TapewireFind a company

person · Reporting owner

Jones Robyn Mary Elizabeth

Disclosed activity across 1 company

Tapewire entity
18423
SEC CIK
0001737503

Export transaction history ↓

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

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 13, 2019 Filed May 14, 2019 20:20 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 8,768 $32.04 $280,926.72
Disclosure

SEC source: 0001726978-19-000150 · wf-form4_155786524257508.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,577,475

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.45 to $32.45, 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 10, 2019 Filed May 13, 2019 21:31 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 512 $32.96 $16,875.52
Disclosure

SEC source: 0001726978-19-000147 · wf-form4_155778307750382.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: 1,586,243

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.83 to $33.14, 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 10, 2019 Filed May 13, 2019 21:31 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 888 $32.14 $28,540.32
Disclosure

SEC source: 0001726978-19-000147 · wf-form4_155778307750382.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,586,755

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.82 to $32.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 09, 2019 Filed May 13, 2019 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 1,400 $32.65 $45,710.00
Disclosure

SEC source: 0001726978-19-000144 · wf-form4_155778238266419.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: 1,587,643

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.63 to $32.69, 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
May 09, 2019 Filed May 13, 2019 21:19 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 19,520 $32.02 $625,030.40
Disclosure

SEC source: 0001726978-19-000144 · wf-form4_155778238266419.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,589,043

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.61 to $32.50, 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, 2019 Filed May 9, 2019 21:01 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 4,610 $32.78 $151,115.80
Disclosure

SEC source: 0001726978-19-000139 · wf-form4_155743569294238.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: 1,608,563

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.59 to $33.21, 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, 2019 Filed May 9, 2019 21:01 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 5,993 $32.10 $192,375.30
Disclosure

SEC source: 0001726978-19-000139 · wf-form4_155743569294238.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,613,173

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.57 to $32.57, 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 07, 2019 Filed May 8, 2019 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 23,589 $34.49 $813,584.61
Disclosure

SEC source: 0001726978-19-000135 · wf-form4_155734969864607.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: 1,619,166

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.19 to $34.85, 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
May 07, 2019 Filed May 8, 2019 21:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 11,650 $33.63 $391,789.50
Disclosure

SEC source: 0001726978-19-000135 · wf-form4_155734969864607.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,642,755

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.17 to $34.15, 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 06, 2019 Filed May 7, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 100 $35.39 $3,539.00
Disclosure

SEC source: 0001726978-19-000132 · wf-form4_155726341724098.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: 1,654,405

Read SEC document
May 06, 2019 Filed May 7, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 33,357 $34.79 $1,160,490.03
Disclosure

SEC source: 0001726978-19-000132 · wf-form4_155726341724098.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: 1,654,505

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.32 to $35.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
May 06, 2019 Filed May 7, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 11,937 $33.74 $402,754.38
Disclosure

SEC source: 0001726978-19-000132 · wf-form4_155726341724098.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,687,862

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.31 to $34.31, 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 02, 2019 Filed May 6, 2019 21:51 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 39,150 $30.06 $1,177,005.60
Disclosure

SEC source: 0001726978-19-000124 · wf-form4_155717944022018.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,699,799

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.28, 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 01, 2019 Filed May 3, 2019 20:17 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 9,332 $30.03 $280,219.43
Disclosure

SEC source: 0001726978-19-000119 · wf-form4_155691465456979.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 Mark and Robyn Jones Descendants Trust 2014

Disclosed balance after: 1,738,949

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.47, 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
April 09, 2019 Filed Apr 10, 2019 21:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 60,488 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000101 · wf-form4_155493193738582.xml · derivative · entry 6

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: 14,235,743

Underlying: Class A Common Stock · 60,488 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.

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
April 09, 2019 Filed Apr 10, 2019 21:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 60,488 $29.11 $1,760,860.12
Disclosure

SEC source: 0001726978-19-000101 · wf-form4_155493193738582.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.71, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

Read SEC document
April 09, 2019 Filed Apr 10, 2019 21:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 60,488 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000101 · wf-form4_155493193738582.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: 1,808,769

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
April 09, 2019 Filed Apr 10, 2019 21:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 60,488 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000101 · wf-form4_155493193738582.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: 14,235,743

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
April 08, 2019 Filed Apr 8, 2019 22:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 189 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000095 · wf-form4_155476312274691.xml · derivative · entry 6

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: 14,296,224

Underlying: Class A Common Stock · 189 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.

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
April 08, 2019 Filed Apr 8, 2019 22:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 189 $29.00 $5,481.00
Disclosure

SEC source: 0001726978-19-000095 · wf-form4_155476312274691.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: 1,748,281

Read SEC document
April 08, 2019 Filed Apr 8, 2019 22:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 189 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000095 · wf-form4_155476312274691.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: 1,748,470

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
April 08, 2019 Filed Apr 8, 2019 22:38 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 189 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000095 · wf-form4_155476312274691.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: 14,296,224

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
April 08, 2019 Filed Apr 9, 2019 21:04 UTC Amendment Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 182 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000098 · wf-form4a_155484385108450.xml · derivative · entry 6

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: 14,296,231

Underlying: Class A Common Stock · 182 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.

