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person · Reporting owner

Jones Robyn Mary Elizabeth

Disclosed activity across 1 company

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18423
SEC CIK
0001737503

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Goosehead Insurance, Inc.GSHD · Entity 4370Director · 10% 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 Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan

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
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 25,925 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · derivative · entry 11

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,050,285

Underlying: Class A Common Stock · 25,925 shares

Expires not disclosed

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

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

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $68.14 $6,814.00
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 8

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,803 $67.29 $121,323.87
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 7

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 100

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.05 to $67.77 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,801 $66.43 $252,500.43
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 6

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,903

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.96 to $66.90 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 5,284 $65.58 $346,524.72
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 5,704

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.95 to $65.93 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 4,154 $64.18 $266,603.72
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 10,988

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.93 to $64.85 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 10,783 $63.51 $684,828.33
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 15,142

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.91 to $63.91 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 25,925 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 25,925

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

Read SEC document
June 12, 2020 Filed Jun 15, 2020 20:35 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 25,925 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000224 · wf-form4_159225330323826.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,050,285

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 11, 2020 Filed Jun 15, 2020 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 28,195 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000221 · wf-form4_159225314230283.xml · derivative · entry 8

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,076,210

Underlying: Class A Common Stock · 28,195 shares

Expires not disclosed

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

F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 11, 2020 Filed Jun 15, 2020 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 6,333 $67.93 $430,200.69
Disclosure

SEC source: 0001726978-20-000221 · wf-form4_159225314230283.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.88 to $68.03 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
June 11, 2020 Filed Jun 15, 2020 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 7,106 $67.06 $476,528.36
Disclosure

SEC source: 0001726978-20-000221 · wf-form4_159225314230283.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 6,333

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.67 to $67.66 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 11, 2020 Filed Jun 15, 2020 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 14,756 $66.30 $978,322.80
Disclosure

SEC source: 0001726978-20-000221 · wf-form4_159225314230283.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 13,439

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.65 to $66.63 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
June 11, 2020 Filed Jun 15, 2020 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 28,195 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000221 · wf-form4_159225314230283.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 28,195

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

Read SEC document
June 11, 2020 Filed Jun 15, 2020 20:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 28,195 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000221 · wf-form4_159225314230283.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,076,210

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 10, 2020 Filed Jun 11, 2020 20:58 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 16,120 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000218 · wf-form4_159190907103300.xml · derivative · entry 8

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,104,405

Underlying: Class A Common Stock · 16,120 shares

Expires not disclosed

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

F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 10, 2020 Filed Jun 11, 2020 20:58 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 343 $69.88 $23,968.84
Disclosure

SEC source: 0001726978-20-000218 · wf-form4_159190907103300.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.82 to $69.96 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 10, 2020 Filed Jun 11, 2020 20:58 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 8,101 $69.15 $560,184.15
Disclosure

SEC source: 0001726978-20-000218 · wf-form4_159190907103300.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 343

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.72 to $69.69 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 10, 2020 Filed Jun 11, 2020 20:58 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 7,676 $68.18 $523,349.68
Disclosure

SEC source: 0001726978-20-000218 · wf-form4_159190907103300.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 8,444

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.69 to $68.68 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.

Read SEC document
June 10, 2020 Filed Jun 11, 2020 20:58 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 16,120 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000218 · wf-form4_159190907103300.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 16,120

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

Read SEC document
June 10, 2020 Filed Jun 11, 2020 20:58 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 16,120 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000218 · wf-form4_159190907103300.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,104,405

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 38,493 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · derivative · entry 11

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,120,525

Underlying: Class A Common Stock · 38,493 shares

Expires not disclosed

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

F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,900 $71.68 $136,192.00
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 8

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.44 to $71.88 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 11,854 $70.71 $838,196.34
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 7

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,900

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.40 to $71.36 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 17,887 $69.91 $1,250,480.17
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 6

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 13,754

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.38 to $70.38 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 5,052 $68.98 $348,486.96
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 31,641

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.37 to $69.36 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 968 $67.78 $65,611.04
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 36,693

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.32 to $68.12 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 832 $66.70 $55,494.40
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 37,661

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.31 to $67.26 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 38,493 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 38,493

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

Read SEC document
June 09, 2020 Filed Jun 11, 2020 20:56 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 38,493 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000215 · wf-form4_159190898560581.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,120,525

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 08, 2020 Filed Jun 9, 2020 21:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 41,986 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000212 · wf-form4_159173715702971.xml · derivative · entry 8

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,159,018

Underlying: Class A Common Stock · 41,986 shares

Expires not disclosed

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

F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 08, 2020 Filed Jun 9, 2020 21:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,200 $70.13 $84,156.00
Disclosure

SEC source: 0001726978-20-000212 · wf-form4_159173715702971.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.71 to $70.52 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 08, 2020 Filed Jun 9, 2020 21:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 21,512 $69.04 $1,485,188.48
Disclosure

SEC source: 0001726978-20-000212 · wf-form4_159173715702971.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,200

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.62 to $69.60 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
June 08, 2020 Filed Jun 9, 2020 21:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 19,274 $68.23 $1,315,065.02
Disclosure

SEC source: 0001726978-20-000212 · wf-form4_159173715702971.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 22,712

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.61 to $68.61 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
June 08, 2020 Filed Jun 9, 2020 21:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 41,986 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000212 · wf-form4_159173715702971.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 41,986

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

Read SEC document
June 08, 2020 Filed Jun 9, 2020 21:12 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 41,986 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000212 · wf-form4_159173715702971.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,159,018

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 73,175 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · derivative · entry 9

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,201,004

Underlying: Class A Common Stock · 73,175 shares

Expires not disclosed

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

F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 34,078 $72.00 $2,453,616.00
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · nonDerivative · entry 6

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.77 to $72.53 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 20,923 $71.48 $1,495,576.04
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 34,078

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.76 to $71.76 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
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 14,185 $70.25 $996,496.25
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 55,001

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.74 to $70.74 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 3,989 $69.34 $276,597.26
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 69,186

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.73 to $69.73 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
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 73,175 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 73,175

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

Read SEC document
June 05, 2020 Filed Jun 8, 2020 21:36 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 73,175 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000209 · wf-form4_159165215658792.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,201,004

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 63,654 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · derivative · entry 9

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,274,179

Underlying: Class A Common Stock · 63,654 shares

Expires not disclosed

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

F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 9,778 $68.45 $669,304.10
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · nonDerivative · entry 6

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.06 to $68.70 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
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 7,836 $67.42 $528,303.12
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · nonDerivative · entry 5

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 9,778

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.05 to $68.05 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
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 38,601 $66.47 $2,565,808.47
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · nonDerivative · entry 4

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 17,614

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.04 to $67.04 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
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 7,439 $65.70 $488,742.30
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · nonDerivative · entry 3

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 56,215

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.01 to $66.01 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
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 63,654 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · nonDerivative · entry 2

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 63,654

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

Read SEC document
June 04, 2020 Filed Jun 8, 2020 21:30 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 63,654 $0.00 $0.00
Disclosure

SEC source: 0001726978-20-000206 · wf-form4_159165180493514.xml · nonDerivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,274,179

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

F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries.

Read SEC document

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