organization · Reporting owner
Mark & Robyn Jones Descendants Trust 2014
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | 10% owner · Member of 10% owner group | 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
Jointly reported with Jones Mark Evan, Jones Robyn Mary Elizabeth
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 6,645,180 |
Reported balance
After 2026-08-27 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-08-27 · Gift · Disposed 100,000 · Balance 6,645,180 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. |
| Class B Common StockSEC Table I · non-derivative | Direct | 182,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 182,349 F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer. |
| Class B Common StockSEC Table I · non-derivative | Direct | 132,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 132,349 F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,645,180 |
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 6,645,180 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 182,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 182,349 F5: 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 directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 132,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 132,349 F5: 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: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,766,355 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,766,355 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 1,766,355 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,766,355 F5: 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: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.
F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.
F5: 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 |
|---|---|---|---|---|---|---|
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 52,786 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · derivative · entry 23 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465,133 Underlying: Class A Common Stock · 52,786 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. F16 · 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. F16 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 680 | $61.03 | $41,500.40 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.95 to $61.32 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 14,704 | $60.40 | $888,121.60 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.94 to $60.90 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. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 11,591 | $59.51 | $689,780.41 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,384 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.94 to $59.93, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 25,811 | $58.58 | $1,512,008.38 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,975 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.94 to $58.93, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 52,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,786 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:24 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 52,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000097 · wf-form4_166017383007955.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465,133 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 42,336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · derivative · entry 16 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,517,919 Underlying: Class A Common Stock · 42,336 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 200 | $58.87 | $11,774.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 14,559 | $58.08 | $845,586.72 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.87 to $58.87, inclusive. The reporting person trust 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, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 27,577 | $57.49 | $1,585,401.73 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,759 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.87 to $57.86, inclusive. The reporting person trust 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, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 42,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,336 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 42,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,517,919 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 30,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · derivative · entry 15 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,560,255 Underlying: Class A Common Stock · 30,079 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 16,904 | $60.39 | $1,020,832.56 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.18 to $60.55, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 13,175 | $59.91 | $789,314.25 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,904 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.18 to $60.17, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 30,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,079 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 30,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000095 · wf-form4_165999772964445.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,560,255 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 44,382 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · derivative · entry 19 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,590,334 Underlying: Class A Common Stock · 44,382 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. F13 · 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. F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 17,083 | $60.85 | $1,039,500.55 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 12 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.61 to $61.23, inclusive. The reporting person trust 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 03, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 15,411 | $60.10 | $926,201.10 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 11 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,083 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.61 to $60.60, inclusive. The reporting person trust 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 03, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 11,888 | $59.06 | $702,105.28 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 10 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,494 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.61 to $59.60, inclusive. The reporting person trust 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 03, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 44,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 9 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 44,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 8 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,590,334 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 36,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · derivative · entry 18 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,634,716 Underlying: Class A Common Stock · 36,286 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. F13 · 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. F13 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,154 | $59.49 | $306,611.46 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 7 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.36 to $59.64, inclusive. The reporting person trust 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 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 21,679 | $58.95 | $1,277,977.05 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,154 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.36 to $59.35, inclusive. The reporting person trust 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 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 2,652 | $57.90 | $153,550.80 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,833 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.36 to $58.35, inclusive. The reporting person trust 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 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,400 | $56.72 | $79,408.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,485 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.31 to $57.25, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,401 | $55.67 | $300,673.67 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,885 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.98, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 36,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,286 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 36,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000094 · wf-form4_165964853367342.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,634,716 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 33,472 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000089 · wf-form4_165956714912067.xml · derivative · entry 10 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671,002 Underlying: Class A Common Stock · 33,472 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. F7 · 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. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,597 | $56.50 | $259,730.50 |
DisclosureSEC source: 0001726978-22-000089 · wf-form4_165956714912067.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.33 to $56.87, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 28,875 | $55.86 | $1,612,957.50 |
DisclosureSEC source: 0001726978-22-000089 · wf-form4_165956714912067.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,597 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.33 to $56.32, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 33,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000089 · wf-form4_165956714912067.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,472 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 22:52 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 33,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000089 · wf-form4_165956714912067.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671,002 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 12,486 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · derivative · entry 12 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,704,474 Underlying: Class A Common Stock · 12,486 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,000 | $78.58 | $78,580.00 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · nonDerivative · entry 6 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.06 to $79.01, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 559 | $77.23 | $43,171.57 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · nonDerivative · entry 5 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.04 to $77.92, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,766 | $76.35 | $134,834.10 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · nonDerivative · entry 4 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,559 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.00 to $76.95, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 9,161 | $75.42 | $690,922.62 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · nonDerivative · entry 3 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,325 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.99, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 12,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · nonDerivative · entry 2 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 05, 2022 Filed Apr 8, 2022 00:16 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 12,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000052 · wf-form4_164937696629365.xml · nonDerivative · entry 1 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,704,474 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 04, 2022 Filed Apr 4, 2022 23:03 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 17,226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000046 · wf-form4_164911341723041.xml · derivative · entry 29 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,716,960 Underlying: Class A Common Stock · 17,226 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. F19 · 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. F19 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 04, 2022 Filed Apr 4, 2022 23:03 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,900 | $80.30 | $393,470.00 |
DisclosureSEC source: 0001726978-22-000046 · wf-form4_164911341723041.xml · nonDerivative · entry 21 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.24 to $80.37, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 04, 2022 Filed Apr 4, 2022 23:03 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 8,629 | $79.80 | $688,594.20 |
DisclosureSEC source: 0001726978-22-000046 · wf-form4_164911341723041.xml · nonDerivative · entry 20 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.23 to $80.17, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 04, 2022 Filed Apr 4, 2022 23:03 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,697 | $78.98 | $291,989.06 |
DisclosureSEC source: 0001726978-22-000046 · wf-form4_164911341723041.xml · nonDerivative · entry 19 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,529 F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.22 to $79.21, inclusive. The reporting person trust undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 04, 2022 Filed Apr 4, 2022 23:03 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 17,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000046 · wf-form4_164911341723041.xml · nonDerivative · entry 18 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,226 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. Read SEC document |
| April 04, 2022 Filed Apr 4, 2022 23:03 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 17,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000046 · wf-form4_164911341723041.xml · nonDerivative · entry 17 Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group Jones Mark Evan · CIK 0001736768 · Director · CEO · 10% owner · Member of 10% owner group Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,716,960 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. 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.