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Mark & Robyn Jones Descendants Trust 2014

Disclosed activity across 1 company

Tapewire entity
18422
SEC CIK
0001736769

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Goosehead Insurance, Inc.GSHD · Entity 437010% owner · Member of 10% owner groupAugust 27, 2026August 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table I · non-derivativeDirect6,645,180 Reported balance After 2026-08-27 transaction · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeDirect182,349 Reported balance Holding disclosure · report date 2026-08-27 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeDirect132,349 Reported balance Holding disclosure · report date 2026-08-27 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 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 $0.00Direct6,645,180 Reported balance After 2026-08-27 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 $0.00Direct182,349 Reported balance Holding disclosure · report date 2026-08-27 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 $0.00Direct132,349 Reported balance Holding disclosure · report date 2026-08-27 · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeIndirectBy Trust1,766,355 Reported balance Holding disclosure · report date 2026-08-27 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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 $0.00IndirectBy Trust1,766,355 Reported balance Holding disclosure · report date 2026-08-27 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 8,551 $124.31 $1,062,974.81
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,346

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.73 to $124.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 4,431 $123.22 $545,987.82
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,897

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.71 to $123.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,090 $122.14 $133,132.60
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,328

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.70 to $122.61, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 300 $120.85 $36,255.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,418

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.63 to $121.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 800 $119.68 $95,744.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,718

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.42 to $119.84, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 29,518 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,518

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
December 28, 2020 Filed Dec 31, 2020 21:05 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 29,518 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000427 · wf-form4_160944869599149.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,939,035

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
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 4,926 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · derivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,968,553

Underlying: Class A Common Stock · 4,926 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.

F5 · 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.

F5 · 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
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $125.65 $12,565.00
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 810 $124.53 $100,869.30
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.22 to $125.03, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,801 $123.66 $222,711.66
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 910

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.17 to $124.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,199 $122.57 $146,961.43
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,711

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.14 to $123.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,016 $121.69 $123,637.04
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,910

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.13 to $122.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 4,926 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,926

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.

Read SEC document
December 24, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 4,926 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000421 · wf-form4_160928509505805.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,968,553

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
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 8,373 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · derivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,973,479

Underlying: Class A Common Stock · 8,373 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.

F5 · 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.

F5 · 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
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 350 $126.29 $44,201.50
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.12 to $126.70, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,215 $125.56 $403,675.40
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 350

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.01 to $125.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,512 $124.65 $437,770.80
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,565

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.00 to $125.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,296 $123.42 $159,952.32
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,077

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.99 to $123.75, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 8,373 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,373

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
December 23, 2020 Filed Dec 29, 2020 23:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 8,373 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000420 · wf-form4_160928508553272.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,973,479

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
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 20,533 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · derivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,981,852

Underlying: Class A Common Stock · 20,533 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.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 2,606 $131.19 $341,881.14
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

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 $131.03 to $131.41, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 5,876 $130.39 $766,171.64
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,606

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,507 $129.30 $453,455.10
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,482

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.92 to $129.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,367 $128.44 $175,577.48
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,989

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.89 to $128.83, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 2,706 $127.12 $343,986.72
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,356

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.86 to $127.68, 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.

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December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 4,471 $126.46 $565,402.66
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,062

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.85 to $126.85, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

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December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 20,533 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,533

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
December 22, 2020 Filed Dec 28, 2020 23:18 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 20,533 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000415 · wf-form4_160919749432879.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,981,852

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
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 27,226 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · derivative · entry 11

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,002,385

Underlying: Class A Common Stock · 27,226 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.

F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

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December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,900 $130.50 $247,950.00
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 10

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.45 to $130.63, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 4,468 $129.94 $580,571.92
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,900

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.44 to $130.35, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 13,720 $128.98 $1,769,605.60
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,368

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.40 to $129.37, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,225 $127.58 $411,445.50
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,088

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.35 to $128.35, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,713 $126.87 $217,328.31
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,313

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.31 to $127.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 50 $125.02 $6,251.00
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,026

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 650 $124.45 $80,892.50
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,076

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.01 to $124.84, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,500 $123.44 $185,160.00
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,726

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.77 to $123.76, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 27,226 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,226

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.

Read SEC document
December 21, 2020 Filed Dec 23, 2020 00:03 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 27,226 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000409 · wf-form4_160868182539771.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,002,385

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
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 6,400 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · derivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,029,611

Underlying: Class A Common Stock · 6,400 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.

F5 · 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.

F5 · 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.

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November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $123.36 $12,336.00
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 8

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $121.15 $12,115.00
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 7

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

Read SEC document
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 700 $120.29 $84,203.00
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.08 to $121.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,314 $119.63 $396,453.82
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 900

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.07 to $120.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 660 $118.10 $77,946.00
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,214

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.72 to $118.64, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,526 $117.05 $178,618.30
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,874

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.59 to $117.40, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
November 24, 2020 Filed Nov 30, 2020 21:25 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 6,400 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000406 · wf-form4_160677151481960.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,400

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.