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 |
|---|---|---|---|---|---|---|
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,817 | $27.03 Strike: $0.00 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.xml · derivative · 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: 15,188,926 Underlying: Class A Common Stock · 1,817 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. 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 |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.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: 1,748,281 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 |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 1,750,098 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 |
| November 13, 2018 Filed Nov 15, 2018 20:21 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000023 · wf-form4_154231329238868.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,188,926 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 |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 18 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Mark Evan Jones, Jr. Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 17 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Adrienne Morgan Jones Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 16 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 15 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Camille LaVaun Peterson Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 14 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lindy Jean Langston Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 13 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 13,404,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 12 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: 13,404,339 Underlying: Class A Common Stock · 13,404,339 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 171,632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · derivative · entry 11 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,633 Underlying: Class A Common Stock · 171,632 shares Expires not disclosed F5 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial. These securities do not include 171,633 LLC Units held directly by the reporting person's wife (a director of the issuer) for which the reporting person disclaims beneficial ownership. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · nonDerivative · entry 10 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Mark Evan Jones, Jr. Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · nonDerivative · entry 9 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Adrienne Morgan Jones Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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 Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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 Camille LaVaun Peterson Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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 Lindy Jean Langston Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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 Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 13,404,339 | $0.01 | $134,043.39 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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: 13,404,339 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 171,632 | $0.01 | $1,716.32 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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: 171,633 F3 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial, LLC ("Goosehead Financial"). These securities do not include 171,633 shares of Class B common stock held directly by the reporting person's wife (a director of the issuer) for which the reporting person disclaims beneficial ownership. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass A Common Stock | 1,748,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.xml · nonDerivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 1,748,281 F2 · shares: These securities were acquired by the trust in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the trust. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:26 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass A Common Stock | 757,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005874 · dp90671_4-jones.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: 757,890 F1 · shares: These securities were acquired by the reporting person in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the reporting person. The reported securities do not include an equal number of shares of Class A common stock held directly by the reporting person's wife (a director of the issuer) for which the reporting person disclaims beneficial ownership. Read SEC document |
| April 30, 2018 Filed May 1, 2018 01:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 1 | $0.01 Strike: $0.00 | $0.01 |
DisclosureSEC source: 0000950103-18-005551 · dp90405_4-jones.xml · derivative · entry 3 Jones Mark Evan · CIK 0001736768 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Underlying: Class A Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit is coupled with a share of Class B Common stock and may collectively be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit is coupled with a share of Class B Common stock and may collectively be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.underlying_shares: Each LLC Unit is coupled with a share of Class B Common stock and may collectively be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| April 30, 2018 Filed May 1, 2018 01:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 1 | $0.01 | $0.01 |
DisclosureSEC source: 0000950103-18-005551 · dp90405_4-jones.xml · nonDerivative · entry 1 Jones Mark Evan · CIK 0001736768 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Read SEC document |
| April 26, 2018 Filed May 1, 2018 01:27 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 320,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005551 · dp90405_4-jones.xml · derivative · entry 2 Jones Mark Evan · CIK 0001736768 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,000 Underlying: Class A Common Stock · 320,000 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 Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' 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.