TapewireFind a company

organization · Reporting owner

Mark & Robyn Jones Descendants Trust 2014

Disclosed activity across 1 company

Tapewire entity
18422
SEC CIK
0001736769

Export transaction history ↓

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

JSON API
Reset

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
May 11, 2020 Filed May 13, 2020 20:41 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 30,678 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000153 · wf-form4_158940249137069.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: 11,753,898

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
May 08, 2020 Filed May 12, 2020 20:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 64,243 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000150 · wf-form4_158931613909007.xml · derivative · 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: 11,784,576

Underlying: Class A Common Stock · 64,243 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.

F3 · 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.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
May 08, 2020 Filed May 12, 2020 20:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 40,032 $61.32 $2,454,762.24
Disclosure

SEC source: 0001726978-20-000150 · wf-form4_158931613909007.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: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.01 to $61.97, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 08, 2020 Filed May 12, 2020 20:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 24,211 $60.64 $1,468,155.04
Disclosure

SEC source: 0001726978-20-000150 · wf-form4_158931613909007.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: 40,032

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $61.00, 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
May 08, 2020 Filed May 12, 2020 20:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 64,243 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000150 · wf-form4_158931613909007.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: 64,243

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
May 08, 2020 Filed May 12, 2020 20:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 64,243 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000150 · wf-form4_158931613909007.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: 11,784,576

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
May 04, 2020 Filed May 5, 2020 21:47 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 420 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000137 · wf-form4_158871524609536.xml · derivative · 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: 11,848,819

Underlying: Class A Common Stock · 420 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.

F1 · 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.

F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
May 04, 2020 Filed May 5, 2020 21:47 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 420 $60.01 $25,203.49
Disclosure

SEC source: 0001726978-20-000137 · wf-form4_158871524609536.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: 0

Read SEC document
May 04, 2020 Filed May 5, 2020 21:47 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 420 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000137 · wf-form4_158871524609536.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: 420

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
May 04, 2020 Filed May 5, 2020 21:47 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 420 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000137 · wf-form4_158871524609536.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: 11,848,819

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
May 01, 2020 Filed May 4, 2020 22:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000134 · wf-form4_158863032942102.xml · derivative · 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: 11,849,239

Underlying: Class A Common Stock · 100 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.

F1 · 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.

F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
May 01, 2020 Filed May 4, 2020 22:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $60.00 $6,000.00
Disclosure

SEC source: 0001726978-20-000134 · wf-form4_158863032942102.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: 0

Read SEC document
May 01, 2020 Filed May 4, 2020 22:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000134 · wf-form4_158863032942102.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: 100

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
May 01, 2020 Filed May 4, 2020 22:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000134 · wf-form4_158863032942102.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: 11,849,239

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
March 27, 2020 Filed Mar 31, 2020 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 40,416 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000117 · wf-form4_158568887118899.xml · derivative · 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: 11,849,339

Underlying: Class A Common Stock · 40,416 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.

F4 · 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.

F4 · 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
March 27, 2020 Filed Mar 31, 2020 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,200 $47.03 $56,436.00
Disclosure

SEC source: 0001726978-20-000117 · wf-form4_158568887118899.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: 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 $47.02 to $47.05, 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
March 27, 2020 Filed Mar 31, 2020 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 12,733 $46.30 $589,537.90
Disclosure

SEC source: 0001726978-20-000117 · wf-form4_158568887118899.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: 1,200

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.01, 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
March 27, 2020 Filed Mar 31, 2020 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 26,483 $45.59 $1,207,359.97
Disclosure

SEC source: 0001726978-20-000117 · wf-form4_158568887118899.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: 13,933

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, 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
March 27, 2020 Filed Mar 31, 2020 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 40,416 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000117 · wf-form4_158568887118899.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: 40,416

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
March 27, 2020 Filed Mar 31, 2020 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 40,416 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000117 · wf-form4_158568887118899.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: 11,849,339

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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 42,447 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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: 11,889,755

Underlying: Class A Common Stock · 42,447 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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $49.29 $4,929.00
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 2,211 $50.72 $112,141.92
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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 $48.05 to $48.99, 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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 5,751 $47.35 $272,309.85
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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: 2,311

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.02 to $48.00, 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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 14,152 $46.44 $657,218.88
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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: 8,062

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $47.00, 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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 20,233 $45.31 $916,757.23
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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: 22,214

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $46.00, 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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 42,447 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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: 42,447

