Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | Director · Executive Chairman · 10% owner · Member of 10% owner group | August 27, 2026 | August 31, 2026 |
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 August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 182,349 |
Last balance in matching sequence
After 2026-08-27 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-27 · Gift · Acquired 100,000 · Balance 282,349 F1: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer. Row 2 · 2026-08-27 · Gift · Disposed 100,000 · Balance 182,349 F1: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, 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 | 282,349 |
Reported balance
After 2026-08-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-27 · Gift · Acquired 100,000 · Balance 282,349 F3: 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: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, 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 | 182,349 |
Reported balance
After 2026-08-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-27 · Gift · Disposed 100,000 · Balance 182,349 F3: 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: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 8,411,535 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,411,535 F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which the reporting person's immediate family members are beneficiaries. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 8,411,535 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,411,535 F3: 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which the reporting person's immediate family members are beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer.
F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which the reporting person's immediate family members are beneficiaries.
F3: 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 APIPurchases/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 |
|---|---|---|---|---|---|---|
| September 08, 2020 Filed Sep 9, 2020 21:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,259 | $101.84 | $433,736.56 |
DisclosureSEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,140 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.44 to $102.44, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 08, 2020 Filed Sep 9, 2020 21:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,920 | $100.83 | $395,253.60 |
DisclosureSEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,399 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.42 to $101.42, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 08, 2020 Filed Sep 9, 2020 21:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,478 | $99.75 | $247,180.50 |
DisclosureSEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,319 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.27 to $100.27, 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 |
| September 08, 2020 Filed Sep 9, 2020 21:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 6,500 | $98.64 | $641,160.00 |
DisclosureSEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,797 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.25 to $99.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 08, 2020 Filed Sep 9, 2020 21:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,820 | $97.81 | $471,444.20 |
DisclosureSEC source: 0001726978-20-000312 · wf-form4_159968827587300.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,297 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.22 to $98.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 73 | $107.24 | $7,828.52 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,117 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.23 to $107.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F9 · balance_after: Reflects a gift of 1,500 Class A Common Stock made by the reporting person to a non-affiliate charity organization. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 127 | $106.51 | $13,526.77 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,690 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.26 to $106.87, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $105.05 | $21,010.00 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,817 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 400 | $103.62 | $41,448.00 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,017 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.20 to $104.00, 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 |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,200 | $102.37 | $122,844.00 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,417 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.94 to $102.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,952 | $100.99 | $500,102.48 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,617 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.73 to $101.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,590 | $100.28 | $861,405.20 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,569 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.72 to $100.72, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:22 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,542 | $99.37 | $351,968.54 |
DisclosureSEC source: 0001726978-20-000311 · wf-form4_159959655884407.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,159 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.71 to $99.71, 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 24, 2020 Filed Feb 12, 2021 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass A Common Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000021 · wf-form5_161316419633044.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,201 F1 · kind: This transaction involved a gift of securities by the reporting person. The total holdings reflected in the Forms 4 filed by the reporting person since the dates of the gifts reported hereby were previously reduced to reflect such gifts, as described in the footnotes to such Form 4s. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 300 | $103.93 | $31,179.00 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 7 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,701 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.83 to $104.20, 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 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $102.13 | $10,213.00 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 6 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,001 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.11 to $102.20, 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 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 203 | $98.38 | $19,971.14 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,101 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.09 to $98.67, 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 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,020 | $97.43 | $196,808.60 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,304 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.03 to $97.92, 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 |
| August 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,104 | $96.26 | $491,311.04 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,324 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.01 to $97.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,398 | $95.63 | $324,950.74 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,428 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.00 to $96.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 22:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 700 | $94.27 | $65,989.00 |
DisclosureSEC source: 0001726978-20-000290 · wf-form4_159735821563878.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,826 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.91 to $94.73, 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 10, 2020 Filed Aug 10, 2020 20:36 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 6,547 | $105.54 | $690,970.38 |
DisclosureSEC source: 0001726978-20-000289 · wf-form4_159709177783878.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,526 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.21 to $105.97, 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 |
| August 10, 2020 Filed Aug 10, 2020 20:36 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 15,151 | $104.77 | $1,587,370.27 |
DisclosureSEC source: 0001726978-20-000289 · wf-form4_159709177783878.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,073 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.20 to $105.20, 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 10, 2020 Filed Aug 10, 2020 20:36 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,000 | $103.61 | $103,610.00 |
