organization · Reporting owner

Lanni Elaine Romney Family Trust 2014

Disclosed activity across 1 company

Tapewire entity: 107998
SEC CIK: 0001737809

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Goosehead Insurance, Inc.GSHD · Entity 4370	10% owner · Member of 10% owner group	November 20, 2023	November 22, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Goosehead Insurance, Inc.

Report date November 20, 2023 · Filed November 22, 2023

Jointly reported with Jones Mark Evan, Jones Robyn Mary Elizabeth

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B Common StockSEC Table I · non-derivative	Direct	264,534	Reported balance After 2023-11-20 transaction · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · 2023-11-20 · Conversion · Disposed 15,000 · Balance 264,534 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014.
Class B Common StockSEC Table I · non-derivative	Direct	182,349	Reported balance Holding disclosure · report date 2023-11-20 · row 6 Holding and transaction disclosures are not merged. 1 source row Row 6 · Balance 182,349 F5: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
Class B Common StockSEC Table I · non-derivative	Direct	132,349	Reported balance Holding disclosure · report date 2023-11-20 · row 8 Holding and transaction disclosures are not merged. 1 source row Row 8 · Balance 132,349 F6: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
Class A Common StockSEC Table I · non-derivative	Direct	15,000	Reported balance After 2023-11-20 transaction · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · 2023-11-20 · Conversion · Acquired 15,000 · Balance 15,000 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014.
Class A Common StockSEC Table I · non-derivative	Direct	3,145	Reported balance After 2023-11-20 transaction · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · 2023-11-20 · Sale · Disposed 11,855 · Balance 3,145 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.52 to $73.51, 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. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014.
Class A Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2023-11-20 transaction · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · 2023-11-20 · Sale · Disposed 3,145 · Balance 0 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.52 to $74.05, 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014.
Class A Common StockSEC Table I · non-derivative	Direct	189,551	Reported balance Holding disclosure · report date 2023-11-20 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 189,551 F4: Reflects a reduction in shares due to a same-day gift by Mark Evan Jones, for which a separate Form 4 will be filed. F5: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
Class A Common StockSEC Table I · non-derivative	Direct	181,290	Reported balance Holding disclosure · report date 2023-11-20 · row 7 Holding and transaction disclosures are not merged. 1 source row Row 7 · Balance 181,290 F6: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	264,534	Reported balance After 2023-11-20 transaction · row 10 Instrument identity requires review; Table II rows are not merged. 1 source row Row 10 · 2023-11-20 · Conversion · Disposed 15,000 · Balance 264,534 F9: 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	182,349	Reported balance Holding disclosure · report date 2023-11-20 · row 11 Instrument identity requires review; Table II rows are not merged. 1 source row Row 11 · Balance 182,349 F9: 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	132,349	Reported balance Holding disclosure · report date 2023-11-20 · row 12 Instrument identity requires review; Table II rows are not merged. 1 source row Row 12 · Balance 132,349 F9: 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. F6: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
Class B Common StockSEC Table I · non-derivative	IndirectBy Trust	9,412,313	Reported balance Holding disclosure · report date 2023-11-20 · row 9 Holding and transaction disclosures are not merged. 1 source row Row 9 · Balance 9,412,313 F7: Reflects a reduction in shares held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones due to 11/20/2023 and 11/21/2023 sales by certain trusts for which Mark Evan Jones and Robyn Mary Elizabeth Jones serve as trustees and of which their immediate family members are beneficiaries, each a separate reporting person and for which separate Form 4s will be filed. F8: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	IndirectBy Trust	9,412,313	Reported balance Holding disclosure · report date 2023-11-20 · row 13 Instrument identity requires review; Table II rows are not merged. 1 source row Row 13 · Balance 9,412,313 F9: 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. F7: Reflects a reduction in shares held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones due to 11/20/2023 and 11/21/2023 sales by certain trusts for which Mark Evan Jones and Robyn Mary Elizabeth Jones serve as trustees and of which their immediate family members are beneficiaries, each a separate reporting person and for which separate Form 4s will be filed. F8: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.

Filing footnotes · ownership attribution and instrument terms

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

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.52 to $73.51, 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.

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.52 to $74.05, 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.

F4: Reflects a reduction in shares due to a same-day gift by Mark Evan Jones, for which a separate Form 4 will be filed.

F5: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.

F6: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.

F7: Reflects a reduction in shares held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones due to 11/20/2023 and 11/21/2023 sales by certain trusts for which Mark Evan Jones and Robyn Mary Elizabeth Jones serve as trustees and of which their immediate family members are beneficiaries, each a separate reporting person and for which separate Form 4s will be filed.

F8: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.

F9: 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.

Transaction history

JSON API

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	Company	Activity / security	Shares / units	Reported price	Reported value	Details
November 20, 2023 Filed Nov 22, 2023 22:33 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	15,000	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000154 · wk-form4_1700692397.xml · derivative · entry 10 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 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: 264,534 Underlying: Class A Common Stock · 15,000 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. F9 · 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. F9 · 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 Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014. Read SEC document
November 20, 2023 Filed Nov 22, 2023 22:33 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	3,145	$73.77	$232,006.65	Disclosure SEC source: 0001726978-23-000154 · wk-form4_1700692397.xml · nonDerivative · entry 4 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 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 $73.52 to $74.05, 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 Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014. Read SEC document
November 20, 2023 Filed Nov 22, 2023 22:33 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	11,855	$73.21	$867,904.55	Disclosure SEC source: 0001726978-23-000154 · wk-form4_1700692397.xml · nonDerivative · entry 3 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 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: 3,145 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.52 to $73.51, 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. 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 Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014. Read SEC document
November 20, 2023 Filed Nov 22, 2023 22:33 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	15,000	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000154 · wk-form4_1700692397.xml · nonDerivative · entry 2 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 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: 15,000 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. 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 Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014. Read SEC document
November 20, 2023 Filed Nov 22, 2023 22:33 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	15,000	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000154 · wk-form4_1700692397.xml · nonDerivative · entry 1 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 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: 264,534 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 Lanni Elaine Romney Family Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Lanni Elaine Romney Family Trust 2014 and whose immediate family members are beneficiaries of the Lanni Elaine Romney Family Trust 2014. Read SEC document
May 06, 2020 Filed May 8, 2020 20:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	18,200	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · derivative · entry 5 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,534 Underlying: Class A Common Stock · 18,200 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. 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
May 06, 2020 Filed May 8, 2020 20:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	2,238	$57.64	$128,998.32	Disclosure SEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 4 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 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 $57.62 to $57.65, 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
May 06, 2020 Filed May 8, 2020 20:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	15,962	$57.00	$909,834.00	Disclosure SEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 3 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,238 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.58 to $57.27, 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
May 06, 2020 Filed May 8, 2020 20:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	18,200	$0.00	$0.00	Disclosure SEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 2 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,200 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
May 06, 2020 Filed May 8, 2020 20:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	18,200	$0.00	$0.00	Disclosure SEC source: 0001726978-20-000144 · wf-form4_158897090761587.xml · nonDerivative · entry 1 Lanni Elaine Romney Family Trust 2014 · CIK 0001737809 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,534 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.