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
April 08, 2019 Filed Apr 9, 2019 21:04 UTC Amendment Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 182 $29.00 $5,278.00
Disclosure

SEC source: 0001726978-19-000098 · wf-form4a_155484385108450.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: 1,748,281

Read SEC document
April 08, 2019 Filed Apr 9, 2019 21:04 UTC Amendment Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 182 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000098 · wf-form4a_155484385108450.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: 1,748,463

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
April 08, 2019 Filed Apr 9, 2019 21:04 UTC Amendment Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 182 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000098 · wf-form4a_155484385108450.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: 14,296,231

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
April 05, 2019 Filed Apr 8, 2019 22:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 139,330 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000092 · wf-form4_155476272992746.xml · derivative · entry 6

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: 14,296,413

Underlying: Class A Common Stock · 139,330 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.

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
April 05, 2019 Filed Apr 8, 2019 22:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 139,330 $29.01 $4,042,437.02
Disclosure

SEC source: 0001726978-19-000092 · wf-form4_155476272992746.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.15, 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
April 05, 2019 Filed Apr 8, 2019 22:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 139,330 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000092 · wf-form4_155476272992746.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: 1,887,611

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
April 05, 2019 Filed Apr 8, 2019 22:32 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 139,330 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000092 · wf-form4_155476272992746.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: 14,296,413

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
March 27, 2019 Filed Mar 27, 2019 21:33 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 11,962 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000088 · wf-form4_155372236869984.xml · derivative · entry 6

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: 14,435,743

Underlying: Class A Common Stock · 11,962 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.

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
March 27, 2019 Filed Mar 27, 2019 21:33 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 11,962 $29.03 $347,225.76
Disclosure

SEC source: 0001726978-19-000088 · wf-form4_155372236869984.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.15, 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, 2019 Filed Mar 27, 2019 21:33 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 11,962 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000088 · wf-form4_155372236869984.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: 1,760,243

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
March 27, 2019 Filed Mar 27, 2019 21:33 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 11,962 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000088 · wf-form4_155372236869984.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: 14,435,743

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
March 26, 2019 Filed Mar 26, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 34,511 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000085 · wf-form4_155363463727925.xml · derivative · entry 6

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: 14,447,705

Underlying: Class A Common Stock · 34,511 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.

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
March 26, 2019 Filed Mar 26, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 34,511 $29.03 $1,001,768.05
Disclosure

SEC source: 0001726978-19-000085 · wf-form4_155363463727925.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.13, 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, 2019 Filed Mar 26, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 34,511 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000085 · wf-form4_155363463727925.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: 1,782,792

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, 2019 Filed Mar 26, 2019 21:10 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 34,511 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000085 · wf-form4_155363463727925.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: 14,447,705

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
March 21, 2019 Filed Mar 21, 2019 22:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 11,447 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000081 · wf-form4_155320815908564.xml · derivative · entry 6

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: 14,482,216

Underlying: Class A Common Stock · 11,447 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.

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.

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
March 21, 2019 Filed Mar 21, 2019 22:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 11,447 $29.01 $332,029.39
Disclosure

SEC source: 0001726978-19-000081 · wf-form4_155320815908564.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.04, 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
March 21, 2019 Filed Mar 21, 2019 22:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 11,447 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000081 · wf-form4_155320815908564.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: 1,759,728

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 21, 2019 Filed Mar 21, 2019 22:42 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 11,447 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000081 · wf-form4_155320815908564.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: 14,482,216

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
March 20, 2019 Filed Mar 20, 2019 22:28 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 21,058 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000077 · wf-form4_155312091774400.xml · derivative · entry 6

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: 14,493,663

Underlying: Class A Common Stock · 21,058 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.

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
March 20, 2019 Filed Mar 20, 2019 22:28 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 21,058 $29.25 $615,954.92
Disclosure

SEC source: 0001726978-19-000077 · wf-form4_155312091774400.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $30.14, 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, 2019 Filed Mar 20, 2019 22:28 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 21,058 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000077 · wf-form4_155312091774400.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: 1,769,339

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 20, 2019 Filed Mar 20, 2019 22:28 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 21,058 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000077 · wf-form4_155312091774400.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: 14,493,663

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
March 07, 2019 Filed Mar 7, 2019 22:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionLLC Units in Goosehead Financial, LLC · Derivative 19,261 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000067 · wf-form4_155199651618715.xml · derivative · entry 6

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: 14,514,721

Underlying: Class A Common Stock · 19,261 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.

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
March 07, 2019 Filed Mar 7, 2019 22:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 SaleClass A Common Stock 19,261 $29.06 $559,715.03
Disclosure

SEC source: 0001726978-19-000067 · wf-form4_155199651618715.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: 1,748,281

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.00 to $29.17, 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 07, 2019 Filed Mar 7, 2019 22:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass A Common Stock 19,261 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000067 · wf-form4_155199651618715.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: 1,767,542

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 07, 2019 Filed Mar 7, 2019 22:08 UTC Goosehead Insurance, Inc. GSHD · Entity 4370 ConversionClass B Common Stock 19,261 $0.00 $0.00
Disclosure

SEC source: 0001726978-19-000067 · wf-form4_155199651618715.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: 14,514,721

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.