Filed Aug 14, 2019 19:12 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 400 $44.50 $17,800.00
Disclosure

SEC source: 0001726978-19-000283 · wf-form4_156582435059463.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 196,302

Read SEC document
August 13, 2019 Filed Aug 14, 2019 18:38 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 5,213 $45.14 $235,314.82
Disclosure

SEC source: 0001726978-19-000282 · wf-form4_156582232258056.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 196,702

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.01 to $45.55, 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
August 13, 2019 Filed Aug 14, 2019 18:38 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 23,997 $44.60 $1,070,266.20
Disclosure

SEC source: 0001726978-19-000282 · wf-form4_156582232258056.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 201,915

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $45.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 12, 2019 Filed Aug 13, 2019 21:56 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 3,013 $46.27 $139,411.51
Disclosure

SEC source: 0001726978-19-000280 · wf-form4_156573339176652.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 735,801

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $46.50, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 12, 2019 Filed Aug 13, 2019 21:56 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 10,503 $45.03 $472,950.09
Disclosure

SEC source: 0001726978-19-000280 · wf-form4_156573339176652.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 738,814

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
August 12, 2019 Filed Aug 14, 2019 18:22 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 12,490 $45.53 $568,670.95
Disclosure

SEC source: 0001726978-19-000281 · wf-form4_156582133720123.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Colby 2014 Family Trust

Disclosed balance after: 225,912

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.91, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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August 09, 2019 Filed Aug 13, 2019 21:39 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 10,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000278 · wf-form4_156573238262394.xml · derivative · entry 4

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 996,974

Underlying: Class A Common Stock · 10,000 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
August 09, 2019 Filed Aug 13, 2019 21:39 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 10,000 $46.08 $460,805.00
Disclosure

SEC source: 0001726978-19-000278 · wf-form4_156573238262394.xml · nonDerivative · entry 3

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.21, 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.

Read SEC document
August 09, 2019 Filed Aug 13, 2019 21:39 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000278 · wf-form4_156573238262394.xml · nonDerivative · entry 2

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

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
August 09, 2019 Filed Aug 13, 2019 21:39 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000278 · wf-form4_156573238262394.xml · nonDerivative · entry 1

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 996,974

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

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