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
March 26, 2020 Filed Mar 30, 2020 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 42,447 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000114 · wf-form4_158560262499628.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: 11,889,755

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
March 25, 2020 Filed Mar 26, 2020 21:04 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 13,474 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000111 · wf-form4_158525666920023.xml · derivative · 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: 11,932,202

Underlying: Class A Common Stock · 13,474 shares

Expires not disclosed

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

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
March 25, 2020 Filed Mar 26, 2020 21:04 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 13,474 $45.15 $608,372.66
Disclosure

SEC source: 0001726978-20-000111 · wf-form4_158525666920023.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: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.73, 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
March 25, 2020 Filed Mar 26, 2020 21:04 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 13,474 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000111 · wf-form4_158525666920023.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: 13,474

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.

Read SEC document
March 25, 2020 Filed Mar 26, 2020 21:04 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 13,474 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000111 · wf-form4_158525666920023.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: 11,932,202

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
March 24, 2020 Filed Mar 25, 2020 20:59 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 11,063 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000108 · wf-form4_158516997095645.xml · derivative · 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: 11,945,676

Underlying: Class A Common Stock · 11,063 shares

Expires not disclosed

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

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
March 24, 2020 Filed Mar 25, 2020 20:59 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 11,063 $45.14 $499,417.01
Disclosure

SEC source: 0001726978-20-000108 · wf-form4_158516997095645.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: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.65, 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
March 24, 2020 Filed Mar 25, 2020 20:59 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 11,063 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000108 · wf-form4_158516997095645.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: 11,063

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
March 24, 2020 Filed Mar 25, 2020 20:59 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 11,063 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000108 · wf-form4_158516997095645.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: 11,945,676

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
March 23, 2020 Filed Mar 25, 2020 20:48 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 3,700 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000105 · wf-form4_158516930782774.xml · derivative · 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: 11,956,739

Underlying: Class A Common Stock · 3,700 shares

Expires not disclosed

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

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
March 23, 2020 Filed Mar 25, 2020 20:48 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,700 $45.04 $166,642.82
Disclosure

SEC source: 0001726978-20-000105 · wf-form4_158516930782774.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: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.60, 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
March 23, 2020 Filed Mar 25, 2020 20:48 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 3,700 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000105 · wf-form4_158516930782774.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: 3,700

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
March 23, 2020 Filed Mar 25, 2020 20:48 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 3,700 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000105 · wf-form4_158516930782774.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: 11,956,739

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
March 20, 2020 Filed Mar 23, 2020 22:06 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 28,543 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000098 · wf-form4_158500114241062.xml · derivative · 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: 11,960,439

Underlying: Class A Common Stock · 28,543 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.

F3 · 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.

F3 · 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
March 20, 2020 Filed Mar 23, 2020 22:06 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 2,701 $46.32 $125,110.32
Disclosure

SEC source: 0001726978-20-000098 · wf-form4_158500114241062.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: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.31 to $46.65, 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
March 20, 2020 Filed Mar 23, 2020 22:06 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 25,842 $45.16 $1,167,024.72
Disclosure

SEC source: 0001726978-20-000098 · wf-form4_158500114241062.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: 2,701

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.90, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
March 20, 2020 Filed Mar 23, 2020 22:06 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 28,543 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000098 · wf-form4_158500114241062.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: 28,543

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
March 20, 2020 Filed Mar 23, 2020 22:06 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 28,543 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000098 · wf-form4_158500114241062.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: 11,960,439

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
March 19, 2020 Filed Mar 23, 2020 21:52 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 31,193 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000095 · wf-form4_158500033078987.xml · derivative · 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: 11,988,982

Underlying: Class A Common Stock · 31,193 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.

F3 · 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.

F3 · 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
March 19, 2020 Filed Mar 23, 2020 21:52 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 9,081 $46.26 $420,087.06
Disclosure

SEC source: 0001726978-20-000095 · wf-form4_158500033078987.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: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $46.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
March 19, 2020 Filed Mar 23, 2020 21:52 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 22,112 $45.31 $1,001,894.72
Disclosure

SEC source: 0001726978-20-000095 · wf-form4_158500033078987.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: 9,081

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.99, 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
March 19, 2020 Filed Mar 23, 2020 21:52 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 31,193 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000095 · wf-form4_158500033078987.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: 31,193

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
March 19, 2020 Filed Mar 23, 2020 21:52 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 31,193 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000095 · wf-form4_158500033078987.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: 11,988,982

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.