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Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 01, 2019 Filed Aug 2, 2019 20:24 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,057 $44.55 $91,639.35
Disclosure

SEC source: 0001726978-19-000260 · wf-form4_156477743442339.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: 1,121,224

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.04 to $45.04, 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.

Read SEC document
August 01, 2019 Filed Aug 2, 2019 20:24 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 25,300 $45.59 $1,153,427.00
Disclosure

SEC source: 0001726978-19-000261 · wf-form4_156477746748498.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: 1,095,924

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.05 to $46.04, 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.

Read SEC document
August 01, 2019 Filed Aug 2, 2019 20:24 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,057 $44.55 $91,639.35
Disclosure

SEC source: 0001726978-19-000261 · wf-form4_156477746748498.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: 1,121,224

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.04 to $45.04, 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.

Read SEC document
August 01, 2019 Filed Aug 2, 2019 20:30 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock · Derivative 5,717 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 427,840

Underlying: Class A Common Stock · 5,717 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
August 01, 2019 Filed Aug 2, 2019 20:30 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 4,800 $45.60 $218,880.00
Disclosure

SEC source: 0001726978-19-000262 · wf-form4_156477779533358.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 $45.14 to $45.94, 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 01, 2019 Filed Aug 2, 2019 20:30 UTC
Romney Lanni10% owner · Member of 10% owner group
SaleClass A Common Stock 917 $44.69 $40,980.73
Disclosure

SEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 4,800

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.13 to $45.12, 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 01, 2019 Filed Aug 2, 2019 20:30 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass A Common Stock 5,717 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 5,717

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 01, 2019 Filed Aug 2, 2019 20:30 UTC
Romney Lanni10% owner · Member of 10% owner group
ConversionClass B Common Stock 5,717 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000262 · wf-form4_156477779533358.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: 427,840

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 01, 2019 Filed Aug 2, 2019 20:23 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 25,300 $45.59 $1,153,427.00
Disclosure

SEC source: 0001726978-19-000259 · wf-form4_156477736660039.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: 1,095,924

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.05 to $46.04, 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.

Read SEC document
August 01, 2019 Filed Aug 2, 2019 20:23 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 2,057 $44.55 $91,639.35
Disclosure

SEC source: 0001726978-19-000259 · wf-form4_156477736660039.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: 1,121,224

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.04 to $45.04, 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.

Read SEC document
July 18, 2019 Filed Jul 18, 2019 20:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 408 $44.32 $18,082.56
Disclosure

SEC source: 0001726978-19-000251 · wf-form4_156348285100291.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: 1,123,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.09 to $44.75, 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
July 18, 2019 Filed Jul 18, 2019 20:47 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,386 $43.64 $584,165.04
Disclosure

SEC source: 0001726978-19-000251 · wf-form4_156348285100291.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: 1,123,689

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.04 to $44.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 18, 2019 Filed Jul 18, 2019 20:46 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 408 $44.32 $18,082.56
Disclosure

SEC source: 0001726978-19-000250 · wf-form4_156348276208997.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: 1,123,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.09 to $44.75, 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
July 18, 2019 Filed Jul 18, 2019 20:46 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 13,386 $43.64 $584,165.04
Disclosure

SEC source: 0001726978-19-000250 · wf-form4_156348276208997.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: 1,123,689

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.04 to $44.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 18, 2019 Filed Jul 18, 2019 20:53 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 1,463 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000253 · wf-form4_156348317406125.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006,974

Underlying: Class A Common Stock · 1,463 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
July 18, 2019 Filed Jul 18, 2019 20:53 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 124 $44.24 $5,485.76
Disclosure

SEC source: 0001726978-19-000253 · wf-form4_156348317406125.xml · nonDerivative · entry 4

Jones Serena · CIK 0001737783 · 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 $44.12 to $44.75, 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
July 18, 2019 Filed Jul 18, 2019 20:53 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 1,339 $43.51 $58,259.89
Disclosure

SEC source: 0001726978-19-000253 · wf-form4_156348317406125.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: 124

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.07 to $43.95, 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
July 18, 2019 Filed Jul 18, 2019 20:53 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 1,463 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000253 · wf-form4_156348317406125.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: 1,463

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
July 18, 2019 Filed Jul 18, 2019 20:53 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 1,463 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000253 · wf-form4_156348317406125.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: 1,006,974

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
July 18, 2019 Filed Jul 18, 2019 20:49 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 408 $44.32 $18,082.56
Disclosure

SEC source: 0001726978-19-000252 · wf-form4_156348295781557.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: 1,123,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.09 to $44.75, 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
July 18, 2019 Filed Jul 18, 2019 20:49 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 13,386 $43.64 $584,165.04
Disclosure

SEC source: 0001726978-19-000252 · wf-form4_156348295781557.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: 1,123,689

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.04 to $44.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 17, 2019 Filed Jul 18, 2019 16:27 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 2,671 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · derivative · entry 6

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 827,024

Underlying: Class A Common Stock · 2,671 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 Sommon 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 Sommon 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
July 17, 2019 Filed Jul 18, 2019 16:27 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 2,671 $45.31 $121,018.47
Disclosure

SEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,631

Read SEC document
July 17, 2019 Filed Jul 18, 2019 16:27 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 2,671 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,302

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
July 17, 2019 Filed Jul 18, 2019 16:27 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 2,671 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000249 · wf-form4_156348165761128.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 827,024

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
July 17, 2019 Filed Jul 18, 2019 20:23 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,600 $45.71 $73,136.00
Disclosure

SEC source: 0001726978-19-000247 · wf-form4_156348138997558.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: 1,137,075

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.60 to $45.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 17, 2019 Filed Jul 18, 2019 20:23 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,100 $44.98 $634,218.00
Disclosure