DisclosureSEC source: 0001726978-20-000289 · wf-form4_159709177783878.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,224 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.02 to $103.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 20:25 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 400 | $106.71 | $42,684.00 |
DisclosureSEC source: 0001726978-20-000288 · wf-form4_159709111966919.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,224 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.61 to $106.85, 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 07, 2020 Filed Aug 10, 2020 20:25 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,183 | $105.86 | $866,252.38 |
DisclosureSEC source: 0001726978-20-000288 · wf-form4_159709111966919.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,624 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.60 to $106.57, 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 |
| August 07, 2020 Filed Aug 10, 2020 20:25 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,154 | $105.26 | $858,290.04 |
DisclosureSEC source: 0001726978-20-000288 · wf-form4_159709111966919.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,807 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.59 to $105.59, 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 06, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $108.32 | $10,832.00 |
DisclosureSEC source: 0001726978-20-000285 · wf-form4_159675358420794.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,961 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 06, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,316 | $107.41 | $785,811.56 |
DisclosureSEC source: 0001726978-20-000285 · wf-form4_159675358420794.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,061 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.07 to $107.81, 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 06, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10,275 | $106.67 | $1,096,034.25 |
DisclosureSEC source: 0001726978-20-000285 · wf-form4_159675358420794.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,377 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.06 to $107.06, 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 05, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $109.38 | $21,876.00 |
DisclosureSEC source: 0001726978-20-000284 · wf-form4_159675356783413.xml · nonDerivative · entry 5 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,652 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 6,068 | $108.75 | $659,895.00 |
DisclosureSEC source: 0001726978-20-000284 · wf-form4_159675356783413.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,852 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.35 to $109.16, 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 05, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,764 | $107.73 | $297,765.72 |
DisclosureSEC source: 0001726978-20-000284 · wf-form4_159675356783413.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,920 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.33 to $108.33, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,264 | $106.84 | $882,925.76 |
DisclosureSEC source: 0001726978-20-000284 · wf-form4_159675356783413.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,684 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.32 to $107.32, 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 05, 2020 Filed Aug 6, 2020 22:40 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,800 | $105.82 | $613,756.00 |
DisclosureSEC source: 0001726978-20-000284 · wf-form4_159675356783413.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,948 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.25 to $106.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 22:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,533 | $107.44 | $164,705.52 |
DisclosureSEC source: 0001726978-20-000283 · wf-form4_159675313518871.xml · nonDerivative · entry 4 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,748 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.28 to $107.83, 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 04, 2020 Filed Aug 6, 2020 22:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,689 | $106.66 | $820,108.74 |
DisclosureSEC source: 0001726978-20-000283 · wf-form4_159675313518871.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,281 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.27 to $107.26, 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 04, 2020 Filed Aug 6, 2020 22:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 16,466 | $105.61 | $1,738,974.26 |
DisclosureSEC source: 0001726978-20-000283 · wf-form4_159675313518871.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,970 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.26 to $106.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 22:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 7,265 | $104.82 | $761,517.30 |
DisclosureSEC source: 0001726978-20-000283 · wf-form4_159675313518871.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,436 F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.25 to $105.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F3 · balance_after: Reflects a gift of 27,500 Class A Common Stock made by the reporting person to various non-affiliates. Read SEC document |
| June 23, 2020 Filed Feb 12, 2021 21:10 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass A Common Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-21-000021 · wf-form5_161316419633044.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,201 F1 · kind: This transaction involved a gift of securities by the reporting person. The total holdings reflected in the Forms 4 filed by the reporting person since the dates of the gifts reported hereby were previously reduced to reflect such gifts, as described in the footnotes to such Form 4s. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 25,925 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · derivative · entry 11 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,050,285 Underlying: Class A Common Stock · 25,925 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. F8 · 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. F8 · 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 100 | $68.14 | $6,814.00 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · nonDerivative · entry 8 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: 0 Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,803 | $67.29 | $121,323.87 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · nonDerivative · entry 7 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: 100 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.05 to $67.77 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 |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,801 | $66.43 | $252,500.43 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · nonDerivative · entry 6 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: 1,903 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.96 to $66.90 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,284 | $65.58 | $346,524.72 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · nonDerivative · entry 5 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: 5,704 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.95 to $65.93 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 |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,154 | $64.18 | $266,603.72 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · nonDerivative · entry 4 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: 10,988 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.93 to $64.85 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 |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10,783 | $63.51 | $684,828.33 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.xml · nonDerivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,142 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.91 to $63.91 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 25,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.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: 25,925 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 |
| June 12, 2020 Filed Jun 15, 2020 20:34 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 25,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000223 · wf-form4_159225328226772.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 Trust Disclosed balance after: 13,050,285 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:32 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 28,195 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-20-000220 · wf-form4_159225311459121.xml · derivative · entry 8 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 13,076,210 Underlying: Class A Common Stock · 28,195 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. F6 · 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. F6 · 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.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. 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.