person · Reporting owner

Bailey Megan

Disclosed activity across 1 company

Tapewire entity: 146559
SEC CIK: 0001737058

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Goosehead Insurance, Inc.GSHD · Entity 4370	Member of 10% owner group	September 18, 2020	September 18, 2020

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 September 18, 2020 · Filed September 18, 2020

Jointly reported with Colby Matthew, Moxley Michael Patrick, Olsen Ted, Pattillo Brian, Burbank-Ach Amber, Jordan Julia, Burks Drew, Delavan Gary

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B Common StockSEC Table I · non-derivative	Direct	85,000	Reported balance Holding disclosure · report date 2020-09-18 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 85,000 F1: These securities are owned solely by Matthew Colby. Mr. Colby is a member of a "group" pursuant to a voting agreement with Mark Evan Jones, Robyn Jones,The Mark and Robyn Jones Descendants Trust 2014, Lanni Elaine Romney Family Trust 2014, Lindy Jean Langston Family Trust 2014, Camille Lavaun Peterson Family Trust 2014, Desiree Robyn Coleman Family Trust 2014, Adrienne Morgan Jones Family Trust 2014, Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., Michael Patrick Moxley, Megan Bailey, Gary Delavan, Ted Olsen, Brian Pattillo, Amber Burbank-Ach, Julia Jordan, Drew Burks, Michael C. Colby, The Lyla Kate Colby 2014 Trust, The Preston Michael Colby 2014 Trust, The Colby 2014 Family Trust, P. Ryan Langston and Mark S. Colby for purposes of Section 13(d) of the Exchange Act.
Class B Common StockSEC Table I · non-derivative	Direct	63,621	Reported balance Holding disclosure · report date 2020-09-18 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 63,621 F2: These securities are owned solely by Michael Patrick Moxley.
Class B Common StockSEC Table I · non-derivative	Direct	105,017	Reported balance Holding disclosure · report date 2020-09-18 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 105,017 F3: These securities are owned solely by Megan Bailey.
Class B Common StockSEC Table I · non-derivative	Direct	56,795	Reported balance Holding disclosure · report date 2020-09-18 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 56,795 F4: These securities are owned solely by Ted Olsen
Class B Common StockSEC Table I · non-derivative	Direct	52,509	Reported balance Holding disclosure · report date 2020-09-18 · row 6 Holding and transaction disclosures are not merged. 1 source row Row 6 · Balance 52,509 F5: These securities are owned solely by Brian Pattillo.
Class B Common StockSEC Table I · non-derivative	Direct	61,015	Reported balance Holding disclosure · report date 2020-09-18 · row 7 Holding and transaction disclosures are not merged. 1 source row Row 7 · Balance 61,015 F6: These securities are owned solely by Amber Burbank-Ach.
Class B Common StockSEC Table I · non-derivative	Direct	35,363	Reported balance Holding disclosure · report date 2020-09-18 · row 9 Holding and transaction disclosures are not merged. 1 source row Row 9 · Balance 35,363 F7: These securities are owned solely by Julia Jordan.
Class B Common StockSEC Table I · non-derivative	Direct	46,961	Reported balance Holding disclosure · report date 2020-09-18 · row 10 Holding and transaction disclosures are not merged. 1 source row Row 10 · Balance 46,961 F8: These securities are owned solely by Drew Burks.
Class B Common StockSEC Table I · non-derivative	Direct	85,300	Reported balance Holding disclosure · report date 2020-09-18 · row 12 Holding and transaction disclosures are not merged. 1 source row Row 12 · Balance 85,300 F9: These securities are owned solely by Gary Delavan.
Class A Common StockSEC Table I · non-derivative	Direct	37,137	Reported balance Holding disclosure · report date 2020-09-18 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 37,137 F2: These securities are owned solely by Michael Patrick Moxley.
Class A Common StockSEC Table I · non-derivative	Direct	10,412	Reported balance Holding disclosure · report date 2020-09-18 · row 8 Holding and transaction disclosures are not merged. 1 source row Row 8 · Balance 10,412 F6: These securities are owned solely by Amber Burbank-Ach.
Class A Common StockSEC Table I · non-derivative	Direct	39	Reported balance Holding disclosure · report date 2020-09-18 · row 11 Holding and transaction disclosures are not merged. 1 source row Row 11 · Balance 39 F8: These securities are owned solely by Drew Burks.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 13 Instrument identity requires review; Table II rows are not merged. 1 source row Row 13 · Balance Not disclosed F10: 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: These securities are owned solely by Matthew Colby. Mr. Colby is a member of a "group" pursuant to a voting agreement with Mark Evan Jones, Robyn Jones,The Mark and Robyn Jones Descendants Trust 2014, Lanni Elaine Romney Family Trust 2014, Lindy Jean Langston Family Trust 2014, Camille Lavaun Peterson Family Trust 2014, Desiree Robyn Coleman Family Trust 2014, Adrienne Morgan Jones Family Trust 2014, Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., Michael Patrick Moxley, Megan Bailey, Gary Delavan, Ted Olsen, Brian Pattillo, Amber Burbank-Ach, Julia Jordan, Drew Burks, Michael C. Colby, The Lyla Kate Colby 2014 Trust, The Preston Michael Colby 2014 Trust, The Colby 2014 Family Trust, P. Ryan Langston and Mark S. Colby for purposes of Section 13(d) of the Exchange Act.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 16 Instrument identity requires review; Table II rows are not merged. 1 source row Row 16 · Balance Not disclosed F10: 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: These securities are owned solely by Michael Patrick Moxley.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 19 Instrument identity requires review; Table II rows are not merged. 1 source row Row 19 · Balance Not disclosed F10: 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: These securities are owned solely by Megan Bailey.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 22 Instrument identity requires review; Table II rows are not merged. 1 source row Row 22 · Balance Not disclosed F10: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4: These securities are owned solely by Ted Olsen
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 25 Instrument identity requires review; Table II rows are not merged. 1 source row Row 25 · Balance Not disclosed F10: 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: These securities are owned solely by Brian Pattillo.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 28 Instrument identity requires review; Table II rows are not merged. 1 source row Row 28 · Balance Not disclosed F10: 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: These securities are owned solely by Amber Burbank-Ach.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 31 Instrument identity requires review; Table II rows are not merged. 1 source row Row 31 · Balance Not disclosed F10: 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: These securities are owned solely by Julia Jordan.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 34 Instrument identity requires review; Table II rows are not merged. 1 source row Row 34 · Balance Not disclosed F10: 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. F8: These securities are owned solely by Drew Burks.
LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 37 Instrument identity requires review; Table II rows are not merged. 1 source row Row 37 · Balance Not disclosed F10: 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: These securities are owned solely by Gary Delavan.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 14 Instrument identity requires review; Table II rows are not merged. 1 source row Row 14 · Balance Not disclosed F11: One half (1/2) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F1: These securities are owned solely by Matthew Colby. Mr. Colby is a member of a "group" pursuant to a voting agreement with Mark Evan Jones, Robyn Jones,The Mark and Robyn Jones Descendants Trust 2014, Lanni Elaine Romney Family Trust 2014, Lindy Jean Langston Family Trust 2014, Camille Lavaun Peterson Family Trust 2014, Desiree Robyn Coleman Family Trust 2014, Adrienne Morgan Jones Family Trust 2014, Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., Michael Patrick Moxley, Megan Bailey, Gary Delavan, Ted Olsen, Brian Pattillo, Amber Burbank-Ach, Julia Jordan, Drew Burks, Michael C. Colby, The Lyla Kate Colby 2014 Trust, The Preston Michael Colby 2014 Trust, The Colby 2014 Family Trust, P. Ryan Langston and Mark S. Colby for purposes of Section 13(d) of the Exchange Act.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 17 Instrument identity requires review; Table II rows are not merged. 1 source row Row 17 · Balance Not disclosed F11: One half (1/2) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F2: These securities are owned solely by Michael Patrick Moxley.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 18 Instrument identity requires review; Table II rows are not merged. 1 source row Row 18 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F2: These securities are owned solely by Michael Patrick Moxley.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 20 Instrument identity requires review; Table II rows are not merged. 1 source row Row 20 · Balance Not disclosed F11: One half (1/2) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F3: These securities are owned solely by Megan Bailey.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 21 Instrument identity requires review; Table II rows are not merged. 1 source row Row 21 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F3: These securities are owned solely by Megan Bailey.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 23 Instrument identity requires review; Table II rows are not merged. 1 source row Row 23 · Balance Not disclosed F13: One third (1/3rd) of the shares subject to the option are fully vested. One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F4: These securities are owned solely by Ted Olsen
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 24 Instrument identity requires review; Table II rows are not merged. 1 source row Row 24 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F4: These securities are owned solely by Ted Olsen
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 26 Instrument identity requires review; Table II rows are not merged. 1 source row Row 26 · Balance Not disclosed F11: One half (1/2) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F5: These securities are owned solely by Brian Pattillo.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 27 Instrument identity requires review; Table II rows are not merged. 1 source row Row 27 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F5: These securities are owned solely by Brian Pattillo.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 29 Instrument identity requires review; Table II rows are not merged. 1 source row Row 29 · Balance Not disclosed F11: One half (1/2) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F6: These securities are owned solely by Amber Burbank-Ach.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 30 Instrument identity requires review; Table II rows are not merged. 1 source row Row 30 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F6: These securities are owned solely by Amber Burbank-Ach.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-26	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 32 Instrument identity requires review; Table II rows are not merged. 1 source row Row 32 · Balance Not disclosed F13: One third (1/3rd) of the shares subject to the option are fully vested. One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F7: These securities are owned solely by Julia Jordan.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 33 Instrument identity requires review; Table II rows are not merged. 1 source row Row 33 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F7: These securities are owned solely by Julia Jordan.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-27	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 35 Instrument identity requires review; Table II rows are not merged. 1 source row Row 35 · Balance Not disclosed F14: 6,667 of the shares subject to the option are fully vested. One half (1/2) of the remaining shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F8: These securities are owned solely by Drew Burks.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 36 Instrument identity requires review; Table II rows are not merged. 1 source row Row 36 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F8: These securities are owned solely by Drew Burks.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-04-27	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 38 Instrument identity requires review; Table II rows are not merged. 1 source row Row 38 · Balance Not disclosed F13: One third (1/3rd) of the shares subject to the option are fully vested. One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F9: These securities are owned solely by Gary Delavan.
Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 39 Instrument identity requires review; Table II rows are not merged. 1 source row Row 39 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F9: These securities are owned solely by Gary Delavan.
Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.88 · Expires 2030-04-01	Direct	Not disclosed	Reported balance Holding disclosure · report date 2020-09-18 · row 15 Instrument identity requires review; Table II rows are not merged. 1 source row Row 15 · Balance Not disclosed F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). F1: These securities are owned solely by Matthew Colby. Mr. Colby is a member of a "group" pursuant to a voting agreement with Mark Evan Jones, Robyn Jones,The Mark and Robyn Jones Descendants Trust 2014, Lanni Elaine Romney Family Trust 2014, Lindy Jean Langston Family Trust 2014, Camille Lavaun Peterson Family Trust 2014, Desiree Robyn Coleman Family Trust 2014, Adrienne Morgan Jones Family Trust 2014, Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., Michael Patrick Moxley, Megan Bailey, Gary Delavan, Ted Olsen, Brian Pattillo, Amber Burbank-Ach, Julia Jordan, Drew Burks, Michael C. Colby, The Lyla Kate Colby 2014 Trust, The Preston Michael Colby 2014 Trust, The Colby 2014 Family Trust, P. Ryan Langston and Mark S. Colby for purposes of Section 13(d) of the Exchange Act.