SEC source: 0001726978-19-000247 · wf-form4_156348138997558.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: 1,138,675

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.59 to $45.57, 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
July 17, 2019 Filed Jul 18, 2019 20:26 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 4,528 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000248 · wf-form4_156348154704779.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,008,437

Underlying: Class A Common Stock · 4,528 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
July 17, 2019 Filed Jul 18, 2019 20:26 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 300 $45.73 $13,719.00
Disclosure

SEC source: 0001726978-19-000248 · wf-form4_156348154704779.xml · nonDerivative · entry 4

Jones Serena · CIK 0001737783 · 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 $45.65 to $45.88, 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
July 17, 2019 Filed Jul 18, 2019 20:26 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 4,228 $44.98 $190,175.44
Disclosure

SEC source: 0001726978-19-000248 · wf-form4_156348154704779.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: 300

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 $45.57, 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
July 17, 2019 Filed Jul 18, 2019 20:26 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 4,528 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000248 · wf-form4_156348154704779.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: 4,528

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
July 17, 2019 Filed Jul 18, 2019 20:26 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 4,528 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000248 · wf-form4_156348154704779.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: 1,008,437

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
July 17, 2019 Filed Jul 18, 2019 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 1,600 $45.71 $73,136.00
Disclosure

SEC source: 0001726978-19-000246 · wf-form4_156348135523409.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: 1,137,075

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.60 to $45.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 17, 2019 Filed Jul 18, 2019 20:22 UTC
Jones Mark EvanDirector · CEO · 10% owner · Member of 10% owner group
SaleClass A Common Stock 14,100 $44.98 $634,218.00
Disclosure

SEC source: 0001726978-19-000246 · wf-form4_156348135523409.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: 1,138,675

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.59 to $45.57, 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.

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July 17, 2019 Filed Jul 18, 2019 20:22 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 1,600 $45.71 $73,136.00
Disclosure

SEC source: 0001726978-19-000245 · wf-form4_156348131880867.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: 1,137,075

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.60 to $45.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 17, 2019 Filed Jul 18, 2019 20:22 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 14,100 $44.98 $634,218.00
Disclosure

SEC source: 0001726978-19-000245 · wf-form4_156348131880867.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: 1,138,675

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.59 to $45.57, 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.

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July 16, 2019 Filed Jul 17, 2019 21:07 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 479 $46.02 $22,043.58
Disclosure

SEC source: 0001726978-19-000242 · wf-form4_156339763494367.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: 1,152,775

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.03, 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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July 16, 2019 Filed Jul 17, 2019 21:07 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 12,444 $45.50 $566,202.00
Disclosure

SEC source: 0001726978-19-000242 · wf-form4_156339763494367.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: 1,153,254

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.97 to $45.97, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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July 16, 2019 Filed Jul 17, 2019 17:12 UTC
Colby Michael C.President and COO
ConversionLLC Units in Goosehead Financial, LLC · Derivative 2,497 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000244 · wf-form4_156339794670502.xml · derivative · entry 7

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 829,695

Underlying: Class A Common Stock · 2,497 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 Sommon 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 Sommon 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
July 16, 2019 Filed Jul 17, 2019 17:12 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 100 $46.01 $4,601.00
Disclosure

SEC source: 0001726978-19-000244 · wf-form4_156339794670502.xml · nonDerivative · entry 4

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,631

Read SEC document
July 16, 2019 Filed Jul 17, 2019 17:12 UTC
Colby Michael C.President and COO
SaleClass A Common Stock 2,397 $45.48 $109,015.56
Disclosure

SEC source: 0001726978-19-000244 · wf-form4_156339794670502.xml · nonDerivative · entry 3

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,731

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 $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
July 16, 2019 Filed Jul 17, 2019 17:12 UTC
Colby Michael C.President and COO
ConversionClass A Common Stock 2,497 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000244 · wf-form4_156339794670502.xml · nonDerivative · entry 2

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,128

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
July 16, 2019 Filed Jul 17, 2019 17:12 UTC
Colby Michael C.President and COO
ConversionClass B Common Stock 2,497 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000244 · wf-form4_156339794670502.xml · nonDerivative · entry 1

Colby Michael C. · CIK 0001737258 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 829,695

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
July 16, 2019 Filed Jul 17, 2019 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,728 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000243 · wf-form4_156339779189339.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,012,965

Underlying: Class A Common Stock · 3,728 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
July 16, 2019 Filed Jul 17, 2019 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 25 $46.00 $1,150.00
Disclosure

SEC source: 0001726978-19-000243 · wf-form4_156339779189339.xml · nonDerivative · entry 4

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
July 16, 2019 Filed Jul 17, 2019 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
SaleClass A Common Stock 3,703 $45.48 $168,412.44
Disclosure

SEC source: 0001726978-19-000243 · wf-form4_156339779189339.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: 25

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.98 to $45.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
July 16, 2019 Filed Jul 17, 2019 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass A Common Stock 3,728 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000243 · wf-form4_156339779189339.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: 3,728

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
July 16, 2019 Filed Jul 17, 2019 21:10 UTC
Jones Serena10% owner · Member of 10% owner group
ConversionClass B Common Stock 3,728 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000243 · wf-form4_156339779189339.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: 1,012,965

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
July 16, 2019 Filed Jul 17, 2019 21:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 479 $46.02 $22,043.58
Disclosure

SEC source: 0001726978-19-000240 · wf-form4_156339738251775.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: 1,152,775

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.03, 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
July 16, 2019 Filed Jul 17, 2019 21:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
SaleClass A Common Stock 12,444 $45.50 $566,202.00
Disclosure

SEC source: 0001726978-19-000240 · wf-form4_156339738251775.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: 1,153,254

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.97 to $45.97, 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

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