Filing footnotes · ownership attribution and instrument terms

F1: These securities are owned solely by Matthew Colby. Mr. Colby is a member of a "group" pursuant to a voting agreement with Mark Evan Jones, Robyn Jones,The Mark and Robyn Jones Descendants Trust 2014, Lanni Elaine Romney Family Trust 2014, Lindy Jean Langston Family Trust 2014, Camille Lavaun Peterson Family Trust 2014, Desiree Robyn Coleman Family Trust 2014, Adrienne Morgan Jones Family Trust 2014, Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., Michael Patrick Moxley, Megan Bailey, Gary Delavan, Ted Olsen, Brian Pattillo, Amber Burbank-Ach, Julia Jordan, Drew Burks, Michael C. Colby, The Lyla Kate Colby 2014 Trust, The Preston Michael Colby 2014 Trust, The Colby 2014 Family Trust, P. Ryan Langston and Mark S. Colby for purposes of Section 13(d) of the Exchange Act.

F2: These securities are owned solely by Michael Patrick Moxley.

F3: These securities are owned solely by Megan Bailey.

F4: These securities are owned solely by Ted Olsen

F5: These securities are owned solely by Brian Pattillo.

F6: These securities are owned solely by Amber Burbank-Ach.

F7: These securities are owned solely by Julia Jordan.

F8: These securities are owned solely by Drew Burks.

F9: These securities are owned solely by Gary Delavan.

F10: 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.

F11: One half (1/2) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan).

F12: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 1, 2022, April 1, 2023 and April 1, 2024, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan).

F13: One third (1/3rd) of the shares subject to the option are fully vested. One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan).

F14: 6,667 of the shares subject to the option are fully vested. One half (1/2) of the remaining shares subject to the option shall vest and become exercisable, subject to continued employment, on April 26, 2021 and April 26, 2022, respectively; provided, that all shares subject to the option will vest and become exercisable if the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in either the reporting person's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan).

Transaction history

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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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
April 26, 2018 Filed Apr 30, 2018 21:00 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GrantEmployee Stock Options (right to buy) · Derivative	65,000	$0.00 Strike: $10.00	$0.00	Disclosure SEC source: 0000950103-18-005528 · dp90331_4-bailey.xml · derivative · entry 1 Bailey Megan · CIK 0001737058 · VP of Franchise Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Class A Common Stock · 65,000 shares Expires 2028-04-26 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the second, third and fourth anniversaries of the grant date; provided, that all shares subject to the option will vest and become exercisable if Ms. Bailey's employment is terminated without "cause" or for "good reason" (each as defined in either Ms. Bailey's option award agreement or the issuer's omnibus incentive plan) within six month following a "change in control" (as defined in the issuer's omnibus incentive plan). 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.